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iShares New York Muni Bond ETF

174 hedge funds and large institutions have $527M invested in iShares New York Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 173174 (+1)

0% more capital invested

Capital invested by funds: $526M → $527M (+$809K)

1.66% less ownership

Funds ownership: 60.7%59.03% (-1.7%)

Holders
174
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
73
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Whitegate Investment Counselors
New Hampshire
$4.55M -$1.14M -21,945 -20%
AF
27
Arrow Financial
New York
$4.5M -$126K -2,429 -3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.46M +$1.41M +27,049 +46%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$3.96M +$335K +6,450 +9%
Goldman Sachs
30
Goldman Sachs
New York
$3.83M +$86K +1,653 +2%
Creative Planning
31
Creative Planning
Kansas
$3.56M +$830K +15,970 +31%
AssetMark Inc
32
AssetMark Inc
California
$3.42M -$263K -5,050 -7%
JJBC
33
James J. Burns & Company
New York
$3.06M -$316K -6,078 -9%
CFP
34
Cascade Financial Partners
California
$3.04M
Wells Fargo
35
Wells Fargo
California
$2.89M +$83.3K +1,601 +3%
NA
36
Note Advisors
New York
$2.85M +$142K +2,724 +5%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.75M -$1.75M -33,615 -39%
CIC
38
Carnegie Investment Counsel
Ohio
$2.66M +$85.7K +1,649 +3%
SWA
39
SOA Wealth Advisors
New York
$2.59M +$1.17M +22,450 +82%
Ameriprise
40
Ameriprise
Minnesota
$2.51M -$2.49M -47,949 -50%
WPC
41
Wedmont Private Capital
Pennsylvania
$2.43M +$2.13K +41 +0.1%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$2.42M +$13.7K +264 +0.6%
BS
43
Brighton Securities
New York
$2.41M -$77.3K -1,487 -3%
FF
44
Francis Financial
$2.36M -$7.06M -135,782 -75%
DW
45
Durante & Waters
New York
$2.3M -$6.29K -121 -0.3%
KAS
46
Kestra Advisory Services
Texas
$2.21M +$1.9M +36,452 +608%
NW
47
NewEdge Wealth
Pennsylvania
$2.18M -$199K -3,834 -8%
B
48
Bailard
California
$2.08M +$17.3K +332 +0.8%
LFA
49
Level Financial Advisors
New York
$2.07M +$215K +4,133 +12%
MFG
50
Magnus Financial Group
New York
$1.73M +$456K +8,768 +36%

NYF Hedge Fund Activity: Q2 2025 in Review

174 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2025, worth a combined $527M — up 0.15% from $526M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 15 closed out — a net gain of 2 holders — while 73 added to existing stakes and 54 trimmed.

The largest buyer was Jane Street, adding an estimated $13.5M. The largest seller was Francis Financial, cutting an estimated $7.06M.

  • 174 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2025, up from 173 in Q1 2025.
  • Funds reported $527M of iShares New York Muni Bond ETF stock for Q2 2025, up 0.15% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q2 2025 and 15 closed out, a net change of +2 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2025 was Jane Street, an estimated $13.5M added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2025 was Francis Financial, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2025.