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iShares New York Muni Bond ETF

171 hedge funds and large institutions have $525M 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, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
73
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
26
Whitegate Investment Counselors
New Hampshire
$4.55M -$1.14M -21,945 -20%
AF
27
Arrow Financial
New York
$4.5M -$127K -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 +$336K +6,450 +9%
Goldman Sachs
30
Goldman Sachs
New York
$3.83M +$86.2K +1,653 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.83M -$766K -14,415 -17%
Creative Planning
32
Creative Planning
Kansas
$3.56M +$833K +15,970 +31%
AssetMark Inc
33
AssetMark Inc
California
$3.42M -$263K -5,050 -7%
JJBC
34
James J. Burns & Company
New York
$3.06M -$317K -6,078 -9%
CFP
35
Cascade Financial Partners
California
$3.04M
Wells Fargo
36
Wells Fargo
California
$2.89M +$83.5K +1,601 +3%
NA
37
Note Advisors
New York
$2.85M +$142K +2,724 +5%
CIC
38
Carnegie Investment Counsel
Ohio
$2.66M +$86K +1,649 +3%
SWA
39
SOA Wealth Advisors
New York
$2.59M +$1.17M +22,450 +82%
Ameriprise
40
Ameriprise
Minnesota
$2.51M -$2.47M -47,949 -50%
WPC
41
Wedmont Private Capital
Pennsylvania
$2.43M +$2.14K +41 +0.1%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$2.42M +$13.8K +264 +0.6%
FF
43
Francis Financial
$2.36M -$7.08M -135,782 -75%
DW
44
Durante & Waters
New York
$2.3M -$6.31K -121 -0.3%
KAS
45
Kestra Advisory Services
Texas
$2.21M +$1.9M +36,452 +608%
NW
46
NewEdge Wealth
Pennsylvania
$2.18M -$200K -3,834 -8%
B
47
Bailard
California
$2.08M +$17.3K +332 +0.8%
LFA
48
Level Financial Advisors
New York
$2.07M +$215K +4,133 +12%
MFG
49
Magnus Financial Group
New York
$1.73M +$457K +8,768 +36%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$1.61M +$329K +6,311 +26%