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iShares New York Muni Bond ETF
NYF

174 hedge funds and large institutions have $534M invested in iShares New York Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 41

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

1% more capital invested

Capital invested by funds: $527M → $534M (+$7.15M)

0% more funds holding

Funds holding: 174 → 174 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.07% less ownership

Funds ownership: 59.03% → 56.97% (-2.1%)

Holders
174
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
80
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$9.54M
2
AA
Alesco Advisors
New York
+$6.43M
3
GC
Guggenheim Capital
Illinois
+$3.71M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$3.57M
5
FWI
Facet Wealth Inc
Maryland
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18.1M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$13.3M
3
RWP
RWA Wealth Partners
Massachusetts
-$8.88M
4
Bank of America
Bank of America
North Carolina
-$3.14M
5
UBS Group
UBS Group
Switzerland
-$2.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$4.18M +$675K +12,892 +20%
NA
27
Note Advisors
New York
$4.16M +$1.22M +23,375 +43%
GC
28
Guggenheim Capital
Illinois
$4.05M +$3.71M +70,972 +1,423%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$3.92M -$128K -2,438 -3%
Creative Planning
30
Creative Planning
Kansas
$3.67M +$25.5K +488 +0.7%
UBS Group
31
UBS Group
Switzerland
$3.67M -$2.99M -57,214 -45%
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$3.64M +$3.57M +68,147 New
Goldman Sachs
33
Goldman Sachs
New York
$3.39M -$515K -9,846 -13%
MFG
34
Magnus Financial Group
New York
$3.24M +$1.44M +27,592 +83%
B
35
Bailard
California
$3.14M +$990K +18,911 +47%
CFP
36
Cascade Financial Partners
California
$3.11M – – –
SWA
37
SOA Wealth Advisors
New York
$3.07M +$403K +7,696 +15%
Ameriprise
38
Ameriprise
Minnesota
$3.04M +$435K +8,317 +17%
JJBC
39
James J. Burns & Company
New York
$3M -$135K -2,575 -4%
CIC
40
Carnegie Investment Counsel
Ohio
$2.87M +$150K +2,858 +6%
Wells Fargo
41
Wells Fargo
California
$2.86M -$95.6K -1,827 -3%
KAS
42
Kestra Advisory Services
Texas
$2.75M +$475K +9,073 +21%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.68M -$101K -1,934 -4%
DW
44
Durante & Waters
New York
$2.53M +$180K +3,432 +8%
WPC
45
Wedmont Private Capital
Pennsylvania
$2.52M +$25.8K +493 +1%
NW
46
NewEdge Wealth
Pennsylvania
$2.25M – – –
FF
47
Francis Financial
$2.14M -$278K -5,310 -12%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.06M +$954K +18,226 +89%
FPCP
49
Fort Point Capital Partners
California
$2.04M +$2M +38,269 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$2M +$354K +6,767 +22%
1
2
3 4 5

NYF Hedge Fund Activity: Q3 2025 in Review

174 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2025, worth a combined $534M — up 1.4% from $527M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NYF positions and 15 closed out — a net gain of 6 holders — while 80 added to existing stakes and 41 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $9.54M. The largest seller was Jane Street, exiting entirely with an estimated $18.1M sold.

  • 174 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $534M of iShares New York Muni Bond ETF stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 21 funds opened new iShares New York Muni Bond ETF positions in Q3 2025 and 15 closed out, a net change of +6 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2025 was TIAA Trust, National Association, an estimated $9.54M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2025 was Jane Street, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2025.