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iShares New York Muni Bond ETF

187 hedge funds and large institutions have $621M invested in iShares New York Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $534M → $621M (+$87.4M)

7% more funds holding

Funds holding: 174187 (+13)

2.13% more ownership

Funds ownership: 56.97%59.1% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
96
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Note Advisors
New York
$5.08M +$889K +16,601 +21%
WIC
27
Whitegate Investment Counselors
New Hampshire
$4.9M -$51.4K -960 -1%
B
28
Bailard
California
$4.77M +$1.63M +30,374 +52%
AF
29
Arrow Financial
New York
$4.73M +$128K +2,396 +3%
AssetMark Inc
30
AssetMark Inc
California
$4.65M +$458K +8,549 +11%
Ameriprise
31
Ameriprise
Minnesota
$4.53M +$1.48M +27,652 +48%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$4.5M +$571K +10,656 +14%
UBS Group
33
UBS Group
Switzerland
$4.3M +$627K +11,707 +17%
Wells Fargo
34
Wells Fargo
California
$4.23M +$1.37M +25,515 +48%
Creative Planning
35
Creative Planning
Kansas
$3.76M +$82.9K +1,548 +2%
Jane Street
36
Jane Street
New York
$3.68M +$3.68M +68,736 New
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$3.64M -$3.43K -64 -0.1%
SWA
38
SOA Wealth Advisors
New York
$3.16M +$84K +1,569 +3%
CFP
39
Cascade Financial Partners
California
$3.12M
MFG
40
Magnus Financial Group
New York
$3.11M -$138K -2,585 -4%
DW
41
Durante & Waters
New York
$3.02M +$481K +8,978 +19%
KAS
42
Kestra Advisory Services
Texas
$2.96M +$202K +3,777 +7%
CIC
43
Carnegie Investment Counsel
Ohio
$2.89M +$13.9K +260 +0.5%
WPC
44
Wedmont Private Capital
Pennsylvania
$2.84M +$298K +5,572 +12%
JJBC
45
James J. Burns & Company
New York
$2.84M -$169K -3,163 -6%
Osaic Holdings
46
Osaic Holdings
Arizona
$2.73M +$10.1K +188 +0.4%
EFN
47
Equita Financial Network
Pennsylvania
$2.63M +$784K +14,629 +42%
WA
48
Westfuller Advisors
New York
$2.6M +$1.78M +33,158 +214%
NW
49
NewEdge Wealth
Pennsylvania
$2.46M +$217K +4,058 +10%
Corient Private Wealth
50
Corient Private Wealth
Florida
$2.39M +$1.71M +31,860 +248%