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iShares New York Muni Bond ETF

105 hedge funds and large institutions have $241M invested in iShares New York Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
50
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$742K -$726K
AWS
52
Atria Wealth Solutions
New York
$709K +$326K +6,100 +85%
MML Investors Services
53
MML Investors Services
Massachusetts
$709K -$70.5K -1,317 -9%
RWP
54
Revolve Wealth Partners
New Jersey
$682K +$682K +12,745 New
SIC
55
Sterling Investment Counsel
New York
$664K -$1.34M -25,085 -67%
MFG
56
Magnus Financial Group
New York
$661K
NSIM
57
North Star Investment Management
Illinois
$639K
Jane Street
58
Jane Street
New York
$639K -$2.44M -45,528 -79%
RIM
59
Rockbridge Investment Management
New York
$636K
BCG
60
Breakwater Capital Group
New Jersey
$624K +$184K +3,442 +42%
AWS
61
AJ Wealth Strategies
New York
$619K
DIA
62
Davidson Investment Advisors
Montana
$561K +$561K +10,490 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$558K +$440K +8,225 +373%
KC
64
Kades & Cheifetz
Pennsylvania
$558K +$88.3K +1,650 +19%
IWN
65
Independent Wealth Network
Iowa
$537K +$34.2K +639 +7%
CBB
66
Citizens Business Bank
California
$510K +$19.7K +369 +4%
Citigroup
67
Citigroup
New York
$500K -$375K -7,010 -43%
TIAM2
68
Tru Independence Asset Management 2
Oregon
$455K +$455K +8,498 New
Stifel Financial
69
Stifel Financial
Missouri
$420K -$92.4K -1,727 -18%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$417K +$1.18K +22 +0.3%
Fisher Asset Management
71
Fisher Asset Management
Washington
$403K +$16K +299 +4%
OPS
72
Orion Portfolio Solutions
Nebraska
$396K +$396K +7,393 New
BCI
73
Brinker Capital Investments
Pennsylvania
$396K +$396K +7,393 New
RJA
74
Raymond James & Associates
Florida
$395K -$90.5K -1,691 -19%
AAS
75
Avantax Advisory Services
Texas
$387K +$89.6K +1,675 +30%