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iShares New York Muni Bond ETF

111 hedge funds and large institutions have $314M invested in iShares New York Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
+6
Holders Change %
+5.71%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
53
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NFG
51
Northeast Financial Group
Pennsylvania
$983K 18,455 +18,455 New
WC
52
Whitney & Co
New York
$927K 17,399 +1,102 +7%
CPIG
53
Chicago Partners Investment Group
Illinois
$925K 17,467 +2,994 +21%
PG
54
Proffitt & Goodson
Tennessee
$907K 17,035 +9,886 +138%
CAN
55
Cetera Advisor Networks
California
$897K 16,836 -3,767 -18%
HVIA
56
Hudson Valley Investment Advisors
New York
$844K 15,850 -500 -3%
RWP
57
Revolve Wealth Partners
New Jersey
$807K 15,145 +2,400 +19%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$803K 15,069 -1,322 -8%
MML Investors Services
59
MML Investors Services
Massachusetts
$795K 14,921 +1,671 +13%
OPS
60
Orion Portfolio Solutions
Nebraska
$788K 14,786 +7,393 +100%
BCI
61
Brinker Capital Investments
Pennsylvania
$788K 14,786 +7,393 +100%
BCG
62
Breakwater Capital Group
New Jersey
$777K 14,583 +2,919 +25%
B
63
Bailard
California
$755K 14,167 -96 -0.7%
FA
64
Flagstar Advisors
New York
$749K 14,063 +176 +1%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
OIA
66
OneDigital Investment Advisors
Kansas
$714K 13,410 -3,208 -19%
SPI
67
Sutton Place Investors
New York
$696K 13,069 +13,069 New
MFG
68
Magnus Financial Group
New York
$663K 12,454 +93 +0.8%
RIM
69
Rockbridge Investment Management
New York
$638K 11,975 +88 +0.7%
NSIM
70
North Star Investment Management
Illinois
$636K 11,950
AWS
71
AJ Wealth Strategies
New York
$616K 11,568
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$614K 11,525 +3,738 +48%
IWN
73
Independent Wealth Network
Iowa
$560K 10,520 +476 +5%
KC
74
Kades & Cheifetz
Pennsylvania
$555K 10,425
CBB
75
Citizens Business Bank
California
$539K 10,115 +588 +6%