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iShares New York Muni Bond ETF

116 hedge funds and large institutions have $392M invested in iShares New York Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
51
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
51
Conrad Siegel Investment Advisors
Pennsylvania
$1.03M 20,183 +111 +0.6%
PAG
52
Private Advisor Group
New Jersey
$1.02M 19,897 -508 -2%
PG
53
Proffitt & Goodson
Tennessee
$956K 18,728 +1,693 +10%
AWS
54
Atria Wealth Solutions
New York
$950K 18,622 -14,857 -44%
WC
55
Whitney & Co
New York
$908K 17,784 +385 +2%
CPIG
56
Chicago Partners Investment Group
Illinois
$880K 17,486 +19 +0.1%
SPIA
57
Steward Partners Investment Advisory
New York
$864K 16,934 -3,568 -17%
SIC
58
Sterling Investment Counsel
New York
$829K 16,249 +7,338 +82%
MML Investors Services
59
MML Investors Services
Massachusetts
$828K 16,218 +1,297 +9%
RWP
60
Revolve Wealth Partners
New Jersey
$816K 15,990 +845 +6%
HVIA
61
Hudson Valley Investment Advisors
New York
$801K 15,700 -150 -0.9%
WAM
62
WNY Asset Management
New York
$760K 14,900 +14,900 New
MFG
63
Magnus Financial Group
New York
$733K 14,358 +1,904 +15%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$727K 14,239 +14,239 New
FA
65
Flagstar Advisors
New York
$726K 14,224 +161 +1%
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$693K 13,573 -1,496 -10%
OIA
68
OneDigital Investment Advisors
Kansas
$674K 13,200 -210 -2%
Cerity Partners
69
Cerity Partners
New York
$637K 12,492 +12,492 New
Goldman Sachs
70
Goldman Sachs
New York
$614K 12,034 +12,034 New
RIM
71
Rockbridge Investment Management
New York
$611K 11,975
NSIM
72
North Star Investment Management
Illinois
$610K 11,950
CBB
73
Citizens Business Bank
California
$583K 11,434 +1,319 +13%
IWN
74
Independent Wealth Network
Iowa
$540K 10,578 +58 +0.6%
KC
75
Kades & Cheifetz
Pennsylvania
$533K 10,446 +21 +0.2%