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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

138 hedge funds and large institutions have $377M invested in iShares New York Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
73
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFP
1
Cascade Financial Partners
California
$3.15M
2
FF
2
Francis Financial
$5.46M
3
HPA
3
High Probability Advisors
New York
$18.8M
4
FWI
4
Facet Wealth Inc
Maryland
$9.92M
5
AA
5
Alesco Advisors
New York
$14.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.8M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
51
Conrad Siegel Investment Advisors
Pennsylvania
$1.1M 20,419 +104 +0.5%
AWS
52
Atria Wealth Solutions
New York
$1.09M 20,298 -2,624 -11%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.08M 20,106 -1,785 -8%
CPIG
54
Chicago Partners Investment Group
Illinois
$1.04M 19,467 +20 +0.1%
RWP
55
Revolve Wealth Partners
New Jersey
$1.02M 18,868 +2,313 +14%
Lido Advisors
56
Lido Advisors
California
$987K 18,350 +18,350 New
MML Investors Services
57
MML Investors Services
Massachusetts
$967K 17,965 +2,818 +19%
SWA
58
Stratos Wealth Advisors
Ohio
$904K 16,808 – –
MFG
59
Magnus Financial Group
New York
$904K 16,805 +459 +3%
SPIA
60
Steward Partners Investment Advisory
New York
$896K 16,649 +5 +0%
KC
61
Kades & Cheifetz
Pennsylvania
$861K 16,006 +70 +0.4%
Goldman Sachs
62
Goldman Sachs
New York
$819K 15,215 +13 +0.1%
PAG
63
Private Advisor Group
New Jersey
$798K 14,838 +883 +6%
E
64
ETFidea
New York
$789K 14,658 -400 -3%
Luther King Capital Management (LKCM)
65
Luther King Capital Management (LKCM)
Texas
– – – –
FA
66
Flagstar Advisors
New York
$727K 13,516 +58 +0.4%
MWAM
67
Manhattan West Asset Management
California
$725K 13,471 +13,471 New
Stifel Financial
68
Stifel Financial
Missouri
$715K 13,279 +2,769 +26%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$703K 13,063 -303 -2%
MFS
70
McNamara Financial Services
Massachusetts
$699K 12,986 +137 +1%
CBB
71
Citizens Business Bank
California
$693K 12,885 +1,451 +13%
NL
72
NDWM LLC
California
$677K 12,583 +406 +3%
EWA
73
EP Wealth Advisors
California
$675K 12,535 – –
NSIM
74
North Star Investment Management
Illinois
$643K 11,950 – –
RIM
75
Rockbridge Investment Management
New York
$640K 11,888 – –
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