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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

168 hedge funds and large institutions have $490M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+18
Holders Change %
+12%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
81
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$10.5M
2
Bank of America
Bank of America
North Carolina
$29.6M
3
FWI
Facet Wealth Inc
Maryland
$19.9M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$43.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$16.7M

Top Sellers

1
HPA
High Probability Advisors
New York
$22.8M
2
OWA
Opal Wealth Advisors
New York
$7.75M
3
WAM
WNY Asset Management
New York
$264K
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$738K
5
IDBONY
Israel Discount Bank of New York
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
SOA Wealth Advisors
New York
$1.45M -$4.52K -85 -0.3%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$441K +8,285 +45%
WANY
53
Wealthspire Advisors (New York)
New York
$1.38M +$777K +14,601 +129%
MFG
54
Magnus Financial Group
New York
$1.29M +$216K +4,066 +20%
PG
55
Proffitt & Goodson
Tennessee
$1.26M +$134K +2,511 +12%
RWP
56
Revolve Wealth Partners
New Jersey
$1.22M +$59K +1,109 +5%
Corient Private Wealth
57
Corient Private Wealth
Florida
$1.2M +$148K +2,779 +14%
ASW
58
Astoria Strategic Wealth
Texas
$1.18M +$518K +9,733 +79%
FF
59
Farrell Financial
New York
$1.1M -$852 -16 -0.1%
CSIA
60
Conrad Siegel Investment Advisors
Pennsylvania
$1.09M -$31.8K -597 -3%
AWS
61
Atria Wealth Solutions
New York
$1.07M -$40.1K -754 -4%
CPIG
62
Chicago Partners Investment Group
Illinois
$1.05M +$7.38K +139 +0.7%
Lido Advisors
63
Lido Advisors
California
$977K – – –
PAG
64
Private Advisor Group
New Jersey
$905K +$4.2K +79 +0.5%
SWA
65
Stratos Wealth Advisors
Ohio
$895K – – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$880K -$41.2K -774 -4%
KC
67
Kades & Cheifetz
Pennsylvania
$862K +$2.18K +41 +0.3%
LWA
68
LifeGoal Wealth Advisors
New York
$856K +$856K +16,081 New
AFG
69
Atomi Financial Group
New York
$847K +$220K +4,132 +35%
EH
70
Equitable Holdings
New York
$832K +$832K +15,630 New
FA
71
Flagstar Advisors
New York
$828K +$91.4K +1,717 +12%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$784K +$784K +14,733 New
CBB
73
Citizens Business Bank
California
$781K +$95.3K +1,790 +14%
MAG
74
Members Advisory Group
New York
$771K +$771K +14,460 New
RIM
75
Rockbridge Investment Management
New York
$766K +$107K +2,002 +16%
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