We are live on ! Find out more
NYF icon

iShares New York Muni Bond ETF

187 hedge funds and large institutions have $621M invested in iShares New York Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $534M → $621M (+$87.4M)

7% more funds holding

Funds holding: 174187 (+13)

2.13% more ownership

Funds ownership: 56.97%59.1% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
96
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
51
L.J. Altfest & Co
New York
$2.34M -$2.1M -39,164 -47%
FF
52
Francis Financial
$2.14M
EWA
53
Emergent Wealth Advisors
New York
$2.14M +$1.87M +34,957 +693%
Cerity Partners
54
Cerity Partners
New York
$2.12M +$1.61M +30,086 +316%
OWA
55
Opal Wealth Advisors
New York
$2.12M +$1.22M +22,804 +136%
Wealthfront Advisers
56
Wealthfront Advisers
California
$2.07M +$1.32M +24,718 +177%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.05M -$12.3K -230 -0.6%
LFA
58
Level Financial Advisors
New York
$1.92M -$8.2K -153 -0.4%
AFG
59
Atomi Financial Group
New York
$1.9M +$163K +3,045 +9%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$1.82M +$1.02K +19 +0.1%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$1.65M +$279K +5,216 +20%
ASW
62
Astoria Strategic Wealth
Texas
$1.64M +$91.4K +1,707 +6%
FPCP
63
Fort Point Capital Partners
California
$1.59M -$469K -8,763 -23%
RWP
64
Revolve Wealth Partners
New Jersey
$1.58M +$38.5K +718 +2%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M -$558K -10,418 -28%
FFA
66
First Foundation Advisors
California
$1.45M
PA
67
Perennial Advisors
New York
$1.44M +$94.5K +1,765 +7%
DW30
68
Drucker Wealth 3.0
New Jersey
$1.38M +$27.1K +506 +2%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.34M +$293K +5,470 +28%
CSIA
70
Conrad Siegel Investment Advisors
Pennsylvania
$1.33M +$6.21K +116 +0.5%
Raymond James Financial
71
Raymond James Financial
Florida
$1.32M +$770K +14,381 +140%
BS
72
Brighton Securities
New York
$1.3M -$598K -11,167 -31%
TC
73
Trust Company
Kansas
$1.29M
Goldman Sachs
74
Goldman Sachs
New York
$1.23M -$2.17M -40,454 -64%
PAG
75
Private Advisor Group
New Jersey
$1.23M +$46.5K +869 +4%