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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

109 hedge funds and large institutions have $186M invested in iShares New York Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
42
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$4.06M
2
Ameriprise
2
Ameriprise
Minnesota
$4.34M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.23M
4
HPA
4
High Probability Advisors
New York
$5.89M
5
AA
5
Alesco Advisors
New York
$5.54M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.23M
2
SFA
2
Source Financial Advisors
New York
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$853K
4
HVIA
4
Hudson Valley Investment Advisors
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$256K – – –
PCA
77
Personal Capital Advisors
California
$252K +$3.81K +66 +2%
FCA
78
FLC Capital Advisors
California
$243K – – –
WAM
79
WNY Asset Management
New York
$243K – – –
CB
80
Community Bank
New York
$242K – – –
WA
81
Wealth Alliance
New York
$240K -$54K -934 -18%
MFA
82
Mayflower Financial Advisors
Massachusetts
$240K – – –
GPA
83
Guidance Point Advisors
Massachusetts
$227K +$748 +13 +0.3%
MNG
84
Manning & Napier Group
New York
$224K -$582K – –
RIG
85
Roosevelt Investment Group
New York
$222K +$222K +3,852 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$221K +$221K +3,827 New
ADL
87
Asset Dedication LLC
California
$216K – – –
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$215K – – –
MW
89
MBL Wealth
North Carolina
$202K – – –
JPLA
90
Joseph P. Lucia & Associates
New York
$173K – – –
RIM
91
Rockbridge Investment Management
New York
$163K – – –
APWM
92
Atlas Private Wealth Management
New York
$155K – – –
WCM
93
Wealthcare Capital Management
Virginia
$155K +$155K +2,693 New
SWM
94
Spire Wealth Management
Virginia
$144K +$144K +2,500 New
PG
95
Proffitt & Goodson
Tennessee
$128K +$19.7K +340 +18%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$111K – – –
CCM
97
Covington Capital Management
California
$108K +$2.89K +50 +3%
CAL
98
Capital Analysts LLC
Pennsylvania
$89K +$288 +5 +0.3%
AIC
99
Ameritas Investment Company
Nebraska
$80.5K +$80.5K +1,396 New
NFG
100
Next Financial Group
Texas
$52K +$20.1K +348 +63%
1 2 3
4
5