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iShares New York Muni Bond ETF

105 hedge funds and large institutions have $241M invested in iShares New York Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
50
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
76
Oppenheimer & Co
New York
$385K -$1.34K -25 -0.3%
PG
77
Proffitt & Goodson
Tennessee
$383K +$41.7K +780 +12%
Deutsche Bank
78
Deutsche Bank
Germany
$380K -$75K -1,402 -16%
TI
79
Tidal Investments
Wisconsin
$353K +$802 +15 +0.2%
AWM
80
AllSquare Wealth Management
New York
$343K -$16.6K -310 -5%
VAS
81
Valicenti Advisory Services
New York
$340K +$340K +6,350 New
GFL
82
Granite FO LLC
New Hampshire
$302K
WA
83
Wealth Alliance
New York
$301K +$53.5K +999 +22%
AT
84
Arden Trust
Delaware
$300K
ACA
85
Ackerman Capital Advisors
Texas
$263K
FCA
86
FLC Capital Advisors
California
$225K
BAM
87
Belpointe Asset Management
Nevada
$222K -$17.4K -325 -7%
FAFN
88
First Affirmative Financial Network
Colorado
$219K +$219K +4,100 New
TIM
89
Tortoise Investment Management
New York
$204K +$9.63K +180 +5%
WP
90
WealthPLAN Partners
Nebraska
$183K +$183K +3,419 New
BAAM
91
Baker Avenue Asset Management
California
$143K
CAL
92
Capital Analysts LLC
Pennsylvania
$92K +$376 +7 +0.4%
RA
93
Rise Advisors
New York
$79.1K +$22.7K +424 +40%
WTC
94
WhitTier Trust Company
Nevada
$79K
WP
95
WealthShield Partners
North Carolina
$71.9K +$71.9K +1,344 New
AAG
96
Armstrong Advisory Group
Massachusetts
$62K
SWA
97
SOA Wealth Advisors
New York
$46K +$160 +3 +0.4%
ASN
98
Advisory Services Network
Georgia
$42.4K
FWM
99
Focused Wealth Management
New York
$40.6K -$659K -12,322 -94%
GRP
100
Global Retirement Partners
California
$39.5K