NYF icon

iShares New York Muni Bond ETF

111 hedge funds and large institutions have $314M invested in iShares New York Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
+6
Holders Change %
+5.71%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
53
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
76
Citigroup
New York
$498K 9,341
SIC
77
Sterling Investment Counsel
New York
$475K 8,911 -3,501 -28%
Stifel Financial
78
Stifel Financial
Missouri
$431K 8,090 +250 +3%
EWM
79
Elevatus Welath Management
New York
$400K 7,502 +7,502 New
RJA
80
Raymond James & Associates
Florida
$396K 7,430 +42 +0.6%
AAS
81
Avantax Advisory Services
Texas
$394K 7,403 +172 +2%
VAF
82
Values Added Financial
District of Columbia
$382K 7,167 +7,167 New
Deutsche Bank
83
Deutsche Bank
Germany
$373K 7,000 -100 -1%
VAS
84
Valicenti Advisory Services
New York
$356K 6,675 +325 +5%
AWM
85
AllSquare Wealth Management
New York
$339K 6,414
MW
86
MBL Wealth
North Carolina
$304K 5,700 +5,700 New
WA
87
Wealth Alliance
New York
$303K 5,683 +53 +0.9%
GFL
88
Granite FO LLC
New Hampshire
$300K 5,642
EWA
89
EP Wealth Advisors
California
$277K 11,193 -8,807 -44%
ACA
90
Ackerman Capital Advisors
Texas
$251K 4,715 -194 -4%
FCA
91
FLC Capital Advisors
California
$224K 4,207
FAFN
92
First Affirmative Financial Network
Colorado
$224K 4,206 +106 +3%
DIA
93
Davidson Investment Advisors
Montana
$223K 4,181 -6,309 -60%
Wealthfront Advisers
94
Wealthfront Advisers
California
$218K 4,084 +4,084 New
SMA
95
Seven Mile Advisory
New Jersey
$207K 3,888 +3,888 New
TIM
96
Tortoise Investment Management
New York
$203K 3,817
MC
97
Middleton & Co
Massachusetts
$202K 3,800 +3,800 New
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$149K 2,800 +2,800 New
BAAM
99
Baker Avenue Asset Management
California
$142K 2,670
WP
100
WealthPLAN Partners
Nebraska
$124K 2,326 -1,093 -32%