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iShares New York Muni Bond ETF

116 hedge funds and large institutions have $392M invested in iShares New York Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
51
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LJAC
76
L.J. Altfest & Co
New York
$522K 10,232 +10,232 New
Citigroup
77
Citigroup
New York
$511K 10,011 +670 +7%
Citadel Advisors
78
Citadel Advisors
Florida
$442K 8,658 +8,658 New
BIA
79
Bell Investment Advisors
California
$426K 8,357 +8,357 New
BCI
80
Brinker Capital Investments
Pennsylvania
$422K 8,262 -6,524 -44%
OPS
81
Orion Portfolio Solutions
Nebraska
$422K 8,262 -6,524 -44%
BCG
82
Breakwater Capital Group
New Jersey
$408K 8,105 -6,478 -44%
BMCM
83
Bryn Mawr Capital Management
Pennsylvania
$394K 7,727 +7,727 New
EWM
84
Elevatus Welath Management
New York
$383K 7,506 +4 +0.1%
VAF
85
Values Added Financial
District of Columbia
$366K 7,167
RJA
86
Raymond James & Associates
Florida
$351K 6,875 -555 -7%
VAS
87
Valicenti Advisory Services
New York
$341K 6,675
Deutsche Bank
88
Deutsche Bank
Germany
$339K 6,650 -350 -5%
AWM
89
AllSquare Wealth Management
New York
$327K 6,414
Stifel Financial
90
Stifel Financial
Missouri
$325K 6,372 -1,718 -21%
MW
91
MBL Wealth
North Carolina
$316K 6,200 +500 +9%
BSWM
92
Boston Standard Wealth Management
Massachusetts
$314K 6,163 +6,163 New
WA
93
Wealth Alliance
New York
$298K 5,848 +165 +3%
GFL
94
Granite FO LLC
New Hampshire
$288K 5,642
AAS
95
Avantax Advisory Services
Texas
$271K 5,315 -2,088 -28%
EWA
96
EP Wealth Advisors
California
$265K 5,200 -5,993 -54%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$242K 4,749 +2,544 +115%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$231K 4,526 +4,526 New
ACA
99
Ackerman Capital Advisors
Texas
$228K 4,471 -244 -5%
TIM
100
Tortoise Investment Management
New York
$225K 4,399 +582 +15%