NYF icon

iShares New York Muni Bond ETF
NYF

Overview Fund Activity

138 hedge funds and large institutions have $377M invested in iShares New York Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
73
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFP
1
Cascade Financial Partners
California
$3.15M
2
FF
2
Francis Financial
$5.46M
3
HPA
3
High Probability Advisors
New York
$18.8M
4
FWI
4
Facet Wealth Inc
Maryland
$9.92M
5
AA
5
Alesco Advisors
New York
$14.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.8M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCG
76
Breakwater Capital Group
New Jersey
$615K 11,432 +1,020 +10%
SPI
77
Sutton Place Investors
New York
$612K 11,374 +4,878 +75%
Citigroup
78
Citigroup
New York
$607K 11,281 +1,270 +13%
HVIA
79
Hudson Valley Investment Advisors
New York
$603K 11,200 +1,000 +10%
OIA
80
OneDigital Investment Advisors
Kansas
$588K 10,925 -1,785 -14%
IWN
81
Independent Wealth Network
Iowa
$578K 10,745 +81 +0.8%
DCM
82
Dimension Capital Management
Florida
$565K 10,500 +10,500 New
Bank of New York Mellon
83
Bank of New York Mellon
New York
$548K 10,189 +519 +5%
IDBONY
84
Israel Discount Bank of New York
New York
$538K 10,000 -17,165 -63%
WC
85
Whitney & Co
New York
$524K 9,734 -160 -2%
Cerity Partners
86
Cerity Partners
New York
$496K 9,218 +3,233 +54%
BIA
87
Bell Investment Advisors
California
$456K 8,467 +37 +0.4%
AFG
88
Atomi Financial Group
New York
$454K 8,434 +8,434 New
GI
89
GAMMA Investing
California
$452K 8,403 +14 +0.2%
BCI
90
Brinker Capital Investments
Pennsylvania
$445K 8,262 – –
OPS
91
Orion Portfolio Solutions
Nebraska
$445K 8,262 – –
GC
92
Grimes & Company
Massachusetts
$444K 8,250 +8,250 New
BMCM
93
Bryn Mawr Capital Management
Pennsylvania
$420K 6,215 -1,559 -20%
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$417K 7,750 +7,750 New
EWM
95
Elevatus Welath Management
New York
$404K 7,514 +3 +0%
DJSG
96
D.J. St. Germain
Massachusetts
$395K 7,335 – –
Wealthfront Advisers
97
Wealthfront Advisers
California
$380K 7,061 +241 +4%
RJA
98
Raymond James & Associates
Florida
$375K 6,966 +31 +0.4%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$368K 6,835 -63 -0.9%
VAS
100
Valicenti Advisory Services
New York
$359K 6,675 – –
2 3
4
5 6