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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

168 hedge funds and large institutions have $490M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+18
Holders Change %
+12%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
81
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$10.5M
2
Bank of America
Bank of America
North Carolina
$29.6M
3
FWI
Facet Wealth Inc
Maryland
$19.9M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$43.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$16.7M

Top Sellers

1
HPA
High Probability Advisors
New York
$22.8M
2
OWA
Opal Wealth Advisors
New York
$7.75M
3
WAM
WNY Asset Management
New York
$264K
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$738K
5
IDBONY
Israel Discount Bank of New York
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
TownSquare Capital
Utah
$763K +$763K +14,329 New
DW30
77
Drucker Wealth 3.0
New Jersey
$763K +$763K +14,329 New
SPIA
78
Steward Partners Investment Advisory
New York
$756K -$89.8K -1,687 -11%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$738K -$753K – –
CWM
80
Calamos Wealth Management
Illinois
$737K -$76.8K -1,443 -9%
WA
81
Westfuller Advisors
New York
$723K +$723K +13,587 New
Stifel Financial
82
Stifel Financial
Missouri
$722K -$27.3K -513 -4%
SEI Investments
83
SEI Investments
Pennsylvania
$709K +$166K +3,128 +31%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$687K +$47.4K +890 +7%
NL
85
NDWM LLC
California
$670K – – –
EWA
86
EP Wealth Advisors
California
$667K – – –
Citigroup
87
Citigroup
New York
$650K +$33.5K +630 +5%
CF
88
Conquis Financial
California
$641K +$641K +12,048 New
GIA
89
Goodwin Investment Advisory
Georgia
$606K +$606K +11,394 New
Wealthfront Advisers
90
Wealthfront Advisers
California
$604K +$46.6K +876 +8%
MWAM
91
Manhattan West Asset Management
California
$599K -$138K -2,602 -19%
Empower Advisory Group
92
Empower Advisory Group
Colorado
$587K +$587K +11,026 New
TPA
93
Trivium Point Advisory
Connecticut
$580K +$798 +15 +0.1%
DCM
94
Dimension Capital Management
Florida
$559K – – –
BCI
95
Brinker Capital Investments
Pennsylvania
$538K – – –
OPS
96
Orion Portfolio Solutions
Nebraska
$538K – – –
HVIA
97
Hudson Valley Investment Advisors
New York
$535K -$53.2K -1,000 -9%
MFS
98
McNamara Financial Services
Massachusetts
$533K -$164K -3,087 -24%
Cerity Partners
99
Cerity Partners
New York
$499K – – –
WC
100
Whitney & Co
New York
$494K +$17.3K +325 +4%
2 3
4
5 6