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iShares New York Muni Bond ETF

170 hedge funds and large institutions have $523M invested in iShares New York Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
79
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
76
Rockbridge Investment Management
New York
$821K +$63.7K +1,210 +8%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$770K -$643K -12,209 -45%
SPIA
78
Steward Partners Investment Advisory
New York
$751K +$3.37K +64 +0.5%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$730K -$738K
OWA
80
Opal Wealth Advisors
New York
$729K -$6.94M -131,757 -90%
WA
81
Westfuller Advisors
New York
$719K +$3.37K +64 +0.5%
CWM
82
Calamos Wealth Management
Illinois
$718K -$11.1K -211 -2%
SEI Investments
83
SEI Investments
Pennsylvania
$714K +$12.7K +241 +2%
AFG
84
Atomi Financial Group
New York
$707K -$130K -2,474 -16%
Stifel Financial
85
Stifel Financial
Missouri
$679K -$35.3K -670 -5%
NL
86
NDWM LLC
California
$662K
FCIM
87
Fairview Capital Investment Management
California
$661K +$216K +4,100 +49%
EWA
88
EP Wealth Advisors
California
$660K
Wealthfront Advisers
89
Wealthfront Advisers
California
$647K +$49.9K +947 +8%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$632K -$48.3K -917 -7%
WC
91
Whitney & Co
New York
$596K +$107K +2,035 +22%
Empower Advisory Group
92
Empower Advisory Group
Colorado
$581K
LRWA
93
Long Run Wealth Advisors
New York
$553K +$553K +10,504 New
MFS
94
McNamara Financial Services
Massachusetts
$538K +$10.1K +191 +2%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$533K -$337K -6,405 -39%
BCI
96
Brinker Capital Investments
Pennsylvania
$532K
OPS
97
Orion Portfolio Solutions
Nebraska
$532K
HVIA
98
Hudson Valley Investment Advisors
New York
$529K
SWA
99
Sax Wealth Advisors
New Jersey
$521K +$521K +9,896 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$512K +$146K +2,775 +40%