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iShares New York Muni Bond ETF

187 hedge funds and large institutions have $621M invested in iShares New York Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $534M → $621M (+$87.4M)

7% more funds holding

Funds holding: 174187 (+13)

2.13% more ownership

Funds ownership: 56.97%59.1% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
96
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFA
76
Godfrey Financial Associates
New York
$1.17M +$1.17M +21,884 New
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.17M +$1.17M +21,855 New
AF
78
Allworth Financial
California
$1.17M +$265K +4,952 +29%
Citigroup
79
Citigroup
New York
$1.13M +$205K +3,832 +22%
SIC
80
Sterling Investment Counsel
New York
$1.13M +$832K +15,528 +282%
MAG
81
Members Advisory Group
New York
$1.08M +$27.1K +506 +3%
WC
82
Whitney & Co
New York
$1.08M +$454K +8,470 +73%
CPIG
83
Chicago Partners Investment Group
Illinois
$1.08M +$1.34K +25 +0.1%
Empower Advisory Group
84
Empower Advisory Group
Colorado
$1.01M -$111K -2,067 -10%
PG
85
Proffitt & Goodson
Tennessee
$999K +$219K +4,090 +28%
SFFS
86
Stonehage Fleming Financial Services
Jersey
$968K +$325K +6,077 +51%
CWM
87
Calamos Wealth Management
Illinois
$941K -$50.1K -936 -5%
SWA
88
Stratos Wealth Advisors
Ohio
$899K
Stifel Financial
89
Stifel Financial
Missouri
$886K +$187K +3,489 +27%
EH
90
Equitable Holdings
New York
$836K +$58.3K +1,089 +7%
SEI Investments
91
SEI Investments
Pennsylvania
$834K +$127K +2,367 +18%
RIM
92
Rockbridge Investment Management
New York
$833K
HPC
93
HM Payson & Co
Maine
$826K +$827K +15,445 New
FF
94
Farrell Financial
New York
$797K +$4.18K +78 +0.5%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$776K +$189K +3,536 +32%
WANY
96
Wealthspire Advisors (New York)
New York
$772K +$33.4K +624 +5%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$765K -$143K -2,677 -16%
Luther King Capital Management (LKCM)
98
Luther King Capital Management (LKCM)
Texas
$742K
DWM
99
Dopkins Wealth Management
New York
$734K +$61.9K +1,155 +9%
CF
100
Conquis Financial
California
$686K -$32.1K -600 -4%