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iShares New York Muni Bond ETF

111 hedge funds and large institutions have $314M invested in iShares New York Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
+6
Holders Change %
+5.71%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
53
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$117K 2,205 -8,225 -79%
CAL
102
Capital Analysts LLC
Pennsylvania
$92K 1,721 +9 +0.5%
WTC
103
WhitTier Trust Company
Nevada
$78.6K 1,476
WP
104
WealthShield Partners
North Carolina
$71.6K 1,344
AAG
105
Armstrong Advisory Group
Massachusetts
$61.7K 1,158
SWA
106
SOA Wealth Advisors
New York
$46K 864 +5 +0.6%
FWM
107
Focused Wealth Management
New York
$40.4K 758
GRP
108
Global Retirement Partners
California
$39.4K 739
ACA
109
Atlas Capital Advisors
Wyoming
$33K 620 +504 +434%
FBC
110
Fairfield, Bush & Co
Connecticut
$26.6K 500 +500 New
DMKJ
111
David M. Knott Jr
$13K 242
CIAS
112
Capital Investment Advisory Services
North Carolina
$10.7K 200
Fisher Asset Management
113
Fisher Asset Management
Washington
-7,522 Closed
OC
114
Oppenheimer & Co
New York
-7,200 Closed
TI
115
Tidal Investments
Wisconsin
-6,603 Closed
AT
116
Arden Trust
Delaware
-5,615 Closed
BAM
117
Belpointe Asset Management
Nevada
-4,141 Closed
RA
118
Rise Advisors
New York
-1,478 Closed
ASN
119
Advisory Services Network
Georgia
-792 Closed
RLIM
120
Red Lighthouse Investment Management
New York
-110 Closed
CFGS
121
Concourse Financial Group Securities
Alabama