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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

136 hedge funds and large institutions have $439M invested in iShares New York Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
136
Holders Change
+20
Holders Change %
+17.24%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
45
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$65.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$39M
3
LJAC
3
L.J. Altfest & Co
New York
$11.2M
4
OWA
4
Opal Wealth Advisors
New York
$9.1M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$5.63M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$38.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.18M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.41M
4
HPA
4
High Probability Advisors
New York
$16.9M
5
B
5
Bailard
California
$749K
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$334K 6,179 -8,060 -57%
MWM
102
Merriman Wealth Management
Washington
$326K 6,033 -18,871 -76%
Cerity Partners
103
Cerity Partners
New York
$324K 5,985 -6,507 -52%
Financial Engines Advisors
104
Financial Engines Advisors
California
$317K 5,857 +5,857 New
BSWM
105
Boston Standard Wealth Management
Massachusetts
$314K 6,163 – –
GFL
106
Granite FO LLC
New Hampshire
$305K 5,642 – –
WA
107
Wealth Alliance
New York
$304K 5,627 -221 -4%
AAS
108
Avantax Advisory Services
Texas
$286K 5,285 -30 -0.6%
AWM
109
AllSquare Wealth Management
New York
$283K 5,236 -1,178 -18%
AIS
110
American Investment Services
Massachusetts
$266K 4,925 +4,925 New
CPSC
111
Carl P. Sherr & Co
Massachusetts
$260K 4,800 +4,800 New
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$237K 4,387 +4,387 New
FAFN
113
First Affirmative Financial Network
Colorado
$233K 4,300 +89 +2%
DIA
114
Davidson Investment Advisors
Montana
$226K 4,181 – –
JWCA
115
J.W. Coons Advisors
Ohio
$216K 4,000 +4,000 New
TIM
116
Tortoise Investment Management
New York
$216K 3,992 -407 -9%
SMA
117
Seven Mile Advisory
New Jersey
$212K 3,917 +3,917 New
MC
118
Middleton & Co
Massachusetts
$206K 3,800 +3,800 New
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$197K 3,639 -1,110 -23%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$151K 2,800 – –
CB
121
CNB Bank
Pennsylvania
$135K 2,505 +500 +25%
IA
122
IFP Advisors
Florida
$117K 2,158 +2,158 New
CFD
123
Creative Financial Designs
Indiana
$98.4K 1,819 +1,819 New
CAL
124
Capital Analysts LLC
Pennsylvania
$94K 1,747 +15 +0.9%
NRG
125
Nemes Rush Group
Michigan
$83.9K 1,552 – –
2 3 4
5
6