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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

138 hedge funds and large institutions have $377M invested in iShares New York Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
73
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$5.46M
2
HPA
2
High Probability Advisors
New York
$18.8M
3
FWI
3
Facet Wealth Inc
Maryland
$9.92M
4
AA
4
Alesco Advisors
New York
$14.6M
5
M
5
MYeCFO
California
$3.59M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.8M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
101
Merriman Wealth Management
Washington
$348K 6,474 +441 +7%
BSWM
102
Boston Standard Wealth Management
Massachusetts
$342K 6,360 +197 +3%
RZH
103
Relyea Zuckerberg Hanson
Connecticut
$336K 6,247 +1,860 +42%
MW
104
MBL Wealth
North Carolina
$334K 6,200 – –
Baird Financial Group
105
Baird Financial Group
Wisconsin
$332K 6,179 – –
PWM
106
Perigon Wealth Management
California
$322K 5,993 +5,993 New
Financial Engines Advisors
107
Financial Engines Advisors
California
$316K 5,867 +10 +0.2%
WA
108
Wealth Alliance
New York
$315K 5,850 +223 +4%
FCP
109
Fidelis Capital Partners
Florida
$310K 5,755 +5,755 New
AAS
110
Avantax Advisory Services
Texas
$305K 5,667 +382 +7%
Deutsche Bank
111
Deutsche Bank
Germany
$296K 5,500 -750 -12%
CAG
112
Crestwood Advisors Group
Massachusetts
$284K 5,273 -4,726 -47%
AWM
113
AllSquare Wealth Management
New York
$282K 5,236 – –
SEI Investments
114
SEI Investments
Pennsylvania
$272K 5,050 +5,050 New
AIS
115
American Investment Services
Massachusetts
$265K 4,925 – –
CPSC
116
Carl P. Sherr & Co
Massachusetts
$258K 4,800 – –
CA
117
Cetera Advisors
Colorado
$220K 4,089 +4,089 New
MPM
118
Meritage Portfolio Management
Kansas
$216K 4,016 +4,016 New
JWCA
119
J.W. Coons Advisors
Ohio
$215K 4,000 – –
SMA
120
Seven Mile Advisory
New Jersey
$211K 3,917 – –
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$210K 3,907 +268 +7%
MC
122
Middleton & Co
Massachusetts
$204K 3,800 – –
TIM
123
Tortoise Investment Management
New York
$194K 3,602 -390 -10%
NRG
124
Nemes Rush Group
Michigan
$169K 3,132 +1,580 +102%
AEPWM
125
Atlantic Edge Private Wealth Management
Florida
$156K 2,900 +2,900 New
3 4
5
6 7