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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

168 hedge funds and large institutions have $490M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+18
Holders Change %
+12%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
81
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$10.5M
2
Bank of America
Bank of America
North Carolina
$29.6M
3
FWI
Facet Wealth Inc
Maryland
$19.9M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$43.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$16.7M

Top Sellers

1
HPA
High Probability Advisors
New York
$22.8M
2
OWA
Opal Wealth Advisors
New York
$7.75M
3
WAM
WNY Asset Management
New York
$264K
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$738K
5
IDBONY
Israel Discount Bank of New York
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
101
Sutton Place Investors
New York
$491K +$2.61K +49 +0.5%
RZH
102
Relyea Zuckerberg Hanson
Connecticut
$471K +$139K +2,603 +42%
BIA
103
Bell Investment Advisors
California
$469K +$12.5K +235 +3%
GI
104
GAMMA Investing
California
$461K +$13.9K +262 +3%
Citadel Advisors
105
Citadel Advisors
Florida
$459K +$459K +8,631 New
FCIM
106
Fairview Capital Investment Management
California
$450K +$98.5K +1,850 +28%
OMC
107
Old Mission Capital
Illinois
$450K -$411K -7,732 -48%
GC
108
Grimes & Company
Massachusetts
$439K – – –
BMCM
109
Bryn Mawr Capital Management
Pennsylvania
$424K +$3.94K +74 +0.9%
AWP
110
Astra Wealth Partners
New Jersey
$405K +$405K +7,603 New
CAG
111
Crestwood Advisors Group
Massachusetts
$401K – – –
IWN
112
Independent Wealth Network
Iowa
$400K -$146K -2,745 -27%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$392K +$229K +4,308 +141%
DJSG
114
D.J. St. Germain
Massachusetts
$390K – – –
KAS
115
Kestra Advisory Services
Texas
$385K +$187K +3,516 +95%
AAS
116
Avantax Advisory Services
Texas
$380K +$66.4K +1,248 +21%
NSIM
117
North Star Investment Management
Illinois
$375K – – –
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$369K +$4.15K +78 +1%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$360K – – –
BSWM
120
Boston Standard Wealth Management
Massachusetts
$348K +$8.42K +158 +2%
MWM
121
Merriman Wealth Management
Washington
$348K +$4.36K +82 +1%
FCP
122
Fidelis Capital Partners
Florida
$344K +$36.5K +685 +12%
BCG
123
Breakwater Capital Group
New Jersey
$341K -$37.5K -705 -10%
MW
124
MBL Wealth
North Carolina
$330K – – –
WA
125
Wealth Alliance
New York
$327K +$12.6K +236 +4%
3 4
5
6 7