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iShares New York Muni Bond ETF

170 hedge funds and large institutions have $523M invested in iShares New York Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
79
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
101
AlphaCore Capital
California
$506K +$506K +9,618 New
Cerity Partners
102
Cerity Partners
New York
$501K +$7.79K +148 +2%
MWAM
103
Manhattan West Asset Management
California
$484K -$108K -2,054 -18%
CF
104
Conquis Financial
California
$477K -$157K -2,991 -25%
BIA
105
Bell Investment Advisors
California
$467K +$2.21K +42 +0.5%
RZH
106
Relyea Zuckerberg Hanson
Connecticut
$466K
GI
107
GAMMA Investing
California
$448K -$8K -152 -2%
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$447K +$58.7K +1,114 +15%
SPI
109
Sutton Place Investors
New York
$446K -$40.4K -767 -8%
PAS
110
Park Avenue Securities
New York
$435K +$435K +8,255 New
GC
111
Grimes & Company
Massachusetts
$434K
BMCM
112
Bryn Mawr Capital Management
Pennsylvania
$422K +$2K +38 +0.5%
AAS
113
Avantax Advisory Services
Texas
$414K +$38K +721 +10%
AWP
114
Astra Wealth Partners
New Jersey
$410K +$10.1K +191 +3%
IWN
115
Independent Wealth Network
Iowa
$390K -$5.32K -101 -1%
DJSG
116
D.J. St. Germain
Massachusetts
$386K
CAG
117
Crestwood Advisors Group
Massachusetts
$386K -$10.5K -200 -3%
FCP
118
Fidelis Capital Partners
Florida
$379K +$44.2K +850 +13%
NSIM
119
North Star Investment Management
Illinois
$371K
TPA
120
Trivium Point Advisory
Connecticut
$359K -$215K -4,085 -37%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$356K
BSWM
122
Boston Standard Wealth Management
Massachusetts
$340K -$8.76K -164 -3%
SG
123
Stanich Group
New York
$339K +$40.9K +776 +14%
BC
124
Brio Consultants
California
$338K +$27.9K +529 +9%
WA
125
Wealth Alliance
New York
$324K +$1K +19 +0.3%