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iShares New York Muni Bond ETF

187 hedge funds and large institutions have $621M invested in iShares New York Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $534M → $621M (+$87.4M)

7% more funds holding

Funds holding: 174187 (+13)

2.13% more ownership

Funds ownership: 56.97%59.1% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
96
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
101
Indivisible Partners
Florida
$659K +$659K +12,307 New
Bank of New York Mellon
102
Bank of New York Mellon
New York
$626K -$21.5K -401 -3%
MFS
103
McNamara Financial Services
Massachusetts
$607K
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$584K +$88.7K +1,656 +18%
LRWA
105
Long Run Wealth Advisors
New York
$565K +$1.23K +23 +0.2%
AC
106
Apella Capital
Connecticut
$554K +$71.6K +1,337 +15%
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$552K +$553K +10,319 New
Jones Financial Companies
108
Jones Financial Companies
Missouri
$548K +$225K +4,198 +69%
HVIA
109
Hudson Valley Investment Advisors
New York
$546K +$26.9K +503 +5%
ERIC
110
Eagle Rock Investment Company
Georgia
$535K
BC
111
Brio Consultants
California
$529K +$35.8K +668 +7%
EWM
112
Empirical Wealth Management
Washington
$515K
AC
113
AlphaCore Capital
California
$515K
FA
114
Flagstar Advisors
New York
$502K +$17.1K +320 +4%
EWA
115
EP Wealth Advisors
California
$500K +$500K +9,339 New
HOWA
116
Hudson Oak Wealth Advisory
New Jersey
$498K +$499K +9,311 New
GI
117
GAMMA Investing
California
$494K +$16.2K +302 +3%
IWN
118
Independent Wealth Network
Iowa
$474K +$77.2K +1,442 +19%
SWP
119
Stratos Wealth Partners
Ohio
$459K +$4.45K +83 +1%
DWM
120
Dakota Wealth Management
Florida
$443K +$443K +8,275 New
GC
121
Grimes & Company
Massachusetts
$441K
WA
122
Wealth Alliance
New York
$439K +$99.5K +1,858 +29%
KGP
123
Keystone Global Partners
Colorado
$438K +$9.64K +180 +2%
BSWM
124
Boston Standard Wealth Management
Massachusetts
$392K +$20.7K +386 +6%
FCP
125
Fidelis Capital Partners
Florida
$390K