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iShares New York Muni Bond ETF

210 hedge funds and large institutions have $693M invested in iShares New York Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 43

12% more funds holding

Funds holding: 187210 (+23)

11% more capital invested

Capital invested by funds: $621M → $693M (+$71.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.45% less ownership

Funds ownership: 59.1%56.64% (-2.5%)

Holders
210
Holders Change
+23
Holders Change %
+12.3%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
99
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
101
Rockbridge Investment Management
New York
$778K -$49.6K -922 -6%
Raymond James Financial
102
Raymond James Financial
Florida
$773K -$542K -10,083 -41%
DWM
103
Dopkins Wealth Management
New York
$746K +$17.9K +333 +2%
FPAS
104
Focus Partners Advisor Solutions
Missouri
$746K +$755K +14,044 New
HW
105
Hamilton Wealth
California
$745K +$474K +8,805 +169%
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$736K
Natixis Advisors
107
Natixis Advisors
Massachusetts
$735K +$744K +13,840 New
BC
108
Brio Consultants
California
$702K +$174K +3,236 +33%
TWIM
109
TIAA Wealth Investment Management
New York
$686K +$696K +12,934 New
TFCP
110
Twin Focus Capital Partners
Massachusetts
$654K +$662K +12,304 New
CA
111
Cornerstone Advisory
Maryland
$645K +$653K +12,144 New
Bank of New York Mellon
112
Bank of New York Mellon
New York
$635K +$13.1K +243 +2%
MFS
113
McNamara Financial Services
Massachusetts
$602K
ATS
114
Ashton Thomas Securities
New York
$600K +$608K +11,300 New
GP
115
GLR Partners
Maryland
$587K +$594K +11,048 New
CF
116
Conquis Financial
California
$583K -$105K -1,959 -15%
SPI
117
Sutton Place Investors
New York
$579K +$213K +3,953 +57%
AC
118
Apella Capital
Connecticut
$571K +$15.1K +280 +3%
FF
119
Farrell Financial
New York
$570K -$224K -4,163 -28%
HVIA
120
Hudson Valley Investment Advisors
New York
$542K
EWA
121
EP Wealth Advisors
California
$542K +$46.3K +860 +9%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$540K -$7.75K -144 -1%
ERIC
123
Eagle Rock Investment Company
Georgia
$531K
HOWA
124
Hudson Oak Wealth Advisory
New Jersey
$514K +$19.8K +368 +4%
EWM
125
Empirical Wealth Management
Washington
$512K