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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.

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

Top Sellers

1
Jane Street
Jane Street
New York
$2.92M
2
Morgan Stanley
Morgan Stanley
New York
$24.5M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$2.8M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$151K – – –
Jones Financial Companies
127
Jones Financial Companies
Missouri
$148K +$145K +2,687 +4,478%
CB
128
CNB Bank
Pennsylvania
$135K – – –
CFD
129
Creative Financial Designs
Indiana
$119K +$21.5K +400 +22%
IA
130
IFP Advisors
Florida
$117K +$484 +9 +0.4%
CAL
131
Capital Analysts LLC
Pennsylvania
$94K +$375 +7 +0.4%
SWA
132
SOA Wealth Advisors
New York
$88.4K +$41.2K +766 +87%
WTC
133
WhitTier Trust Company
Nevada
$79.4K – – –
AAG
134
Armstrong Advisory Group
Massachusetts
$62.6K – – –
GRP
135
Global Retirement Partners
California
$39.8K – – –
SRCM
136
Signature Resources Capital Management
California
$22.1K – – –
RIA
137
Realta Investment Advisors
Delaware
$16.4K +$16.4K +305 New
CIAS
138
Capital Investment Advisory Services
North Carolina
$5.38K -$5.38K -100 -50%
PA
139
Parallel Advisors
California
$2.58K – – –
Allspring Global Investments
140
Allspring Global Investments
North Carolina
– -$5.63M -104,042 Closed
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
– -$1.07M -19,728 Closed
OMC
142
Old Mission Capital
Illinois
– -$876K -16,188 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$497K -9,184 Closed
EH
144
Equitable Holdings
New York
– -$340K -6,277 Closed
GFL
145
Granite FO LLC
New Hampshire
– -$305K -5,642 Closed
FAFN
146
First Affirmative Financial Network
Colorado
– -$233K -4,300 Closed
DIA
147
Davidson Investment Advisors
Montana
– -$226K -4,181 Closed
ASN
148
Advisory Services Network
Georgia
– -$46.1K -853 Closed
FBC
149
Fairfield, Bush & Co
Connecticut
– -$27K -500 Closed
ACA
150
Atlas Capital Advisors
Wyoming
– -$24.7K -456 Closed
3 4 5
6
7