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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

149 hedge funds and large institutions have $430M invested in iShares New York Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
67
Reduced
36
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$21.9M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$25.9M
3
KA
3
Klingman & Associates
New York
$9.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.5M
5
M
5
MYeCFO
California
$6.96M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$5.92M
2
Jane Street
2
Jane Street
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$372K
4
NFG
4
Northeast Financial Group
Pennsylvania
$311K
5
Bank of America
5
Bank of America
North Carolina
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Coons Advisors
Ohio
$214K – – –
ERIC
127
Eagle Rock Investment Company
Georgia
$214K +$214K +4,000 New
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$214K +$214K +4,000 New
SMA
129
Seven Mile Advisory
New Jersey
$209K – – –
MC
130
Middleton & Co
Massachusetts
$203K – – –
AAG
131
Armstrong Advisory Group
Massachusetts
$202K +$140K +2,618 +226%
KAS
132
Kestra Advisory Services
Texas
$201K +$201K +4,973 New
TIM
133
Tortoise Investment Management
New York
$192K – – –
NRG
134
Nemes Rush Group
Michigan
$167K – – –
AEPWM
135
Atlantic Edge Private Wealth Management
Florida
$155K – – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$149K – – –
LIA
137
Lynx Investment Advisory
District of Columbia
$148K +$148K +2,778 New
PTC
138
Private Trust Company
Ohio
$120K +$120K +2,248 New
CFD
139
Creative Financial Designs
Indiana
$119K +$53 +1 +0%
IA
140
IFP Advisors
Florida
$116K +$748 +14 +0.6%
CAL
141
Capital Analysts LLC
Pennsylvania
$94K +$692 +13 +0.7%
WTC
142
WhitTier Trust Company
Nevada
$78.8K – – –
Jones Financial Companies
143
Jones Financial Companies
Missouri
$73.3K -$73.4K -1,375 -50%
GRP
144
Global Retirement Partners
California
$39.5K – – –
TFF
145
The Family Firm
Maryland
$21.1K +$21.1K +396 New
RIA
146
Realta Investment Advisors
Delaware
$16.4K +$107 +2 +0.7%
KFS
147
Kelly Financial Services
Massachusetts
$13.5K +$13.5K +252 New
PA
148
Parallel Advisors
California
$3.58K +$1.01K +19 +40%
CIAS
149
Capital Investment Advisory Services
North Carolina
$2.67K -$2.67K -50 -50%
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$2.53K +$2.53K +47 New
3 4 5
6
7