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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

150 hedge funds and large institutions have $457M invested in iShares New York Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
77
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPA
1
High Probability Advisors
New York
$29M
2
FWI
2
Facet Wealth Inc
Maryland
$17.8M
3
MMA
3
Miracle Mile Advisors
California
$16M
4
GL
4
Graypoint LLC
New York
$1.6M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.54M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$15.2M
2
LJAC
2
L.J. Altfest & Co
New York
$4.43M
3
WIC
3
Whitegate Investment Counselors
New Hampshire
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.62M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$753K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Elevatus Welath Management
New York
$265K -$17.4K -321 -6%
AI
127
Atria Investments
North Carolina
$264K -$2.55K -47 -1%
Deutsche Bank
128
Deutsche Bank
Germany
$243K -$30.1K -554 -11%
MPM
129
Meritage Portfolio Management
Kansas
$218K – – –
JWCA
130
J.W. Coons Advisors
Ohio
$217K – – –
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$217K – – –
TIM
132
Tortoise Investment Management
New York
$216K +$20.1K +370 +10%
SMA
133
Seven Mile Advisory
New Jersey
$213K – – –
LA
134
Lifeworks Advisors
Michigan
$212K +$212K +3,909 New
AAG
135
Armstrong Advisory Group
Massachusetts
$207K +$1.41K +26 +0.7%
MC
136
Middleton & Co
Massachusetts
$206K – – –
DIA
137
Davidson Investment Advisors
Montana
$206K +$206K +3,793 New
CFP
138
Cypress Financial Planning
New Jersey
$202K +$202K +3,723 New
KAS
139
Kestra Advisory Services
Texas
$202K -$68.7K -1,264 -25%
NRG
140
Nemes Rush Group
Michigan
$169K – – –
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$165K -$270K -5,012 -62%
IA
142
IFP Advisors
Florida
$160K +$41.1K +757 +35%
AEPWM
143
Atlantic Edge Private Wealth Management
Florida
$158K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$152K – – –
CFD
145
Creative Financial Designs
Indiana
$121K +$54 +1 +0%
PTC
146
Private Trust Company
Ohio
$118K -$4.35K -80 -4%
WTC
147
WhitTier Trust Company
Nevada
$80.2K – – –
GRP
148
Global Retirement Partners
California
$40.2K – – –
BBHC
149
Brown Brothers Harriman & Co
New York
$9.02K +$9.02K +166 New
PA
150
Parallel Advisors
California
$2.63K -$1.04K -19 -28%
3 4 5
6
7