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iShares New York Muni Bond ETF

168 hedge funds and large institutions have $490M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+18
Holders Change %
+12%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
81
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ERIC
126
Eagle Rock Investment Company
Georgia
$319K
NFG
127
Northeast Financial Group
Pennsylvania
$317K +$639 +12 +0.2%
BC
128
Brio Consultants
California
$314K +$314K +5,894 New
GS
129
GTS Securities
New York
$313K +$313K +5,880 New
SG
130
Stanich Group
New York
$301K +$301K +5,659 New
Financial Engines Advisors
131
Financial Engines Advisors
California
$297K +$3.03K +57 +1%
NCFG
132
New Century Financial Group
New Jersey
$293K +$2.13K +40 +0.7%
CB
133
CNB Bank
Pennsylvania
$277K +$16K +300 +6%
IWC
134
Integrated Wealth Concepts
Massachusetts
$273K +$2.5K +47 +0.9%
AI
135
Atria Investments
North Carolina
$268K +$8.99K +169 +3%
WAM
136
WNY Asset Management
New York
$264K -$771K -14,488 -75%
AIS
137
American Investment Services
Massachusetts
$262K
GK
138
Graney & King
New York
$255K +$255K +4,797 New
OIA
139
OneDigital Investment Advisors
Kansas
$248K -$276K -5,177 -53%
AWM
140
AllSquare Wealth Management
New York
$245K -$21.3K -400 -8%
DIA
141
Davidson Investment Advisors
Montana
$243K +$40.7K +765 +20%
Deutsche Bank
142
Deutsche Bank
Germany
$238K
AAG
143
Armstrong Advisory Group
Massachusetts
$229K +$26.6K +500 +13%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$229K +$229K +4,297 New
WIA
145
Wealthedge Investment Advisors
New York
$228K +$228K +4,287 New
MWG
146
Martin Worley Group
Utah
$224K +$224K +4,211 New
SJGA
147
Stephen J. Garry & Associates
New York
$219K +$219K +4,110 New
JWCA
148
J.W. Coons Advisors
Ohio
$213K
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$213K
LI
150
LMCG Investments
Massachusetts
$213K +$213K +4,000 New