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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
OWA
151
Opal Wealth Advisors
New York
$327K -$1.8M -33,441 -84%
CB
152
CNB Bank
Pennsylvania
$326K
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$325K +$9.41K +175 +3%
WA
154
Wealth Alliance
New York
$325K -$112K -2,086 -25%
AAG
155
Armstrong Advisory Group
Massachusetts
$324K +$39.2K +729 +14%
NRG
156
Nemes Rush Group
Michigan
$315K +$68.6K +1,276 +27%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$308K
CNC
158
Canandaigua National Corp
New York
$308K +$312K +5,800 New
LWA
159
LifeGoal Wealth Advisors
New York
$306K -$625K -11,621 -67%
CC
160
Courier Capital
New York
$306K +$310K +5,757 New
RZH
161
Relyea Zuckerberg Hanson
Connecticut
$304K
PGFC
162
Peapack-Gladstone Financial Corp
New Jersey
$300K +$303K +5,640 New
BBES
163
Buffalo Business & Estate Services
New York
$285K +$289K +5,369 New
PWM
164
Peck Wealth Management
New York
$280K +$106K +1,975 +60%
AC
165
Avestar Capital
New York
$280K +$283K +5,270 New
PI
166
PFG Investments
New York
$278K +$40.5K +753 +17%
OIA
167
OneDigital Investment Advisors
Kansas
$271K +$17.5K +325 +7%
AI
168
Atria Investments
North Carolina
$270K -$12.7K -236 -4%
MWAM
169
Manhattan West Asset Management
California
$270K +$161 +3 +0.1%
DIA
170
Davidson Investment Advisors
Montana
$269K +$6.99K +130 +3%
SJGA
171
Stephen J. Garry & Associates
New York
$253K +$35K +650 +16%
AWP
172
Astra Wealth Partners
New Jersey
$252K
RWP
173
Revolve Wealth Partners
New Jersey
$252K -$1.33M -24,803 -84%
EAM
174
Evanson Asset Management
California
$249K +$1.29K +24 +0.5%
MWM
175
Modera Wealth Management
New Jersey
$242K +$245K +4,557 New