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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

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
–

Top Buyers

1
Jane Street
Jane Street
New York
$10.5M
2
Bank of America
Bank of America
North Carolina
$29.6M
3
FWI
Facet Wealth Inc
Maryland
$19.9M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$43.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$16.7M

Top Sellers

1
HPA
High Probability Advisors
New York
$22.8M
2
OWA
Opal Wealth Advisors
New York
$7.75M
3
WAM
WNY Asset Management
New York
$264K
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$738K
5
IDBONY
Israel Discount Bank of New York
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
151
Seven Mile Advisory
New Jersey
$208K – – –
NRG
152
Nemes Rush Group
Michigan
$207K +$40K +751 +24%
MC
153
Middleton & Co
Massachusetts
$202K – – –
CCM
154
Coldstream Capital Management
Washington
$202K +$202K +3,794 New
MCM
155
MAI Capital Management
Ohio
$184K +$184K +3,459 New
TIM
156
Tortoise Investment Management
New York
$182K -$29.8K -560 -14%
IA
157
IFP Advisors
Florida
$157K +$1.01K +19 +0.6%
AEPWM
158
Atlantic Edge Private Wealth Management
Florida
$154K – – –
CFD
159
Creative Financial Designs
Indiana
$118K +$53 +1 +0%
PTC
160
Private Trust Company
Ohio
$107K -$7.98K -150 -7%
WTC
161
WhitTier Trust Company
Nevada
$78.6K – – –
SWM
162
Spire Wealth Management
Virginia
$67.6K +$67.6K +1,271 New
GRP
163
Global Retirement Partners
California
$37.1K -$2.24K -42 -6%
MAS
164
MPWM Advisory Solutions
Georgia
$22.9K +$22.9K +430 New
RWM
165
Rialto Wealth Management
New York
$16.6K +$16.6K +312 New
BBHC
166
Brown Brothers Harriman & Co
New York
$8.84K – – –
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$1.81K – – –
PA
168
Parallel Advisors
California
$1.52K -$1.08K -20 -42%
FFA
169
Farther Finance Advisors
California
$46 +$46 +1 New
IDBONY
170
Israel Discount Bank of New York
New York
– -$543K -10,000 Closed
ATS
171
Ashton Thomas Securities
New York
– -$465K -8,564 Closed
PWM
172
Perigon Wealth Management
California
– -$334K -6,151 Closed
EWM
173
Elevatus Welath Management
New York
– -$265K -4,871 Closed
MPM
174
Meritage Portfolio Management
Kansas
– -$218K -4,016 Closed
LA
175
Lifeworks Advisors
Michigan
– -$212K -3,909 Closed
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7
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