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iShares New York Muni Bond ETF

60 hedge funds and large institutions have $83.6M invested in iShares New York Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
24
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.6M +$2.75M +50,144 +17%
UBS Group
2
UBS Group
Switzerland
$8.61M +$157K +2,863 +2%
Creative Planning
3
Creative Planning
Kansas
$5.58M +$270K +4,922 +5%
AF
4
Arrow Financial
New York
$4.96M -$52K -949 -1%
BFG
5
Bouchey Financial Group
New York
$4.88M +$339K +6,190 +7%
Morgan Stanley
6
Morgan Stanley
New York
$3.82M +$597K +10,898 +19%
Jane Street
7
Jane Street
New York
$2.92M +$2.92M +53,362 New
MPPLM
8
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.89M -$29.7K -543 -1%
Wells Fargo
9
Wells Fargo
California
$2.79M +$433K +7,908 +18%
AA
10
Alesco Advisors
New York
$2.66M -$72.8K -1,330 -3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.04M +$204K +3,717 +11%
Ameriprise
12
Ameriprise
Minnesota
$1.93M +$406K +7,435 +27%
SPIA
13
Steward Partners Investment Advisory
New York
$1.77M +$136K +2,475 +8%
ERIM
14
Eagle Ridge Investment Management
Connecticut
$1.76M +$157K +2,872 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.57M +$21.5K +395 +1%
BRF
16
B. Riley Financial
California
$1.55M -$43K -785 -3%
AG
17
Advisor Group
Arizona
$1.06M +$35.6K +649 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.01M +$244K +4,445 +32%
LPL Financial
19
LPL Financial
California
$868K +$62.8K +1,147 +8%
CAM
20
Caprin Asset Management
Virginia
$725K +$171K +3,116 +31%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$716K +$716K +13,072 New
IDBONY
22
Israel Discount Bank of New York
New York
$715K -$32.9K -600 -4%
Betterment LLC
23
Betterment LLC
New York
$696K +$140K +2,566 +25%
AWM
24
AllSquare Wealth Management
New York
$677K +$67.6K +1,235 +11%
BlackRock
25
BlackRock
New York
$660K +$22.6K +413 +4%