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iShares New York Muni Bond ETF

70 hedge funds and large institutions have $103M invested in iShares New York Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
21
Reduced
23
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
$23.6M -$11.3M -202,626 -32%
UBS Group
2
UBS Group
Switzerland
$9.8M -$55.5K -994 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$9.23M +$1.06M +18,957 +13%
Creative Planning
4
Creative Planning
Kansas
$8.54M +$1.81M +32,472 +27%
AF
5
Arrow Financial
New York
$5.74M +$164K +2,942 +3%
AA
6
Alesco Advisors
New York
$3.58M -$52.6K -941 -1%
BFG
7
Bouchey Financial Group
New York
$3.37M -$469K -8,392 -12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.71M +$43.3K +776 +2%
Jane Street
9
Jane Street
New York
$1.95M +$1.65M +29,506 +538%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.84M +$1.84M +32,857 +1,642,850%
Wells Fargo
11
Wells Fargo
California
$1.81M -$393K -7,041 -18%
Ameriprise
12
Ameriprise
Minnesota
$1.79M -$553K -9,904 -24%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.7M -$11.2K -200 -0.7%
AG
14
Advisor Group
Arizona
$1.67M +$207K +3,709 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.4M -$81.4K -1,457 -5%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.34M +$73.6K +1,318 +6%
Betterment LLC
17
Betterment LLC
New York
$1.3M +$659K +11,805 +104%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.28M -$113K -2,031 -8%
ERIM
19
Eagle Ridge Investment Management
Connecticut
$1.26M +$512K +9,166 +69%
LPL Financial
20
LPL Financial
California
$1.16M +$108K +1,936 +10%
BRWM
21
B. Riley Wealth Management
Tennessee
$1.09M -$14.9K -266 -1%
MFM
22
Mirsky Financial Management
New York
$979K +$14.4K +258 +1%
Deutsche Bank
23
Deutsche Bank
Germany
$815K -$22.3K -400 -3%
CAM
24
Caprin Asset Management
Virginia
$739K
AWM
25
AllSquare Wealth Management
New York
$693K -$81.8K -1,465 -11%