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iShares New York Muni Bond ETF

104 hedge funds and large institutions have $230M invested in iShares New York Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
45
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.4M +$866K +16,525 +3%
Morgan Stanley
2
Morgan Stanley
New York
$20.6M +$3.36M +64,149 +20%
HPA
3
High Probability Advisors
New York
$13.3M -$964K -18,395 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.1M +$3.96M +75,528 +43%
AA
5
Alesco Advisors
New York
$11.8M +$3.04M +58,039 +35%
MMA
6
Miracle Mile Advisors
California
$10.7M +$10.7M +203,481 New
RWP
7
RWA Wealth Partners
Massachusetts
$9.2M +$9.2M +172,850 New
NB
8
NBT Bank
New York
$8.9M +$7.97M +152,005 +856%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.02M +$616K +11,765 +10%
AllianceBernstein
10
AllianceBernstein
Tennessee
$5.3M +$3.11M +59,384 +142%
Betterment LLC
11
Betterment LLC
New York
$5.01M +$532K +10,150 +12%
AF
12
Arrow Financial
New York
$4.45M +$1.31M +25,084 +42%
LPL Financial
13
LPL Financial
California
$4.34M +$1.04M +19,848 +31%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.32M +$1.02M +19,515 +31%
UBS Group
15
UBS Group
Switzerland
$4.23M -$59.9K -1,144 -1%
WIC
16
Whitegate Investment Counselors
New Hampshire
$4.18M +$544K +10,375 +15%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$3.89M +$3.5M +66,857 +915%
JJBC
18
James J. Burns & Company
New York
$3.46M -$203K -3,868 -6%
MNG
19
Manning & Napier Group
New York
$3.08M -$2.98M
Jane Street
20
Jane Street
New York
$3.01M -$74.2M -1,416,842 -96%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.8M +$141K +2,686 +5%
Mariner
22
Mariner
Kansas
$2.28M +$722K +13,787 +47%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$2.21M +$78.9K +1,506 +4%
Ameriprise
24
Ameriprise
Minnesota
$2.15M +$731K +13,945 +52%
ERIM
25
Eagle Ridge Investment Management
Connecticut
$2.13M +$72.7K +1,388 +4%