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iShares New York Muni Bond ETF

111 hedge funds and large institutions have $314M invested in iShares New York Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
+6
Holders Change %
+5.71%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
53
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$34.4M 646,237 +646,237 New
Bank of America
2
Bank of America
North Carolina
$22M 413,599 -9,799 -2%
Morgan Stanley
3
Morgan Stanley
New York
$20.9M 392,299 +23,120 +6%
HPA
4
High Probability Advisors
New York
$18.5M 347,333 +14,713 +4%
RWP
5
RWA Wealth Partners
Massachusetts
$16.3M 306,832 +117,607 +62%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$16.1M 301,844 +33,320 +12%
AA
7
Alesco Advisors
New York
$15.7M 293,967 +40,146 +16%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$15.1M 282,736 -1,674 -0.6%
MMA
9
Miracle Mile Advisors
California
$9.34M 175,334 -21,030 -11%
NB
10
NBT Bank
New York
$9.07M 170,235 +465 +0.3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.05M 132,333 -3,622 -3%
FWI
12
Facet Wealth Inc
Maryland
$6.47M 122,273 +122,273 New
Jane Street
13
Jane Street
New York
$5.92M 111,179 +99,236 +831%
Betterment LLC
14
Betterment LLC
New York
$5.81M 109,115 +6,792 +7%
LPL Financial
15
LPL Financial
California
$4.99M 93,757 +3,875 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.92M 92,400 -3,119 -3%
JJBC
17
James J. Burns & Company
New York
$4.83M 90,677 -8,929 -9%
AF
18
Arrow Financial
New York
$4.46M 83,655 -484 -0.6%
WIC
19
Whitegate Investment Counselors
New Hampshire
$4.41M 82,850 +125 +0.2%
UBS Group
20
UBS Group
Switzerland
$4.07M 76,332 -8,489 -10%
FTUS
21
Flow Traders U.S.
New York
$3.82M 71,787 +47,573 +196%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.49M 65,560 +39,956 +156%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.07M 57,565 +1,479 +3%
TF
24
TIAA FSB
Florida
$2.91M 54,673 +4,095 +8%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.79M 52,309 +21,868 +72%