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iShares New York Muni Bond ETF

116 hedge funds and large institutions have $392M invested in iShares New York Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
51
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$95.9M 1,879,772 +1,879,772 New
Bank of America
2
Bank of America
North Carolina
$23.6M 461,660 +48,061 +12%
Morgan Stanley
3
Morgan Stanley
New York
$18.2M 355,921 -36,378 -9%
HPA
4
High Probability Advisors
New York
$17.8M 348,243 +910 +0.3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$17M 333,841 +333,841 New
RWP
6
RWA Wealth Partners
Massachusetts
$16.5M 322,483 +15,651 +5%
Jane Street
7
Jane Street
New York
$15.2M 297,261 +186,082 +167%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$14.5M 283,944 -17,900 -6%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$13.9M 272,341 -10,395 -4%
AA
10
Alesco Advisors
New York
$11.9M 233,016 -60,951 -21%
MMA
11
Miracle Mile Advisors
California
$8.89M 174,237 -1,097 -0.6%
Mariner
12
Mariner
Kansas
$8.67M 169,816 +119,499 +237%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.35M 144,110 +11,777 +9%
FWI
14
Facet Wealth Inc
Maryland
$6.73M 133,965 +11,692 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.71M 131,413 +39,013 +42%
WIC
16
Whitegate Investment Counselors
New Hampshire
$6.58M 128,880 +46,030 +56%
Betterment LLC
17
Betterment LLC
New York
$5.83M 114,151 +5,036 +5%
LPL Financial
18
LPL Financial
California
$4.63M 90,745 -3,012 -3%
NB
19
NBT Bank
New York
$4.57M 89,550 -80,685 -47%
UBS Group
20
UBS Group
Switzerland
$4.39M 86,023 +9,691 +13%
AF
21
Arrow Financial
New York
$4.33M 84,801 +1,146 +1%
JJBC
22
James J. Burns & Company
New York
$3.87M 75,913 -14,764 -16%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.64M 51,711 -5,854 -10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.56M 50,096 +9,841 +24%
AllianceBernstein
25
AllianceBernstein
Tennessee
$2.44M 47,725 +1,532 +3%