NYF icon

iShares New York Muni Bond ETF
NYF

Overview Fund Activity

138 hedge funds and large institutions have $377M invested in iShares New York Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
73
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFP
1
Cascade Financial Partners
California
$3.15M
2
FF
2
Francis Financial
$5.46M
3
HPA
3
High Probability Advisors
New York
$18.8M
4
FWI
4
Facet Wealth Inc
Maryland
$9.92M
5
AA
5
Alesco Advisors
New York
$14.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.5M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.8M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$38.6M 716,917 +10,371 +1%
Bank of America
2
Bank of America
North Carolina
$25.7M 477,665 -924 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$24.5M 454,934 -266,640 -37%
HPA
4
High Probability Advisors
New York
$18.8M 349,402 +37,795 +12%
RWP
5
RWA Wealth Partners
Massachusetts
$17.6M 326,433 +774 +0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$16.7M 310,501 +27,636 +10%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$15M 278,981 -804 -0.3%
AA
8
Alesco Advisors
New York
$14.6M 271,507 +31,287 +13%
LJAC
9
L.J. Altfest & Co
New York
$10.6M 196,899 -10,378 -5%
MMA
10
Miracle Mile Advisors
California
$10.4M 193,702 +9,817 +5%
Mariner
11
Mariner
Kansas
$10.3M 190,677 +6,601 +4%
FWI
12
Facet Wealth Inc
Maryland
$9.92M 185,929 +33,590 +22%
OWA
13
Opal Wealth Advisors
New York
$9.02M 167,630 -576 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.45M 156,958 +8,379 +6%
Betterment LLC
15
Betterment LLC
New York
$7.13M 132,552 +19,851 +18%
WIC
16
Whitegate Investment Counselors
New Hampshire
$6.85M 127,330 +2,120 +2%
Ameriprise
17
Ameriprise
Minnesota
$5.64M 104,569 +1,655 +2%
FF
18
Francis Financial
$5.46M 101,542 +38,428 +61%
LPL Financial
19
LPL Financial
California
$5.39M 100,170 +10,254 +11%
NB
20
NBT Bank
New York
$5.15M 95,784 +2,102 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.72M 87,774 +30,518 +53%
AF
22
Arrow Financial
New York
$4.49M 83,534 -5,451 -6%
UBS Group
23
UBS Group
Switzerland
$3.96M 73,587 +4,718 +7%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.73M 69,457 +30,115 +77%
M
25
MYeCFO
California
$3.59M 58,272 +27,210 +88%
1
2 3 4 5