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iShares New York Muni Bond ETF

150 hedge funds and large institutions have $457M invested in iShares New York Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
77
Reduced
35
Closed
9
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
$42.6M 784,029 +24,669 +3%
HPA
2
High Probability Advisors
New York
$29M 534,236 +168,871 +46%
Bank of America
3
Bank of America
North Carolina
$26.2M 483,052 +20,078 +4%
Morgan Stanley
4
Morgan Stanley
New York
$25.9M 477,456 +12,571 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$22.7M 417,461 +7,863 +2%
RWP
6
RWA Wealth Partners
Massachusetts
$19M 349,764 +14,411 +4%
FWI
7
Facet Wealth Inc
Maryland
$17.8M 332,773 +122,334 +58%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$17M 312,740 -11,403 -4%
AA
9
Alesco Advisors
New York
$16.4M 301,337 +4,000 +1%
MMA
10
Miracle Mile Advisors
California
$16M 294,642 +44,871 +18%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$15.2M 280,461 -204,895 -42%
Mariner
12
Mariner
Kansas
$10.9M 200,635 +1,593 +0.8%
KA
13
Klingman & Associates
New York
$10.7M 196,898 +18,937 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.79M 180,104 +10,845 +6%
OWA
15
Opal Wealth Advisors
New York
$8.9M 163,725 -935 -0.6%
Betterment LLC
16
Betterment LLC
New York
$8.75M 161,071 +5,814 +4%
M
17
MYeCFO
California
$7.39M 136,080 +5,740 +4%
WIC
18
Whitegate Investment Counselors
New Hampshire
$6.13M 112,800 -19,720 -15%
LPL Financial
19
LPL Financial
California
$5.81M 106,931 +3,401 +3%
FF
20
Francis Financial
$5.76M 106,045 +7,353 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$5.74M 105,651 +12,033 +13%
NB
22
NBT Bank
New York
$5.29M 97,327 -1,242 -1%
Ameriprise
23
Ameriprise
Minnesota
$5.11M 94,025 +912 +1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$5.09M 93,626 +9,417 +11%
AF
25
Arrow Financial
New York
$4.82M 88,626 +5,303 +6%