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iShares New York Muni Bond ETF

168 hedge funds and large institutions have $490M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+18
Holders Change %
+12%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
81
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$43.6M +$1.92M +36,124 +5%
Bank of America
2
Bank of America
North Carolina
$29.6M +$3.85M +72,383 +15%
Morgan Stanley
3
Morgan Stanley
New York
$26.5M +$1.1M +20,633 +4%
HPA
4
High Probability Advisors
New York
$22.8M -$5.66M -106,368 -20%
HighTower Advisors
5
HighTower Advisors
Illinois
$21.8M -$407K -7,644 -2%
FWI
6
Facet Wealth Inc
Maryland
$19.9M +$2.07M +38,764 +12%
RWP
7
RWA Wealth Partners
Massachusetts
$18.1M -$481K -9,044 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$17.2M +$555K +10,432 +3%
AA
9
Alesco Advisors
New York
$16.9M +$885K +16,636 +6%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$16.7M +$1.79M +33,591 +12%
MMA
11
Miracle Mile Advisors
California
$16.7M +$994K +18,675 +6%
KA
12
Klingman & Associates
New York
$11.7M +$1.25M +23,430 +12%
Mariner
13
Mariner
Kansas
$10.9M +$243K +4,575 +2%
Jane Street
14
Jane Street
New York
$10.5M +$10.5M +196,442 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.6M +$17.5K +328 +0.2%
Betterment LLC
16
Betterment LLC
New York
$9.54M +$972K +18,255 +11%
OWA
17
Opal Wealth Advisors
New York
$7.75M -$965K -18,128 -11%
M
18
MYeCFO
California
$7.15M -$93.7K -1,760 -1%
FF
19
Francis Financial
$6.48M +$833K +15,660 +15%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.35M +$731K +13,744 +13%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.24M +$1.26M +23,660 +25%
LPL Financial
22
LPL Financial
California
$6.05M +$357K +6,708 +6%
WIC
23
Whitegate Investment Counselors
New Hampshire
$6M
NB
24
NBT Bank
New York
$5.75M +$570K +10,718 +11%
Ameriprise
25
Ameriprise
Minnesota
$5.51M +$501K +9,422 +10%