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iShares New York Muni Bond ETF

170 hedge funds and large institutions have $523M invested in iShares New York Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+2
Holders Change %
+1.19%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
79
Reduced
38
Closed
13
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
$52.1M +$8.88M +168,606 +21%
HPA
2
High Probability Advisors
New York
$33.5M +$11M +208,265 +49%
Bank of America
3
Bank of America
North Carolina
$29.7M +$459K +8,715 +2%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M +$440K +8,357 +2%
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M +$990K +18,812 +5%
FWI
6
Facet Wealth Inc
Maryland
$19.3M -$27.5K -527 -0.1%
RWP
7
RWA Wealth Partners
Massachusetts
$18.4M +$497K +9,442 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$17.6M +$621K +11,790 +4%
SAM
9
Satovsky Asset Management
New York
$17.5M +$17.5M +331,745 New
AA
10
Alesco Advisors
New York
$17.2M +$476K +9,036 +3%
MMA
11
Miracle Mile Advisors
California
$16.6M +$56K +1,063 +0.3%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$14.9M -$1.62M -30,685 -10%
KA
13
Klingman & Associates
New York
$12M +$398K +7,559 +3%
Mariner
14
Mariner
Kansas
$11.1M +$307K +5,824 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.3M +$804K +15,269 +8%
FF
16
Francis Financial
$9.54M +$3.13M +59,420 +49%
Betterment LLC
17
Betterment LLC
New York
$8.91M -$528K -10,035 -6%
M
18
MYeCFO
California
$7.11M +$37.4K +710 +0.5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$6.72M +$439K +8,333 +7%
UBS Group
20
UBS Group
Switzerland
$6.37M +$2.81M +53,423 +79%
LPL Financial
21
LPL Financial
California
$6.26M +$277K +5,253 +5%
WIC
22
Whitegate Investment Counselors
New Hampshire
$5.75M -$186K -3,525 -3%
NB
23
NBT Bank
New York
$5.59M -$95K -1,805 -2%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$5.43M -$741K -14,076 -12%
Ameriprise
25
Ameriprise
Minnesota
$5.09M -$358K -6,787 -7%