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iShares New York Muni Bond ETF

187 hedge funds and large institutions have $621M invested in iShares New York Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 29

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $534M → $621M (+$87.4M)

7% more funds holding

Funds holding: 174187 (+13)

2.13% more ownership

Funds ownership: 56.97%59.1% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
26
Increased
96
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$58.7M +$3.04M +56,695 +5%
Bank of America
2
Bank of America
North Carolina
$36.2M +$4.86M +90,775 +16%
HPA
3
High Probability Advisors
New York
$33.7M -$4.01M -74,779 -11%
HighTower Advisors
4
HighTower Advisors
Illinois
$29.5M +$6.6M +123,158 +29%
Morgan Stanley
5
Morgan Stanley
New York
$29.3M +$2.93M +54,767 +11%
FWI
6
Facet Wealth Inc
Maryland
$27.3M +$3.24M +60,420 +14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$25.4M +$1.98M +36,959 +8%
AA
8
Alesco Advisors
New York
$23.3M +$1.07M +19,989 +5%
SAM
9
Satovsky Asset Management
New York
$17.3M -$251K -4,685 -1%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$17.3M +$15.8M +295,475 +1,070%
LEA
11
Legacy Edge Advisors
New York
$15.7M +$15.7M +293,971 New
MMA
12
Miracle Mile Advisors
California
$14.6M +$568K +10,602 +4%
RWP
13
RWA Wealth Partners
Massachusetts
$13M +$3.13M +58,513 +32%
KA
14
Klingman & Associates
New York
$12.6M +$138K +2,583 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.6M +$870K +16,249 +8%
Mariner
16
Mariner
Kansas
$11.1M +$1.31M +24,399 +13%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.36M +$4.47M +83,431 +91%
Betterment LLC
18
Betterment LLC
New York
$8.36M +$295K +5,507 +4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$8.25M +$434K +8,104 +6%
LPL Financial
20
LPL Financial
California
$8.09M -$62.3K -1,164 -0.8%
M
21
MYeCFO
California
$6.7M -$123K -2,300 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.2M +$180K +3,354 +3%
GC
23
Guggenheim Capital
Illinois
$5.79M +$1.72M +32,196 +42%
NB
24
NBT Bank
New York
$5.38M +$216K +4,035 +4%
AllianceBernstein
25
AllianceBernstein
Tennessee
$5.32M +$375K +7,003 +8%