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iShares New York Muni Bond ETF

210 hedge funds and large institutions have $693M invested in iShares New York Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 43

12% more funds holding

Funds holding: 187210 (+23)

11% more capital invested

Capital invested by funds: $621M → $693M (+$71.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.45% less ownership

Funds ownership: 59.1%56.64% (-2.5%)

Holders
210
Holders Change
+23
Holders Change %
+12.3%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
99
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIIS
1
TIAA-CREF Individual & Institutional Services
New York
$59.1M +$59.9M +1,112,829 New
Morgan Stanley
2
Morgan Stanley
New York
$46.3M +$17.4M +324,136 +59%
HPA
3
High Probability Advisors
New York
$41.2M +$7.82M +145,357 +23%
Bank of America
4
Bank of America
North Carolina
$40.5M +$4.68M +87,081 +13%
HighTower Advisors
5
HighTower Advisors
Illinois
$30.8M +$1.48M +27,553 +5%
FWI
6
Facet Wealth Inc
Maryland
$27.8M +$813K +15,112 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$24.8M -$435K -8,083 -2%
AA
8
Alesco Advisors
New York
$24.5M +$1.38M +25,582 +6%
LEA
9
Legacy Edge Advisors
New York
$18.6M +$3.05M +56,800 +19%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$17.8M +$629K +11,688 +4%
SAM
11
Satovsky Asset Management
New York
$16.7M -$528K -9,812 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.2M +$1.75M +32,456 +15%
KA
13
Klingman & Associates
New York
$12.7M +$222K +4,119 +2%
Mariner
14
Mariner
Kansas
$12M +$1.04M +19,263 +9%
RWP
15
RWA Wealth Partners
Massachusetts
$11.9M -$936K -17,412 -7%
MMA
16
Miracle Mile Advisors
California
$11.9M -$2.63M -48,836 -18%
LPL Financial
17
LPL Financial
California
$10.9M +$2.9M +53,973 +36%
JP Morgan Chase
18
JP Morgan Chase
New York
$10.2M +$924K +17,172 +10%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$8.85M +$670K +12,462 +8%
Betterment LLC
20
Betterment LLC
New York
$8.57M +$275K +5,115 +3%
Jane Street
21
Jane Street
New York
$8.07M +$4.47M +83,191 +121%
GC
22
Guggenheim Capital
Illinois
$7.62M +$1.89M +35,221 +33%
Creative Planning
23
Creative Planning
Kansas
$6.97M +$3.28M +61,023 +87%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.48M +$334K +6,218 +5%
M
25
MYeCFO
California
$6.35M -$310K -5,760 -5%