iShares New York Muni Bond ETF
26 hedge funds and large institutions have $37.4M invested in iShares New York Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
10% more capital invested
Capital invested by funds: $34M → $37.4M (+$3.34M)
7.17% more ownership
Funds ownership: 52.5% → 59.67% (+7.2%)
4% more funds holding
Funds holding: 25 → 26 (+1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.78M |
| 2 |
Morgan Stanley
New York
|
+$2.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.14M |
| 4 |
AF
Arrow Financial
Glens Falls,
New York
|
+$630K |
| 5 |
Goldman Sachs
New York
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.82M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.15M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$665K |
| 4 |
Barclays
London,
United Kingdom
|
-$468K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $19K | – | – | – |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$6.82M | -131,512 | Closed |
|
|
VKH
28
Virtu KCG Holdings
New York
| – | -$264K | -5,098 | Closed |
|
|
SGAM
29
Steinberg Global Asset Management
Boca Raton,
Florida
| – | -$247K | -4,760 | Closed |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$101K | -1,940 | Closed |
|
|
PAS
31
Partnervest Advisory Services
Santa Barbara,
California
| – | -$56K | -1,080 | Closed |
|
|
CHAM
32
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$10K | -200 | Closed |
|
NYF Hedge Fund Activity: Q4 2013 in Review
26 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2013, worth a combined $37.4M — up 9.8% from $34M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NYF positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $7.78M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.82M sold.
- 26 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2013, up from 25 in Q3 2013.
- Funds reported $37.4M of iShares New York Muni Bond ETF stock for Q4 2013, up 9.8% quarter-over-quarter.
- 7 funds opened new iShares New York Muni Bond ETF positions in Q4 2013 and 6 closed out, a net change of +1 holder.
- The largest iShares New York Muni Bond ETF buyer in Q4 2013 was Jane Street, an estimated $7.78M added.
- The largest iShares New York Muni Bond ETF seller in Q4 2013 was Susquehanna International Group, an estimated $6.82M sold.
Based on aggregated 13F filings for Q4 2013.