iShares New York Muni Bond ETF
30 hedge funds and large institutions have $34M invested in iShares New York Muni Bond ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
10% more capital invested
Capital invested by funds: $31M → $34M (+$3.03M)
3% more funds holding
Funds holding: 29 → 30 (+1)
0.51% less ownership
Funds ownership: 49.85% → 49.34% (-0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$1.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$742K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$603K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$528K |
| 5 |
Morgan Stanley
New York
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$286K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$245K |
| 3 |
Jane Street
New York
|
-$240K |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
-$96.6K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$65.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFS
26
Rockefeller Financial Services
New York
| $85K | – | – | – |
|
|
HR
27
Howe & Rusling
Rochester,
New York
| $61K | +$7.1K | +130 | +13% |
|
28
Citigroup
New York
| $31K | – | – | – |
|
|
AIG
29
American International Group
New York
| $25.3K | +$10.9K | +200 | +77% |
|
|
CHAM
30
Clear Harbor Asset Management
Stamford,
Connecticut
| $11K | +$10.9K | +200 | New |
|
|
CS
31
Credit Suisse
Zurich,
Switzerland
| – | -$245K | -4,532 | Closed |
|
|
32
Jane Street
New York
| – | -$240K | -4,434 | Closed |
|
NYF Hedge Fund Activity: Q2 2014 in Review
30 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2014, worth a combined $34M — up 9.8% from $31M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NYF positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $1.1M. The largest seller was Barclays, cutting an estimated $286K.
- 30 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2014, up from 29 in Q1 2014.
- Funds reported $34M of iShares New York Muni Bond ETF stock for Q2 2014, up 9.8% quarter-over-quarter.
- 3 funds opened new iShares New York Muni Bond ETF positions in Q2 2014 and 2 closed out, a net change of +1 holder.
- The largest iShares New York Muni Bond ETF buyer in Q2 2014 was Bouchey Financial Group, an estimated $1.1M added.
- The largest iShares New York Muni Bond ETF seller in Q2 2014 was Barclays, an estimated $286K sold.
Based on aggregated 13F filings for Q2 2014.