We are live on ! Find out more
NYF icon

iShares New York Muni Bond ETF

60 hedge funds and large institutions have $83.6M invested in iShares New York Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $76.2M → $83.6M (+$7.39M)

2% more funds holding

Funds holding: 5960 (+1)

1.48% more ownership

Funds ownership: 26.53%28.01% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
24
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$606K +$16.5K +300 +3%
MWM
27
Mission Wealth Management
California
$597K +$356K +6,480 +147%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$571K -$37K -672 -6%
BFO
29
Biltmore Family Office
North Carolina
$490K
NSIM
30
North Star Investment Management
Illinois
$482K
BAM
31
Belpointe Asset Management
Nevada
$429K -$20.6K -374 -5%
Mariner
32
Mariner
Kansas
$393K +$183K +3,329 +86%
BAAM
33
Baker Avenue Asset Management
California
$391K
APA
34
American Portfolios Advisors
New York
$367K +$21K +381 +6%
SIA
35
Starfire Investment Advisers
Michigan
$357K +$359K +6,531 New
Stifel Financial
36
Stifel Financial
Missouri
$351K +$109K +1,980 +45%
HighTower Advisors
37
HighTower Advisors
Illinois
$335K -$319K -5,808 -49%
TSW
38
Thompson Siegel & Walmsley
Virginia
$331K
FA
39
FMA Advisory
Pennsylvania
$319K
MML Investors Services
40
MML Investors Services
Massachusetts
$277K -$5.22K -95 -2%
AT
41
Arden Trust
Delaware
$274K
SLA
42
Silver Lake Advisory
Utah
$243K +$440 +8 +0.2%
CTA
43
Chesley Taft & Associates
Illinois
$225K
CPIG
44
Chicago Partners Investment Group
Illinois
$167K
WCM
45
Wealthcare Capital Management
Virginia
$151K -$24.8K -451 -14%
Citigroup
46
Citigroup
New York
$126K -$262K -4,757 -67%
GWA
47
Guidant Wealth Advisors
Illinois
$126K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$91K +$91.3K +1,660 New
TIM
49
Tortoise Investment Management
New York
$71K -$305K -5,548 -81%
ACA
50
Atlas Capital Advisors
Wyoming
$68.9K +$69.2K +1,258 New

NYF Hedge Fund Activity: Q1 2018 in Review

60 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2018, worth a combined $83.6M — up 9.7% from $76.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NYF positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.94M. The largest seller was Private Advisor Group, exiting entirely with an estimated $633K sold.

  • 60 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2018, up from 59 in Q4 2017.
  • Funds reported $83.6M of iShares New York Muni Bond ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 7 funds opened new iShares New York Muni Bond ETF positions in Q1 2018 and 5 closed out, a net change of +2 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q1 2018 was Jane Street, an estimated $2.94M added.
  • The largest iShares New York Muni Bond ETF seller in Q1 2018 was Private Advisor Group, an estimated $633K sold.

Based on aggregated 13F filings for Q1 2018.