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iShares New York Muni Bond ETF

67 hedge funds and large institutions have $107M invested in iShares New York Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $94.3M → $107M (+$13.2M)

8% more funds holding

Funds holding: 6267 (+5)

2.19% more ownership

Funds ownership: 30.43%32.61% (+2.2%)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
19
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$640K -$3.78K -70 -0.6%
Betterment LLC
27
Betterment LLC
New York
$624K -$29.7K -550 -5%
Lazard Asset Management
28
Lazard Asset Management
New York
$618K
MWM
29
Mission Wealth Management
California
$577K -$29.7K -550 -5%
MNG
30
Manning & Napier Group
New York
$571K
Citigroup
31
Citigroup
New York
$565K +$399K +7,384 +252%
FM
32
Family Management
New York
$490K +$483K +8,941 New
NSIM
33
North Star Investment Management
Illinois
$482K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$425K -$133K -2,462 -24%
IDBONY
35
Israel Discount Bank of New York
New York
$408K +$162K +3,000 +67%
BRC
36
Bell Rock Capital
Delaware
$408K +$402K +7,447 New
Mariner
37
Mariner
Kansas
$393K
BAAM
38
Baker Avenue Asset Management
California
$391K
BFO
39
Biltmore Family Office
North Carolina
$390K
APA
40
American Portfolios Advisors
New York
$356K -$1.35K -25 -0.4%
Stifel Financial
41
Stifel Financial
Missouri
$352K
BAM
42
Belpointe Asset Management
Nevada
$345K -$103K -1,907 -23%
TSW
43
Thompson Siegel & Walmsley
Virginia
$331K
FA
44
FMA Advisory
Pennsylvania
$319K
Jane Street
45
Jane Street
New York
$300K -$5.71M -105,733 -95%
HighTower Advisors
46
HighTower Advisors
Illinois
$283K +$64.5K +1,194 +30%
AT
47
Arden Trust
Delaware
$274K
CTA
48
Chesley Taft & Associates
Illinois
$268K +$21.6K +400 +9%
CCM
49
Condor Capital Management
New Jersey
$258K +$255K +4,710 New
CBB
50
Citizens Business Bank
California
$223K

NYF Hedge Fund Activity: Q4 2018 in Review

67 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2018, worth a combined $107M — up 14% from $94.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NYF positions and 9 closed out — a net gain of 5 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $5.71M.

  • 67 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2018, up from 62 in Q3 2018.
  • Funds reported $107M of iShares New York Muni Bond ETF stock for Q4 2018, up 14% quarter-over-quarter.
  • 14 funds opened new iShares New York Muni Bond ETF positions in Q4 2018 and 9 closed out, a net change of +5 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2018 was Bank of America, an estimated $13.9M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2018 was Jane Street, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2018.