We are live on ! Find out more
NYF icon

iShares New York Muni Bond ETF
NYF

85 hedge funds and large institutions have $148M invested in iShares New York Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $123M → $148M (+$24.6M)

13% more funds holding

Funds holding: 75 → 85 (+10)

1.13% more ownership

Funds ownership: 32.38% → 33.51% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
35
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.52M
2
WIC
Whitegate Investment Counselors
New Hampshire
+$3.64M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.87M
4
Bank of America
Bank of America
North Carolina
+$1.87M
5
NB
NBT Bank
New York
+$896K

Top Sellers

Rank Fund Capital Flow
1
AF
Arrow Financial
New York
-$1.41M
2
MML Investors Services
MML Investors Services
Massachusetts
-$906K
3
OIA
OneDigital Investment Advisors
Kansas
-$386K
4
HighTower Advisors
HighTower Advisors
Illinois
-$281K
5
Citadel Advisors
Citadel Advisors
Florida
-$84.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$897K +$30.2K +527 +3%
NB
27
NBT Bank
New York
$895K +$896K +15,642 New
Lazard Asset Management
28
Lazard Asset Management
New York
$846K – – –
Deutsche Bank
29
Deutsche Bank
Germany
$820K -$15.2K -265 -2%
HVIA
30
Hudson Valley Investment Advisors
New York
$790K +$8.59K +150 +1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$785K +$786K +13,720 New
Mariner
32
Mariner
Kansas
$742K +$332K +5,788 +81%
TIM
33
Tortoise Investment Management
New York
$731K +$652K +11,377 +813%
SPIA
34
Steward Partners Investment Advisory
New York
$703K +$2.58K +45 +0.4%
AWM
35
AllSquare Wealth Management
New York
$682K -$12.3K -215 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$669K -$84.5K -1,476 -11%
MML Investors Services
37
MML Investors Services
Massachusetts
$597K -$906K -15,822 -60%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$584K +$745 +13 +0.1%
BlackRock
39
BlackRock
New York
$560K – – –
ATPW
40
Ashton Thomas Private Wealth
Arizona
$553K -$3.32K -58 -0.6%
Citigroup
41
Citigroup
New York
$523K -$33.9K -591 -6%
Stifel Financial
42
Stifel Financial
Missouri
$511K +$40.4K +705 +9%
NSIM
43
North Star Investment Management
Illinois
$504K – – –
OIA
44
OneDigital Investment Advisors
Kansas
$497K -$386K -6,733 -44%
BRC
45
Bell Rock Capital
Delaware
$426K – – –
TI
46
Tidal Investments
Wisconsin
$418K – – –
BFO
47
Biltmore Family Office
North Carolina
$408K – – –
BAAM
48
Baker Avenue Asset Management
California
$407K – – –
Edgewood Management
49
Edgewood Management
Connecticut
$378K – – –
MNG
50
Manning & Napier Group
New York
$377K – – –
1
2
3 4

NYF Hedge Fund Activity: Q3 2019 in Review

85 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2019, worth a combined $148M — up 20% from $123M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYF positions and 1 closed out — a net gain of 10 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $9.52M. The largest seller was Arrow Financial, cutting an estimated $1.41M.

  • 85 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2019, up from 75 in Q2 2019.
  • Funds reported $148M of iShares New York Muni Bond ETF stock for Q3 2019, up 20% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2019 and 1 closed out, a net change of +10 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2019 was Jane Street, an estimated $9.52M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2019 was Arrow Financial, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2019.