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iShares New York Muni Bond ETF

108 hedge funds and large institutions have $183M invested in iShares New York Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

9% more funds holding

Funds holding: 99108 (+9)

7% more capital invested

Capital invested by funds: $171M → $183M (+$12.1M)

1.64% more ownership

Funds ownership: 35.04%36.69% (+1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
108
Holders Change
+9
Holders Change %
+9.09%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NB
26
NBT Bank
New York
$1.01M +$101K +1,750 +11%
SFA
27
Source Financial Advisors
New York
$1.01M +$997K +17,300 New
SPIA
28
Steward Partners Investment Advisory
New York
$968K +$247K +4,280 +35%
MML Investors Services
29
MML Investors Services
Massachusetts
$961K +$113K +1,957 +13%
IDBONY
30
Israel Discount Bank of New York
New York
$906K +$480K +8,325 +115%
HighTower Advisors
31
HighTower Advisors
Illinois
$870K +$31.2K +541 +4%
Lazard Asset Management
32
Lazard Asset Management
New York
$862K
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$860K -$150K -2,600 -15%
Stifel Financial
34
Stifel Financial
Missouri
$827K +$13.3K +230 +2%
PAG
35
Private Advisor Group
New Jersey
$824K +$42K +728 +5%
HVIA
36
Hudson Valley Investment Advisors
New York
$810K +$5.76K +100 +0.7%
Citadel Advisors
37
Citadel Advisors
Florida
$787K +$778K +13,504 New
NSIM
38
North Star Investment Management
Illinois
$769K +$115K +2,000 +18%
Mariner
39
Mariner
Kansas
$755K +$51.9K +900 +7%
EH
40
Equitable Holdings
New York
$745K +$55.1K +956 +8%
BAM
41
Barrett Asset Management
New York
$714K +$331K +5,750 +88%
QAM
42
QCI Asset Management
New York
$703K -$2.1M -36,511 -75%
KAS
43
Kestra Advisory Services
Texas
$669K +$58.1K +1,009 +10%
TIAM2
44
Tru Independence Asset Management 2
Oregon
$663K +$656K +11,381 New
Deutsche Bank
45
Deutsche Bank
Germany
$655K -$8.64K -150 -1%
AWM
46
AllSquare Wealth Management
New York
$631K
JP Morgan Chase
47
JP Morgan Chase
New York
$616K +$130K +2,250 +27%
MFM
48
Mirsky Financial Management
New York
$582K -$423K -7,336 -42%
MNG
49
Manning & Napier Group
New York
$582K
APA
50
American Portfolios Advisors
New York
$541K +$109K +1,894 +26%

NYF Hedge Fund Activity: Q4 2020 in Review

108 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2020, worth a combined $183M — up 7.1% from $171M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 7 closed out — a net gain of 10 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $7.13M. The largest seller was QCI Asset Management, cutting an estimated $2.1M.

  • 108 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $183M of iShares New York Muni Bond ETF stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q4 2020 and 7 closed out, a net change of +10 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2020 was Jane Street, an estimated $7.13M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2020 was QCI Asset Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.