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iShares New York Muni Bond ETF

109 hedge funds and large institutions have $186M invested in iShares New York Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $183M → $186M (+$3.14M)

1% more funds holding

Funds holding: 108109 (+1)

0.14% less ownership

Funds ownership: 36.69%36.54% (-0.14%)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
42
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Caprin Asset Management
Virginia
$1.21M -$31.4K -540 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.14M +$193K +3,330 +20%
EH
28
Equitable Holdings
New York
$1.1M +$366K +6,303 +49%
NB
29
NBT Bank
New York
$979K -$24.7K -425 -2%
SPIA
30
Steward Partners Investment Advisory
New York
$975K +$16.3K +281 +2%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$887K +$35.4K +610 +4%
Lazard Asset Management
32
Lazard Asset Management
New York
$853K
HighTower Advisors
33
HighTower Advisors
Illinois
$834K -$30K -516 -3%
NSIM
34
North Star Investment Management
Illinois
$819K +$58.1K +1,000 +8%
PAG
35
Private Advisor Group
New Jersey
$809K -$6.97K -120 -0.8%
JP Morgan Chase
36
JP Morgan Chase
New York
$785K +$177K +3,040 +29%
Stifel Financial
37
Stifel Financial
Missouri
$783K -$36.9K -636 -4%
Mariner
38
Mariner
Kansas
$748K
WC
39
Whitney & Co
New York
$744K -$290K -4,990 -28%
BAM
40
Barrett Asset Management
New York
$666K -$40.6K -700 -6%
TIAM2
41
Tru Independence Asset Management 2
Oregon
$663K +$6.04K +104 +0.9%
AWM
42
AllSquare Wealth Management
New York
$628K +$3.54K +61 +0.6%
Deutsche Bank
43
Deutsche Bank
Germany
$626K -$23.2K -400 -4%
KAS
44
Kestra Advisory Services
Texas
$606K -$56.7K -976 -9%
QAM
45
QCI Asset Management
New York
$603K -$93.6K -1,612 -13%
OIA
46
OneDigital Investment Advisors
Kansas
$602K +$110K +1,891 +22%
OMC
47
Old Mission Capital
Illinois
$576K +$580K +9,991 New
WP
48
WealthPLAN Partners
Nebraska
$516K +$29K +499 +6%
APA
49
American Portfolios Advisors
New York
$516K -$20.1K -346 -4%
Citigroup
50
Citigroup
New York
$515K +$20K +345 +4%

NYF Hedge Fund Activity: Q1 2021 in Review

109 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2021, worth a combined $186M — up 1.7% from $183M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NYF positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Betterment LLC, adding an estimated $1.47M. The largest seller was Jane Street, cutting an estimated $1.79M.

  • 109 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2021, up from 108 in Q4 2020.
  • Funds reported $186M of iShares New York Muni Bond ETF stock for Q1 2021, up 1.7% quarter-over-quarter.
  • 12 funds opened new iShares New York Muni Bond ETF positions in Q1 2021 and 11 closed out, a net change of +1 holder.
  • The largest iShares New York Muni Bond ETF buyer in Q1 2021 was Betterment LLC, an estimated $1.47M added.
  • The largest iShares New York Muni Bond ETF seller in Q1 2021 was Jane Street, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2021.