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iShares New York Muni Bond ETF

104 hedge funds and large institutions have $195M invested in iShares New York Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $186M → $195M (+$8.86M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.27% less ownership

Funds ownership: 36.54%36.27% (-0.27%)

5% less funds holding

Funds holding: 109104 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
47
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.2M +$350K +6,013 +42%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.17M +$14.9K +255 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.17M -$180K -3,086 -13%
AssetMark Inc
29
AssetMark Inc
California
$1.12M -$336K -5,764 -23%
MFM
30
Mirsky Financial Management
New York
$1.05M +$543K +9,321 +108%
HVIA
31
Hudson Valley Investment Advisors
New York
$1.03M +$1.02M +17,550 New
NB
32
NBT Bank
New York
$992K
PAG
33
Private Advisor Group
New Jersey
$898K +$78.3K +1,345 +10%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$895K -$3.5K -60 -0.4%
NSIM
35
North Star Investment Management
Illinois
$874K +$43.7K +750 +5%
Lazard Asset Management
36
Lazard Asset Management
New York
$865K
Stifel Financial
37
Stifel Financial
Missouri
$819K +$25.7K +441 +3%
Mariner
38
Mariner
Kansas
$758K
WC
39
Whitney & Co
New York
$754K
JP Morgan Chase
40
JP Morgan Chase
New York
$750K -$45.7K -784 -6%
AWM
41
AllSquare Wealth Management
New York
$687K +$50.2K +862 +8%
BAM
42
Barrett Asset Management
New York
$675K
TIAM2
43
Tru Independence Asset Management 2
Oregon
$662K -$8.79K -151 -1%
Deutsche Bank
44
Deutsche Bank
Germany
$634K
OIA
45
OneDigital Investment Advisors
Kansas
$608K -$2.56K -44 -0.4%
OC
46
Oppenheimer & Co
New York
$605K +$131K +2,250 +28%
QAM
47
QCI Asset Management
New York
$578K -$33.1K -569 -5%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$576K +$71.5K +1,228 +14%
APA
49
American Portfolios Advisors
New York
$568K +$45.3K +777 +9%
KAS
50
Kestra Advisory Services
Texas
$566K -$47.5K -816 -8%

NYF Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2021, worth a combined $195M — up 4.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NYF and 7 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was High Probability Advisors, adding an estimated $4.4M. The largest seller was Creative Planning, cutting an estimated $7.81M.

  • 104 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2021, down from 109 in Q1 2021.
  • Funds reported $195M of iShares New York Muni Bond ETF stock for Q2 2021, up 4.8% quarter-over-quarter.
  • 7 funds opened new iShares New York Muni Bond ETF positions in Q2 2021 and 10 closed out, a net change of -3 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2021 was High Probability Advisors, an estimated $4.4M added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2021 was Creative Planning, an estimated $7.81M sold.

Based on aggregated 13F filings for Q2 2021.