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iShares New York Muni Bond ETF

116 hedge funds and large institutions have $212M invested in iShares New York Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $192M → $212M (+$20.2M)

6% more funds holding

Funds holding: 109116 (+7)

2.88% more ownership

Funds ownership: 35.65%38.53% (+2.9%)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
52
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.62M +$520K +8,996 +48%
MFG
27
Magnus Financial Group
New York
$1.55M +$1.55M +26,784 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.54M +$189K +3,275 +14%
DJSG
29
D.J. St. Germain
Massachusetts
$1.39M +$10.4K +180 +0.8%
CAM
30
Caprin Asset Management
Virginia
$1.38M
AssetMark Inc
31
AssetMark Inc
California
$1.29M +$131K +2,270 +11%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.21M -$5.21K -90 -0.4%
RWP
33
Revolve Wealth Partners
New Jersey
$1.2M +$1.2M +20,734 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.11M +$14.5K +250 +1%
EH
35
Equitable Holdings
New York
$1.08M -$150K -2,591 -12%
HVIA
36
Hudson Valley Investment Advisors
New York
$1.07M -$17.4K -300 -2%
CSIA
37
Conrad Siegel Investment Advisors
Pennsylvania
$1.06M +$1.06M +18,366 New
MFM
38
Mirsky Financial Management
New York
$1.05M -$40.4K -699 -4%
NB
39
NBT Bank
New York
$1.01M
PAG
40
Private Advisor Group
New Jersey
$953K +$3.01K +52 +0.3%
Citigroup
41
Citigroup
New York
$938K +$213K +3,685 +29%
NSIM
42
North Star Investment Management
Illinois
$924K
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$908K -$4.28K -74 -0.5%
APA
44
American Portfolios Advisors
New York
$890K +$207K +3,582 +30%
Stifel Financial
45
Stifel Financial
Missouri
$873K +$5.96K +103 +0.7%
Lazard Asset Management
46
Lazard Asset Management
New York
$857K
WC
47
Whitney & Co
New York
$817K +$52.2K +902 +7%
Mariner
48
Mariner
Kansas
$752K
OIA
49
OneDigital Investment Advisors
Kansas
$721K +$103K +1,777 +17%
JP Morgan Chase
50
JP Morgan Chase
New York
$707K +$48K +830 +7%

NYF Hedge Fund Activity: Q4 2021 in Review

116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2021, worth a combined $212M — up 11% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $5.2M. The largest seller was Jane Street, exiting entirely with an estimated $2.57M sold.

  • 116 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $212M of iShares New York Muni Bond ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q4 2021 and 9 closed out, a net change of +8 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $5.2M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2021.