iShares New York Muni Bond ETF
136 hedge funds and large institutions have $439M invested in iShares New York Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 8 closing their positions.
250% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 8
17% more funds holding
Funds holding: 116 → 136 (+20)
12% more capital invested
Capital invested by funds: $392M → $439M (+$46.6M)
5.25% more ownership
Funds ownership: 61.16% → 66.41% (+5.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$47.6M |
| 2 |
Morgan Stanley
New York
|
+$19M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$10.3M |
| 4 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
+$8.75M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$5.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$61.1M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$16.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.59M |
| 4 |
HPA
High Probability Advisors
Pittsford,
New York
|
-$1.91M |
| 5 |
B
Bailard
Foster City,
California
|
-$1.23M |
NYF Hedge Fund Activity: Q4 2023 in Review
136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2023, worth a combined $439M — up 12% from $392M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new NYF positions and 8 closed out — a net gain of 20 holders — while 45 added to existing stakes and 45 trimmed.
The largest buyer was Jane Street, adding an estimated $47.6M. The largest seller was TIAA Trust, National Association, cutting an estimated $61.1M.
- 136 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2023, up from 116 in Q3 2023.
- Funds reported $439M of iShares New York Muni Bond ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 28 funds opened new iShares New York Muni Bond ETF positions in Q4 2023 and 8 closed out, a net change of +20 holders.
- The largest iShares New York Muni Bond ETF buyer in Q4 2023 was Jane Street, an estimated $47.6M added.
- The largest iShares New York Muni Bond ETF seller in Q4 2023 was TIAA Trust, National Association, an estimated $61.1M sold.
Based on aggregated 13F filings for Q4 2023.