We are live on ! Find out more
NYF icon

iShares New York Muni Bond ETF
NYF

139 hedge funds and large institutions have $377M invested in iShares New York Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 28

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 136 → 139 (+3)

10.72% less ownership

Funds ownership: 66.41% → 55.68% (-11%)

14% less capital invested

Capital invested by funds: $439M → $377M (-$61.7M)

Holders
139
Holders Change
+3
Holders Change %
+2.21%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
73
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FF
Francis Financial
+$2.07M
2
HPA
High Probability Advisors
New York
+$2.04M
3
FWI
Facet Wealth Inc
Maryland
+$1.81M
4
AA
Alesco Advisors
New York
+$1.69M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$62.4M
2
Morgan Stanley
Morgan Stanley
New York
-$14.4M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$5.63M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.6M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
26
Cascade Financial Partners
California
$3.15M +$3.19M +59,225 New
JJBC
27
James J. Burns & Company
New York
$3.05M -$448K -8,302 -13%
Jane Street
28
Jane Street
New York
$2.92M -$62.4M -1,157,813 -96%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.82M +$146K +2,710 +5%
AssetMark Inc
30
AssetMark Inc
California
$2.81M +$145K +2,698 +5%
AllianceBernstein
31
AllianceBernstein
Tennessee
$2.8M +$84.6K +1,570 +3%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.8M -$1.6M -29,598 -36%
WPC
33
Wedmont Private Capital
Pennsylvania
$2.65M -$11K -204 -0.4%
ERIM
34
Eagle Ridge Investment Management
Connecticut
$2.37M -$45.7K -848 -2%
NW
35
NewEdge Wealth
Pennsylvania
$2.22M +$331K +6,131 +17%
Wells Fargo
36
Wells Fargo
California
$2.16M -$303K -5,622 -12%
LFA
37
Level Financial Advisors
New York
$2.14M -$435K -8,072 -17%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.91M +$954K +17,696 +99%
DW
39
Durante & Waters
New York
$1.91M -$311K -5,764 -14%
PG
40
Proffitt & Goodson
Tennessee
$1.57M +$351K +6,505 +29%
NFG
41
Northeast Financial Group
Pennsylvania
$1.54M +$179K +3,321 +13%
WAM
42
WNY Asset Management
New York
$1.46M +$150K +2,789 +11%
Corient Private Wealth
43
Corient Private Wealth
Florida
$1.29M +$152K +2,825 +13%
AF
44
Allworth Financial
California
$1.27M +$2.91K +54 +0.2%
Creative Planning
45
Creative Planning
Kansas
$1.24M +$8.3K +154 +0.7%
CAN
46
Cetera Advisor Networks
California
$1.23M +$136K +2,519 +12%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$1.17M +$724K +13,420 +162%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.13M +$1.29K +24 +0.1%
FF
49
Farrell Financial
New York
$1.1M -$195K -3,611 -15%
B
50
Bailard
California
$1.1M +$356K +6,608 +48%
1
2
3 4 5

NYF Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2024, worth a combined $377M — down 14% from $439M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NYF positions and 12 closed out — a net gain of 3 holders — while 73 added to existing stakes and 28 trimmed.

The largest buyer was Francis Financial, adding an estimated $2.07M. The largest seller was Jane Street, cutting an estimated $62.4M.

  • 139 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2024, up from 136 in Q4 2023.
  • Funds reported $377M of iShares New York Muni Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 15 funds opened new iShares New York Muni Bond ETF positions in Q1 2024 and 12 closed out, a net change of +3 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q1 2024 was Francis Financial, an estimated $2.07M added.
  • The largest iShares New York Muni Bond ETF seller in Q1 2024 was Jane Street, an estimated $62.4M sold.

Based on aggregated 13F filings for Q1 2024.