We are live on ! Find out more
NYF icon

iShares New York Muni Bond ETF

150 hedge funds and large institutions have $430M invested in iShares New York Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

14% more capital invested

Capital invested by funds: $377M → $430M (+$52.7M)

8% more funds holding

Funds holding: 139150 (+11)

3.62% more ownership

Funds ownership: 55.68%59.31% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
68
Reduced
36
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Arrow Financial
New York
$4.45M -$11.2K -211 -0.3%
JJBC
27
James J. Burns & Company
New York
$4.35M +$1.29M +24,250 +42%
UBS Group
28
UBS Group
Switzerland
$4.05M +$119K +2,227 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.33M +$528K +9,907 +19%
CFP
30
Cascade Financial Partners
California
$3.16M
AllianceBernstein
31
AllianceBernstein
Tennessee
$3.04M +$259K +4,867 +9%
AssetMark Inc
32
AssetMark Inc
California
$2.7M -$88.4K -1,660 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.69M -$81.3K -1,527 -3%
WPC
34
Wedmont Private Capital
Pennsylvania
$2.51M -$158K -2,971 -6%
ERIM
35
Eagle Ridge Investment Management
Connecticut
$2.39M +$36.4K +684 +2%
LFA
36
Level Financial Advisors
New York
$2.13M +$7.08K +133 +0.3%
Wells Fargo
37
Wells Fargo
California
$2.11M -$32.4K -609 -2%
DW
38
Durante & Waters
New York
$2.07M +$177K +3,317 +9%
NW
39
NewEdge Wealth
Pennsylvania
$1.93M -$294K -5,525 -13%
AF
40
Allworth Financial
California
$1.62M +$351K +6,581 +28%
B
41
Bailard
California
$1.61M +$521K +9,783 +48%
BSW
42
Buckingham Strategic Wealth
Missouri
$1.5M +$1.5M +28,100 New
Creative Planning
43
Creative Planning
Kansas
$1.39M +$165K +3,089 +13%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$1.32M +$159K +2,990 +14%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.18M +$218K +4,086 +23%
Goldman Sachs
46
Goldman Sachs
New York
$1.14M +$330K +6,203 +41%
CSIA
47
Conrad Siegel Investment Advisors
Pennsylvania
$1.13M +$36.6K +687 +3%
PG
48
Proffitt & Goodson
Tennessee
$1.1M -$457K -8,581 -29%
FF
49
Farrell Financial
New York
$1.1M +$2.24K +42 +0.2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.09M -$21.8K -410 -2%

NYF Hedge Fund Activity: Q2 2024 in Review

150 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2024, worth a combined $430M — up 14% from $377M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NYF positions and 5 closed out — a net gain of 13 holders — while 68 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $18.1M. The largest seller was L.J. Altfest & Co, cutting an estimated $4.58M.

  • 150 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2024, up from 139 in Q1 2024.
  • Funds reported $430M of iShares New York Muni Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 18 funds opened new iShares New York Muni Bond ETF positions in Q2 2024 and 5 closed out, a net change of +13 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2024 was HighTower Advisors, an estimated $18.1M added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2024 was L.J. Altfest & Co, an estimated $4.58M sold.

Based on aggregated 13F filings for Q2 2024.