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iShares New York Muni Bond ETF

151 hedge funds and large institutions have $457M invested in iShares New York Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $430M → $457M (+$27.1M)

1% more funds holding

Funds holding: 150151 (+1)

0.09% more ownership

Funds ownership: 59.31%59.4% (+0.09%)

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
78
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
26
James J. Burns & Company
New York
$4.74M +$305K +5,655 +7%
LJAC
27
L.J. Altfest & Co
New York
$4.43M -$1.58M -29,372 -26%
UBS Group
28
UBS Group
Switzerland
$3.55M -$565K -10,474 -14%
AllianceBernstein
29
AllianceBernstein
Tennessee
$3.46M +$367K +6,806 +12%
CFP
30
Cascade Financial Partners
California
$3.18M
Osaic Holdings
31
Osaic Holdings
Arizona
$3M +$259K +4,804 +10%
AssetMark Inc
32
AssetMark Inc
California
$2.82M +$73.7K +1,368 +3%
ERIM
33
Eagle Ridge Investment Management
Connecticut
$2.65M +$213K +3,960 +9%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.62M -$764K -14,177 -23%
WPC
35
Wedmont Private Capital
Pennsylvania
$2.51M -$16.9K -314 -0.7%
Wells Fargo
36
Wells Fargo
California
$2.4M +$252K +4,682 +12%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$2.28M +$930K +17,244 +70%
DW
38
Durante & Waters
New York
$2.22M +$111K +2,068 +5%
LFA
39
Level Financial Advisors
New York
$2.2M +$33.8K +627 +2%
Goldman Sachs
40
Goldman Sachs
New York
$2.15M +$979K +18,157 +85%
B
41
Bailard
California
$2.04M +$394K +7,318 +24%
NW
42
NewEdge Wealth
Pennsylvania
$2.02M +$53.6K +994 +3%
AF
43
Allworth Financial
California
$1.65M +$7.87K +146 +0.5%
GL
44
Graypoint LLC
New York
$1.6M +$1.58M +29,390 New
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$1.54M +$1.53M +28,301 New
SWA
46
SOA Wealth Advisors
New York
$1.49M +$463K +8,588 +46%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.44M +$243K +4,510 +20%
Creative Planning
48
Creative Planning
Kansas
$1.23M -$191K -3,550 -14%
RWP
49
Revolve Wealth Partners
New Jersey
$1.18M +$106K +1,964 +10%
CSIA
50
Conrad Siegel Investment Advisors
Pennsylvania
$1.15M +$2.1K +39 +0.2%

NYF Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2024, worth a combined $457M — up 6.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYF positions and 9 closed out — a net gain of 2 holders — while 78 added to existing stakes and 35 trimmed.

The largest buyer was High Probability Advisors, adding an estimated $9.1M. The largest seller was HSBC Holdings, cutting an estimated $11M.

  • 151 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2024, up from 150 in Q2 2024.
  • Funds reported $457M of iShares New York Muni Bond ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2024 and 9 closed out, a net change of +2 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2024 was High Probability Advisors, an estimated $9.1M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2024 was HSBC Holdings, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2024.