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iShares New York Muni Bond ETF

170 hedge funds and large institutions have $493M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

161% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 31

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

13% more funds holding

Funds holding: 151170 (+19)

8% more capital invested

Capital invested by funds: $457M → $493M (+$36.1M)

2.05% more ownership

Funds ownership: 59.4%61.46% (+2.1%)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
81
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Arrow Financial
New York
$4.8M +$89K +1,657 +2%
LJAC
27
L.J. Altfest & Co
New York
$4.45M +$108K +2,020 +2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$4.43M +$1.05M +19,495 +31%
JJBC
29
James J. Burns & Company
New York
$4.21M -$435K -8,097 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.89M +$954K +17,766 +32%
Goldman Sachs
31
Goldman Sachs
New York
$3.81M +$1.72M +32,062 +81%
UBS Group
32
UBS Group
Switzerland
$3.6M +$124K +2,310 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.35M +$795K +14,803 +31%
AssetMark Inc
34
AssetMark Inc
California
$3.31M +$552K +10,276 +20%
CFP
35
Cascade Financial Partners
California
$3.15M
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$2.75M +$519K +9,655 +23%
NA
37
Note Advisors
New York
$2.68M +$2.71M +50,437 New
ERIM
38
Eagle Ridge Investment Management
Connecticut
$2.63M +$39.2K +729 +1%
Wells Fargo
39
Wells Fargo
California
$2.59M +$239K +4,442 +10%
BS
40
Brighton Securities
New York
$2.51M +$2.53M +47,098 New
WPC
41
Wedmont Private Capital
Pennsylvania
$2.46M +$3.71K +69 +0.1%
DW
42
Durante & Waters
New York
$2.35M +$171K +3,181 +8%
Creative Planning
43
Creative Planning
Kansas
$2.26M +$1.07M +19,847 +88%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$2.11M +$610K +11,354 +40%
LFA
45
Level Financial Advisors
New York
$2.03M -$129K -2,411 -6%
NW
46
NewEdge Wealth
Pennsylvania
$1.98M
AF
47
Allworth Financial
California
$1.76M +$145K +2,694 +9%
B
48
Bailard
California
$1.76M -$245K -4,554 -12%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.52M +$827K +15,407 +117%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.49M +$78.1K +1,455 +5%

NYF Hedge Fund Activity: Q4 2024 in Review

170 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2024, worth a combined $493M — up 7.9% from $457M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NYF positions and 8 closed out — a net gain of 22 holders — while 81 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.6M. The largest seller was High Probability Advisors, cutting an estimated $5.71M.

  • 170 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $493M of iShares New York Muni Bond ETF stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 30 funds opened new iShares New York Muni Bond ETF positions in Q4 2024 and 8 closed out, a net change of +22 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2024 was Jane Street, an estimated $10.6M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2024 was High Probability Advisors, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2024.