iShares New York Muni Bond ETF
54 hedge funds and large institutions have $68.9M invested in iShares New York Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
6% more funds holding
Funds holding: 51 → 54 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.12% less ownership
Funds ownership: 59.54% → 54.42% (-5.1%)
6% less capital invested
Capital invested by funds: $73.3M → $68.9M (-$4.4M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $17.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$3.98M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$571K |
| 4 |
BlackRock
New York
|
+$549K |
| 5 |
AF
Arrow Financial
Glens Falls,
New York
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.81M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$632K |
| 4 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
-$581K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$449K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
51
Baldwin Wealth Partners
Marion,
Massachusetts
| $39K | – | – | – |
|
52
Creative Planning
Overland Park,
Kansas
| $22K | – | – | – |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | +$5.49K | +100 | New |
|
|
PCM
54
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| – | -$581K | -10,680 | Closed |
|
|
KSA
55
Ken Stern & Associates
San Diego,
California
| – | -$200K | -3,666 | Closed |
|
56
Bessemer Group
Woodbridge,
New Jersey
| – | -$91K | -1,674 | Closed |
|
NYF Hedge Fund Activity: Q1 2017 in Review
54 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2017, worth a combined $68.9M — down 6% from $73.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NYF positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $3.98M. The largest seller was Jane Street, cutting an estimated $5.81M.
- 54 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2017, up from 51 in Q4 2016.
- Funds reported $68.9M of iShares New York Muni Bond ETF stock for Q1 2017, down 6% quarter-over-quarter.
- 8 funds opened new iShares New York Muni Bond ETF positions in Q1 2017 and 3 closed out, a net change of +5 holders.
- The largest iShares New York Muni Bond ETF buyer in Q1 2017 was Bouchey Financial Group, an estimated $3.98M added.
- The largest iShares New York Muni Bond ETF seller in Q1 2017 was Jane Street, an estimated $5.81M sold.
Based on aggregated 13F filings for Q1 2017.