iShares New York Muni Bond ETF
56 hedge funds and large institutions have $72.6M invested in iShares New York Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
225% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 8
12% more funds holding
Funds holding: 50 → 56 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
31% less capital invested
Capital invested by funds: $105M → $72.6M (-$32.4M)
59.57% less ownership
Funds ownership: 112.47% → 52.9% (-60%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.39M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$675K |
| 3 |
Morgan Stanley
New York
|
+$626K |
| 4 |
AWM
AllSquare Wealth Management
Albany,
New York
|
+$624K |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Caprin Asset Management
Henrico,
Virginia
|
-$80.5M |
| 2 |
Jane Street
New York
|
-$4.46M |
| 3 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
-$632K |
| 4 |
Citigroup
New York
|
-$105K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$78.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
51
Baldwin Wealth Partners
Marion,
Massachusetts
| $39K | – | – | – |
|
|
GRP
52
Global Retirement Partners
San Rafael,
California
| $24K | +$24K | +428 | New |
|
|
SFSIG
53
San Francisco Sentry Investment Group
San Francisco,
California
| $20K | – | – | – |
|
|
FFW
54
Fusion Family Wealth
Woodbury,
New York
| $5K | – | – | – |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $2K | +$2.24K | +40 | New |
|
|
SIA
56
Starfire Investment Advisers
Southfield,
Michigan
| – | -$632K | -11,332 | Closed |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -100 | Closed |
|
NYF Hedge Fund Activity: Q3 2017 in Review
56 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2017, worth a combined $72.6M — down 31% from $105M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NYF positions and 2 closed out — a net gain of 6 holders — while 26 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $1.39M. The largest seller was Caprin Asset Management, cutting an estimated $80.5M.
- 56 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2017, up from 50 in Q2 2017.
- Funds reported $72.6M of iShares New York Muni Bond ETF stock for Q3 2017, down 31% quarter-over-quarter.
- 8 funds opened new iShares New York Muni Bond ETF positions in Q3 2017 and 2 closed out, a net change of +6 holders.
- The largest iShares New York Muni Bond ETF buyer in Q3 2017 was Bank of America, an estimated $1.39M added.
- The largest iShares New York Muni Bond ETF seller in Q3 2017 was Caprin Asset Management, an estimated $80.5M sold.
Based on aggregated 13F filings for Q3 2017.