iShares New York Muni Bond ETF
59 hedge funds and large institutions have $76.2M invested in iShares New York Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
5% more funds holding
Funds holding: 56 → 59 (+3)
5% more capital invested
Capital invested by funds: $72.6M → $76.2M (+$3.66M)
26.37% less ownership
Funds ownership: 52.9% → 26.53% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$803K |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$439K |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$398K |
| 4 |
AF
Arrow Financial
Glens Falls,
New York
|
+$340K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.04M |
| 2 |
Jane Street
New York
|
-$1.07M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$360K |
| 4 |
Citigroup
New York
|
-$73.7K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$70.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
51
Focused Wealth Management
Newburgh,
New York
| $62K | -$17.1K | -306 | -22% |
|
|
CCM
52
Covington Capital Management
Los Angeles,
California
| $61K | – | – | – |
|
|
PG
53
Patten Group
Chattanooga,
Tennessee
| $45K | – | – | – |
|
54
JP Morgan Chase
New York
| $44K | -$55.8K | -1,000 | -56% |
|
|
GRP
55
Global Retirement Partners
San Rafael,
California
| $24K | – | – | – |
|
|
SFSIG
56
San Francisco Sentry Investment Group
San Francisco,
California
| $20K | – | – | – |
|
|
PS
57
Portfolio Strategies
Monsey,
New York
| $11K | +$11.2K | +200 | New |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| $2K | – | – | – |
|
|
59
Jane Street
New York
| – | -$1.07M | -19,082 | Closed |
|
|
BWP
60
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$39K | -700 | Closed |
|
|
FFW
61
Fusion Family Wealth
Woodbury,
New York
| – | -$5K | -92 | Closed |
|
NYF Hedge Fund Activity: Q4 2017 in Review
59 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2017, worth a combined $76.2M — up 5% from $72.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NYF positions and 3 closed out — a net gain of 3 holders — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Advisor Group, adding an estimated $803K. The largest seller was UBS Group, cutting an estimated $2.04M.
- 59 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2017, up from 56 in Q3 2017.
- Funds reported $76.2M of iShares New York Muni Bond ETF stock for Q4 2017, up 5% quarter-over-quarter.
- 6 funds opened new iShares New York Muni Bond ETF positions in Q4 2017 and 3 closed out, a net change of +3 holders.
- The largest iShares New York Muni Bond ETF buyer in Q4 2017 was Advisor Group, an estimated $803K added.
- The largest iShares New York Muni Bond ETF seller in Q4 2017 was UBS Group, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2017.