iShares New York Muni Bond ETF
62 hedge funds and large institutions have $94.3M invested in iShares New York Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $84.4M → $94.3M (+$9.83M)
3% more funds holding
Funds holding: 60 → 62 (+2)
2.45% more ownership
Funds ownership: 27.98% → 30.43% (+2.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.07M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.17M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$596K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$547K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$611K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$534K |
| 3 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$429K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$163K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$129K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWA
51
Guidant Wealth Advisors
Palatine,
Illinois
| $125K | – | – | – |
|
52
Rockefeller Capital Management
New York
| $105K | – | – | – |
|
|
CCM
53
Covington Capital Management
Los Angeles,
California
| $91K | +$31.4K | +575 | +52% |
|
|
FHA
54
Flagship Harbor Advisors
Boston,
Massachusetts
| $84K | – | – | – |
|
|
TIM
55
Tortoise Investment Management
White Plains,
New York
| $71K | – | – | – |
|
|
FWM
56
Focused Wealth Management
Newburgh,
New York
| $61K | – | – | – |
|
|
PG
57
Patten Group
Chattanooga,
Tennessee
| $43K | – | – | – |
|
58
JP Morgan Chase
New York
| $41K | – | – | – |
|
|
GRP
59
Global Retirement Partners
San Rafael,
California
| $23K | – | – | – |
|
|
IA
60
IFP Advisors
Tampa,
Florida
| $5K | +$55 | +1 | +1% |
|
|
TC
61
Trilogy Capital
Irvine,
California
| $4K | – | – | – |
|
|
RJT
62
Raymond James Trust
St. Petersburg,
Florida
| – | -$429K | -7,824 | Closed |
|
|
RWP
63
RWA Wealth Partners
Newton,
Massachusetts
| – | -$83K | -1,514 | Closed |
|
|
WC
64
Whitney & Co
Rochester,
New York
| – | -$30K | -545 | Closed |
|
NYF Hedge Fund Activity: Q3 2018 in Review
62 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2018, worth a combined $94.3M — up 12% from $84.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NYF positions and 3 closed out — a net gain of 2 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $6.07M. The largest seller was Bouchey Financial Group, cutting an estimated $611K.
- 62 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2018, up from 60 in Q2 2018.
- Funds reported $94.3M of iShares New York Muni Bond ETF stock for Q3 2018, up 12% quarter-over-quarter.
- 5 funds opened new iShares New York Muni Bond ETF positions in Q3 2018 and 3 closed out, a net change of +2 holders.
- The largest iShares New York Muni Bond ETF buyer in Q3 2018 was Jane Street, an estimated $6.07M added.
- The largest iShares New York Muni Bond ETF seller in Q3 2018 was Bouchey Financial Group, an estimated $611K sold.
Based on aggregated 13F filings for Q3 2018.