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iShares New York Muni Bond ETF

67 hedge funds and large institutions have $107M invested in iShares New York Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $94.3M → $107M (+$13.2M)

8% more funds holding

Funds holding: 6267 (+5)

2.19% more ownership

Funds ownership: 30.43%32.61% (+2.2%)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
19
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
51
WealthOne
New York
$217K +$215K +3,969 New
GPA
52
Guidance Point Advisors
Massachusetts
$212K +$210K +3,885 New
WCM
53
Wealthcare Capital Management
Virginia
$150K +$1.19K +22 +0.8%
GWA
54
Guidant Wealth Advisors
Illinois
$126K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$106K
CCM
56
Covington Capital Management
California
$92K
FHA
57
Flagship Harbor Advisors
Massachusetts
$84K
TIM
58
Tortoise Investment Management
New York
$81K +$10K +185 +14%
BCWM
59
Bartlett & Co Wealth Management
Ohio
$70.2K +$69.3K +1,282 New
BC
60
Bartlett & Co
Ohio
$70K +$69.3K +1,282 New
FWM
61
Focused Wealth Management
New York
$61K
AssetMark Inc
62
AssetMark Inc
California
$61K +$60.2K +1,114 New
OIA
63
OneDigital Investment Advisors
Kansas
$55K +$54.3K +1,004 New
PG
64
Patten Group
Tennessee
$44K
JP Morgan Chase
65
JP Morgan Chase
New York
$41K
GRP
66
Global Retirement Partners
California
$23K
CIAS
67
Capital Investment Advisory Services
North Carolina
$16K +$16.2K +300 New
BRF
68
B. Riley Financial
California
-$1.46M -26,809 Closed
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
-$1.05M -19,302 Closed
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$594K -10,921 Closed
SIA
71
Starfire Investment Advisers
Michigan
-$355K -6,544 Closed
SLA
72
Silver Lake Advisory
Utah
-$242K -4,460 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$232K -4,270 Closed
CPIG
74
Chicago Partners Investment Group
Illinois
-$164K -3,040 Closed
IA
75
IFP Advisors
Florida
-$5K -92 Closed

NYF Hedge Fund Activity: Q4 2018 in Review

67 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2018, worth a combined $107M — up 14% from $94.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NYF positions and 9 closed out — a net gain of 5 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $5.71M.

  • 67 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2018, up from 62 in Q3 2018.
  • Funds reported $107M of iShares New York Muni Bond ETF stock for Q4 2018, up 14% quarter-over-quarter.
  • 14 funds opened new iShares New York Muni Bond ETF positions in Q4 2018 and 9 closed out, a net change of +5 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2018 was Bank of America, an estimated $13.9M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2018 was Jane Street, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2018.