iShares New York Muni Bond ETF
70 hedge funds and large institutions have $103M invested in iShares New York Muni Bond ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
4% more funds holding
Funds holding: 67 → 70 (+3)
4% less capital invested
Capital invested by funds: $107M → $103M (-$4.07M)
9% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 23
1.11% less ownership
Funds ownership: 32.61% → 31.51% (-1.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.81M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$1.79M |
| 3 |
Jane Street
New York
|
+$1.63M |
| 4 |
Morgan Stanley
New York
|
+$1.05M |
| 5 |
Betterment LLC
New York
|
+$651K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.2M |
| 2 |
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
-$2.44M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$546K |
| 4 |
FM
Family Management
New York
|
-$490K |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$463K |
NYF Hedge Fund Activity: Q1 2019 in Review
70 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2019, worth a combined $103M — down 3.8% from $107M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NYF positions and 5 closed out — a net gain of 3 holders — while 21 added to existing stakes and 23 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $11.2M.
- 70 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2019, up from 67 in Q4 2018.
- Funds reported $103M of iShares New York Muni Bond ETF stock for Q1 2019, down 3.8% quarter-over-quarter.
- 8 funds opened new iShares New York Muni Bond ETF positions in Q1 2019 and 5 closed out, a net change of +3 holders.
- The largest iShares New York Muni Bond ETF buyer in Q1 2019 was Fidelity Investments, an estimated $1.81M added.
- The largest iShares New York Muni Bond ETF seller in Q1 2019 was Bank of America, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2019.