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iShares New York Muni Bond ETF
NYF

85 hedge funds and large institutions have $148M invested in iShares New York Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $123M → $148M (+$24.6M)

13% more funds holding

Funds holding: 75 → 85 (+10)

1.13% more ownership

Funds ownership: 32.38% → 33.51% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
35
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.52M
2
WIC
Whitegate Investment Counselors
New Hampshire
+$3.64M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.87M
4
Bank of America
Bank of America
North Carolina
+$1.87M
5
NB
NBT Bank
New York
+$896K

Top Sellers

Rank Fund Capital Flow
1
AF
Arrow Financial
New York
-$1.41M
2
MML Investors Services
MML Investors Services
Massachusetts
-$906K
3
OIA
OneDigital Investment Advisors
Kansas
-$386K
4
HighTower Advisors
HighTower Advisors
Illinois
-$281K
5
Citadel Advisors
Citadel Advisors
Florida
-$84.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
51
Miracle Mile Advisors
California
$375K – – –
APA
52
American Portfolios Advisors
New York
$369K +$344 +6 +0.1%
BAM
53
Belpointe Asset Management
Nevada
$360K +$9.74K +170 +3%
TSW
54
Thompson Siegel & Walmsley
Virginia
$346K – – –
CTA
55
Chesley Taft & Associates
Illinois
$323K +$14.3K +250 +5%
FA
56
FMA Advisory
Pennsylvania
$322K – – –
CAG
57
Crestwood Advisors Group
Massachusetts
$317K +$48.7K +850 +18%
IDBONY
58
Israel Discount Bank of New York
New York
$313K +$4.58K +80 +1%
JP Morgan Chase
59
JP Morgan Chase
New York
$309K -$8.59K -150 -3%
CCM
60
Condor Capital Management
New Jersey
$298K – – –
AT
61
Arden Trust
Delaware
$286K – – –
FCA
62
FLC Capital Advisors
California
$241K – – –
CBB
63
Citizens Business Bank
California
$239K – – –
HighTower Advisors
64
HighTower Advisors
Illinois
$237K -$281K -4,898 -54%
W
65
WealthOne
New York
$235K +$115 +2 +0%
WS
66
Wedbush Securities
California
$229K +$229K +4,000 New
GPA
67
Guidance Point Advisors
Massachusetts
$223K -$286 -5 -0.1%
PAS
68
Park Avenue Securities
New York
$215K +$215K +3,751 New
MPPLM
69
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$209K -$12.4K -217 -6%
KWMG
70
King Wealth Management Group
Florida
$200K +$200K +3,500 New
AssetMark Inc
71
AssetMark Inc
California
$197K +$96.4K +1,683 +96%
JPLA
72
Joseph P. Lucia & Associates
New York
$189K – – –
WCM
73
Wealthcare Capital Management
Virginia
$151K +$802 +14 +0.5%
GWA
74
Guidant Wealth Advisors
Illinois
$132K – – –
KWA
75
KCS Wealth Advisory
California
$126K +$126K +2,196 New
1 2
3
4

NYF Hedge Fund Activity: Q3 2019 in Review

85 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2019, worth a combined $148M — up 20% from $123M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYF positions and 1 closed out — a net gain of 10 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $9.52M. The largest seller was Arrow Financial, cutting an estimated $1.41M.

  • 85 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2019, up from 75 in Q2 2019.
  • Funds reported $148M of iShares New York Muni Bond ETF stock for Q3 2019, up 20% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2019 and 1 closed out, a net change of +10 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2019 was Jane Street, an estimated $9.52M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2019 was Arrow Financial, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2019.