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iShares New York Muni Bond ETF

89 hedge funds and large institutions have $147M invested in iShares New York Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

5% more funds holding

Funds holding: 8589 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $148M → $147M (-$1.1M)

1.54% less ownership

Funds ownership: 33.51%31.97% (-1.5%)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
38
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Edgewood Management
51
Edgewood Management
Connecticut
$377K
MNG
52
Manning & Napier Group
New York
$376K
BZWA
53
Blue Zone Wealth Advisors
California
$374K +$374K +6,555 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$368K +$368K +6,448 New
BAM
55
Belpointe Asset Management
Nevada
$354K -$4.28K -75 -1%
TSW
56
Thompson Siegel & Walmsley
Virginia
$345K
CTA
57
Chesley Taft & Associates
Illinois
$322K
FA
58
FMA Advisory
Pennsylvania
$321K
ATPW
59
Ashton Thomas Private Wealth
Arizona
$316K -$235K -4,114 -43%
CAG
60
Crestwood Advisors Group
Massachusetts
$316K
IDBONY
61
Israel Discount Bank of New York
New York
$312K
JP Morgan Chase
62
JP Morgan Chase
New York
$308K
CCM
63
Condor Capital Management
New Jersey
$297K
AT
64
Arden Trust
Delaware
$285K
CBB
65
Citizens Business Bank
California
$281K +$42.8K +750 +18%
BAAM
66
Baker Avenue Asset Management
California
$253K -$153K -2,680 -38%
W
67
WealthOne
New York
$246K +$12K +211 +5%
FCA
68
FLC Capital Advisors
California
$240K
FIM
69
Freedom Investment Management
Connecticut
$237K +$237K +4,158 New
WS
70
Wedbush Securities
California
$228K
GPA
71
Guidance Point Advisors
Massachusetts
$224K +$1.54K +27 +0.7%
FNC
72
First National Corp
Massachusetts
$215K +$215K +3,764 New
PAS
73
Park Avenue Securities
New York
$214K
JPLA
74
Joseph P. Lucia & Associates
New York
$189K
ASN
75
Advisory Services Network
Georgia
$153K +$153K +2,679 New

NYF Hedge Fund Activity: Q4 2019 in Review

89 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2019, worth a combined $147M — down 0.75% from $148M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NYF positions and 6 closed out — a net gain of 6 holders — while 38 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $1.6M. The largest seller was Jane Street, cutting an estimated $8.75M.

  • 89 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2019, up from 85 in Q3 2019.
  • Funds reported $147M of iShares New York Muni Bond ETF stock for Q4 2019, down 0.75% quarter-over-quarter.
  • 12 funds opened new iShares New York Muni Bond ETF positions in Q4 2019 and 6 closed out, a net change of +6 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2019 was Bank of America, an estimated $1.6M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2019 was Jane Street, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2019.