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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

91 hedge funds and large institutions have $188M invested in iShares New York Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
30
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$28.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.43M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$1.06M
5
DJSG
D.J. St. Germain
Massachusetts
+$677K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.44M
2
WIC
Whitegate Investment Counselors
New Hampshire
-$4.24M
3
Lazard Asset Management
Lazard Asset Management
New York
-$844K
4
AA
Alesco Advisors
New York
-$840K
5
WC
Whitney & Co
New York
-$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$398K +$93K +1,645 +30%
FFG
52
Frisch Financial Group
New York
$396K – – –
RJFSA
53
Raymond James Financial Services Advisors
Florida
$377K +$12.5K +222 +3%
Edgewood Management
54
Edgewood Management
Connecticut
$373K – – –
BZWA
55
Blue Zone Wealth Advisors
California
$370K – – –
CAG
56
Crestwood Advisors Group
Massachusetts
$355K +$42.4K +750 +14%
CTA
57
Chesley Taft & Associates
Illinois
$348K +$28.3K +500 +9%
AAS
58
Avantax Advisory Services
Texas
$346K +$346K +6,113 New
TSW
59
Thompson Siegel & Walmsley
Virginia
$342K – – –
BAM
60
Belpointe Asset Management
Nevada
$334K -$16.7K -295 -5%
PGAM
61
Princeton Global Asset Management
New Jersey
$319K +$319K +5,651 New
FA
62
FMA Advisory
Pennsylvania
$313K -$4.92K -87 -2%
ATPW
63
Ashton Thomas Private Wealth
Arizona
$312K -$1.7K -30 -0.5%
CCM
64
Condor Capital Management
New Jersey
$294K – – –
IDBONY
65
Israel Discount Bank of New York
New York
$292K -$16.9K -300 -5%
SWP
66
Summit Wealth Partners
Florida
$281K -$137K -2,416 -33%
CBB
67
Citizens Business Bank
California
$279K – – –
AT
68
Arden Trust
Delaware
$256K -$26K -460 -9%
BAAM
69
Baker Avenue Asset Management
California
$251K – – –
FNC
70
First National Corp
Massachusetts
$243K – – –
FIM
71
Freedom Investment Management
Connecticut
$242K +$1.39K +24 +0.6%
WA
72
Wealth Alliance
New York
$239K +$239K +4,227 New
FCA
73
FLC Capital Advisors
California
$231K – – –
WS
74
Wedbush Securities
California
$226K – – –
GPA
75
Guidance Point Advisors
Massachusetts
$221K -$790 -14 -0.4%
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