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iShares New York Muni Bond ETF

104 hedge funds and large institutions have $195M invested in iShares New York Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $186M → $195M (+$8.86M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.27% less ownership

Funds ownership: 36.54%36.27% (-0.27%)

5% less funds holding

Funds holding: 109104 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
47
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$538K +$536K +9,202 New
Citigroup
52
Citigroup
New York
$535K +$12.7K +218 +2%
WP
53
WealthPLAN Partners
Nebraska
$519K
ACA
54
Atlas Capital Advisors
Wyoming
$478K +$15.8K +272 +3%
AAS
55
Avantax Advisory Services
Texas
$449K +$15.4K +265 +4%
TI
56
Tidal Investments
Wisconsin
$441K +$2.04K +35 +0.5%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$437K -$37.5K -644 -8%
TIM
58
Tortoise Investment Management
New York
$433K
ACA
59
Ackerman Capital Advisors
Texas
$430K
SPIA
60
Steward Partners Investment Advisory
New York
$411K -$575K -9,865 -58%
WS
61
Wedbush Securities
California
$410K +$29.1K +500 +8%
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$408K +$407K +6,987 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$403K +$402K +6,902 New
Fisher Asset Management
64
Fisher Asset Management
Washington
$401K
CAG
65
Crestwood Advisors Group
Massachusetts
$376K +$16K +275 +4%
LNC
66
Lincoln National Corp
Pennsylvania
$369K +$1.51K +26 +0.4%
JIC
67
Joel Isaacson & Co
New York
$363K
DY
68
Dowling & Yahnke
California
$357K +$29.1K +500 +9%
TSW
69
Thompson Siegel & Walmsley
Virginia
$354K
WA
70
Wealth Alliance
New York
$351K +$108K +1,852 +45%
CPSC
71
Carl P. Sherr & Co
Massachusetts
$338K +$74.8K +1,285 +29%
RJA
72
Raymond James & Associates
Florida
$291K +$12.3K +212 +4%
CBB
73
Citizens Business Bank
California
$290K
MPM
74
Meritage Portfolio Management
Kansas
$285K
PCA
75
Personal Capital Advisors
California
$285K +$29.8K +512 +12%

NYF Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2021, worth a combined $195M — up 4.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NYF and 7 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was High Probability Advisors, adding an estimated $4.4M. The largest seller was Creative Planning, cutting an estimated $7.81M.

  • 104 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2021, down from 109 in Q1 2021.
  • Funds reported $195M of iShares New York Muni Bond ETF stock for Q2 2021, up 4.8% quarter-over-quarter.
  • 7 funds opened new iShares New York Muni Bond ETF positions in Q2 2021 and 10 closed out, a net change of -3 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2021 was High Probability Advisors, an estimated $4.4M added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2021 was Creative Planning, an estimated $7.81M sold.

Based on aggregated 13F filings for Q2 2021.