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iShares New York Muni Bond ETF

109 hedge funds and large institutions have $192M invested in iShares New York Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

5% more funds holding

Funds holding: 104109 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.63% less ownership

Funds ownership: 36.27%35.65% (-0.63%)

2% less capital invested

Capital invested by funds: $195M → $192M (-$3.2M)

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
52
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$569K +$9.11K +156 +2%
FA
52
Flagstar Advisors
New York
$551K +$556K +9,524 New
QAM
53
QCI Asset Management
New York
$550K -$22.3K -382 -4%
ACA
54
Atlas Capital Advisors
Wyoming
$543K +$70.5K +1,207 +15%
BAM
55
Belpointe Asset Management
Nevada
$499K +$222K +3,809 +79%
IWN
56
Independent Wealth Network
Iowa
$441K +$446K +7,638 New
TI
57
Tidal Investments
Wisconsin
$438K +$1.93K +33 +0.4%
AAS
58
Avantax Advisory Services
Texas
$432K -$13.1K -224 -3%
TIM
59
Tortoise Investment Management
New York
$432K +$2.98K +51 +0.7%
ACA
60
Ackerman Capital Advisors
Texas
$426K
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$425K +$26.2K +448 +6%
WS
62
Wedbush Securities
California
$406K
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$404K
Fisher Asset Management
64
Fisher Asset Management
Washington
$397K
CAG
65
Crestwood Advisors Group
Massachusetts
$388K +$16.3K +279 +4%
WA
66
Wealth Alliance
New York
$381K +$33.7K +577 +10%
LNC
67
Lincoln National Corp
Pennsylvania
$374K +$9.4K +161 +3%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$374K +$377K +6,461 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$372K -$61K -1,045 -14%
JIC
70
Joel Isaacson & Co
New York
$359K
DY
71
Dowling & Yahnke
California
$353K
OMC
72
Old Mission Capital
Illinois
$344K +$347K +5,943 New
CPSC
73
Carl P. Sherr & Co
Massachusetts
$335K
RJA
74
Raymond James & Associates
Florida
$320K +$31.4K +538 +11%
PCA
75
Personal Capital Advisors
California
$309K +$27.3K +468 +10%

NYF Hedge Fund Activity: Q3 2021 in Review

109 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2021, worth a combined $192M — down 1.6% from $195M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NYF positions and 3 closed out — a net gain of 5 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $1.72M. The largest seller was Jane Street, cutting an estimated $5.71M.

  • 109 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2021, up from 104 in Q2 2021.
  • Funds reported $192M of iShares New York Muni Bond ETF stock for Q3 2021, down 1.6% quarter-over-quarter.
  • 8 funds opened new iShares New York Muni Bond ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2021 was Bank of New York Mellon, an estimated $1.72M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2021 was Jane Street, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2021.