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iShares New York Muni Bond ETF

116 hedge funds and large institutions have $212M invested in iShares New York Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $192M → $212M (+$20.2M)

6% more funds holding

Funds holding: 109116 (+7)

2.88% more ownership

Funds ownership: 35.65%38.53% (+2.9%)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
52
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Atlas Capital Advisors
Wyoming
$698K +$155K +2,672 +28%
TIAM2
52
Tru Independence Asset Management 2
Oregon
$642K +$636 +11 +0.1%
OC
53
Oppenheimer & Co
New York
$631K +$32.1K +555 +5%
Deutsche Bank
54
Deutsche Bank
Germany
$609K
WP
55
WealthPLAN Partners
Nebraska
$588K
AWM
56
AllSquare Wealth Management
New York
$586K -$98.2K -1,697 -14%
KAS
57
Kestra Advisory Services
Texas
$573K +$2.54K +44 +0.4%
FA
58
Flagstar Advisors
New York
$481K -$71.3K -1,232 -13%
IWN
59
Independent Wealth Network
Iowa
$452K +$9.08K +157 +2%
TI
60
Tidal Investments
Wisconsin
$442K +$2.66K +46 +0.6%
BRC
61
Bell Rock Capital
Delaware
$441K +$440K +7,608 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$436K +$10.1K +174 +2%
TIM
63
Tortoise Investment Management
New York
$433K
ACA
64
Ackerman Capital Advisors
Texas
$426K
SIA
65
Schechter Investment Advisors
Michigan
$421K +$420K +7,261 New
AAS
66
Avantax Advisory Services
Texas
$420K -$12.4K -214 -3%
CAG
67
Crestwood Advisors Group
Massachusetts
$415K +$26K +450 +7%
OMC
68
Old Mission Capital
Illinois
$412K +$67.7K +1,171 +20%
WS
69
Wedbush Securities
California
$406K
SPI
70
Sutton Place Investors
New York
$401K +$400K +6,919 New
Fisher Asset Management
71
Fisher Asset Management
Washington
$398K
RJFSA
72
Raymond James Financial Services Advisors
Florida
$379K +$6.19K +107 +2%
WA
73
Wealth Alliance
New York
$368K -$12.7K -219 -3%
CBB
74
Citizens Business Bank
California
$357K +$68.8K +1,189 +24%
DY
75
Dowling & Yahnke
California
$354K

NYF Hedge Fund Activity: Q4 2021 in Review

116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2021, worth a combined $212M — up 11% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $5.2M. The largest seller was Jane Street, exiting entirely with an estimated $2.57M sold.

  • 116 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $212M of iShares New York Muni Bond ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q4 2021 and 9 closed out, a net change of +8 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $5.2M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2021.