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iShares New York Muni Bond ETF

113 hedge funds and large institutions have $241M invested in iShares New York Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

14% more capital invested

Capital invested by funds: $212M → $241M (+$28.8M)

4.72% more ownership

Funds ownership: 38.53%43.25% (+4.7%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 116113 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
49
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAM2
51
Tru Independence Asset Management 2
Oregon
$605K +$281 +5 +0%
AWM
52
AllSquare Wealth Management
New York
$551K
Deutsche Bank
53
Deutsche Bank
Germany
$546K -$28.1K -500 -5%
KAS
54
Kestra Advisory Services
Texas
$531K -$8.66K -154 -2%
ACM
55
Armbruster Capital Management
New York
$530K -$4.5M -80,104 -89%
JP Morgan Chase
56
JP Morgan Chase
New York
$511K -$158K -2,818 -23%
WP
57
WealthPLAN Partners
Nebraska
$459K -$97.8K -1,739 -17%
WIM
58
WealthPlan Investment Management
Nebraska
$459K +$488K +8,683 New
AAS
59
Avantax Advisory Services
Texas
$455K +$60.7K +1,079 +15%
IWN
60
Independent Wealth Network
Iowa
$439K +$14.1K +251 +3%
FA
61
Flagstar Advisors
New York
$433K -$19.2K -341 -4%
SIC
62
Sterling Investment Counsel
New York
$430K +$444K +7,890 New
BlackRock
63
BlackRock
New York
$422K +$435K +7,741 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$413K +$2.47K +44 +0.6%
CAG
65
Crestwood Advisors Group
Massachusetts
$409K +$19.7K +350 +5%
BRC
66
Bell Rock Capital
Delaware
$408K
WS
67
Wedbush Securities
California
$382K
Lido Advisors
68
Lido Advisors
California
$379K +$391K +6,957 New
CBB
69
Citizens Business Bank
California
$377K +$41.9K +746 +12%
Fisher Asset Management
70
Fisher Asset Management
Washington
$374K
RJFSA
71
Raymond James Financial Services Advisors
Florida
$357K +$1.07K +19 +0.3%
DY
72
Dowling & Yahnke
California
$333K
WA
73
Wealth Alliance
New York
$316K -$31.7K -564 -9%
CPSC
74
Carl P. Sherr & Co
Massachusetts
$316K
HFA
75
High Falls Advisors
New York
$305K +$899 +16 +0.3%

NYF Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2022, worth a combined $241M — up 14% from $212M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NYF and 11 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 49 added.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $7.27M sold.

  • 113 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $241M of iShares New York Muni Bond ETF stock for Q1 2022, up 14% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q1 2022 and 12 closed out, a net change of -1 holder.
  • The largest iShares New York Muni Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $29.3M added.
  • The largest iShares New York Muni Bond ETF seller in Q1 2022 was Bouchey Financial Group, an estimated $7.27M sold.

Based on aggregated 13F filings for Q1 2022.