iShares New York Muni Bond ETF
111 hedge funds and large institutions have $314M invested in iShares New York Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 8 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 26
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
30% more capital invested
Capital invested by funds: $241M → $314M (+$72.4M)
6.56% more ownership
Funds ownership: 45.07% → 51.63% (+6.6%)
6% more funds holding
Funds holding: 105 → 111 (+6)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$34.4M |
| 2 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$6.51M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$6.27M |
| 4 |
Jane Street
New York
|
+$5.29M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$1.12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$522K |
| 3 |
JJBC
James J. Burns & Company
Melville,
New York
|
-$476K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$469K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$452K |
NYF Hedge Fund Activity: Q2 2023 in Review
111 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2023, worth a combined $314M — up 30% from $241M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NYF positions and 8 closed out — a net gain of 7 holders — while 53 added to existing stakes and 26 trimmed.
The largest buyer was Allspring Global Investments, opening a new position worth an estimated $34.4M. The largest seller was Miracle Mile Advisors, cutting an estimated $1.12M.
- 111 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2023, up from 105 in Q1 2023.
- Funds reported $314M of iShares New York Muni Bond ETF stock for Q2 2023, up 30% quarter-over-quarter.
- 15 funds opened new iShares New York Muni Bond ETF positions in Q2 2023 and 8 closed out, a net change of +7 holders.
- The largest iShares New York Muni Bond ETF buyer in Q2 2023 was Allspring Global Investments, an estimated $34.4M added.
- The largest iShares New York Muni Bond ETF seller in Q2 2023 was Miracle Mile Advisors, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2023.