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iShares New York Muni Bond ETF
NYF

150 hedge funds and large institutions have $430M invested in iShares New York Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

14% more capital invested

Capital invested by funds: $377M → $430M (+$52.7M)

8% more funds holding

Funds holding: 139 → 150 (+11)

3.62% more ownership

Funds ownership: 55.68% → 59.31% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
68
Reduced
36
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$18.1M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$11M
3
KA
Klingman & Associates
New York
+$9.48M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.28M
5
M
MYeCFO
California
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
-$4.58M
2
Jane Street
Jane Street
New York
-$2.92M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.52M
4
NFG
Northeast Financial Group
Pennsylvania
-$1.21M
5
Bank of America
Bank of America
North Carolina
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$1.08M – – –
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.07M -$5.49K -103 -0.5%
RWP
53
Revolve Wealth Partners
New Jersey
$1.06M +$50.6K +950 +5%
CPIG
54
Chicago Partners Investment Group
Illinois
$1.05M +$7.19K +135 +0.7%
WAM
55
WNY Asset Management
New York
$1.04M -$410K -7,694 -28%
SWA
56
SOA Wealth Advisors
New York
$1M +$914K +17,168 +1,046%
Lido Advisors
57
Lido Advisors
California
$980K – – –
Corient Private Wealth
58
Corient Private Wealth
Florida
$918K -$356K -6,688 -28%
PAG
59
Private Advisor Group
New Jersey
$904K +$112K +2,098 +14%
SWA
60
Stratos Wealth Advisors
Ohio
$897K – – –
MFG
61
Magnus Financial Group
New York
$894K -$2.77K -52 -0.3%
KC
62
Kades & Cheifetz
Pennsylvania
$860K +$5.33K +100 +0.6%
CWM
63
Calamos Wealth Management
Illinois
$849K +$847K +15,895 New
SPIA
64
Steward Partners Investment Advisory
New York
$848K -$41.1K -771 -5%
E
65
ETFidea
New York
$783K – – –
Luther King Capital Management (LKCM)
66
Luther King Capital Management (LKCM)
Texas
$740K – – –
FA
67
Flagstar Advisors
New York
$727K +$4.95K +93 +0.7%
MWAM
68
Manhattan West Asset Management
California
$709K -$9.96K -187 -1%
Stifel Financial
69
Stifel Financial
Missouri
$706K -$2.72K -51 -0.4%
MFS
70
McNamara Financial Services
Massachusetts
$698K +$4.95K +93 +0.7%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$690K -$7.83K -147 -1%
CBB
72
Citizens Business Bank
California
$688K – – –
EWA
73
EP Wealth Advisors
California
$680K +$10.7K +200 +2%
NL
74
NDWM LLC
California
$672K – – –
AFG
75
Atomi Financial Group
New York
$672K +$221K +4,147 +49%
1 2
3
4 5

NYF Hedge Fund Activity: Q2 2024 in Review

150 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2024, worth a combined $430M — up 14% from $377M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NYF positions and 5 closed out — a net gain of 13 holders — while 68 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $18.1M. The largest seller was L.J. Altfest & Co, cutting an estimated $4.58M.

  • 150 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2024, up from 139 in Q1 2024.
  • Funds reported $430M of iShares New York Muni Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 18 funds opened new iShares New York Muni Bond ETF positions in Q2 2024 and 5 closed out, a net change of +13 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2024 was HighTower Advisors, an estimated $18.1M added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2024 was L.J. Altfest & Co, an estimated $4.58M sold.

Based on aggregated 13F filings for Q2 2024.