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iShares New York Muni Bond ETF

151 hedge funds and large institutions have $457M invested in iShares New York Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $430M → $457M (+$27.1M)

1% more funds holding

Funds holding: 150151 (+1)

0.09% more ownership

Funds ownership: 59.31%59.4% (+0.09%)

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
78
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
51
Proffitt & Goodson
Tennessee
$1.15M +$28K +520 +3%
AWS
52
Atria Wealth Solutions
New York
$1.14M +$32.7K +606 +3%
FF
53
Farrell Financial
New York
$1.11M +$11.8K +218 +1%
MFG
54
Magnus Financial Group
New York
$1.1M +$189K +3,503 +21%
Corient Private Wealth
55
Corient Private Wealth
Florida
$1.08M +$141K +2,610 +15%
WAM
56
WNY Asset Management
New York
$1.06M +$755 +14 +0.1%
CPIG
57
Chicago Partners Investment Group
Illinois
$1.05M +$7.33K +136 +0.7%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.01M -$78K -1,447 -7%
Lido Advisors
59
Lido Advisors
California
$997K
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$940K -$173K -3,202 -16%
PAG
61
Private Advisor Group
New Jersey
$920K -$323 -6 -0%
SWA
62
Stratos Wealth Advisors
Ohio
$913K
OMC
63
Old Mission Capital
Illinois
$879K +$872K +16,180 New
KC
64
Kades & Cheifetz
Pennsylvania
$877K +$2.37K +44 +0.3%
SPIA
65
Steward Partners Investment Advisory
New York
$863K +$539 +10 +0.1%
CWM
66
Calamos Wealth Management
Illinois
$831K -$32.2K -597 -4%
E
67
ETFidea
New York
$791K -$5.39K -100 -0.7%
Stifel Financial
68
Stifel Financial
Missouri
$765K +$45.7K +847 +6%
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$753K
MWAM
70
Manhattan West Asset Management
California
$753K +$30.6K +568 +4%
FA
71
Flagstar Advisors
New York
$752K +$12.5K +231 +2%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$718K +$16.1K +298 +2%
MFS
73
McNamara Financial Services
Massachusetts
$712K +$1.67K +31 +0.2%
CBB
74
Citizens Business Bank
California
$700K
NL
75
NDWM LLC
California
$684K

NYF Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2024, worth a combined $457M — up 6.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYF positions and 9 closed out — a net gain of 2 holders — while 78 added to existing stakes and 35 trimmed.

The largest buyer was High Probability Advisors, adding an estimated $9.1M. The largest seller was HSBC Holdings, cutting an estimated $11M.

  • 151 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2024, up from 150 in Q2 2024.
  • Funds reported $457M of iShares New York Muni Bond ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2024 and 9 closed out, a net change of +2 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2024 was High Probability Advisors, an estimated $9.1M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2024 was HSBC Holdings, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2024.