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iShares New York Muni Bond ETF

170 hedge funds and large institutions have $493M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

161% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 31

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

13% more funds holding

Funds holding: 151170 (+19)

8% more capital invested

Capital invested by funds: $457M → $493M (+$36.1M)

2.05% more ownership

Funds ownership: 59.4%61.46% (+2.1%)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
81
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GL
51
Graypoint LLC
New York
$1.46M -$102K -1,890 -6%
SWA
52
SOA Wealth Advisors
New York
$1.45M -$4.57K -85 -0.3%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$445K +8,285 +45%
WANY
54
Wealthspire Advisors (New York)
New York
$1.38M +$784K +14,601 +129%
MFG
55
Magnus Financial Group
New York
$1.29M +$218K +4,066 +20%
PG
56
Proffitt & Goodson
Tennessee
$1.26M +$135K +2,511 +12%
RWP
57
Revolve Wealth Partners
New Jersey
$1.22M +$59.6K +1,109 +5%
Corient Private Wealth
58
Corient Private Wealth
Florida
$1.2M +$149K +2,779 +14%
ASW
59
Astoria Strategic Wealth
Texas
$1.18M +$523K +9,733 +79%
FF
60
Farrell Financial
New York
$1.1M -$859 -16 -0.1%
CSIA
61
Conrad Siegel Investment Advisors
Pennsylvania
$1.09M -$32.1K -597 -3%
AWS
62
Atria Wealth Solutions
New York
$1.07M -$40.5K -754 -4%
CPIG
63
Chicago Partners Investment Group
Illinois
$1.05M +$7.46K +139 +0.7%
Lido Advisors
64
Lido Advisors
California
$977K
PAG
65
Private Advisor Group
New Jersey
$905K +$4.24K +79 +0.5%
SWA
66
Stratos Wealth Advisors
Ohio
$895K
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$880K -$41.6K -774 -4%
KC
68
Kades & Cheifetz
Pennsylvania
$862K +$2.2K +41 +0.3%
LWA
69
LifeGoal Wealth Advisors
New York
$856K +$864K +16,081 New
AFG
70
Atomi Financial Group
New York
$847K +$222K +4,132 +35%
EH
71
Equitable Holdings
New York
$832K +$839K +15,630 New
FA
72
Flagstar Advisors
New York
$828K +$92.2K +1,717 +12%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$784K +$791K +14,733 New
CBB
74
Citizens Business Bank
California
$781K +$96.1K +1,790 +14%
MAG
75
Members Advisory Group
New York
$771K +$777K +14,460 New

NYF Hedge Fund Activity: Q4 2024 in Review

170 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2024, worth a combined $493M — up 7.9% from $457M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NYF positions and 8 closed out — a net gain of 22 holders — while 81 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.6M. The largest seller was High Probability Advisors, cutting an estimated $5.71M.

  • 170 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $493M of iShares New York Muni Bond ETF stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 30 funds opened new iShares New York Muni Bond ETF positions in Q4 2024 and 8 closed out, a net change of +22 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2024 was Jane Street, an estimated $10.6M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2024 was High Probability Advisors, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2024.