iShares New York Muni Bond ETF
67 hedge funds and large institutions have $107M invested in iShares New York Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
14% more capital invested
Capital invested by funds: $94.3M → $107M (+$13.2M)
8% more funds holding
Funds holding: 62 → 67 (+5)
2.19% more ownership
Funds ownership: 30.43% → 32.61% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
| 2 |
Morgan Stanley
New York
|
+$1.42M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.19M |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$1.07M |
| 5 |
Bank of New York Mellon
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.71M |
| 2 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$1.46M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.38M |
| 4 |
ERIM
Eagle Ridge Investment Management
Stamford,
Connecticut
|
-$1.37M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
76
Trilogy Capital
Irvine,
California
| – | -$4K | -75 | Closed |
|
77
Fidelity Investments
Boston,
Massachusetts
| – | +$108 | +2 | New |
|
NYF Hedge Fund Activity: Q4 2018 in Review
67 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2018, worth a combined $107M — up 14% from $94.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NYF positions and 9 closed out — a net gain of 5 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $5.71M.
- 67 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2018, up from 62 in Q3 2018.
- Funds reported $107M of iShares New York Muni Bond ETF stock for Q4 2018, up 14% quarter-over-quarter.
- 14 funds opened new iShares New York Muni Bond ETF positions in Q4 2018 and 9 closed out, a net change of +5 holders.
- The largest iShares New York Muni Bond ETF buyer in Q4 2018 was Bank of America, an estimated $13.9M added.
- The largest iShares New York Muni Bond ETF seller in Q4 2018 was Jane Street, an estimated $5.71M sold.
Based on aggregated 13F filings for Q4 2018.