iShares New York Muni Bond ETF
75 hedge funds and large institutions have $123M invested in iShares New York Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
19% more capital invested
Capital invested by funds: $103M → $123M (+$19.8M)
7% more funds holding
Funds holding: 70 → 75 (+5)
0.87% more ownership
Funds ownership: 31.51% → 32.38% (+0.87%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.84M |
| 2 |
Morgan Stanley
New York
|
+$1.62M |
| 3 |
Jane Street
New York
|
+$1.13M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$921K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$9.56M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$580K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$327K |
| 4 |
Bank of New York Mellon
New York
|
-$252K |
| 5 |
PAS
Park Avenue Securities
New York
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWM
76
B. Riley Wealth Management
Memphis,
Tennessee
| $1.11K | – | – | – |
|
|
MWM
77
Mission Wealth Management
Santa Barbara,
California
| – | -$580K | -10,380 | Closed |
|
|
78
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$327K | -5,847 | Closed |
|
|
PAS
79
Park Avenue Securities
New York
| – | -$209K | -3,751 | Closed |
|
NYF Hedge Fund Activity: Q2 2019 in Review
75 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2019, worth a combined $123M — up 19% from $103M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NYF positions and 3 closed out — a net gain of 5 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $8.84M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $9.56M.
- 75 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2019, up from 70 in Q1 2019.
- Funds reported $123M of iShares New York Muni Bond ETF stock for Q2 2019, up 19% quarter-over-quarter.
- 8 funds opened new iShares New York Muni Bond ETF positions in Q2 2019 and 3 closed out, a net change of +5 holders.
- The largest iShares New York Muni Bond ETF buyer in Q2 2019 was Fidelity Investments, an estimated $8.84M added.
- The largest iShares New York Muni Bond ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $9.56M sold.
Based on aggregated 13F filings for Q2 2019.