iShares New York Muni Bond ETF
85 hedge funds and large institutions have $148M invested in iShares New York Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
20% more capital invested
Capital invested by funds: $123M → $148M (+$24.6M)
13% more funds holding
Funds holding: 75 → 85 (+10)
1.13% more ownership
Funds ownership: 32.38% → 33.51% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$9.52M |
| 2 |
WIC
Whitegate Investment Counselors
Concord,
New Hampshire
|
+$3.64M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.87M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.87M |
| 5 |
NB
NBT Bank
Norwich,
New York
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Arrow Financial
Glens Falls,
New York
|
-$1.41M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$906K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$386K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$281K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$84.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
76
Covington Capital Management
Los Angeles,
California
| $112K | – | – | – |
|
77
Rockefeller Capital Management
New York
| $111K | – | – | – |
|
|
FHA
78
Flagship Harbor Advisors
Boston,
Massachusetts
| $88K | – | – | – |
|
|
CAL
79
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $63K | +$344 | +6 | +0.5% |
|
|
BCWM
80
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $57.2K | +$57.3K | +1,000 | New |
|
|
BC
81
Bartlett & Co
Cincinnati,
Ohio
| $57K | +$57.3K | +1,000 | New |
|
|
FWM
82
Focused Wealth Management
Newburgh,
New York
| $46K | -$17.5K | -306 | -27% |
|
|
FAAS
83
First Allied Advisory Services
San Diego,
California
| $31K | +$30.8K | +537 | New |
|
|
GRP
84
Global Retirement Partners
San Rafael,
California
| $24K | – | – | – |
|
|
IA
85
IFP Advisors
Tampa,
Florida
| $19K | +$19K | +331 | New |
|
|
CIAS
86
Capital Investment Advisory Services
Raleigh,
North Carolina
| $17K | – | – | – |
|
|
RWA
87
Ropes Wealth Advisors
Boston,
Massachusetts
| $12K | – | – | – |
|
NYF Hedge Fund Activity: Q3 2019 in Review
85 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2019, worth a combined $148M — up 20% from $123M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NYF positions and 1 closed out — a net gain of 10 holders — while 35 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, adding an estimated $9.52M. The largest seller was Arrow Financial, cutting an estimated $1.41M.
- 85 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2019, up from 75 in Q2 2019.
- Funds reported $148M of iShares New York Muni Bond ETF stock for Q3 2019, up 20% quarter-over-quarter.
- 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2019 and 1 closed out, a net change of +10 holders.
- The largest iShares New York Muni Bond ETF buyer in Q3 2019 was Jane Street, an estimated $9.52M added.
- The largest iShares New York Muni Bond ETF seller in Q3 2019 was Arrow Financial, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2019.