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iShares New York Muni Bond ETF

89 hedge funds and large institutions have $147M invested in iShares New York Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

5% more funds holding

Funds holding: 8589 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $148M → $147M (-$1.1M)

1.54% less ownership

Funds ownership: 33.51%31.97% (-1.5%)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
38
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
76
Atlas Private Wealth Management
New York
$153K +$153K +2,680 New
WCM
77
Wealthcare Capital Management
Virginia
$152K +$1.03K +18 +0.7%
CCM
78
Covington Capital Management
California
$118K +$6.85K +120 +6%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$110K
HWM
80
Howard Wealth Management
Connecticut
$92K +$93K +1,630 New
FHA
81
Flagship Harbor Advisors
Massachusetts
$88K
BAM
82
Barrett Asset Management
New York
$86K +$85.6K +1,500 New
CAL
83
Capital Analysts LLC
Pennsylvania
$63K +$400 +7 +0.6%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$57K
FWM
85
Focused Wealth Management
New York
$46K
GRP
86
Global Retirement Partners
California
$24K
RWA
87
Ropes Wealth Advisors
Massachusetts
$24K +$12K +210 +96%
IA
88
IFP Advisors
Florida
$19K
CIAS
89
Capital Investment Advisory Services
North Carolina
$17K
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$8K +$8.16K +143 New
SIC
91
Samalin Investment Counsel
New York
$1K +$1.03K +18 New
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$785K -13,720 Closed
Citadel Advisors
93
Citadel Advisors
Florida
-$669K -11,683 Closed
MMA
94
Miracle Mile Advisors
California
-$375K -6,555 Closed
KWMG
95
King Wealth Management Group
Florida
-$200K -3,500 Closed
KWA
96
KCS Wealth Advisory
California
-$126K -2,196 Closed
FAAS
97
First Allied Advisory Services
California
-$31K -537 Closed

NYF Hedge Fund Activity: Q4 2019 in Review

89 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2019, worth a combined $147M — down 0.75% from $148M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NYF positions and 6 closed out — a net gain of 6 holders — while 38 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $1.6M. The largest seller was Jane Street, cutting an estimated $8.75M.

  • 89 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2019, up from 85 in Q3 2019.
  • Funds reported $147M of iShares New York Muni Bond ETF stock for Q4 2019, down 0.75% quarter-over-quarter.
  • 12 funds opened new iShares New York Muni Bond ETF positions in Q4 2019 and 6 closed out, a net change of +6 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2019 was Bank of America, an estimated $1.6M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2019 was Jane Street, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2019.