NYF icon

iShares New York Muni Bond ETF
NYF

Overview Fund Activity

91 hedge funds and large institutions have $188M invested in iShares New York Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
30
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$28.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.84M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.43M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$1.06M
5
DJSG
D.J. St. Germain
Massachusetts
+$677K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.44M
2
WIC
Whitegate Investment Counselors
New Hampshire
-$4.24M
3
Lazard Asset Management
Lazard Asset Management
New York
-$844K
4
AA
Alesco Advisors
New York
-$840K
5
WC
Whitney & Co
New York
-$411K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$205K +$205K +3,734 New
RJA
77
Raymond James & Associates
Florida
$202K +$202K +3,582 New
JPLA
78
Joseph P. Lucia & Associates
New York
$187K – – –
APWM
79
Atlas Private Wealth Management
New York
$151K – – –
WCM
80
Wealthcare Capital Management
Virginia
$151K +$510 +9 +0.3%
CCM
81
Covington Capital Management
California
$117K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$109K – – –
FHA
83
Flagship Harbor Advisors
Massachusetts
$88K – – –
CAL
84
Capital Analysts LLC
Pennsylvania
$86K +$22.9K +404 +36%
BAM
85
Barrett Asset Management
New York
$85K – – –
BC
86
Bartlett & Co
Ohio
$57K +$57K +1,000 New
BCWM
87
Bartlett & Co Wealth Management
Ohio
$56.5K – – –
FWM
88
Focused Wealth Management
New York
$46K – – –
GRP
89
Global Retirement Partners
California
$24K – – –
RWA
90
Ropes Wealth Advisors
Massachusetts
$22K -$2.21K -39 -9%
CIAS
91
Capital Investment Advisory Services
North Carolina
$17K – – –
IA
92
IFP Advisors
Florida
$13K -$6.21K -107 -32%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
WIC
94
Whitegate Investment Counselors
New Hampshire
– -$4.24M -74,325 Closed
W
95
WealthOne
New York
– -$246K -4,312 Closed
PAS
96
Park Avenue Securities
New York
– -$214K -3,751 Closed
ASN
97
Advisory Services Network
Georgia
– -$153K -2,679 Closed
HWM
98
Howard Wealth Management
Connecticut
– -$92K -1,630 Closed
SIC
99
Samalin Investment Counsel
New York
– -$1K -18 Closed
1 2 3
4