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iShares New York Muni Bond ETF

108 hedge funds and large institutions have $183M invested in iShares New York Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

9% more funds holding

Funds holding: 99108 (+9)

7% more capital invested

Capital invested by funds: $171M → $183M (+$12.1M)

1.64% more ownership

Funds ownership: 35.04%36.69% (+1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
108
Holders Change
+9
Holders Change %
+9.09%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
76
Personal Capital Advisors
California
$251K +$22.1K +383 +10%
RJA
77
Raymond James & Associates
Florida
$248K +$23.3K +405 +10%
WAM
78
WNY Asset Management
New York
$246K +$243K +4,220 New
CB
79
Community Bank
New York
$245K -$48.4K -840 -17%
FCA
80
FLC Capital Advisors
California
$245K
MFA
81
Mayflower Financial Advisors
Massachusetts
$242K +$240K +4,161 New
MMA
82
Miracle Mile Advisors
California
$236K -$6.05K -105 -3%
NCP
83
NexWave Capital Partners
New York
$233K +$231K +4,000 New
CPSC
84
Carl P. Sherr & Co
Massachusetts
$232K +$229K +3,980 New
GPA
85
Guidance Point Advisors
Massachusetts
$229K -$1.21K -21 -0.5%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$218K
ADL
87
Asset Dedication LLC
California
$218K +$216K +3,750 New
MW
88
MBL Wealth
North Carolina
$205K +$202K +3,500 New
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203K -$218K -3,779 -52%
JPLA
90
Joseph P. Lucia & Associates
New York
$175K +$173K +3,006 New
RIM
91
Rockbridge Investment Management
New York
$164K
APWM
92
Atlas Private Wealth Management
New York
$156K
EWA
93
EP Wealth Advisors
California
$135K +$133K +2,314 New
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$112K
PG
95
Proffitt & Goodson
Tennessee
$109K +$1.84K +32 +2%
CCM
96
Covington Capital Management
California
$106K
CAL
97
Capital Analysts LLC
Pennsylvania
$90K +$576 +10 +0.7%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$50K
FWM
99
Focused Wealth Management
New York
$47K
VRM
100
Vectors Research Management
New York
$45K +$11.5K +200 +35%

NYF Hedge Fund Activity: Q4 2020 in Review

108 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2020, worth a combined $183M — up 7.1% from $171M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 7 closed out — a net gain of 10 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $7.13M. The largest seller was QCI Asset Management, cutting an estimated $2.1M.

  • 108 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $183M of iShares New York Muni Bond ETF stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q4 2020 and 7 closed out, a net change of +10 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2020 was Jane Street, an estimated $7.13M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2020 was QCI Asset Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.