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iShares New York Muni Bond ETF

109 hedge funds and large institutions have $186M invested in iShares New York Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $183M → $186M (+$3.14M)

1% more funds holding

Funds holding: 108109 (+1)

0.14% less ownership

Funds ownership: 36.69%36.54% (-0.14%)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
42
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
76
Baker Avenue Asset Management
California
$256K
PCA
77
Personal Capital Advisors
California
$252K +$3.83K +66 +2%
FCA
78
FLC Capital Advisors
California
$243K
WAM
79
WNY Asset Management
New York
$243K
CB
80
Community Bank
New York
$242K
WA
81
Wealth Alliance
New York
$240K -$54.2K -934 -18%
MFA
82
Mayflower Financial Advisors
Massachusetts
$240K
GPA
83
Guidance Point Advisors
Massachusetts
$227K +$755 +13 +0.3%
MNG
84
Manning & Napier Group
New York
$224K
RIG
85
Roosevelt Investment Group
New York
$222K +$224K +3,852 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$221K +$222K +3,827 New
ADL
87
Asset Dedication LLC
California
$216K
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$215K
MW
89
MBL Wealth
North Carolina
$202K
JPLA
90
Joseph P. Lucia & Associates
New York
$173K
RIM
91
Rockbridge Investment Management
New York
$163K
APWM
92
Atlas Private Wealth Management
New York
$155K
WCM
93
Wealthcare Capital Management
Virginia
$155K +$156K +2,693 New
SWM
94
Spire Wealth Management
Virginia
$144K +$145K +2,500 New
PG
95
Proffitt & Goodson
Tennessee
$128K +$19.7K +340 +18%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$111K
CCM
97
Covington Capital Management
California
$108K +$2.9K +50 +3%
CAL
98
Capital Analysts LLC
Pennsylvania
$89K +$290 +5 +0.3%
AIC
99
Ameritas Investment Company
Nebraska
$80.5K +$81.1K +1,396 New
NFG
100
Next Financial Group
Texas
$52K +$20.2K +348 +63%

NYF Hedge Fund Activity: Q1 2021 in Review

109 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2021, worth a combined $186M — up 1.7% from $183M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NYF positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Betterment LLC, adding an estimated $1.47M. The largest seller was Jane Street, cutting an estimated $1.79M.

  • 109 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2021, up from 108 in Q4 2020.
  • Funds reported $186M of iShares New York Muni Bond ETF stock for Q1 2021, up 1.7% quarter-over-quarter.
  • 12 funds opened new iShares New York Muni Bond ETF positions in Q1 2021 and 11 closed out, a net change of +1 holder.
  • The largest iShares New York Muni Bond ETF buyer in Q1 2021 was Betterment LLC, an estimated $1.47M added.
  • The largest iShares New York Muni Bond ETF seller in Q1 2021 was Jane Street, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2021.