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iShares New York Muni Bond ETF

104 hedge funds and large institutions have $195M invested in iShares New York Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $186M → $195M (+$8.86M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.27% less ownership

Funds ownership: 36.54%36.27% (-0.27%)

5% less funds holding

Funds holding: 109104 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
47
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$281K -$43.7K -750 -13%
CTA
77
Chesley Taft & Associates
Illinois
$268K
SWP
78
Summit Wealth Partners
Florida
$267K
AT
79
Arden Trust
Delaware
$265K
BAAM
80
Baker Avenue Asset Management
California
$260K
WAM
81
WNY Asset Management
New York
$247K
FCA
82
FLC Capital Advisors
California
$246K
MFA
83
Mayflower Financial Advisors
Massachusetts
$243K
CB
84
Community Bank
New York
$238K -$7.05K -121 -3%
JPLA
85
Joseph P. Lucia & Associates
New York
$234K +$58.2K +1,000 +33%
GPA
86
Guidance Point Advisors
Massachusetts
$231K +$1.05K +18 +0.5%
MNG
87
Manning & Napier Group
New York
$227K
ADL
88
Asset Dedication LLC
California
$219K
PG
89
Proffitt & Goodson
Tennessee
$219K +$89.3K +1,533 +69%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$218K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$198K +$85.6K +1,470 +76%
SWM
92
Spire Wealth Management
Virginia
$191K +$45.1K +775 +31%
RIM
93
Rockbridge Investment Management
New York
$165K
CCM
94
Covington Capital Management
California
$112K +$2.91K +50 +3%
CAL
95
Capital Analysts LLC
Pennsylvania
$91K +$408 +7 +0.5%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.7K +$75.4K +1,295 New
VRM
97
Vectors Research Management
New York
$65K +$19.4K +333 +43%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$50K
FWM
99
Focused Wealth Management
New York
$47K
GRP
100
Global Retirement Partners
California
$45K +$2.45K +42 +6%

NYF Hedge Fund Activity: Q2 2021 in Review

104 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2021, worth a combined $195M — up 4.8% from $186M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NYF and 7 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was High Probability Advisors, adding an estimated $4.4M. The largest seller was Creative Planning, cutting an estimated $7.81M.

  • 104 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2021, down from 109 in Q1 2021.
  • Funds reported $195M of iShares New York Muni Bond ETF stock for Q2 2021, up 4.8% quarter-over-quarter.
  • 7 funds opened new iShares New York Muni Bond ETF positions in Q2 2021 and 10 closed out, a net change of -3 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2021 was High Probability Advisors, an estimated $4.4M added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2021 was Creative Planning, an estimated $7.81M sold.

Based on aggregated 13F filings for Q2 2021.