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iShares New York Muni Bond ETF
NYF

116 hedge funds and large institutions have $212M invested in iShares New York Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more capital invested

Capital invested by funds: $192M → $212M (+$20.2M)

6% more funds holding

Funds holding: 109 → 116 (+7)

2.88% more ownership

Funds ownership: 35.65% → 38.53% (+2.9%)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
52
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Armbruster Capital Management
New York
+$5.2M
2
OWA
Opal Wealth Advisors
New York
+$2.22M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.99M
4
IDBONY
Israel Discount Bank of New York
New York
+$1.72M
5
MFG
Magnus Financial Group
New York
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.57M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.03M
3
BAM
Barrett Asset Management
New York
-$668K
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$404K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$352K -$22.6K -391 -6%
CPSC
77
Carl P. Sherr & Co
Massachusetts
$335K – – –
FTUS
78
Flow Traders U.S.
New York
$329K +$328K +5,669 New
HFA
79
High Falls Advisors
New York
$323K +$323K +5,579 New
RJA
80
Raymond James & Associates
Florida
$321K +$1.04K +18 +0.3%
PCA
81
Personal Capital Advisors
California
$315K +$5.21K +90 +2%
MPM
82
Meritage Portfolio Management
Kansas
$310K +$27.3K +472 +10%
TSW
83
Thompson Siegel & Walmsley
Virginia
$301K – – –
JPLA
84
Joseph P. Lucia & Associates
New York
$299K +$63.6K +1,100 +27%
MMA
85
Miracle Mile Advisors
California
$278K +$278K +4,801 New
CTA
86
Chesley Taft & Associates
Illinois
$266K – – –
FAFN
87
First Affirmative Financial Network
Colorado
$264K – – –
AT
88
Arden Trust
Delaware
$263K – – –
BAM
89
Belpointe Asset Management
Nevada
$262K -$237K -4,105 -48%
BAAM
90
Baker Avenue Asset Management
California
$258K – – –
Neuberger Berman Group
91
Neuberger Berman Group
New York
$247K -$19.8K -343 -7%
WAM
92
WNY Asset Management
New York
$245K – – –
PG
93
Proffitt & Goodson
Tennessee
$245K +$16.5K +285 +7%
FCA
94
FLC Capital Advisors
California
$244K – – –
MFA
95
Mayflower Financial Advisors
Massachusetts
$241K – – –
GPA
96
Guidance Point Advisors
Massachusetts
$230K +$1.45K +25 +0.6%
IA
97
Insight Advisors
Pennsylvania
$227K – – –
MNG
98
Manning & Napier Group
New York
$225K – – –
TTWM
99
TCV Trust & Wealth Management
Virginia
$222K +$222K +3,830 New
RWA
100
Redhawk Wealth Advisors
Minnesota
$219K +$218K +3,774 New
2 3
4
5 6

NYF Hedge Fund Activity: Q4 2021 in Review

116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2021, worth a combined $212M — up 11% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $5.2M. The largest seller was Jane Street, exiting entirely with an estimated $2.57M sold.

  • 116 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $212M of iShares New York Muni Bond ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q4 2021 and 9 closed out, a net change of +8 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $5.2M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2021.