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iShares New York Muni Bond ETF

113 hedge funds and large institutions have $241M invested in iShares New York Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

14% more capital invested

Capital invested by funds: $212M → $241M (+$28.8M)

4.72% more ownership

Funds ownership: 38.53%43.25% (+4.7%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 116113 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
49
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$303K +$618 +11 +0.2%
PCA
77
Personal Capital Advisors
California
$303K +$6.69K +119 +2%
MPM
78
Meritage Portfolio Management
Kansas
$292K
LNC
79
Lincoln National Corp
Pennsylvania
$289K -$44K -783 -13%
PG
80
Proffitt & Goodson
Tennessee
$288K +$58.7K +1,045 +25%
ACA
81
Ackerman Capital Advisors
Texas
$276K -$129K -2,301 -31%
TAM
82
Tocqueville Asset Management
New York
$273K +$281K +5,000 New
TIM
83
Tortoise Investment Management
New York
$269K -$142K -2,527 -34%
AT
84
Arden Trust
Delaware
$248K
BAM
85
Belpointe Asset Management
Nevada
$244K -$2.64K -47 -1%
BAAM
86
Baker Avenue Asset Management
California
$243K
FAFN
87
First Affirmative Financial Network
Colorado
$239K -$9.95K -177 -4%
JPLA
88
Joseph P. Lucia & Associates
New York
$234K -$49.2K -875 -17%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$232K
WAM
90
WNY Asset Management
New York
$230K
FCA
91
FLC Capital Advisors
California
$229K
TTWM
92
TCV Trust & Wealth Management
Virginia
$229K +$21.1K +375 +10%
MFA
93
Mayflower Financial Advisors
Massachusetts
$227K
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$226K +$55K +978 +31%
GPA
95
Guidance Point Advisors
Massachusetts
$217K +$675 +12 +0.3%
ADL
96
Asset Dedication LLC
California
$205K
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$185K
EWA
98
EP Wealth Advisors
California
$181K +$186K +3,314 New
SWM
99
Spire Wealth Management
Virginia
$179K
CCM
100
Covington Capital Management
California
$118K +$11.2K +200 +10%

NYF Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2022, worth a combined $241M — up 14% from $212M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NYF and 11 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 49 added.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $7.27M sold.

  • 113 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $241M of iShares New York Muni Bond ETF stock for Q1 2022, up 14% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q1 2022 and 12 closed out, a net change of -1 holder.
  • The largest iShares New York Muni Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $29.3M added.
  • The largest iShares New York Muni Bond ETF seller in Q1 2022 was Bouchey Financial Group, an estimated $7.27M sold.

Based on aggregated 13F filings for Q1 2022.