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iShares New York Muni Bond ETF

104 hedge funds and large institutions have $257M invested in iShares New York Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

27% more capital invested

Capital invested by funds: $201M → $257M (+$55.2M)

12.59% more ownership

Funds ownership: 38.13%50.72% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 107104 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
40
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$329K -$112K -2,128 -25%
JP Morgan Chase
77
JP Morgan Chase
New York
$314K -$261K -4,961 -44%
WFA
78
Wipfli Financial Advisors
Wisconsin
$304K +$306K +5,821 New
CAN
79
Cetera Advisor Networks
California
$300K
SWA
80
SOA Wealth Advisors
New York
$299K +$311K +5,915 New
AWS
81
Atria Wealth Solutions
New York
$299K +$311K +5,901 New
CPSC
82
Carl P. Sherr & Co
Massachusetts
$298K
PG
83
Proffitt & Goodson
Tennessee
$291K +$24.9K +474 +9%
AT
84
Arden Trust
Delaware
$284K +$56.7K +1,077 +24%
WA
85
Wealth Alliance
New York
$282K -$5K -95 -2%
TAM
86
Tocqueville Asset Management
New York
$253K
ACA
87
Ackerman Capital Advisors
Texas
$248K
BAM
88
Belpointe Asset Management
Nevada
$226K
OMC
89
Old Mission Capital
Illinois
$224K -$1.3M -24,766 -85%
FCA
90
FLC Capital Advisors
California
$213K
WAM
91
WNY Asset Management
New York
$213K
TTWM
92
TCV Trust & Wealth Management
Virginia
$213K +$222K +4,220 New
EH
93
Equitable Holdings
New York
$209K +$2.53K +48 +1%
RWP
94
Revolve Wealth Partners
New Jersey
$204K -$333K -6,329 -61%
GPA
95
Guidance Point Advisors
Massachusetts
$204K +$1.05K +20 +0.5%
SWM
96
Spire Wealth Management
Virginia
$126K
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$117K +$31K +590 +34%
CCM
98
Covington Capital Management
California
$110K
ACA
99
Atlas Capital Advisors
Wyoming
$93.5K -$132K -2,502 -58%
CAL
100
Capital Analysts LLC
Pennsylvania
$86K +$474 +9 +0.5%

NYF Hedge Fund Activity: Q3 2022 in Review

104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2022, worth a combined $257M — up 27% from $201M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NYF and 13 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 40 added.

The largest buyer was Jane Street, adding an estimated $65.2M. The largest seller was Fidelity Investments, cutting an estimated $10.5M.

  • 104 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2022, down from 107 in Q2 2022.
  • Funds reported $257M of iShares New York Muni Bond ETF stock for Q3 2022, up 27% quarter-over-quarter.
  • 13 funds opened new iShares New York Muni Bond ETF positions in Q3 2022 and 15 closed out, a net change of -2 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2022 was Jane Street, an estimated $65.2M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2022 was Fidelity Investments, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2022.