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iShares New York Muni Bond ETF

104 hedge funds and large institutions have $230M invested in iShares New York Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

0% more funds holding

Funds holding: 104104 (0)

8.82% less ownership

Funds ownership: 50.72%41.9% (-8.8%)

10% less capital invested

Capital invested by funds: $257M → $230M (-$26.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
104
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
45
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$375K +$64.9K +1,258 +21%
AWM
77
AllSquare Wealth Management
New York
$352K
TI
78
Tidal Investments
Wisconsin
$345K +$1.45K +28 +0.4%
PG
79
Proffitt & Goodson
Tennessee
$334K +$31.5K +610 +11%
GFL
80
Granite FO LLC
New Hampshire
$297K +$291K +5,642 New
AT
81
Arden Trust
Delaware
$294K
AAS
82
Avantax Advisory Services
Texas
$291K -$95.2K -1,845 -25%
TAM
83
Tocqueville Asset Management
New York
$262K
ACA
84
Ackerman Capital Advisors
Texas
$257K
WA
85
Wealth Alliance
New York
$243K -$48.1K -933 -17%
BAM
86
Belpointe Asset Management
Nevada
$234K
FCA
87
FLC Capital Advisors
California
$220K
GPA
88
Guidance Point Advisors
Massachusetts
$213K +$1.55K +30 +0.7%
TIM
89
Tortoise Investment Management
New York
$191K +$114K +2,206 +154%
BAAM
90
Baker Avenue Asset Management
California
$140K +$138K +2,670 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$121K
JP Morgan Chase
92
JP Morgan Chase
New York
$116K -$206K -4,000 -64%
CAL
93
Capital Analysts LLC
Pennsylvania
$89K +$619 +12 +0.7%
WTC
94
WhitTier Trust Company
Nevada
$77.3K +$76.1K +1,476 New
ACA
95
Atlas Capital Advisors
Wyoming
$65.9K -$30.5K -592 -32%
AAG
96
Armstrong Advisory Group
Massachusetts
$60.7K +$59.7K +1,158 New
RA
97
Rise Advisors
New York
$55.2K +$361 +7 +0.7%
SWA
98
SOA Wealth Advisors
New York
$44.8K -$261K -5,059 -86%
ASN
99
Advisory Services Network
Georgia
$41.5K +$40.9K +792 New
RLIM
100
Red Lighthouse Investment Management
New York
$40.6K +$39.9K +774 New

NYF Hedge Fund Activity: Q4 2022 in Review

104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2022, worth a combined $230M — down 10% from $257M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NYF positions and 15 closed out — a net gain of 6 holders — while 45 added to existing stakes and 23 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $10.5M. The largest seller was Jane Street, cutting an estimated $73.1M.

  • 104 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $230M of iShares New York Muni Bond ETF stock for Q4 2022, down 10% quarter-over-quarter.
  • 21 funds opened new iShares New York Muni Bond ETF positions in Q4 2022 and 15 closed out, a net change of +6 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2022 was Miracle Mile Advisors, an estimated $10.5M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2022 was Jane Street, an estimated $73.1M sold.

Based on aggregated 13F filings for Q4 2022.