iShares New York Muni Bond ETF
105 hedge funds and large institutions have $241M invested in iShares New York Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 8 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 28
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
3.17% more ownership
Funds ownership: 41.9% → 45.07% (+3.2%)
5% more capital invested
Capital invested by funds: $230M → $241M (+$11.1M)
1% more funds holding
Funds holding: 104 → 105 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$11.2M |
| 2 |
HPA
High Probability Advisors
Pittsford,
New York
|
+$4.2M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$2.68M |
| 4 |
JJBC
James J. Burns & Company
Melville,
New York
|
+$1.78M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.28M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.99M |
| 3 |
Jane Street
New York
|
-$2.42M |
| 4 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
-$1.38M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.36M |
NYF Hedge Fund Activity: Q1 2023 in Review
105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2023, worth a combined $241M — up 4.8% from $230M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NYF positions and 8 closed out — a net gain of 3 holders — while 50 added to existing stakes and 28 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $11.2M. The largest seller was Bank of America, cutting an estimated $4.28M.
- 105 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2023, up from 104 in Q4 2022.
- Funds reported $241M of iShares New York Muni Bond ETF stock for Q1 2023, up 4.8% quarter-over-quarter.
- 11 funds opened new iShares New York Muni Bond ETF positions in Q1 2023 and 8 closed out, a net change of +3 holders.
- The largest iShares New York Muni Bond ETF buyer in Q1 2023 was HSBC Holdings, an estimated $11.2M added.
- The largest iShares New York Muni Bond ETF seller in Q1 2023 was Bank of America, an estimated $4.28M sold.
Based on aggregated 13F filings for Q1 2023.