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iShares New York Muni Bond ETF

150 hedge funds and large institutions have $430M invested in iShares New York Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

14% more capital invested

Capital invested by funds: $377M → $430M (+$52.7M)

8% more funds holding

Funds holding: 139150 (+11)

3.62% more ownership

Funds ownership: 55.68%59.31% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
68
Reduced
36
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
76
Rockbridge Investment Management
New York
$661K +$26.6K +500 +4%
Citigroup
77
Citigroup
New York
$610K +$7.46K +140 +1%
Wealthfront Advisers
78
Wealthfront Advisers
California
$608K +$231K +4,334 +61%
FTUS
79
Flow Traders U.S.
New York
$600K +$598K +11,230 New
OIA
80
OneDigital Investment Advisors
Kansas
$586K +$2.29K +43 +0.4%
IWN
81
Independent Wealth Network
Iowa
$576K +$2.45K +46 +0.4%
DCM
82
Dimension Capital Management
Florida
$561K
HVIA
83
Hudson Valley Investment Advisors
New York
$552K -$53.3K -1,000 -9%
TPA
84
Trivium Point Advisory
Connecticut
$551K +$549K +10,313 New
WANY
85
Wealthspire Advisors (New York)
New York
$543K +$542K +10,175 New
BCI
86
Brinker Capital Investments
Pennsylvania
$540K +$98.5K +1,849 +22%
OPS
87
Orion Portfolio Solutions
Nebraska
$540K +$98.5K +1,849 +22%
SPI
88
Sutton Place Investors
New York
$537K -$69.7K -1,309 -12%
IDBONY
89
Israel Discount Bank of New York
New York
$534K
WC
90
Whitney & Co
New York
$524K +$4K +75 +0.8%
Cerity Partners
91
Cerity Partners
New York
$492K
BIA
92
Bell Investment Advisors
California
$455K +$3.09K +58 +0.7%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$448K -$95.6K -1,795 -18%
GI
94
GAMMA Investing
California
$448K -$746 -14 -0.2%
GC
95
Grimes & Company
Massachusetts
$440K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$431K +$17.4K +326 +4%
BCG
97
Breakwater Capital Group
New Jersey
$431K -$179K -3,363 -29%
BMCM
98
Bryn Mawr Capital Management
Pennsylvania
$421K +$87.6K +1,644 +26%
ATS
99
Ashton Thomas Securities
New York
$405K +$372K +6,993 New
DJSG
100
D.J. St. Germain
Massachusetts
$392K

NYF Hedge Fund Activity: Q2 2024 in Review

150 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2024, worth a combined $430M — up 14% from $377M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NYF positions and 5 closed out — a net gain of 13 holders — while 68 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $18.1M. The largest seller was L.J. Altfest & Co, cutting an estimated $4.58M.

  • 150 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2024, up from 139 in Q1 2024.
  • Funds reported $430M of iShares New York Muni Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 18 funds opened new iShares New York Muni Bond ETF positions in Q2 2024 and 5 closed out, a net change of +13 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2024 was HighTower Advisors, an estimated $18.1M added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2024 was L.J. Altfest & Co, an estimated $4.58M sold.

Based on aggregated 13F filings for Q2 2024.