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iShares New York Muni Bond ETF

170 hedge funds and large institutions have $493M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

161% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 31

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

13% more funds holding

Funds holding: 151170 (+19)

8% more capital invested

Capital invested by funds: $457M → $493M (+$36.1M)

2.05% more ownership

Funds ownership: 59.4%61.46% (+2.1%)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
81
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
76
Rockbridge Investment Management
New York
$766K +$108K +2,002 +16%
DW30
77
Drucker Wealth 3.0
New Jersey
$763K +$770K +14,329 New
TC
78
TownSquare Capital
Utah
$763K +$770K +14,329 New
SPIA
79
Steward Partners Investment Advisory
New York
$756K -$90.6K -1,687 -11%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$738K
CWM
81
Calamos Wealth Management
Illinois
$737K -$77.5K -1,443 -9%
WA
82
Westfuller Advisors
New York
$723K +$730K +13,587 New
Stifel Financial
83
Stifel Financial
Missouri
$722K -$27.6K -513 -4%
SEI Investments
84
SEI Investments
Pennsylvania
$709K +$168K +3,128 +31%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$687K +$47.8K +890 +7%
NL
86
NDWM LLC
California
$670K
EWA
87
EP Wealth Advisors
California
$667K
Citigroup
88
Citigroup
New York
$650K +$33.8K +630 +5%
CF
89
Conquis Financial
California
$641K +$647K +12,048 New
GIA
90
Goodwin Investment Advisory
Georgia
$606K +$612K +11,394 New
Wealthfront Advisers
91
Wealthfront Advisers
California
$604K +$47K +876 +8%
MWAM
92
Manhattan West Asset Management
California
$599K -$140K -2,602 -19%
Empower Advisory Group
93
Empower Advisory Group
Colorado
$587K +$592K +11,026 New
TPA
94
Trivium Point Advisory
Connecticut
$580K +$806 +15 +0.1%
DCM
95
Dimension Capital Management
Florida
$559K
BCI
96
Brinker Capital Investments
Pennsylvania
$538K
OPS
97
Orion Portfolio Solutions
Nebraska
$538K
HVIA
98
Hudson Valley Investment Advisors
New York
$535K -$53.7K -1,000 -9%
MFS
99
McNamara Financial Services
Massachusetts
$533K -$166K -3,087 -24%
Cerity Partners
100
Cerity Partners
New York
$499K

NYF Hedge Fund Activity: Q4 2024 in Review

170 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2024, worth a combined $493M — up 7.9% from $457M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NYF positions and 8 closed out — a net gain of 22 holders — while 81 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.6M. The largest seller was High Probability Advisors, cutting an estimated $5.71M.

  • 170 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $493M of iShares New York Muni Bond ETF stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 30 funds opened new iShares New York Muni Bond ETF positions in Q4 2024 and 8 closed out, a net change of +22 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2024 was Jane Street, an estimated $10.6M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2024 was High Probability Advisors, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2024.