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iShares New York Muni Bond ETF

116 hedge funds and large institutions have $212M invested in iShares New York Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $192M → $212M (+$20.2M)

6% more funds holding

Funds holding: 109116 (+7)

2.88% more ownership

Funds ownership: 35.65%38.53% (+2.9%)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
52
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
101
Asset Dedication LLC
California
$217K
SWP
102
Summit Wealth Partners
Florida
$207K -$57.8K -1,000 -22%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$197K
SWM
104
Spire Wealth Management
Virginia
$190K
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$184K -$32.4K -560 -15%
RIM
106
Rockbridge Investment Management
New York
$168K +$5.03K +87 +3%
CCM
107
Covington Capital Management
California
$114K +$2.89K +50 +3%
CAL
108
Capital Analysts LLC
Pennsylvania
$97K +$578 +10 +0.6%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.1K
CP
110
Corbenic Partners
Pennsylvania
$72K +$35.1K +607 +97%
VRM
111
Vectors Research Management
New York
$66K +$636 +11 +1%
RA
112
Rise Advisors
New York
$59.9K +$59.8K +1,033 New
SJIA
113
St. James Investment Advisors
New York
$58K +$58.2K +1,006 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$49K
FWM
115
Focused Wealth Management
New York
$47K
CHA
116
Carmichael Hill & Associates
Maryland
$38K
NFG
117
Next Financial Group
Texas
$32K +$578 +10 +2%
CIAS
118
Capital Investment Advisory Services
North Carolina
$17K
Jane Street
119
Jane Street
New York
-$2.57M -44,467 Closed
BAM
120
Barrett Asset Management
New York
-$668K -11,550 Closed
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$404K -6,987 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$374K -6,461 Closed
JIC
123
Joel Isaacson & Co
New York
-$359K -6,202 Closed
CB
124
Community Bank
New York
-$162K -2,800 Closed
GRP
125
Global Retirement Partners
California
-$44K -764 Closed

NYF Hedge Fund Activity: Q4 2021 in Review

116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2021, worth a combined $212M — up 11% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $5.2M. The largest seller was Jane Street, exiting entirely with an estimated $2.57M sold.

  • 116 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $212M of iShares New York Muni Bond ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q4 2021 and 9 closed out, a net change of +8 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $5.2M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2021.