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iShares New York Muni Bond ETF

113 hedge funds and large institutions have $241M invested in iShares New York Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

14% more capital invested

Capital invested by funds: $212M → $241M (+$28.8M)

4.72% more ownership

Funds ownership: 38.53%43.25% (+4.7%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 116113 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
49
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
101
Thompson Siegel & Walmsley
Virginia
$95K -$193K -3,441 -66%
CAL
102
Capital Analysts LLC
Pennsylvania
$91K +$281 +5 +0.3%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.6K
CP
104
Corbenic Partners
Pennsylvania
$68K +$225 +4 +0.3%
VRM
105
Vectors Research Management
New York
$63K +$675 +12 +1%
RA
106
Rise Advisors
New York
$57K +$169 +3 +0.3%
GRP
107
Global Retirement Partners
California
$54K +$58.1K +1,033 New
HWMA
108
Heritage Wealth Management (Arizona)
Arizona
$52K +$53.9K +958 New
SJIA
109
St. James Investment Advisors
New York
$51K -$3.94K -70 -7%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$46K
FWM
111
Focused Wealth Management
New York
$42K -$1.91K -34 -4%
CHA
112
Carmichael Hill & Associates
Maryland
$36K
CIAS
113
Capital Investment Advisory Services
North Carolina
$16K
RIM
114
Rockbridge Investment Management
New York
$4.73K -$159K -2,820 -97%
LWMNY
115
Landmark Wealth Management (New York)
New York
$276 +$15.5K +276 New
BFG
116
Bouchey Financial Group
New York
-$7.27M -125,422 Closed
OWA
117
Opal Wealth Advisors
New York
-$2.23M -38,397 Closed
Citadel Advisors
118
Citadel Advisors
Florida
-$1.99M -34,344 Closed
HVIA
119
Hudson Valley Investment Advisors
New York
-$1.07M -18,450 Closed
SIA
120
Schechter Investment Advisors
Michigan
-$421K -7,261 Closed
OMC
121
Old Mission Capital
Illinois
-$412K -7,114 Closed
SPI
122
Sutton Place Investors
New York
-$401K -6,919 Closed
FTUS
123
Flow Traders U.S.
New York
-$329K -5,669 Closed
CTA
124
Chesley Taft & Associates
Illinois
-$266K -4,589 Closed
IA
125
Insight Advisors
Pennsylvania
-$227K -3,925 Closed

NYF Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2022, worth a combined $241M — up 14% from $212M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NYF and 11 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 49 added.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Bouchey Financial Group, exiting entirely with an estimated $7.27M sold.

  • 113 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2022, down from 116 in Q4 2021.
  • Funds reported $241M of iShares New York Muni Bond ETF stock for Q1 2022, up 14% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q1 2022 and 12 closed out, a net change of -1 holder.
  • The largest iShares New York Muni Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $29.3M added.
  • The largest iShares New York Muni Bond ETF seller in Q1 2022 was Bouchey Financial Group, an estimated $7.27M sold.

Based on aggregated 13F filings for Q1 2022.