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iShares New York Muni Bond ETF
NYF

116 hedge funds and large institutions have $392M invested in iShares New York Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

25% more capital invested

Capital invested by funds: $314M → $392M (+$78.4M)

9.53% more ownership

Funds ownership: 51.63% → 61.16% (+9.5%)

5% more funds holding

Funds holding: 111 → 116 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
51
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17.6M
2
Jane Street
Jane Street
New York
+$9.79M
3
Mariner
Mariner
Kansas
+$6.28M
4
Bank of America
Bank of America
North Carolina
+$2.53M
5
WIC
Whitegate Investment Counselors
New Hampshire
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$34.4M
2
NB
NBT Bank
New York
-$4.24M
3
FTUS
Flow Traders U.S.
New York
-$3.82M
4
AA
Alesco Advisors
New York
-$3.21M
5
Morgan Stanley
Morgan Stanley
New York
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
101
First Affirmative Financial Network
Colorado
$215K +$263 +5 +0.1%
FCA
102
FLC Capital Advisors
California
$215K – – –
DIA
103
Davidson Investment Advisors
Montana
$213K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$143K – – –
BAAM
105
Baker Avenue Asset Management
California
$136K – – –
WP
106
WealthShield Partners
North Carolina
$113K +$45.3K +861 +64%
CB
107
CNB Bank
Pennsylvania
$102K +$105K +2,005 New
CAL
108
Capital Analysts LLC
Pennsylvania
$88K +$578 +11 +0.6%
NRG
109
Nemes Rush Group
Michigan
$79.2K +$81.6K +1,552 New
WTC
110
WhitTier Trust Company
Nevada
$75.3K – – –
AAG
111
Armstrong Advisory Group
Massachusetts
$59.1K – – –
SWA
112
SOA Wealth Advisors
New York
$44.3K +$263 +5 +0.6%
FWM
113
Focused Wealth Management
New York
$38.7K – – –
GRP
114
Global Retirement Partners
California
$37.5K – – –
ACA
115
Atlas Capital Advisors
Wyoming
$28.9K -$2.84K -54 -9%
CIAS
116
Capital Investment Advisory Services
North Carolina
$10.2K – – –
PA
117
Parallel Advisors
California
$2.45K +$2.52K +48 New
Allspring Global Investments
118
Allspring Global Investments
North Carolina
– -$34.4M -646,237 Closed
FTUS
119
Flow Traders U.S.
New York
– -$3.82M -71,787 Closed
RZH
120
Relyea Zuckerberg Hanson
Connecticut
– -$1.01M -18,921 Closed
SPI
121
Sutton Place Investors
New York
– -$696K -13,069 Closed
Wealthfront Advisers
122
Wealthfront Advisers
California
– -$218K -4,084 Closed
SMA
123
Seven Mile Advisory
New Jersey
– -$207K -3,888 Closed
MC
124
Middleton & Co
Massachusetts
– -$202K -3,800 Closed
WP
125
WealthPLAN Partners
Nebraska
– -$124K -2,326 Closed
2 3 4
5
6

NYF Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2023, worth a combined $392M — up 25% from $314M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 10 closed out — a net gain of 7 holders — while 51 added to existing stakes and 31 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $17.6M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $34.4M sold.

  • 116 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2023, up from 111 in Q2 2023.
  • Funds reported $392M of iShares New York Muni Bond ETF stock for Q3 2023, up 25% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q3 2023 and 10 closed out, a net change of +7 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $17.6M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2023 was Allspring Global Investments, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2023.