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iShares New York Muni Bond ETF
NYF

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: 139 → 150 (+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: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$18.1M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$11M
3
KA
Klingman & Associates
New York
+$9.48M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.28M
5
M
MYeCFO
California
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
-$4.58M
2
Jane Street
Jane Street
New York
-$2.92M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.52M
4
NFG
Northeast Financial Group
Pennsylvania
-$1.21M
5
Bank of America
Bank of America
North Carolina
-$782K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$384K -$253K -4,750 -40%
RJA
102
Raymond James & Associates
Florida
$374K +$2.5K +47 +0.7%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$372K -$1.52M -28,596 -80%
MWM
104
Merriman Wealth Management
Washington
$350K +$4.16K +78 +1%
BSWM
105
Boston Standard Wealth Management
Massachusetts
$340K +$373 +7 +0.1%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$340K -$25.2K -474 -7%
RZH
107
Relyea Zuckerberg Hanson
Connecticut
$334K – – –
MW
108
MBL Wealth
North Carolina
$331K – – –
Baird Financial Group
109
Baird Financial Group
Wisconsin
$330K – – –
WA
110
Wealth Alliance
New York
$318K +$5.27K +99 +2%
AAS
111
Avantax Advisory Services
Texas
$314K +$11.5K +215 +4%
NFG
112
Northeast Financial Group
Pennsylvania
$311K -$1.21M -22,778 -80%
FCP
113
Fidelis Capital Partners
Florida
$310K – – –
EWA
114
Emergent Wealth Advisors
New York
$305K +$7.14K +134 +2%
Financial Engines Advisors
115
Financial Engines Advisors
California
$294K -$19.5K -367 -6%
AWM
116
AllSquare Wealth Management
New York
$280K – – –
SEI Investments
117
SEI Investments
Pennsylvania
$278K +$7.99K +150 +3%
EWM
118
Elevatus Welath Management
New York
$277K -$124K -2,322 -31%
NCFG
119
New Century Financial Group
New Jersey
$271K +$271K +5,083 New
IWC
120
Integrated Wealth Concepts
Massachusetts
$269K +$269K +5,043 New
Deutsche Bank
121
Deutsche Bank
Germany
$268K -$25.2K -473 -9%
AIS
122
American Investment Services
Massachusetts
$263K – – –
AI
123
Atria Investments
North Carolina
$262K +$262K +4,911 New
CB
124
CNB Bank
Pennsylvania
$261K +$127K +2,392 +95%
CAG
125
Crestwood Advisors Group
Massachusetts
$227K -$54.8K -1,029 -20%
3 4
5
6 7

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.