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iShares New York Muni Bond ETF

151 hedge funds and large institutions have $457M invested in iShares New York Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $430M → $457M (+$27.1M)

1% more funds holding

Funds holding: 150151 (+1)

0.09% more ownership

Funds ownership: 59.31%59.4% (+0.09%)

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
78
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
101
Crestwood Advisors Group
Massachusetts
$409K +$177K +3,289 +77%
DJSG
102
D.J. St. Germain
Massachusetts
$399K
BCG
103
Breakwater Capital Group
New Jersey
$386K -$51.5K -956 -12%
RJA
104
Raymond James & Associates
Florida
$384K +$2.64K +49 +0.7%
NSIM
105
North Star Investment Management
Illinois
$383K -$8.09K -150 -2%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$373K -$4.91K -91 -1%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$367K +$31.3K +581 +9%
FCIM
108
Fairview Capital Investment Management
California
$359K +$356K +6,600 New
MWM
109
Merriman Wealth Management
Washington
$350K -$5.55K -103 -2%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$347K +$1.29K +24 +0.4%
BSWM
111
Boston Standard Wealth Management
Massachusetts
$346K +$323 +6 +0.1%
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$339K
MW
113
MBL Wealth
North Carolina
$337K
PWM
114
Perigon Wealth Management
California
$334K +$332K +6,151 New
ERIC
115
Eagle Rock Investment Company
Georgia
$326K +$108K +2,000 +50%
NFG
116
Northeast Financial Group
Pennsylvania
$323K +$6.63K +123 +2%
WA
117
Wealth Alliance
New York
$321K -$2.53K -47 -0.8%
AAS
118
Avantax Advisory Services
Texas
$320K +$809 +15 +0.3%
EWA
119
Emergent Wealth Advisors
New York
$318K +$8.3K +154 +3%
FCP
120
Fidelis Capital Partners
Florida
$307K
Financial Engines Advisors
121
Financial Engines Advisors
California
$300K +$809 +15 +0.3%
NCFG
122
New Century Financial Group
New Jersey
$297K +$20.4K +378 +7%
IWC
123
Integrated Wealth Concepts
Massachusetts
$276K +$1.89K +35 +0.7%
AWM
124
AllSquare Wealth Management
New York
$272K -$12.2K -227 -4%
AIS
125
American Investment Services
Massachusetts
$268K

NYF Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2024, worth a combined $457M — up 6.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYF positions and 9 closed out — a net gain of 2 holders — while 78 added to existing stakes and 35 trimmed.

The largest buyer was High Probability Advisors, adding an estimated $9.1M. The largest seller was HSBC Holdings, cutting an estimated $11M.

  • 151 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2024, up from 150 in Q2 2024.
  • Funds reported $457M of iShares New York Muni Bond ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2024 and 9 closed out, a net change of +2 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2024 was High Probability Advisors, an estimated $9.1M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2024 was HSBC Holdings, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2024.