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iShares New York Muni Bond ETF

170 hedge funds and large institutions have $493M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

161% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 31

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

13% more funds holding

Funds holding: 151170 (+19)

8% more capital invested

Capital invested by funds: $457M → $493M (+$36.1M)

2.05% more ownership

Funds ownership: 59.4%61.46% (+2.1%)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
81
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
101
Whitney & Co
New York
$494K +$17.5K +325 +4%
SPI
102
Sutton Place Investors
New York
$491K +$2.63K +49 +0.5%
RZH
103
Relyea Zuckerberg Hanson
Connecticut
$471K +$140K +2,603 +42%
BIA
104
Bell Investment Advisors
California
$469K +$12.6K +235 +3%
GI
105
GAMMA Investing
California
$461K +$14.1K +262 +3%
Citadel Advisors
106
Citadel Advisors
Florida
$459K +$464K +8,631 New
FCIM
107
Fairview Capital Investment Management
California
$450K +$99.4K +1,850 +28%
OMC
108
Old Mission Capital
Illinois
$450K -$415K -7,732 -48%
GC
109
Grimes & Company
Massachusetts
$439K
BMCM
110
Bryn Mawr Capital Management
Pennsylvania
$424K +$3.97K +74 +0.9%
AWP
111
Astra Wealth Partners
New Jersey
$405K +$408K +7,603 New
CAG
112
Crestwood Advisors Group
Massachusetts
$401K
IWN
113
Independent Wealth Network
Iowa
$400K -$147K -2,745 -27%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$392K +$231K +4,308 +141%
DJSG
115
D.J. St. Germain
Massachusetts
$390K
KAS
116
Kestra Advisory Services
Texas
$385K +$189K +3,516 +95%
AAS
117
Avantax Advisory Services
Texas
$380K +$67K +1,248 +21%
NSIM
118
North Star Investment Management
Illinois
$375K
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$369K +$4.19K +78 +1%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$360K
BSWM
121
Boston Standard Wealth Management
Massachusetts
$348K +$8.49K +158 +2%
MWM
122
Merriman Wealth Management
Washington
$348K +$4.4K +82 +1%
FCP
123
Fidelis Capital Partners
Florida
$344K +$36.8K +685 +12%
BCG
124
Breakwater Capital Group
New Jersey
$341K -$37.9K -705 -10%
MW
125
MBL Wealth
North Carolina
$330K

NYF Hedge Fund Activity: Q4 2024 in Review

170 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2024, worth a combined $493M — up 7.9% from $457M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NYF positions and 8 closed out — a net gain of 22 holders — while 81 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.6M. The largest seller was High Probability Advisors, cutting an estimated $5.71M.

  • 170 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $493M of iShares New York Muni Bond ETF stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 30 funds opened new iShares New York Muni Bond ETF positions in Q4 2024 and 8 closed out, a net change of +22 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2024 was Jane Street, an estimated $10.6M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2024 was High Probability Advisors, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2024.