We are live on ! Find out more
NYF icon

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
CB
126
CNB Bank
Pennsylvania
$266K
EWM
127
Elevatus Welath Management
New York
$265K -$17.3K -321 -6%
AI
128
Atria Investments
North Carolina
$264K -$2.53K -47 -1%
Deutsche Bank
129
Deutsche Bank
Germany
$243K -$29.9K -554 -11%
MPM
130
Meritage Portfolio Management
Kansas
$218K
JWCA
131
J.W. Coons Advisors
Ohio
$217K
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$217K
TIM
133
Tortoise Investment Management
New York
$216K +$19.9K +370 +10%
SMA
134
Seven Mile Advisory
New Jersey
$213K
LA
135
Lifeworks Advisors
Michigan
$212K +$211K +3,909 New
AAG
136
Armstrong Advisory Group
Massachusetts
$207K +$1.4K +26 +0.7%
MC
137
Middleton & Co
Massachusetts
$206K
DIA
138
Davidson Investment Advisors
Montana
$206K +$204K +3,793 New
CFP
139
Cypress Financial Planning
New Jersey
$202K +$201K +3,723 New
KAS
140
Kestra Advisory Services
Texas
$202K -$68.1K -1,264 -25%
NRG
141
Nemes Rush Group
Michigan
$169K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$165K -$270K -5,012 -62%
IA
143
IFP Advisors
Florida
$160K +$40.8K +757 +35%
AEPWM
144
Atlantic Edge Private Wealth Management
Florida
$158K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$152K
CFD
146
Creative Financial Designs
Indiana
$121K +$54 +1 +0%
PTC
147
Private Trust Company
Ohio
$118K -$4.31K -80 -4%
WTC
148
WhitTier Trust Company
Nevada
$80.2K
GRP
149
Global Retirement Partners
California
$40.1K
BBHC
150
Brown Brothers Harriman & Co
New York
$9.02K +$8.95K +166 New

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.