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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
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$213K
LI
152
LMCG Investments
Massachusetts
$213K +$215K +4,000 New
SMA
153
Seven Mile Advisory
New Jersey
$208K
NRG
154
Nemes Rush Group
Michigan
$207K +$40.3K +751 +24%
MC
155
Middleton & Co
Massachusetts
$202K
CCM
156
Coldstream Capital Management
Washington
$202K +$204K +3,794 New
MCM
157
MAI Capital Management
Ohio
$184K +$186K +3,459 New
TIM
158
Tortoise Investment Management
New York
$182K -$30.1K -560 -14%
IA
159
IFP Advisors
Florida
$157K +$1.02K +19 +0.6%
AEPWM
160
Atlantic Edge Private Wealth Management
Florida
$154K
CFD
161
Creative Financial Designs
Indiana
$118K +$54 +1 +0%
PTC
162
Private Trust Company
Ohio
$107K -$8.06K -150 -7%
WTC
163
WhitTier Trust Company
Nevada
$78.6K
SWM
164
Spire Wealth Management
Virginia
$67.6K +$68.3K +1,271 New
GRP
165
Global Retirement Partners
California
$37.1K -$2.26K -42 -6%
MAS
166
MPWM Advisory Solutions
Georgia
$22.9K +$23.1K +430 New
RWM
167
Rialto Wealth Management
New York
$16.6K +$16.8K +312 New
BBHC
168
Brown Brothers Harriman & Co
New York
$8.84K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$1.81K
PA
170
Parallel Advisors
California
$1.51K -$1.07K -20 -42%
FFA
171
Farther Finance Advisors
California
$46 +$54 +1 New
IDBONY
172
Israel Discount Bank of New York
New York
-$543K -10,000 Closed
ATS
173
Ashton Thomas Securities
New York
-$465K -8,564 Closed
PWM
174
Perigon Wealth Management
California
-$334K -6,151 Closed
EWM
175
Elevatus Welath Management
New York
-$265K -4,871 Closed

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.