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.
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: 3 → 6 (+3)
13% more funds holding
Funds holding: 151 → 170 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$10.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.89M |
| 3 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$2.08M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$1.94M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPA
High Probability Advisors
Pittsford,
New York
|
-$5.71M |
| 2 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
-$974K |
| 3 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$778K |
| 4 |
IDBONY
Israel Discount Bank of New York
New York
|
-$543K |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$486K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPM
176
Meritage Portfolio Management
Overland Park,
Kansas
| – | -$218K | -4,016 | Closed |
|
|
LA
177
Lifeworks Advisors
Grand Rapids,
Michigan
| – | -$212K | -3,909 | Closed |
|
|
CFP
178
Cypress Financial Planning
Haddon Heights,
New Jersey
| – | -$202K | -3,723 | Closed |
|
179
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$152K | -2,800 | 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.