iShares New York Muni Bond ETF
173 hedge funds and large institutions have $526M invested in iShares New York Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 39 reducing their positions, and 13 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 39
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
7% more capital invested
Capital invested by funds: $493M → $526M (+$33.1M)
2% more funds holding
Funds holding: 170 → 173 (+3)
0.76% less ownership
Funds ownership: 61.46% → 60.7% (-0.76%)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Satovsky Asset Management
New York
|
+$17.7M |
| 2 |
HPA
High Probability Advisors
Pittsford,
New York
|
+$11.1M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$8.97M |
| 4 |
FF
Francis Financial
|
+$3.16M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
-$7.01M |
| 2 |
Jane Street
New York
|
-$5.8M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$1.63M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$977K |
| 5 |
CBB
Citizens Business Bank
Ontario,
California
|
-$781K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBB
176
Citizens Business Bank
Ontario,
California
| – | -$781K | -14,675 | Closed |
|
|
GIA
177
Goodwin Investment Advisory
Woodstock,
Georgia
| – | -$606K | -11,394 | Closed |
|
178
Citadel Advisors
Miami,
Florida
| – | -$459K | -8,631 | Closed |
|
|
OMC
179
Old Mission Capital
Chicago,
Illinois
| – | -$450K | -8,448 | Closed |
|
|
GS
180
GTS Securities
New York
| – | -$313K | -5,880 | Closed |
|
181
Financial Engines Advisors
Santa Clara,
California
| – | -$297K | -5,572 | Closed |
|
|
NCFG
182
New Century Financial Group
Princeton,
New Jersey
| – | -$293K | -5,501 | Closed |
|
183
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$229K | -4,297 | Closed |
|
|
LI
184
LMCG Investments
Boston,
Massachusetts
| – | -$213K | -4,000 | Closed |
|
|
MPWT
185
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$213K | -4,000 | Closed |
|
|
MCM
186
MAI Capital Management
Independence,
Ohio
| – | -$184K | -3,459 | Closed |
|
|
SWM
187
Spire Wealth Management
Mclean,
Virginia
| – | -$67.6K | -1,271 | Closed |
|
NYF Hedge Fund Activity: Q1 2025 in Review
173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2025, worth a combined $526M — up 6.7% from $493M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new NYF positions and 13 closed out — a net gain of 7 holders — while 80 added to existing stakes and 39 trimmed.
The largest buyer was Satovsky Asset Management, opening a new position worth an estimated $17.7M. The largest seller was Opal Wealth Advisors, cutting an estimated $7.01M.
- 173 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2025, up from 170 in Q4 2024.
- Funds reported $526M of iShares New York Muni Bond ETF stock for Q1 2025, up 6.7% quarter-over-quarter.
- 20 funds opened new iShares New York Muni Bond ETF positions in Q1 2025 and 13 closed out, a net change of +7 holders.
- The largest iShares New York Muni Bond ETF buyer in Q1 2025 was Satovsky Asset Management, an estimated $17.7M added.
- The largest iShares New York Muni Bond ETF seller in Q1 2025 was Opal Wealth Advisors, an estimated $7.01M sold.
Based on aggregated 13F filings for Q1 2025.