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iShares New York Muni Bond ETF

59 hedge funds and large institutions have $76.2M invested in iShares New York Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

5% more funds holding

Funds holding: 5659 (+3)

5% more capital invested

Capital invested by funds: $72.6M → $76.2M (+$3.66M)

26.37% less ownership

Funds ownership: 52.9%26.53% (-26%)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
24
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.1M -$360K -6,451 -2%
UBS Group
2
UBS Group
Switzerland
$8.61M -$2.04M -36,462 -19%
Creative Planning
3
Creative Planning
Kansas
$5.41M +$24.6K +440 +0.5%
AF
4
Arrow Financial
New York
$5.1M +$340K +6,089 +7%
BFG
5
Bouchey Financial Group
New York
$4.62M +$439K +7,860 +10%
Morgan Stanley
6
Morgan Stanley
New York
$3.28M +$258K +4,619 +9%
MPPLM
7
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.98M +$2.98M +53,334 New
AA
8
Alesco Advisors
New York
$2.78M -$6.42K -115 -0.2%
Wells Fargo
9
Wells Fargo
California
$2.4M +$236K +4,230 +11%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.87M -$70.7K -1,266 -4%
SPIA
11
Steward Partners Investment Advisory
New York
$1.66M +$4.36K +78 +0.3%
ERIM
12
Eagle Ridge Investment Management
Connecticut
$1.63M +$249K +4,452 +18%
BRF
13
B. Riley Financial
California
$1.63M +$6.03K +108 +0.4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.59M +$11.2K +200 +0.7%
Ameriprise
15
Ameriprise
Minnesota
$1.56M +$66K +1,181 +4%
AG
16
Advisor Group
Arizona
$1.05M +$803K +14,377 +328%
LPL Financial
17
LPL Financial
California
$820K +$108K +1,926 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$781K +$198K +3,544 +34%
IDBONY
19
Israel Discount Bank of New York
New York
$761K
HighTower Advisors
20
HighTower Advisors
Illinois
$664K -$46.1K -825 -6%
BlackRock
21
BlackRock
New York
$649K -$5.25K -94 -0.8%
PAG
22
Private Advisor Group
New Jersey
$633K -$59.7K -1,069 -9%
AWM
23
AllSquare Wealth Management
New York
$621K -$56 -1 -0%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$619K +$16.2K +290 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$600K +$279K +5,000 +87%

NYF Hedge Fund Activity: Q4 2017 in Review

59 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2017, worth a combined $76.2M — up 5% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NYF positions and 3 closed out — a net gain of 3 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Advisor Group, adding an estimated $803K. The largest seller was UBS Group, cutting an estimated $2.04M.

  • 59 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2017, up from 56 in Q3 2017.
  • Funds reported $76.2M of iShares New York Muni Bond ETF stock for Q4 2017, up 5% quarter-over-quarter.
  • 6 funds opened new iShares New York Muni Bond ETF positions in Q4 2017 and 3 closed out, a net change of +3 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2017 was Advisor Group, an estimated $803K added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2017 was UBS Group, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2017.