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iShares New York Muni Bond ETF

60 hedge funds and large institutions have $84.4M invested in iShares New York Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $83.6M → $84.4M (+$845K)

0% more funds holding

Funds holding: 6060 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.04% less ownership

Funds ownership: 28.01%27.98% (-0.04%)

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
24
Reduced
12
Closed
5
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
$19M +$363K +6,653 +2%
UBS Group
2
UBS Group
Switzerland
$8.7M +$82.5K +1,511 +1%
Creative Planning
3
Creative Planning
Kansas
$6.27M +$681K +12,482 +12%
AF
4
Arrow Financial
New York
$5.51M +$545K +9,984 +11%
BFG
5
Bouchey Financial Group
New York
$4.79M -$84.3K -1,545 -2%
Morgan Stanley
6
Morgan Stanley
New York
$4.3M +$474K +8,683 +12%
MPPLM
7
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.9M +$11.1K +204 +0.4%
AA
8
Alesco Advisors
New York
$2.85M +$184K +3,371 +7%
Wells Fargo
9
Wells Fargo
California
$2.73M -$59.3K -1,087 -2%
ERIM
10
Eagle Ridge Investment Management
Connecticut
$2.12M +$362K +6,625 +21%
Ameriprise
11
Ameriprise
Minnesota
$2.1M +$159K +2,908 +8%
SPIA
12
Steward Partners Investment Advisory
New York
$2.09M +$316K +5,789 +18%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.04M
BRF
14
B. Riley Financial
California
$1.55M -$5.46K -100 -0.4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.54M -$44.5K -816 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.25M +$237K +4,350 +24%
LPL Financial
17
LPL Financial
California
$1.13M +$257K +4,706 +30%
AG
18
Advisor Group
Arizona
$1.03M -$31.2K -571 -3%
Betterment LLC
19
Betterment LLC
New York
$739K +$38.3K +702 +5%
CAM
20
Caprin Asset Management
Virginia
$725K
AWM
21
AllSquare Wealth Management
New York
$705K +$27.8K +509 +4%
PAG
22
Private Advisor Group
New Jersey
$703K +$703K +12,874 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$664K +$58.3K +1,068 +10%
BlackRock
24
BlackRock
New York
$650K -$10.6K -194 -2%
MWM
25
Mission Wealth Management
California
$606K +$8.19K +150 +1%

NYF Hedge Fund Activity: Q2 2018 in Review

60 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2018, worth a combined $84.4M — up 1% from $83.6M a quarter earlier.

Fund positioning in NYF was balanced in Q2 2018: 5 funds opened new positions, 5 closed out, 24 added to existing stakes and 12 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $703K. The largest seller was Jane Street, exiting entirely with an estimated $2.92M sold.

  • 60 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $84.4M of iShares New York Muni Bond ETF stock for Q2 2018, up 1% quarter-over-quarter.
  • 5 funds opened new iShares New York Muni Bond ETF positions in Q2 2018 and 5 closed out, a net change of 0 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2018 was Private Advisor Group, an estimated $703K added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2018 was Jane Street, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2018.