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iShares New York Muni Bond ETF

62 hedge funds and large institutions have $94.3M invested in iShares New York Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $84.4M → $94.3M (+$9.83M)

3% more funds holding

Funds holding: 6062 (+2)

2.45% more ownership

Funds ownership: 27.98%30.43% (+2.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
25
Reduced
12
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
$20M +$1.17M +21,482 +6%
UBS Group
2
UBS Group
Switzerland
$8.9M +$275K +5,027 +3%
Morgan Stanley
3
Morgan Stanley
New York
$6.53M +$2.27M +41,642 +53%
Creative Planning
4
Creative Planning
Kansas
$6.22M
Jane Street
5
Jane Street
New York
$6.05M +$6.07M +111,215 New
AF
6
Arrow Financial
New York
$5.41M -$59K -1,081 -1%
BFG
7
Bouchey Financial Group
New York
$4.15M -$611K -11,180 -13%
AA
8
Alesco Advisors
New York
$2.87M +$45.5K +834 +2%
MPPLM
9
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.83M -$49.9K -914 -2%
Wells Fargo
10
Wells Fargo
California
$2.18M -$534K -9,776 -20%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.16M +$143K +2,623 +7%
Ameriprise
12
Ameriprise
Minnesota
$2.13M +$50.8K +931 +2%
ERIM
13
Eagle Ridge Investment Management
Connecticut
$2.1M +$1.64K +30 +0.1%
SPIA
14
Steward Partners Investment Advisory
New York
$2.05M -$22K -402 -1%
BRF
15
B. Riley Financial
California
$1.46M -$78.5K -1,438 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.44M +$198K +3,619 +16%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.4M -$129K -2,363 -8%
AG
18
Advisor Group
Arizona
$1.28M +$253K +4,627 +25%
LPL Financial
19
LPL Financial
California
$1.18M +$57.3K +1,049 +5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.05M +$392K +7,182 +59%
PAG
21
Private Advisor Group
New Jersey
$724K +$24K +439 +3%
CAM
22
Caprin Asset Management
Virginia
$720K
AWM
23
AllSquare Wealth Management
New York
$704K +$4.1K +75 +0.6%
Betterment LLC
24
Betterment LLC
New York
$649K -$85K -1,556 -12%
BlackRock
25
BlackRock
New York
$639K -$5.24K -96 -0.8%

NYF Hedge Fund Activity: Q3 2018 in Review

62 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2018, worth a combined $94.3M — up 12% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NYF positions and 3 closed out — a net gain of 2 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.07M. The largest seller was Bouchey Financial Group, cutting an estimated $611K.

  • 62 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2018, up from 60 in Q2 2018.
  • Funds reported $94.3M of iShares New York Muni Bond ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 5 funds opened new iShares New York Muni Bond ETF positions in Q3 2018 and 3 closed out, a net change of +2 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2018 was Jane Street, an estimated $6.07M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2018 was Bouchey Financial Group, an estimated $611K sold.

Based on aggregated 13F filings for Q3 2018.