iShares New York Muni Bond ETF
75 hedge funds and large institutions have $124M invested in iShares New York Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 3 closing their positions.
182% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 11
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $104M → $124M (+$20.8M)
7% more funds holding
Funds holding: 70 → 75 (+5)
3.55% more ownership
Funds ownership: 28.83% → 32.38% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.84M |
| 2 |
Morgan Stanley
New York
|
+$1.62M |
| 3 |
Jane Street
New York
|
+$1.13M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$921K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$580K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$327K |
| 3 |
Bank of New York Mellon
New York
|
-$252K |
| 4 |
PAS
Park Avenue Securities
New York
|
-$209K |
| 5 |
BlackRock
New York
|
-$99.6K |
NYF Hedge Fund Activity: Q2 2019 in Review
75 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2019, worth a combined $124M — up 20% from $104M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NYF positions and 3 closed out — a net gain of 5 holders — while 31 added to existing stakes and 11 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $8.84M. The largest seller was Mission Wealth Management, exiting entirely with an estimated $580K sold.
- 75 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2019, up from 70 in Q1 2019.
- Funds reported $124M of iShares New York Muni Bond ETF stock for Q2 2019, up 20% quarter-over-quarter.
- 8 funds opened new iShares New York Muni Bond ETF positions in Q2 2019 and 3 closed out, a net change of +5 holders.
- The largest iShares New York Muni Bond ETF buyer in Q2 2019 was Fidelity Investments, an estimated $8.84M added.
- The largest iShares New York Muni Bond ETF seller in Q2 2019 was Mission Wealth Management, an estimated $580K sold.
Based on aggregated 13F filings for Q2 2019.