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iShares New York Muni Bond ETF
NYF

85 hedge funds and large institutions have $148M invested in iShares New York Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $123M → $148M (+$24.6M)

13% more funds holding

Funds holding: 75 → 85 (+10)

1.13% more ownership

Funds ownership: 32.38% → 33.51% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
85
Holders Change
+10
Holders Change %
+13.33%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
35
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$9.52M
2
WIC
Whitegate Investment Counselors
New Hampshire
+$3.64M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.87M
4
Bank of America
Bank of America
North Carolina
+$1.87M
5
NB
NBT Bank
New York
+$896K

Top Sellers

1
AF
Arrow Financial
New York
-$1.41M
2
MML Investors Services
MML Investors Services
Massachusetts
-$906K
3
OIA
OneDigital Investment Advisors
Kansas
-$386K
4
HighTower Advisors
HighTower Advisors
Illinois
-$281K
5
Citadel Advisors
Citadel Advisors
Florida
-$84.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$26.5M +$1.87M +32,589 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.7M +$2.87M +50,042 +26%
Jane Street
3
Jane Street
New York
$12.7M +$9.52M +166,269 +302%
Morgan Stanley
4
Morgan Stanley
New York
$11.3M +$207K +3,606 +2%
UBS Group
5
UBS Group
Switzerland
$11.2M +$653K +11,400 +6%
Creative Planning
6
Creative Planning
Kansas
$9.56M – – –
AF
7
Arrow Financial
New York
$4.45M -$1.41M -24,686 -24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.17M +$460K +8,025 +12%
BFG
9
Bouchey Financial Group
New York
$4.05M +$389K +6,783 +11%
AA
10
Alesco Advisors
New York
$3.82M +$159K +2,770 +4%
WIC
11
Whitegate Investment Counselors
New Hampshire
$3.63M +$3.64M +63,500 New
Wells Fargo
12
Wells Fargo
California
$2.18M +$9.39K +164 +0.4%
AG
13
Advisor Group
Arizona
$1.96M +$232K +4,049 +13%
Ameriprise
14
Ameriprise
Minnesota
$1.76M +$76.2K +1,331 +4%
MFM
15
Mirsky Financial Management
New York
$1.64M +$627K +10,950 +62%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.62M +$89.2K +1,557 +6%
Betterment LLC
17
Betterment LLC
New York
$1.54M – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.49M +$3.78K +66 +0.3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.49M +$78.8K +1,376 +6%
ERIM
20
Eagle Ridge Investment Management
Connecticut
$1.28M -$7.45K -130 -0.6%
LPL Financial
21
LPL Financial
California
$1.22M +$32.4K +565 +3%
WC
22
Whitney & Co
New York
$1.14M +$519K +9,056 +82%
BRWM
23
B. Riley Wealth Management
Tennessee
$1.04M -$73.2K -1,278 -7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$1.04M +$383K +6,691 +59%
CAM
25
Caprin Asset Management
Virginia
$930K +$171K +2,983 +23%
1
2 3 4

NYF Hedge Fund Activity: Q3 2019 in Review

85 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2019, worth a combined $148M — up 20% from $123M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYF positions and 1 closed out — a net gain of 10 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $9.52M. The largest seller was Arrow Financial, cutting an estimated $1.41M.

  • 85 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2019, up from 75 in Q2 2019.
  • Funds reported $148M of iShares New York Muni Bond ETF stock for Q3 2019, up 20% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2019 and 1 closed out, a net change of +10 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2019 was Jane Street, an estimated $9.52M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2019 was Arrow Financial, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2019.