iShares New York Muni Bond ETF
99 hedge funds and large institutions have $171M invested in iShares New York Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 18 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 18
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $160M → $171M (+$10.8M)
5% more funds holding
Funds holding: 94 → 99 (+5)
0.61% more ownership
Funds ownership: 34.43% → 35.04% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.48M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$1.31M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QAM
QCI Asset Management
Pittsford,
New York
|
-$2M |
| 2 |
Morgan Stanley
New York
|
-$906K |
| 3 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$667K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$372K |
| 5 |
BZWA
Blue Zone Wealth Advisors
Los Angeles,
California
|
-$307K |
NYF Hedge Fund Activity: Q3 2020 in Review
99 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2020, worth a combined $171M — up 6.7% from $160M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NYF positions and 5 closed out — a net gain of 6 holders — while 45 added to existing stakes and 18 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $2.31M. The largest seller was QCI Asset Management, cutting an estimated $2M.
- 99 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2020, up from 94 in Q2 2020.
- Funds reported $171M of iShares New York Muni Bond ETF stock for Q3 2020, up 6.7% quarter-over-quarter.
- 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2020 and 5 closed out, a net change of +6 holders.
- The largest iShares New York Muni Bond ETF buyer in Q3 2020 was Fidelity Investments, an estimated $2.31M added.
- The largest iShares New York Muni Bond ETF seller in Q3 2020 was QCI Asset Management, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2020.