We are live on ! Find out more
NYF icon

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.

New
Increased
Maintained
Reduced
Closed

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: 9499 (+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: 22 (0)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
45
Reduced
18
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
$30.8M +$1.45M +25,183 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$19.4M +$2.31M +39,972 +13%
Morgan Stanley
3
Morgan Stanley
New York
$12.7M -$906K -15,686 -7%
UBS Group
4
UBS Group
Switzerland
$12.1M -$72.5K -1,255 -0.6%
Creative Planning
5
Creative Planning
Kansas
$9.57M +$77.5K +1,342 +0.8%
BFG
6
Bouchey Financial Group
New York
$5.83M +$298K +5,167 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.1M +$47.5K +823 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.71M -$372K -6,448 -7%
AA
9
Alesco Advisors
New York
$4.4M +$1.06M +18,412 +32%
AF
10
Arrow Financial
New York
$4.36M +$38.9K +674 +0.9%
MPPLM
11
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.93M +$9.36K +162 +2%
Jane Street
12
Jane Street
New York
$3.85M +$797K +13,805 +26%
Wells Fargo
13
Wells Fargo
California
$3.09M +$498K +8,629 +19%
QAM
14
QCI Asset Management
New York
$2.79M -$2M -34,616 -42%
Ameriprise
15
Ameriprise
Minnesota
$2.48M +$623K +10,779 +33%
Betterment LLC
16
Betterment LLC
New York
$2.29M +$293K +5,065 +15%
LPL Financial
17
LPL Financial
California
$2.15M +$277K +4,789 +15%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.6M +$3.81K +66 +0.2%
ERIM
19
Eagle Ridge Investment Management
Connecticut
$1.57M +$322K +5,579 +26%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.49M +$66.6K +1,153 +5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.47M +$1.48M +25,598 New
MWM
22
Mission Wealth Management
California
$1.3M +$1.31M +22,678 New
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.26M +$111K +1,918 +10%
DJSG
24
D.J. St. Germain
Massachusetts
$1.24M +$185K +3,200 +17%
CAM
25
Caprin Asset Management
Virginia
$1.23M -$25.1K -434 -2%

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.