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iShares New York Muni Bond ETF

116 hedge funds and large institutions have $212M invested in iShares New York Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $192M → $212M (+$20.2M)

6% more funds holding

Funds holding: 109116 (+7)

2.88% more ownership

Funds ownership: 35.65%38.53% (+2.9%)

Holders
116
Holders Change
+7
Holders Change %
+6.42%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
52
Reduced
17
Closed
9
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
$27.8M -$187K -3,233 -0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.9M +$244K +4,218 +1%
Morgan Stanley
3
Morgan Stanley
New York
$18.1M +$915K +15,812 +5%
UBS Group
4
UBS Group
Switzerland
$12.8M +$551K +9,532 +5%
HPA
5
High Probability Advisors
New York
$11.2M +$117K +2,030 +1%
BFG
6
Bouchey Financial Group
New York
$7.27M +$140K +2,427 +2%
AA
7
Alesco Advisors
New York
$7.18M +$589K +10,182 +9%
Betterment LLC
8
Betterment LLC
New York
$5.77M +$733K +12,668 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.67M +$520K +8,986 +10%
ACM
10
Armbruster Capital Management
New York
$5.21M +$5.2M +89,816 New
Ameriprise
11
Ameriprise
Minnesota
$5M +$75.6K +1,307 +2%
AF
12
Arrow Financial
New York
$4.38M +$253K +4,371 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.1M +$109K +1,884 +3%
IDBONY
14
Israel Discount Bank of New York
New York
$3.47M +$1.72M +29,780 +99%
Creative Planning
15
Creative Planning
Kansas
$3.1M +$389K +6,719 +14%
Wells Fargo
16
Wells Fargo
California
$2.77M +$41.1K +711 +2%
LPL Financial
17
LPL Financial
California
$2.6M +$154K +2,666 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.38M -$1.03M -17,880 -30%
OWA
19
Opal Wealth Advisors
New York
$2.23M +$2.22M +38,397 New
ERIM
20
Eagle Ridge Investment Management
Connecticut
$2.15M +$139K +2,405 +7%
M&T Bank
21
M&T Bank
New York
$2.14M
E
22
ETFidea
New York
$2.03M +$2.03M +35,057 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.99M +$1.99M +34,344 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.76M +$330K +5,713 +23%
MWM
25
Mission Wealth Management
California
$1.7M -$6.36K -110 -0.4%

NYF Hedge Fund Activity: Q4 2021 in Review

116 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2021, worth a combined $212M — up 11% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $5.2M. The largest seller was Jane Street, exiting entirely with an estimated $2.57M sold.

  • 116 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2021, up from 109 in Q3 2021.
  • Funds reported $212M of iShares New York Muni Bond ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q4 2021 and 9 closed out, a net change of +8 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $5.2M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2021 was Jane Street, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2021.