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iShares New York Muni Bond ETF

105 hedge funds and large institutions have $241M invested in iShares New York Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 28

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3.17% more ownership

Funds ownership: 41.9%45.07% (+3.2%)

5% more capital invested

Capital invested by funds: $230M → $241M (+$11.1M)

1% more funds holding

Funds holding: 104105 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
50
Reduced
28
Closed
8
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
$22.7M -$4.28M -80,599 -16%
Morgan Stanley
2
Morgan Stanley
New York
$19.8M -$1.24M -23,443 -6%
HPA
3
High Probability Advisors
New York
$17.8M +$4.2M +79,128 +31%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$15.2M +$11.2M +210,248 +283%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.4M +$1.01M +19,113 +8%
AA
6
Alesco Advisors
New York
$13.6M +$1.54M +29,052 +13%
MMA
7
Miracle Mile Advisors
California
$10.5M -$378K -7,117 -3%
RWP
8
RWA Wealth Partners
Massachusetts
$10.1M +$869K +16,375 +9%
NB
9
NBT Bank
New York
$9.08M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.27M +$106K +2,006 +1%
Betterment LLC
11
Betterment LLC
New York
$5.47M +$355K +6,697 +7%
JJBC
12
James J. Burns & Company
New York
$5.33M +$1.78M +33,542 +51%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.11M +$698K +13,159 +16%
LPL Financial
14
LPL Financial
California
$4.81M +$370K +6,975 +8%
UBS Group
15
UBS Group
Switzerland
$4.54M +$215K +4,053 +5%
AF
16
Arrow Financial
New York
$4.5M -$43.9K -828 -1%
WIC
17
Whitegate Investment Counselors
New Hampshire
$4.43M +$159K +3,000 +4%
Wells Fargo
18
Wells Fargo
California
$2.87M +$1M +18,888 +54%
TF
19
TIAA FSB
Florida
$2.71M +$2.68M +50,578 New
Mariner
20
Mariner
Kansas
$2.45M +$124K +2,346 +5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$2.4M -$2.99M -56,348 -56%
ERIM
22
Eagle Ridge Investment Management
Connecticut
$2.31M +$128K +2,416 +6%
AssetMark Inc
23
AssetMark Inc
California
$2.18M +$128K +2,416 +6%
Ameriprise
24
Ameriprise
Minnesota
$2.02M -$173K -3,253 -8%
E
25
ETFidea
New York
$2M +$51.7K +974 +3%

NYF Hedge Fund Activity: Q1 2023 in Review

105 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2023, worth a combined $241M — up 4.8% from $230M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYF positions and 8 closed out — a net gain of 3 holders — while 50 added to existing stakes and 28 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $11.2M. The largest seller was Bank of America, cutting an estimated $4.28M.

  • 105 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2023, up from 104 in Q4 2022.
  • Funds reported $241M of iShares New York Muni Bond ETF stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q1 2023 and 8 closed out, a net change of +3 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q1 2023 was HSBC Holdings, an estimated $11.2M added.
  • The largest iShares New York Muni Bond ETF seller in Q1 2023 was Bank of America, an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2023.