iShares New York Muni Bond ETF
116 hedge funds and large institutions have $392M invested in iShares New York Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
65% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 31
25% more capital invested
Capital invested by funds: $314M → $392M (+$78.4M)
9.53% more ownership
Funds ownership: 51.63% → 61.16% (+9.5%)
5% more funds holding
Funds holding: 111 → 116 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$17.6M |
| 2 |
Jane Street
New York
|
+$9.79M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$6.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.53M |
| 5 |
WIC
Whitegate Investment Counselors
Concord,
New Hampshire
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$34.4M |
| 2 |
NB
NBT Bank
Norwich,
New York
|
-$4.24M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.82M |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
-$3.21M |
| 5 |
Morgan Stanley
New York
|
-$1.91M |
NYF Hedge Fund Activity: Q3 2023 in Review
116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2023, worth a combined $392M — up 25% from $314M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NYF positions and 10 closed out — a net gain of 7 holders — while 51 added to existing stakes and 31 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $17.6M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $34.4M sold.
- 116 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2023, up from 111 in Q2 2023.
- Funds reported $392M of iShares New York Muni Bond ETF stock for Q3 2023, up 25% quarter-over-quarter.
- 17 funds opened new iShares New York Muni Bond ETF positions in Q3 2023 and 10 closed out, a net change of +7 holders.
- The largest iShares New York Muni Bond ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $17.6M added.
- The largest iShares New York Muni Bond ETF seller in Q3 2023 was Allspring Global Investments, an estimated $34.4M sold.
Based on aggregated 13F filings for Q3 2023.