iShares New York Muni Bond ETF
139 hedge funds and large institutions have $377M invested in iShares New York Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 27 reducing their positions, and 12 closing their positions.
174% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 27
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
2% more funds holding
Funds holding: 136 → 139 (+3)
7.77% less ownership
Funds ownership: 63.45% → 55.68% (-7.8%)
10% less capital invested
Capital invested by funds: $419M → $377M (-$42.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.08M |
| 2 |
FF
Francis Financial
|
+$2.07M |
| 3 |
HPA
High Probability Advisors
Pittsford,
New York
|
+$2.04M |
| 4 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$1.81M |
| 5 |
AA
Alesco Advisors
Pittsford,
New York
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$62.4M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$5.63M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.6M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.07M |
| 5 |
IDBONY
Israel Discount Bank of New York
New York
|
-$925K |
NYF Hedge Fund Activity: Q1 2024 in Review
139 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q1 2024, worth a combined $377M — down 10% from $419M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NYF positions and 12 closed out — a net gain of 3 holders — while 74 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.08M. The largest seller was Jane Street, cutting an estimated $62.4M.
- 139 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q1 2024, up from 136 in Q4 2023.
- Funds reported $377M of iShares New York Muni Bond ETF stock for Q1 2024, down 10% quarter-over-quarter.
- 15 funds opened new iShares New York Muni Bond ETF positions in Q1 2024 and 12 closed out, a net change of +3 holders.
- The largest iShares New York Muni Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $5.08M added.
- The largest iShares New York Muni Bond ETF seller in Q1 2024 was Jane Street, an estimated $62.4M sold.
Based on aggregated 13F filings for Q1 2024.