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iShares New York Muni Bond ETF

150 hedge funds and large institutions have $430M invested in iShares New York Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

14% more capital invested

Capital invested by funds: $377M → $430M (+$52.7M)

8% more funds holding

Funds holding: 139150 (+11)

3.62% more ownership

Funds ownership: 55.68%59.31% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
68
Reduced
36
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$40.5M +$2.26M +42,443 +6%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$25.9M +$11M +206,375 +74%
Morgan Stanley
3
Morgan Stanley
New York
$24.8M +$530K +9,951 +2%
Bank of America
4
Bank of America
North Carolina
$24.7M -$782K -14,691 -3%
HighTower Advisors
5
HighTower Advisors
Illinois
$21.9M +$18.1M +340,141 +490%
HPA
6
High Probability Advisors
New York
$19.5M +$850K +15,963 +5%
RWP
7
RWA Wealth Partners
Massachusetts
$17.9M +$475K +8,920 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$17.3M +$727K +13,642 +4%
AA
9
Alesco Advisors
New York
$15.9M +$1.38M +25,830 +10%
MMA
10
Miracle Mile Advisors
California
$13.3M +$2.99M +56,069 +29%
FWI
11
Facet Wealth Inc
Maryland
$11.3M +$1.31M +24,510 +13%
Mariner
12
Mariner
Kansas
$10.6M +$446K +8,365 +4%
KA
13
Klingman & Associates
New York
$9.5M +$9.48M +177,961 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.04M +$655K +12,301 +8%
OWA
15
Opal Wealth Advisors
New York
$8.79M -$158K -2,970 -2%
Betterment LLC
16
Betterment LLC
New York
$8.29M +$1.21M +22,705 +17%
WIC
17
Whitegate Investment Counselors
New Hampshire
$7.08M +$276K +5,190 +4%
M
18
MYeCFO
California
$6.96M +$3.84M +72,068 +124%
LJAC
19
L.J. Altfest & Co
New York
$5.92M -$4.58M -85,933 -44%
LPL Financial
20
LPL Financial
California
$5.53M +$179K +3,360 +3%
FF
21
Francis Financial
$5.27M -$152K -2,850 -3%
NB
22
NBT Bank
New York
$5.26M +$148K +2,785 +3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5M +$311K +5,844 +7%
Ameriprise
24
Ameriprise
Minnesota
$4.96M -$610K -11,456 -11%
JP Morgan Chase
25
JP Morgan Chase
New York
$4.5M +$4.28M +80,302 +2,055%

NYF Hedge Fund Activity: Q2 2024 in Review

150 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q2 2024, worth a combined $430M — up 14% from $377M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NYF positions and 5 closed out — a net gain of 13 holders — while 68 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $18.1M. The largest seller was L.J. Altfest & Co, cutting an estimated $4.58M.

  • 150 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q2 2024, up from 139 in Q1 2024.
  • Funds reported $430M of iShares New York Muni Bond ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 18 funds opened new iShares New York Muni Bond ETF positions in Q2 2024 and 5 closed out, a net change of +13 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q2 2024 was HighTower Advisors, an estimated $18.1M added.
  • The largest iShares New York Muni Bond ETF seller in Q2 2024 was L.J. Altfest & Co, an estimated $4.58M sold.

Based on aggregated 13F filings for Q2 2024.