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iShares New York Muni Bond ETF

151 hedge funds and large institutions have $457M invested in iShares New York Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 78 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 35

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $430M → $457M (+$27.1M)

1% more funds holding

Funds holding: 150151 (+1)

0.09% more ownership

Funds ownership: 59.31%59.4% (+0.09%)

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
78
Reduced
35
Closed
9
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
$42.6M +$1.33M +24,669 +3%
HPA
2
High Probability Advisors
New York
$29M +$9.1M +168,871 +46%
Bank of America
3
Bank of America
North Carolina
$26.2M +$1.08M +20,078 +4%
Morgan Stanley
4
Morgan Stanley
New York
$25.9M +$678K +12,571 +3%
HighTower Advisors
5
HighTower Advisors
Illinois
$22.7M +$424K +7,863 +2%
RWP
6
RWA Wealth Partners
Massachusetts
$19M +$777K +14,411 +4%
FWI
7
Facet Wealth Inc
Maryland
$17.8M +$6.59M +122,334 +58%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$17M -$615K -11,403 -4%
AA
9
Alesco Advisors
New York
$16.4M +$216K +4,000 +1%
MMA
10
Miracle Mile Advisors
California
$16M +$2.42M +44,871 +18%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$15.2M -$11M -204,895 -42%
Mariner
12
Mariner
Kansas
$10.9M +$85.9K +1,593 +0.8%
KA
13
Klingman & Associates
New York
$10.7M +$1.02M +18,937 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.79M +$585K +10,845 +6%
OWA
15
Opal Wealth Advisors
New York
$8.9M -$50.4K -935 -0.6%
Betterment LLC
16
Betterment LLC
New York
$8.75M +$313K +5,814 +4%
M
17
MYeCFO
California
$7.39M +$309K +5,740 +4%
WIC
18
Whitegate Investment Counselors
New Hampshire
$6.13M -$1.06M -19,720 -15%
LPL Financial
19
LPL Financial
California
$5.81M +$183K +3,401 +3%
FF
20
Francis Financial
$5.76M +$396K +7,353 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$5.74M +$649K +12,033 +13%
NB
22
NBT Bank
New York
$5.29M -$66.9K -1,242 -1%
Ameriprise
23
Ameriprise
Minnesota
$5.11M +$49.2K +912 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$5.09M +$508K +9,417 +11%
AF
25
Arrow Financial
New York
$4.82M +$286K +5,303 +6%

NYF Hedge Fund Activity: Q3 2024 in Review

151 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q3 2024, worth a combined $457M — up 6.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NYF positions and 9 closed out — a net gain of 2 holders — while 78 added to existing stakes and 35 trimmed.

The largest buyer was High Probability Advisors, adding an estimated $9.1M. The largest seller was HSBC Holdings, cutting an estimated $11M.

  • 151 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q3 2024, up from 150 in Q2 2024.
  • Funds reported $457M of iShares New York Muni Bond ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 11 funds opened new iShares New York Muni Bond ETF positions in Q3 2024 and 9 closed out, a net change of +2 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q3 2024 was High Probability Advisors, an estimated $9.1M added.
  • The largest iShares New York Muni Bond ETF seller in Q3 2024 was HSBC Holdings, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2024.