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iShares New York Muni Bond ETF

170 hedge funds and large institutions have $493M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

161% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 31

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

13% more funds holding

Funds holding: 151170 (+19)

8% more capital invested

Capital invested by funds: $457M → $493M (+$36.1M)

2.05% more ownership

Funds ownership: 59.4%61.46% (+2.1%)

Holders
170
Holders Change
+19
Holders Change %
+12.58%
% of All Funds
2.24%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
30
Increased
81
Reduced
31
Closed
8
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
$43.6M +$1.94M +36,124 +5%
Bank of America
2
Bank of America
North Carolina
$29.6M +$3.89M +72,383 +15%
Morgan Stanley
3
Morgan Stanley
New York
$26.5M +$1.11M +20,633 +4%
HPA
4
High Probability Advisors
New York
$22.8M -$5.71M -106,368 -20%
HighTower Advisors
5
HighTower Advisors
Illinois
$21.8M -$411K -7,644 -2%
FWI
6
Facet Wealth Inc
Maryland
$19.9M +$2.08M +38,764 +12%
RWP
7
RWA Wealth Partners
Massachusetts
$18.1M -$486K -9,044 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$17.2M +$560K +10,432 +3%
AA
9
Alesco Advisors
New York
$16.9M +$893K +16,636 +6%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$16.7M +$1.8M +33,591 +12%
MMA
11
Miracle Mile Advisors
California
$16.7M +$1M +18,675 +6%
KA
12
Klingman & Associates
New York
$11.7M +$1.26M +23,430 +12%
Mariner
13
Mariner
Kansas
$10.9M +$246K +4,575 +2%
Jane Street
14
Jane Street
New York
$10.5M +$10.6M +196,442 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.6M +$17.6K +328 +0.2%
Betterment LLC
16
Betterment LLC
New York
$9.54M +$980K +18,255 +11%
OWA
17
Opal Wealth Advisors
New York
$7.75M -$974K -18,128 -11%
M
18
MYeCFO
California
$7.15M -$94.5K -1,760 -1%
FF
19
Francis Financial
$6.48M +$841K +15,660 +15%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.35M +$738K +13,744 +13%
JP Morgan Chase
21
JP Morgan Chase
New York
$6.24M +$1.27M +23,660 +25%
LPL Financial
22
LPL Financial
California
$6.05M +$360K +6,708 +6%
WIC
23
Whitegate Investment Counselors
New Hampshire
$6M
NB
24
NBT Bank
New York
$5.75M +$576K +10,718 +11%
Ameriprise
25
Ameriprise
Minnesota
$5.51M +$506K +9,422 +10%

NYF Hedge Fund Activity: Q4 2024 in Review

170 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2024, worth a combined $493M — up 7.9% from $457M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NYF positions and 8 closed out — a net gain of 22 holders — while 81 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.6M. The largest seller was High Probability Advisors, cutting an estimated $5.71M.

  • 170 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $493M of iShares New York Muni Bond ETF stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 30 funds opened new iShares New York Muni Bond ETF positions in Q4 2024 and 8 closed out, a net change of +22 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2024 was Jane Street, an estimated $10.6M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2024 was High Probability Advisors, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2024.