New York Life Investment Management
Latest statistics and disclosures from New York Life Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IQSU, CLRG, IQIN, IQSI, CSML, and represent 75.60% of New York Life Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IQSU (+$24M), CSML (+$19M), IQSI (+$12M), SCHA (+$11M), MGC (+$8.0M), VGK, USHY, BKLN, IQIN, GVI.
- Started 13 new stock positions in NULV, EAGG, NUSC, ESGD, HYXF, XVV, SUSB, NUBD, BSV, NUMG. VGK, SUSC, NUMV.
- Reduced shares in these 6 stocks: CLRG (-$6.5M), IWD, IEMG, SHYG, HFXI, IJH.
- New York Life Investment Management was a net buyer of stock by $90M.
- New York Life Investment Management has $1.8B in assets under management (AUM), dropping by 4.72%.
- Central Index Key (CIK): 0001133639
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Portfolio Holdings for New York Life Investment Management
Companies in the New York Life Investment Management portfolio as of the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Indexiq Etf Tr Iq Candrm Esg Us (IQSU) | 25.4 | $461M | +5% | 12M | 37.16 | |
| Indexiq Etf Tr Iq Chaikin Us (CLRG) | 16.5 | $298M | -2% | 9.0M | 33.17 | |
| Indexiq Etf Tr Iq 500 Int Etf (IQIN) | 13.1 | $238M | 7.3M | 32.56 | ||
| Indexiq Etf Tr Iq Cndrm Esg Int (IQSI) | 10.5 | $191M | +6% | 6.5M | 29.26 | |
| Indexiq Etf Tr Iq Chaikin Us (CSML) | 10.1 | $182M | +11% | 5.2M | 34.83 | |
| Indexiq Etf Tr Hdgd Ftse Intl (HFXI) | 8.5 | $154M | 6.3M | 24.43 | ||
| Vanguard World Mega Cap Index (MGC) | 2.3 | $41M | +24% | 269k | 152.39 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $30M | +4% | 399k | 74.25 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.5 | $26M | +8% | 230k | 115.13 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $19M | +139% | 189k | 100.10 | |
| Ishares Tr Short Treas Bd (SHV) | 1.0 | $17M | 158k | 110.51 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.9 | $17M | -21% | 107k | 156.51 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $16M | 68k | 236.77 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $15M | +11% | 127k | 114.83 | |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.8 | $15M | +11% | 269k | 54.26 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.8 | $14M | +26% | 619k | 22.11 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $12M | +16% | 119k | 97.85 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $7.3M | +11% | 121k | 60.10 | |
| Ishares Tr Broad Usd High (USHY) | 0.4 | $6.6M | +138% | 160k | 41.50 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.3 | $5.9M | 65k | 91.48 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $5.4M | +4% | 73k | 74.42 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $5.4M | -26% | 119k | 45.70 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $5.4M | 56k | 96.04 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $5.3M | +11% | 69k | 76.66 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $3.9M | NEW | 59k | 65.62 | |
| Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.2 | $2.8M | 92k | 30.95 | ||
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $2.8M | 28k | 100.15 | ||
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $2.4M | +115% | 81k | 29.47 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.0M | -53% | 33k | 61.75 | |
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.1 | $1.6M | NEW | 49k | 33.11 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.5M | +13% | 14k | 109.22 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.5M | -28% | 5.7k | 263.04 | |
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.5M | NEW | 27k | 55.12 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.4M | NEW | 17k | 78.40 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $823k | NEW | 10k | 81.92 | |
| Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.0 | $739k | NEW | 14k | 52.28 | |
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $613k | NEW | 17k | 36.31 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $597k | NEW | 16k | 37.52 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $597k | NEW | 14k | 43.46 | |
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $483k | NEW | 8.9k | 54.34 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $460k | NEW | 17k | 27.52 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $425k | NEW | 16k | 25.97 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $368k | NEW | 14k | 25.88 | |
Past Filings by New York Life Investment Management
SEC 13F filings are viewable for New York Life Investment Management going back to 2011
- New York Life Investment Management 2021 Q3 filed Nov. 5, 2021
- New York Life Investment Management 2021 Q2 filed July 29, 2021
- New York Life Investment Management 2021 Q1 filed May 14, 2021
- New York Life Investment Management 2020 Q4 filed Feb. 23, 2021
- New York Life Investment Management 2020 Q3 filed Nov. 16, 2020
- New York Life Investment Management 2020 Q2 filed Aug. 14, 2020
- New York Life Investment Management 2020 Q1 filed May 12, 2020
- New York Life Investment Management 2019 Q4 filed Feb. 11, 2020
- New York Life Investment Management 2019 Q3 filed Nov. 8, 2019
- New York Life Investment Management 2019 Q2 filed Aug. 13, 2019
- New York Life Investment Management 2019 Q1 filed May 13, 2019
- New York Life Investment Management 2018 Q4 filed Feb. 12, 2019
- New York Life Investment Management 2018 Q3 filed Nov. 13, 2018
- New York Life Investment Management 2018 Q2 filed Aug. 13, 2018
- New York Life Investment Management 2018 Q1 filed May 14, 2018
- New York Life Investment Management 2017 Q4 filed Feb. 12, 2018