Institutional Ownership Ishares New York Muni Bond ETF (NYF)
This table provides information about the institutional ownership of Ishares New York Muni Bond ETF (NYF). We have compiled data on the 198 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $545 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
86,075
shares
|
$4.62 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
82,929
shares
|
$4.45 Million
0.6% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
78,408
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
73,514
shares
|
$3.94 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
73,378
shares
|
$3.93 Million
0.0% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
68,226
shares
|
$3.66 Million
0.0% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
68,147
shares
|
$3.65 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
60,720
shares
|
$3.26 Million
0.28% of portfolio
|
Q3 2025
Added 83.29%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
58,812
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2025
Added 47.39%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
58,225
shares
|
$3.12 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
57,464
shares
|
$3.08 Million
0.32% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
56,159
shares
|
$3.01 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
55,381
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
54,673
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2023
Added 8.1%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
54,628
shares
|
$2.93 Million
1.97% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
53,794
shares
|
$2.88 Million
0.06% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
52,781
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
49,417
shares
|
$2.65 Million
0.23% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
48,711
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.61%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
47,482
shares
|
$2.55 Million
1.86% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
47,218
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
42,451
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Added 607.63%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
41,946
shares
|
$2.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
40,033
shares
|
$2.15 Million
0.52% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
37,570
shares
|
$2.01 Million
0.28% of portfolio
|
Q3 2025
Added 21.97%
|