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 197 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $554 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
18,029
shares
|
$966,714
1.47% of portfolio
|
Q4 2022
Reduced 28.06%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
17,510
shares
|
$938,886
0.87% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
17,304
shares
|
$927,840
0.0% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
16,916
shares
|
$907,035
0.0% of portfolio
|
Q3 2025
Added 24.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
16,808
shares
|
$901,244
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
16,788
shares
|
$900,172
0.26% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
16,379
shares
|
$878,241
0.13% of portfolio
|
Q1 2025
Added 55.99%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
16,191
shares
|
$868,161
0.44% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,893
shares
|
$852,182
0.03% of portfolio
|
Q2 2020
Reduced 2.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
15,572
shares
|
$834,970
0.09% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
15,497
shares
|
$830,949
0.38% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
15,216
shares
|
$815,881
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
14,807
shares
|
$793,951
0.5% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,761
shares
|
$791,484
0.0% of portfolio
|
Q2 2025
Reduced 49.46%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
14,580
shares
|
$781,779
0.11% of portfolio
|
Q3 2025
Reduced 37.25%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
14,558
shares
|
$780,599
0.25% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
13,987
shares
|
$749,982
0.0% of portfolio
|
Q2 2025
Added 26.85%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,983
shares
|
$749,768
0.0% of portfolio
|
Q2 2025
Reduced 17.93%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
13,960
shares
|
$748,535
0.0% of portfolio
|
Q3 2025
Added 28.69%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
13,864
shares
|
$743,387
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13,744
shares
|
$736,953
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
13,411
shares
|
$719,097
0.68% of portfolio
|
Q3 2025
Reduced 47.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
13,015
shares
|
$697,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
12,983
shares
|
$696,148
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
12,583
shares
|
$674,700
0.48% of portfolio
|
Q1 2024
Added 3.33%
|