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 188 institutions that hold shares in the stock, with a total of 9.89 Million shares, which have been reported (via 13F filing form) to have a value of $527 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
10,848
shares
|
$577,439
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
10,520
shares
|
$559,979
0.13% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,225
shares
|
$544,276
0.0% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
10,214
shares
|
$543,691
0.11% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,204
shares
|
$543,158
0.0% of portfolio
|
Q2 2025
Added 20.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,111
shares
|
$538,208
0.01% of portfolio
|
Q2 2024
Added 22.38%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$532,300
0.08% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,940
shares
|
$529,106
0.0% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,910
shares
|
$527,509
0.0% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
9,806
shares
|
$521,973
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
9,700
shares
|
$516,330
0.06% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
9,618
shares
|
$511,966
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,581
shares
|
$509,996
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,518
shares
|
$506,643
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,451
shares
|
$503,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
8,926
shares
|
$475,130
0.08% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,868
shares
|
$472,043
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,286
shares
|
$441,063
0.03% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,250
shares
|
$439,147
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
7,608
shares
|
$404,973
0.48% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
7,539
shares
|
$401,300
0.25% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,420
shares
|
$394,966
0.15% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
7,333
shares
|
$390,335
0.01% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
7,290
shares
|
$388,046
0.03% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
7,226
shares
|
$384,639
0.02% of portfolio
|
Q2 2025
Reduced 9.75%
|