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 185 institutions that hold shares in the stock, with a total of 9.84 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
988,759
shares
|
$51.4 Million
0.16% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
668,495
shares
|
$34.8 Million
5.21% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
564,150
shares
|
$29.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
506,446
shares
|
$26.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
428,629
shares
|
$22.3 Million
0.03% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
371,010
shares
|
$19.3 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
350,162
shares
|
$18.2 Million
0.23% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
331,745
shares
|
$17.3 Million
3.91% of portfolio
|
Q1 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
314,380
shares
|
$16.4 Million
0.35% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
292,550
shares
|
$15.2 Million
0.44% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
283,367
shares
|
$14.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
227,887
shares
|
$11.9 Million
0.74% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
211,034
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
195,701
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
181,125
shares
|
$9.42 Million
2.69% of portfolio
|
Q1 2025
Added 48.82%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
169,291
shares
|
$8.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
130,634
shares
|
$6.8 Million
3.34% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
127,728
shares
|
$6.64 Million
0.01% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
121,073
shares
|
$6.3 Million
0.0% of portfolio
|
Q1 2025
Added 78.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
118,892
shares
|
$6.18 Million
0.0% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
109,275
shares
|
$5.68 Million
2.07% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
106,240
shares
|
$5.53 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
103,210
shares
|
$5.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
96,660
shares
|
$5.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
95,621
shares
|
$4.97 Million
0.78% of portfolio
|
Q1 2025
Added 14.36%
|