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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,208
shares
|
$843,140
0.01% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
16,191
shares
|
$842,255
0.44% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
16,085
shares
|
$836,741
0.24% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,893
shares
|
$826,753
0.03% of portfolio
|
Q2 2020
Reduced 2.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
15,600
shares
|
$811,512
0.1% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
15,504
shares
|
$806,518
0.54% of portfolio
|
Q2 2025
Reduced 25.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
15,033
shares
|
$782,016
0.23% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
14,558
shares
|
$757,307
0.25% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14,265
shares
|
$742,065
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
13,864
shares
|
$721,205
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
13,752
shares
|
$715,379
0.41% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
13,644
shares
|
$709,760
0.04% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,617
shares
|
$708,356
0.0% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
13,560
shares
|
$705,391
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
13,434
shares
|
$698,836
0.03% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
12,892
shares
|
$670,641
0.0% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
12,583
shares
|
$654,567
0.65% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
12,550
shares
|
$652,851
0.04% of portfolio
|
Q1 2025
Added 48.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,535
shares
|
$652,070
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
12,287
shares
|
$639,169
0.0% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,568
shares
|
$601,767
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
11,319
shares
|
$588,814
0.07% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
11,026
shares
|
$573,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
10,504
shares
|
$546,418
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
10,214
shares
|
$531,332
0.12% of portfolio
|
Q1 2025
Added 1.91%
|