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 162 institutions that hold shares in the stock, with a total of 8.38 Million shares, which have been reported (via 13F filing form) to have a value of $448 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
820,153
shares
|
$43.8 Million
0.13% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
483,052
shares
|
$25.8 Million
0.0% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
477,456
shares
|
$25.5 Million
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
427,868
shares
|
$22.9 Million
4.08% of portfolio
|
Q4 2024
Reduced 19.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
409,817
shares
|
$21.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
371,537
shares
|
$19.9 Million
0.54% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
349,764
shares
|
$18.7 Million
0.24% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
317,973
shares
|
$17 Million
0.53% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
313,317
shares
|
$16.7 Million
0.35% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
280,461
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
220,328
shares
|
$11.8 Million
0.72% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
200,635
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
180,104
shares
|
$9.62 Million
0.0% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
161,071
shares
|
$8.61 Million
0.02% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
145,597
shares
|
$7.78 Million
2.38% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
134,320
shares
|
$7.18 Million
3.86% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
117,286
shares
|
$6.27 Million
0.0% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
113,639
shares
|
$6.07 Million
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
112,800
shares
|
$6.03 Million
2.13% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
108,045
shares
|
$5.77 Million
0.4% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
106,045
shares
|
$5.67 Million
1.67% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
105,651
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
94,025
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
88,626
shares
|
$4.74 Million
0.45% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
83,614
shares
|
$4.47 Million
0.64% of portfolio
|
Q4 2024
Added 2.48%
|