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 157 institutions that hold shares in the stock, with a total of 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $406 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
759,360
shares
|
$40.6 Million
0.13% of portfolio
|
Q2 2024
Added 5.92%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
485,356
shares
|
$25.9 Million
0.02% of portfolio
|
Q2 2024
Added 73.97%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
464,885
shares
|
$24.8 Million
0.0% of portfolio
|
Q2 2024
Added 2.19%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
462,974
shares
|
$24.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
409,598
shares
|
$21.9 Million
0.03% of portfolio
|
Q2 2024
Added 489.71%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
335,353
shares
|
$17.9 Million
0.24% of portfolio
|
Q2 2024
Added 2.73%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
297,337
shares
|
$15.9 Million
0.52% of portfolio
|
Q2 2024
Added 9.51%
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
294,642
shares
|
$15.7 Million
0.39% of portfolio
|
Q3 2024
Added 17.96%
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
210,439
shares
|
$11.2 Million
0.35% of portfolio
|
Q2 2024
Added 13.18%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
199,042
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2024
Added 4.39%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
177,961
shares
|
$9.51 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
169,259
shares
|
$9.05 Million
0.0% of portfolio
|
Q2 2024
Added 7.84%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
163,725
shares
|
$8.75 Million
2.83% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
155,257
shares
|
$8.3 Million
0.02% of portfolio
|
Q2 2024
Added 17.13%
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
136,080
shares
|
$7.27 Million
4.01% of portfolio
|
Q3 2024
Added 4.4%
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Jul 30, 2024 Q2 2024 |
132,520
shares
|
$7.08 Million
2.09% of portfolio
|
Q2 2024
Added 4.08%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
110,966
shares
|
$5.93 Million
0.81% of portfolio
|
Q2 2024
Reduced 43.64%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
103,530
shares
|
$5.53 Million
0.0% of portfolio
|
Q2 2024
Added 3.35%
|
|
Francis Financial, Inc.
New York, NY |
Jul 12, 2024 Q2 2024 |
98,692
shares
|
$5.28 Million
1.74% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
98,569
shares
|
$5.27 Million
0.38% of portfolio
|
Q2 2024
Added 2.91%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
93,618
shares
|
$5 Million
0.01% of portfolio
|
Q2 2024
Added 6.66%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
93,113
shares
|
$4.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
87,138
shares
|
$4.66 Million
0.86% of portfolio
|
Q3 2024
Added 6.94%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
84,209
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2024
Added 2055.34%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
83,323
shares
|
$4.45 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.25%
|