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 195 institutions that hold shares in the stock, with a total of 9.86 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 |
|---|---|---|---|---|---|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
78,003
shares
|
$4.17 Million
2.47% of portfolio
|
Q3 2025
Added 42.79%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
75,959
shares
|
$4.06 Million
0.03% of portfolio
|
Q3 2025
Added 1423.14%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
73,514
shares
|
$3.93 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
68,714
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
68,707
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.44%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
68,147
shares
|
$3.65 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
63,532
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
60,720
shares
|
$3.25 Million
0.28% of portfolio
|
Q3 2025
Added 83.29%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
58,812
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2025
Added 47.39%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
58,225
shares
|
$3.12 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
57,464
shares
|
$3.07 Million
0.32% of portfolio
|
Q3 2025
Added 15.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
57,028
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Added 17.07%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
56,159
shares
|
$3 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
54,673
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2023
Added 8.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
53,794
shares
|
$2.88 Million
0.06% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
53,554
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
51,524
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
50,847
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
49,417
shares
|
$2.64 Million
0.23% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
47,482
shares
|
$2.54 Million
1.86% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
47,218
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
41,946
shares
|
$2.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
40,033
shares
|
$2.14 Million
0.52% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
38,623
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2025
Added 89.36%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
38,269
shares
|
$2.05 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|