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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
37,570
shares
|
$2.01 Million
0.28% of portfolio
|
Q3 2025
Added 21.97%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
36,077
shares
|
$1.93 Million
0.59% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
34,576
shares
|
$1.85 Million
0.7% of portfolio
|
Q3 2025
Added 49.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
32,538
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2025
Added 90.63%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
32,190
shares
|
$1.72 Million
0.18% of portfolio
|
Q3 2025
Added 55.44%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
28,953
shares
|
$1.55 Million
0.39% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
28,827
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
28,595
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2025
Added 481.67%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
28,327
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
28,100
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
27,609
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 90.21%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
27,500
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
27,065
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
25,571
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 150.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,559
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
25,197
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
25,105
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
24,657
shares
|
$1.32 Million
0.28% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
24,200
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
22,034
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 57.58%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
20,972
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 49.94%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
19,986
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
19,760
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
19,562
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.4%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
18,528
shares
|
$991,248
0.04% of portfolio
|
Q3 2025
Added 177.24%
|
|