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 177 institutions that hold shares in the stock, with a total of 8.97 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
14,675
shares
|
$776,160
0.15% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
14,558
shares
|
$769,972
0.25% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
14,460
shares
|
$764,789
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
14,390
shares
|
$761,087
0.1% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
14,329
shares
|
$757,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
14,201
shares
|
$751,090
0.01% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
13,864
shares
|
$733,266
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
13,855
shares
|
$732,790
0.04% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
13,587
shares
|
$718,616
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
13,562
shares
|
$717,294
0.0% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
13,319
shares
|
$704,441
0.0% of portfolio
|
Q4 2024
Added 30.69%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
12,583
shares
|
$665,514
0.56% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
12,535
shares
|
$662,976
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
12,211
shares
|
$645,839
0.0% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
12,048
shares
|
$637,218
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
11,568
shares
|
$611,831
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
11,394
shares
|
$602,628
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
11,250
shares
|
$595,012
0.16% of portfolio
|
Q4 2024
Reduced 18.78%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
11,026
shares
|
$583,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
10,901
shares
|
$576,553
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
10,500
shares
|
$555,345
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,111
shares
|
$534,770
0.01% of portfolio
|
Q2 2024
Added 22.38%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
10,050
shares
|
$531,544
0.06% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
10,023
shares
|
$530,116
0.13% of portfolio
|
Q4 2024
Reduced 23.55%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,370
shares
|
$495,579
0.0% of portfolio
|
Q3 2024
Added 1.65%
|