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iShares New York Muni Bond ETF (NYF) Institutional Ownership

iShares New York Muni Bond ETF logo
$52.83 +0.04 (+0.08%)
As of 11:02 AM Eastern

Institutional Ownership Changes (13F Filings) for iShares New York Muni Bond ETF (NYSEARCA:NYF)

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$205.30M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$63.22M
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NYF Institutional Buying and Selling by Quarter

iShares New York Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Sax Wealth Advisors LLC16,075$854K0.0%N/A0.063%
7/9/2026 Hennion & Walsh Asset Management Inc.109,332$5.89M0.2%+14.4%0.428%
7/8/2026 Chesley Taft & Associates LLC4,500$243K0.0%+9.8%0.018%
7/8/2026 LifeGoal Investments LLC4,317$233K0.1%-25.0%0.017%
7/8/2026 Evanson Financial LLC11,649$628K0.0%N/A0.046%
7/7/2026 GAMMA Investing LLC9,572$516K0.0%+3.6%0.037%
7/7/2026 Brighton Securities CORP.23,741$1.28M0.5%+0.8%0.093%
6/25/2026Hamilton Wealth LLC14,020$745K0.1%+168.8%0.060%
6/8/2026Pine Valley Investments Ltd Liability Co35,154$1.87M0.1%+383.6%0.150%
5/22/2026WNY Asset Management LLC24,750$1.32M0.1%N/A0.105%
5/19/2026Bank of America Corp DE763,210$40.54M0.0%+12.9%3.248%
5/19/2026Hamilton Wealth LLC14,020$745K0.1%+168.8%0.060%
5/19/2026Ashton Thomas Securities LLC11,300$600K0.1%N/A0.048%
5/18/2026Royal Bank of Canada14,998$797K0.0%+37.4%0.064%
5/15/2026Wealth Alliance LLC6,117$325K0.0%-25.4%0.026%
5/14/2026Rockbridge Investment Management LCC14,650$778K0.1%-5.9%0.062%
5/14/2026Compound Planning Inc.42,642$2.27M0.1%+19.8%0.181%
5/14/2026Klingman & Associates LLC239,875$12.74M0.6%+1.7%1.021%
5/14/2026Sei Investments Co.15,902$845K0.0%+2.1%0.068%
5/13/2026Cetera Investment Advisers166,549$8.85M0.0%+8.1%0.709%
5/13/2026NewEdge Wealth LLC45,135$2.40M0.0%-1.9%0.192%
5/13/2026Alesco Advisors LLC An ESL Co461,036$24.49M0.6%+5.9%1.962%
5/8/2026PNC Financial Services Group Inc.750$40K0.0%-50.0%0.003%
5/8/2026DUTCH ASSET Corp8,950$475K0.3%+46.9%0.038%
5/6/2026Durante & Waters LLC57,294$3.04M2.2%+1.5%0.244%
5/6/2026Modera Wealth Management LLC4,557$242K0.0%N/A0.019%
5/6/2026Assetmark Inc.76,546$4.07M0.0%-12.0%0.326%
5/6/2026Allspring Global Investments Holdings LLC25,306$1.35M0.0%N/A0.108%
5/6/2026W.G. Shaheen & Associates DBA Whitney & Co24,479$1.30M0.1%+21.7%0.104%
5/5/2026Wealthfront Advisers LLC44,534$2.37M0.0%+15.1%0.190%
5/5/2026 Members Advisory Group LLC21,542$1.14M0.4%+6.3%0.092%
5/5/2026Bank of New York Mellon Corp11,948$635K0.0%+2.1%0.051%
5/5/2026Cornerstone Advisory LLC12,144$645K0.1%N/A0.052%
5/4/2026Calamos Wealth Management LLC16,656$885K0.0%-5.3%0.071%
5/4/2026Calamos Advisors LLC16,656$885K0.0%N/A0.071%
5/2/2026Carnegie Investment Counsel55,891$2.97M0.1%+3.4%0.238%
4/30/2026Hsbc Holdings PLC334,772$17.78M0.0%+3.6%1.428%
4/30/2026Kestra Advisory Services LLC56,983$3.03M0.0%+3.0%0.243%
4/29/2026 Brighton Securities CORP.23,553$1.25M0.6%-3.2%0.100%
4/28/2026Westfuller Advisors LLC37,691$2.00M0.9%-22.5%0.161%
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4/28/2026NBT Bank N A NY95,210$5.06M0.3%-5.2%0.409%
4/28/2026Whitegate Investment Counselors Inc.94,080$5.00M1.6%+2.7%0.404%
4/27/2026PFG Investments LLC5,234$278K0.0%+16.8%0.022%
4/27/2026Private Advisor Group LLC23,993$1.27M0.0%+4.8%0.103%
4/24/2026Root Financial Partners LLC1,110$59K0.0%+45.1%0.005%
4/24/2026 Keystone Global Partners LLC7,838$416K0.2%-4.1%0.034%
4/23/2026 Flagstar Advisors Inc.6,733$358K0.1%-28.3%0.029%
4/23/2026North Star Investment Management Corp.3,950$210K0.0%+92.7%0.017%
4/22/2026 Patriot Financial Group Insurance Agency LLC58,362$3.10M0.2%+114.9%0.251%
4/20/2026 Dopkins Wealth Management LLC14,044$746K0.3%+2.4%0.061%
4/20/2026 Apella Capital LLC10,632$571K0.0%+2.7%0.046%
4/18/2026Cora Capital Advisors LLC23,700$1.26M0.4%N/A0.102%
4/17/2026Buffalo Business & Estate Services Ltd.5,369$285K0.0%N/A0.023%
4/17/2026James J. Burns & Company LLC72,276$3.84M0.5%+36.4%0.312%
4/17/2026 Sterling Investment Counsel LLC7,338$390K0.1%-65.1%0.032%
4/16/2026Stephen J. Garry & Associates LLC4,760$253K0.2%+15.8%0.021%
3/20/2026Hsbc Holdings PLC323,084$17.29M0.0%+1,070.2%1.510%
3/11/2026DUTCH ASSET Corp6,093$326K0.3%N/A0.028%
3/9/2026Corient Private Wealth LLC25,567$1.37M0.0%+98.7%0.119%
3/6/2026Hsbc Holdings PLC323,084$17.29M0.0%+1,070.2%1.510%
3/6/2026 Brighton Securities CORP.24,330$1.30M0.6%-48.3%0.114%
2/19/2026Compound Planning Inc.35,583$1.90M0.1%+9.4%0.166%
2/19/2026Corient Private Wealth LLC19,157$1.03M0.0%+48.9%0.090%
2/18/2026Note Advisors LLC94,604$5.09M2.3%+21.3%0.442%
2/18/2026Mercer Global Advisors Inc. ADV6,642$355K0.0%-3.0%0.031%
2/18/2026EP Wealth Advisors LLC9,339$500K0.0%N/A0.044%
2/17/2026Guggenheim Capital LLC108,155$5.79M0.0%+42.4%0.505%
2/17/2026Cetera Investment Advisers154,087$8.25M0.0%+5.6%0.720%
2/17/2026Equitable Holdings Inc.15,617$836K0.0%+7.5%0.073%
2/17/2026 Wealthedge Investment Advisors LLC4,769$255K0.1%N/A0.022%
2/17/2026Osaic Holdings Inc.51,035$2.73M0.0%+0.4%0.238%
2/17/2026Captrust Financial Advisors21,855$1.17M0.0%N/A0.102%
2/17/2026Royal Bank of Canada10,913$584K0.0%+17.9%0.051%
2/16/2026Satovsky Asset Management LLC323,872$17.33M3.4%-1.4%1.513%
2/16/2026MML Investors Services LLC25,032$1.34M0.0%+28.0%0.117%
2/16/2026Mariner LLC206,944$11.08M0.0%+13.4%0.967%
2/16/2026Fort Point Capital Partners LLC29,506$1.59M0.2%-22.9%0.138%
2/13/2026Kestra Advisory Services LLC55,301$2.96M0.0%+7.3%0.258%
2/13/2026Stifel Financial Corp16,550$886K0.0%+26.7%0.077%
2/13/2026Wells Fargo & Company MN79,069$4.23M0.0%+47.6%0.369%
2/13/2026Wealthspire Advisors LLC14,427$772K0.0%+4.5%0.067%
2/12/2026Jane Street Group LLC68,736$3.68M0.0%N/A0.321%
2/12/2026Orion Porfolio Solutions LLC4,124$221K0.0%-62.4%0.019%
2/12/2026Commonwealth Equity Services LLC115,794$6.20M0.0%+3.0%0.541%
2/12/2026Steward Partners Investment Advisory LLC1,484$79K0.0%-89.3%0.007%
2/12/2026CIBC Private Wealth Group LLC3,515$188K0.0%N/A0.016%
2/12/2026Betterment LLC156,208$8.36M0.0%+3.7%0.730%
2/12/2026 HM Payson & Co.15,445$826K0.0%N/A0.072%
2/11/2026Deutsche Bank AG2,863$153K0.0%-14.0%0.013%
2/11/2026TIAA Trust National Association1,097,570$58.73M0.1%+5.4%5.129%
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2/11/2026Cerity Partners LLC39,604$2.12M0.0%+316.1%0.185%
2/11/2026LPL Financial LLC151,138$8.09M0.0%-0.8%0.706%
2/11/2026O Shaughnessy Asset Management LLC30,787$1.65M0.0%+20.4%0.144%
2/11/2026JPMorgan Chase & Co.174,912$9.36M0.0%+91.2%0.817%
2/11/2026CNB Bank6,139$328K0.1%+12.0%0.029%
2/11/2026Nemes Rush Group LLC4,656$249K0.0%+10.8%0.022%
2/11/2026Conquis Financial LLC12,811$686K0.6%-4.5%0.060%
2/11/2026 Petersen Hastings Wealth Advisors Inc.6,379$341K0.0%N/A0.030%
2/10/2026Goldman Sachs Group Inc.23,078$1.24M0.0%-63.7%0.108%
2/10/2026Thompson Siegel & Walmsley LLC6,077$325K0.0%+20.8%0.028%


NYF Institutional Ownership - Frequently Asked Questions

During the previous two years, 214 institutional investors and hedge funds held shares of iShares New York Muni Bond ETF. The most heavily invested institutionals were TIAA Trust National Association ($58.73M), Bank of America Corp DE ($40.54M), High Probability Advisors LLC ($33.70M), HighTower Advisors LLC ($29.52M), Facet Wealth Inc. ($27.34M), Alesco Advisors LLC An ESL Co ($24.49M), and Alesco Advisors LLC ($23.30M).Learn more on iShares New York Muni Bond ETF's institutional investors.

Of the 193 institutional investors that purchased iShares New York Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hsbc Holdings PLC ($842.60K), Jane Street Group LLC ($524.84K), TIAA Trust National Association ($486.07K), GAMMA Investing LLC ($440.52K), Satovsky Asset Management LLC ($331.75K), Legacy Edge Advisors LLC ($293.97K), and High Probability Advisors LLC ($276.76K).

Institutional investors have bought a total of 3,854,720 shares in the last 24 months. This purchase volume represents approximately $205.30M in transactions.

Of the 68 institutional investors that sold iShares New York Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RWA Wealth Partners LLC ($169.66K), Francis Financial Inc. ($141.09K), TIAA Trust National Association ($130.08K), High Probability Advisors LLC ($74.78K), Altfest L J & Co. Inc. ($67.67K), Bank of America Corp DE ($59.99K), and UBS Group AG ($57.21K).

Institutional investors have sold a total of 1,194,390 shares in the last 24 months. This volume of shares sold represents approximately $63.22M in transactions.



This page (NYSEARCA:NYF) was last updated on 7/24/2026 by MarketBeat.com Staff.
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