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iShares New York Muni Bond ETF (NYF) Institutional Ownership

iShares New York Muni Bond ETF logo
$53.16 +0.06 (+0.11%)
As of 02:34 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
143
Total
Institutional Inflows
(last 12 months)
$202.08M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$45.48M
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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
8/13/2026Capital Square LLC57,772$2.64M1.2%N/A0.220%
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%
6/25/2026 Hamilton Wealth LLC14,020$745K0.1%+168.8%0.060%
6/8/2026 Pine 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%
5/19/2026 Hamilton Wealth LLC14,020$745K0.1%+168.8%0.060%
5/19/2026 Ashton Thomas Securities LLC11,300$600K0.1%N/A0.048%
5/18/2026Royal Bank of Canada14,998$797K0.0%+37.4%0.064%
5/15/2026 Wealth Alliance LLC6,117$325K0.0%-25.4%0.026%
5/14/2026Rockbridge Investment Management LCC14,650$778K0.1%-5.9%0.062%
5/14/2026 Compound Planning Inc.42,642$2.27M0.1%+19.8%0.181%
5/14/2026 Klingman & 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%
5/13/2026 NewEdge Wealth LLC45,135$2.40M0.0%-1.9%0.192%
5/13/2026 Alesco Advisors LLC An ESL Co461,036$24.49M0.6%+5.9%1.962%
5/8/2026 PNC Financial Services Group Inc.750$40K0.0%-50.0%0.003%
5/8/2026 DUTCH ASSET Corp8,950$475K0.3%+46.9%0.038%
5/6/2026 Durante & Waters LLC57,294$3.04M2.2%+1.5%0.244%
5/6/2026 Modera Wealth Management LLC4,557$242K0.0%N/A0.019%
5/6/2026 Assetmark Inc.76,546$4.07M0.0%-12.0%0.326%
5/6/2026Allspring Global Investments Holdings LLC25,306$1.35M0.0%N/A0.108%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co24,479$1.30M0.1%+21.7%0.104%
5/5/2026 Wealthfront 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%
5/5/2026 Bank of New York Mellon Corp11,948$635K0.0%+2.1%0.051%
5/5/2026 Cornerstone Advisory LLC12,144$645K0.1%N/A0.052%
5/4/2026 Calamos Wealth Management LLC16,656$885K0.0%-5.3%0.071%
5/4/2026 Calamos Advisors LLC16,656$885K0.0%N/A0.071%
5/2/2026 Carnegie Investment Counsel55,891$2.97M0.1%+3.4%0.238%
4/30/2026Hsbc Holdings PLC334,772$17.78M0.0%+3.6%1.428%
4/30/2026 Kestra 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%
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4/28/2026 Westfuller Advisors LLC37,691$2.00M0.9%-22.5%0.161%
4/28/2026 NBT Bank N A NY95,210$5.06M0.3%-5.2%0.409%
4/28/2026 Whitegate Investment Counselors Inc.94,080$5.00M1.6%+2.7%0.404%
4/27/2026 PFG Investments LLC5,234$278K0.0%+16.8%0.022%
4/27/2026 Private Advisor Group LLC23,993$1.27M0.0%+4.8%0.103%
4/24/2026 Root 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%
4/23/2026 North 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%
4/18/2026 Cora Capital Advisors LLC23,700$1.26M0.4%N/A0.102%
4/17/2026 Buffalo Business & Estate Services Ltd.5,369$285K0.0%N/A0.023%
4/17/2026 James 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%
4/16/2026 Stephen 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%
3/11/2026 DUTCH 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%
2/19/2026 Compound 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%
2/18/2026 Mercer 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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026 Wealthspire 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%
2/12/2026 Commonwealth 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%
2/11/2026 Deutsche Bank AG2,863$153K0.0%-14.0%0.013%
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2/11/2026 TIAA Trust National Association1,097,570$58.73M0.1%+5.4%5.129%
2/11/2026Cerity Partners LLC39,604$2.12M0.0%+316.1%0.185%
2/11/2026 LPL 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%
2/11/2026 CNB 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%


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 ($636.23K), Jane Street Group LLC ($524.84K), TIAA Trust National Association ($443.63K), 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 3,790,936 shares in the last 24 months. This purchase volume represents approximately $202.08M in transactions.

Of the 59 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), High Probability Advisors LLC ($74.78K), Altfest L J & Co. Inc. ($67.67K), Bank of America Corp DE ($59.99K), UBS Group AG ($57.21K), Miracle Mile Advisors LLC ($56.47K), and Ameriprise Financial Inc. ($47.95K).

Institutional investors have sold a total of 854,103 shares in the last 24 months. This volume of shares sold represents approximately $45.48M in transactions.



Institutional ownership data for NYSEARCA:NYF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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