ISHARES NEW YORK MUNI BOND E NYF
$53.86
+0.1% 52w: $50.15 – $53.92
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data50.1552.0353.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
210
+22 QoQ
13F value
$692.1M
+8.5% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NYF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.1M | $59.1M | 0.2% | — |
| MORGAN STANLEY | Bank broker | 870.8K | $46.3M | 0.0% | +59.3% |
| High Probability Advisors, LLC | Wealth advisor | 775.2K | $41.2M | 5.3% | +23.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 763.2K | $40.5M | 0.0% | +12.9% |
| HighTower Advisors, LLC | Diversified mechanical | 579.2K | $30.8M | 0.0% | +5.0% |
| Facet Wealth, Inc. | Wealth advisor | 522.9K | $27.8M | 0.5% | +3.0% |
| FMR LLC | Long only active | 466.5K | $24.8M | 0.0% | -1.7% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 461.0K | $24.5M | 0.6% | +5.9% |
| Legacy Edge Advisors, LLC | Wealth advisor | 350.8K | $18.6M | 2.0% | +19.3% |
| HSBC HOLDINGS PLC | Bank broker | 334.8K | $17.8M | 0.0% | -48.2% |
| SATOVSKY ASSET MANAGEMENT LLC | Wealth advisor | 314.1K | $16.7M | 2.9% | -3.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 248.7K | $13.2M | 0.0% | +15.0% |
| Klingman & Associates, LLC | Wealth advisor | 239.9K | $12.7M | 0.6% | +1.7% |
| Mariner, LLC | Diversified mechanical | 226.2K | $12.0M | 0.0% | +9.3% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 224.9K | $11.9M | 0.1% | -7.2% |
| Composition Wealth, LLC | Wealth advisor | 223.1K | $11.9M | 0.2% | -18.0% |
| LPL Financial LLC | Bank broker | 205.1K | $10.9M | 0.0% | +35.7% |
| JPMORGAN CHASE & CO | Bank broker | 192.1K | $10.2M | 0.0% | +9.8% |
| Cetera Investment Advisers | Wealth advisor | 166.5K | $8.8M | 0.0% | +8.1% |
| Betterment LLC | Wealth advisor | 161.3K | $8.6M | 0.0% | +3.3% |
| JANE STREET GROUP, LLC | Market maker | 151.9K | $8.1M | 0.0% | +121.0% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 143.4K | $7.6M | 0.1% | +32.6% |
| Creative Planning | Wealth advisor | 131.3K | $7.0M | 0.0% | +86.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 122.0K | $6.5M | 0.0% | +5.4% |
| MYECFO, LLC | Wealth advisor | 119.5K | $6.3M | 2.7% | -4.6% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 113.5K | $6.1M | 0.0% | +14.1% |
| Note Advisors, LLC | Wealth advisor | 96.3K | $5.1M | 2.6% | +1.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 96.3K | $5.1M | 0.0% | +13.7% |
| Hennion & Walsh Asset Management, Inc. | Other | 95.6K | $5.1M | 0.2% | +13.6% |
| NBT BANK N A /NY | Other | 95.2K | $5.1M | 0.3% | -5.2% |
| Whitegate Investment Counselors, Inc. | Wealth advisor | 94.1K | $5.0M | 1.6% | +2.7% |
| Arrow Financial Corp | Wealth advisor | 86.1K | $4.6M | 0.5% | -2.7% |
| BAILARD, INC. | Other | 86.0K | $4.6M | 0.1% | -3.6% |
| ASSETMARK, INC | Wealth advisor | 76.5K | $4.1M | 0.0% | -12.0% |
| James J. Burns & Company, LLC | Wealth advisor | 72.3K | $3.8M | 0.5% | +36.4% |
| Retirement Planning Group, LLC | Wealth advisor | 68.1K | $3.6M | 0.1% | Held |
| UBS Group AG | Bank broker | 67.8K | $3.6M | 0.0% | -15.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 67.7K | $3.6M | 0.0% | -14.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 64.5K | $3.4M | 0.0% | +871.1% |
| ALTFEST L J & CO INC | Wealth advisor | 63.0K | $3.3M | 0.4% | +44.0% |
| SOA Wealth Advisors, LLC. | Wealth advisor | 59.1K | $3.1M | 0.6% | +0.2% |
| Wedmont Private Capital | Wealth advisor | 58.6K | $3.1M | 0.1% | +10.9% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 58.4K | $3.1M | 0.2% | +114.9% |
| Cascade Financial Partners, LLC | Wealth advisor | 57.7K | $3.1M | 0.3% | -0.8% |
| DURANTE & WATERS, LLC | Wealth advisor | 57.3K | $3.0M | 2.2% | +1.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 57.0K | $3.0M | 0.0% | +3.0% |
| Carnegie Investment Counsel | Other | 55.9K | $3.0M | 0.1% | +3.4% |
| CITIGROUP INC | Bank broker | 54.3K | $2.9M | 0.0% | +157.0% |
| Magnus Financial Group LLC | Wealth advisor | 50.3K | $2.7M | 0.2% | -13.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 49.7K | $2.6M | 0.0% | -2.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.