iShares New York Muni Bond ENYFETF

13F holders, Q2 2026 (June 30)
202holders −10
11new positions
19sold out
$53.89avg. 13F price*

At the end of Q2 2026, 202 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, down 10 from Q1 2026. 11 opened new positions and 19 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($59.1M), High Probability Advisors, LLC ($51.5M) and Morgan Stanley ($50.0M).

Company
iShares New York Muni Bond E
CUSIP
464288323
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 137Q1 2024Q2 2024: 151Q2 2024Q3 2024: 152Q3 2024Q4 2024: 171Q4 2024Q1 2025: 174Q1 2025Q2 2025: 175Q2 2025Q3 2025: 175Q3 2025Q4 2025: 187Q4 2025Q1 2026: 212Q1 2026Q2 2026: 202Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions11$10.2M
Exits19$9.5M

All 13F filers, Q1 2026 → Q2 2026: 1,523,423 shares bought and 531,282 shares sold, net +992,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 202 holders

Tiaa-Cref Individual & Institutional Services, LLC 0.20% Reduce -1.5% 1,095,918 $59.1M
High Probability Advisors, LLC 5.51% Add +23.3% 956,143 $51.5M
Morgan Stanley 0.00% Add +6.5% 927,127 $50.0M
Bank of America Corp. 0.00% Add +10.0% 839,727 $45.3M
HighTower Advisors, LLC 0.03% Add +6.6% 617,225 $33.3M
Facet Wealth, Inc. 0.44% Add +9.2% 571,010 $30.8M
Alesco Advisors, LLC, An ESL Co 0.61% Add +7.4% 495,210 $26.7M
FMR LLC 0.00% Add +4.2% 486,133 $26.2M
Legacy Edge Advisors, LLC 1.81% Add +4.4% 366,334 $19.7M
HSBC Holdings PLC 0.01% Reduce -2.1% 327,700 $17.7M
Envestnet Asset Management Inc. 0.00% Add +23.2% 306,420 $16.5M
Satovsky Asset Management LLC 2.63% Reduce -2.8% 305,418 $16.5M
JPMorgan Chase & Co. 0.00% Add +31.3% 252,292 $13.6M
LPL Financial LLC 0.00% Add +15.3% 236,481 $12.7M
Klingman & Associates, LLC 0.54% Reduce -1.6% 236,010 $12.7M
Composition Wealth, LLC 0.15% Add +4.8% 233,913 $12.6M
Mariner, LLC 0.01% Add +0.8% 227,931 $12.3M
Cetera Investment Advisers 0.01% Add +25.4% 208,830 $11.3M
Rwa Wealth Partners, LLC 0.09% Reduce -22.4% 174,500 $9.4M
Betterment LLC 0.02% Add +3.9% 167,573 $9.0M
Guggenheim Capital LLC 0.06% Add +16.5% 167,032 $9.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +471.2% 157,869 $8.5M
Creative Planning 0.00% Add +10.3% 144,788 $7.8M
Commonwealth Equity Services, LLC 0.01% Add +3.5% 126,216 $6.8M
Myecfo, LLC 2.29% Reduce -5.7% 112,730 $6.1M
Hennion & Walsh Asset Management, Inc. 0.17% Add +14.3% 109,332 $5.9M
Ameriprise Financial Inc. 0.00% Add +11.6% 107,445 $5.8M
Note Advisors, LLC 2.35% Add +4.4% 100,569 $5.4M
Alliancebernstein L.P. 0.00% Reduce -10.1% 101,965 $5.4M
NBT Bank, N.A. 0.35% Add +2.9% 97,930 $5.3M
Wedmont Private Capital 0.14% Add +61.4% 94,537 $5.1M
Altfest L J & Co. Inc. 0.48% Add +46.9% 92,584 $5.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +258.8% 90,357 $4.9M
Whitegate Investment Counselors, Inc. 1.38% Reduce -4.1% 90,224 $4.9M
Bailard, Inc. 0.09% Reduce -1.5% 84,678 $4.6M
Arrow Financial Corp 0.40% Reduce -3.8% 82,875 $4.5M
Assetmark, Inc. 0.01% Add +3.0% 78,868 $4.3M
Wells Fargo & Company 0.00% Add +15.0% 77,900 $4.2M
Mercer Global Advisors Inc. 0.01% Add +17.7% 75,916 $4.1M
UBS Group AG 0.00% Add +3.8% 70,332 $3.8M
Osaic Holdings, Inc. 0.00% Add +39.2% 69,201 $3.7M
Retirement Planning Group, LLC 0.09% No change 68,083 $3.7M
Elequin Capital, LP 0.62% New 66,671 $3.6M
Wealthfront Advisers LLC 0.01% Add +47.0% 65,476 $3.5M
Corient Private Wealth LP 0.00% Add +153.8% 63,637 $3.4M
Captrust Financial Advisors 0.01% Add +102.4% 63,403 $3.4M
Cascade Financial Partners, LLC 0.29% Add +8.3% 62,524 $3.4M
James J. Burns & Company, LLC 0.36% Reduce -14.9% 61,526 $3.3M
Durante & Waters, LLC 2.14% Add +5.5% 60,461 $3.3M
Cerity Partners LLC 0.00% Add +25.9% 59,202 $3.2M
SOA Wealth Advisors, LLC. 0.53% Reduce -0.7% 58,709 $3.2M
Kestra Advisory Services, LLC 0.01% Add +2.3% 58,313 $3.1M
Magnus Financial Group LLC 0.22% Add +12.8% 56,735 $3.1M
Carnegie Investment Counsel 0.06% Add +0.5% 56,155 $3.0M
Citigroup Inc. 0.00% Add +3.0% 55,942 $3.0M
Equita Financial Network, Inc. 0.74% No change 49,278 $2.7M
Stifel Financial Corp. 0.00% Add +40.2% 49,012 $2.6M
Compound Planning, Inc. 0.06% Add +1.7% 43,363 $2.3M
N10 Wealth, LLC 0.81% — 42,540 $2.3M
O'shaughnessy Asset Management, LLC 0.01% Reduce -8.2% 41,231 $2.2M
Focus Partners Wealth 0.00% Reduce -12.8% 40,652 $2.2M
Emergent Wealth Advisors, LLC 1.07% Reduce -1.9% 38,057 $2.1M
Jane Street Group, LLC 0.00% Reduce -76.0% 36,481 $2.0M
MML Investors Services, LLC 0.00% Add +47.2% 35,889 $1.9M
Pine Valley Investments Ltd Liability Co 0.08% Add +0.6% 35,374 $1.9M
Astoria Strategic Wealth, Inc. 0.42% Add +5.9% 34,121 $1.8M
Perennial Advisors, LLC 0.28% Add +11.6% 33,450 $1.8M
Wealthspire Advisors, LLC 0.01% Add +10.1% 32,929 $1.8M
Goldman Sachs Group Inc. 0.00% Add +20.4% 32,786 $1.8M
Westfuller Advisors, LLC 0.63% Reduce -14.2% 32,358 $1.7M
Level Financial Advisors 0.39% Reduce -1.9% 32,184 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.8% 31,812 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.17% Reduce -48.6% 29,993 $1.6M
Jones Financial Companies LLLP 0.00% Add +17.7% 29,696 $1.6M
Arax Advisory Partners 0.01% Add +206.0% 29,266 $1.6M
Indivisible Partners 0.09% Add +36.6% 28,841 $1.6M
Francis Financial, Inc. 0.25% No change 28,660 $1.5M
Citizens Financial Group Inc. 0.02% New 27,647 $1.5M
Trust Co 0.13% Add +13.9% 27,632 $1.5M
Drucker Wealth 3.0, LLC 0.24% Add +7.5% 27,625 $1.5M
First Foundation Advisors 0.05% No change 27,065 $1.5M
NewEdge Wealth, LLC 0.01% Reduce -44.6% 24,989 $1.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.10% Add +2.0% 24,979 $1.3M
Private Advisor Group, LLC 0.01% Reduce -0.0% 23,986 $1.3M
Allworth Financial LP 0.01% Add +9.6% 23,930 $1.3M
Equitable Holdings, Inc. 0.01% Add +43.8% 23,768 $1.3M
Brighton Securities Corp. 0.55% Add +0.8% 23,741 $1.3M
Empower Advisory Group, LLC 0.00% Add +4.0% 23,186 $1.2M
WNY Asset Management, LLC 0.11% Reduce -9.4% 22,421 $1.2M
Godfrey Financial Associates, Inc. 0.90% No change 21,884 $1.2M
TIAA Wealth Investment Management LLC 0.01% Add +67.1% 21,608 $1.2M
Tower Research Capital LLC (TRC) 0.03% New 21,351 $1.2M
Members Advisory Group LLC 0.32% Reduce -1.1% 21,312 $1.1M
Rockbridge Investment Management, LCC 0.09% Add +41.3% 20,703 $1.1M
Royal Bank of Canada 0.00% Add +32.5% 19,875 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +0.1% 20,062 $1.1M
Layline Advisors, LLC 0.95% Reduce -3.8% 19,640 $1.1M
Cresset Asset Management, LLC 0.00% No change 18,150 $978K
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 18,087 $975K
Proffitt & Goodson Inc. 0.12% Reduce -14.6% 16,523 $891K

"% of holder's portfolio" is NYF's weight in each manager's 13F, not the share of iShares New York Muni Bond E the manager owns.

Show all 202 holders