iShares New York Muni Bond ENYFETF
13F holders, Q1 2024 (March 31)137holders
$53.86avg. 13F price*
At the end of Q1 2024, 137 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings. The largest holders were Tiaa Trust, National Association ($38.6M), Bank of America Corp. ($25.7M) and Morgan Stanley ($24.5M).
- Company
- iShares New York Muni Bond E
- CUSIP
- 464288323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.2M |
| Exits | 12 | $9.3M |
Ownership 137 holders
| Tiaa Trust, National Association | 0.12% | Add +1.5% | 716,917 | $38.6M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 477,665 | $25.7M |
| Morgan Stanley | 0.00% | Add +26.1% | 454,934 | $24.5M |
| High Probability Advisors, LLC | 3.49% | Add +12.1% | 349,402 | $18.8M |
| Rwa Wealth Partners, LLC | 0.24% | Add +0.2% | 326,433 | $17.6M |
| FMR LLC | 0.00% | Add +9.8% | 310,501 | $16.7M |
| HSBC Holdings PLC | 0.01% | Reduce -0.3% | 278,981 | $15.0M |
| Alesco Advisors, LLC, An ESL Co | 0.48% | Add +13.0% | 271,507 | $14.6M |
| Altfest L J & Co. Inc. | 1.50% | Reduce -5.0% | 196,899 | $10.6M |
| Composition Wealth, LLC | 0.26% | Add +5.3% | 193,702 | $10.4M |
| Mariner, LLC | 0.02% | Add +3.6% | 190,677 | $10.3M |
| Facet Wealth, Inc. | 0.33% | Add +22.1% | 185,929 | $9.9M |
| Opal Wealth Advisors, LLC | 3.06% | Reduce -0.3% | 167,630 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 156,958 | $8.4M |
| Betterment LLC | 0.02% | Add +17.6% | 132,552 | $7.1M |
| Whitegate Investment Counselors, Inc. | 1.93% | Add +1.7% | 127,330 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 104,569 | $5.6M |
| Francis Financial, Inc. | 1.77% | Add +60.9% | 101,542 | $5.5M |
| LPL Financial LLC | 0.00% | Add +11.4% | 100,170 | $5.4M |
| NBT Bank, N.A. | 0.38% | Add +2.2% | 95,784 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +53.3% | 87,774 | $4.7M |
| Arrow Financial Corp | 0.45% | Reduce -6.1% | 83,534 | $4.5M |
| UBS Group AG | 0.00% | Add +6.8% | 73,587 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Add +76.5% | 69,457 | $3.7M |
| Myecfo, LLC | 2.11% | Add +87.6% | 58,272 | $3.6M |
| Cascade Financial Partners, LLC | 0.45% | — | 59,225 | $3.2M |
| James J. Burns & Company, LLC | 1.07% | Reduce -12.7% | 57,233 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -95.5% | 54,213 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.4% | 52,485 | $2.8M |
| Assetmark, Inc. | 0.01% | Add +5.4% | 52,275 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Add +3.1% | 52,054 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.3% | 52,002 | $2.8M |
| Wedmont Private Capital | 0.19% | Reduce -0.4% | 49,698 | $2.6M |
| Eagle Ridge Investment Management | 0.22% | Reduce -1.9% | 44,044 | $2.4M |
| NewEdge Wealth, LLC | 0.05% | Add +17.2% | 41,711 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -12.3% | 40,134 | $2.2M |
| Level Financial Advisors | 0.97% | Reduce -16.9% | 39,745 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +99.1% | 35,549 | $1.9M |
| Durante & Waters, LLC | 1.75% | Reduce -14.0% | 35,503 | $1.9M |
| Proffitt & Goodson Inc. | 0.28% | Add +28.7% | 29,166 | $1.6M |
| Northeast Financial Group, Inc. | 0.68% | Add +13.1% | 28,594 | $1.5M |
| WNY Asset Management, LLC | 0.22% | Add +11.5% | 27,122 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +13.4% | 23,884 | $1.3M |
| Allworth Financial LP | 0.01% | Add +0.2% | 23,569 | $1.3M |
| Creative Planning | 0.00% | Add +0.7% | 23,025 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +162.1% | 21,701 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 20,914 | $1.1M |
| Farrell Financial LLC | 0.90% | Reduce -15.0% | 20,512 | $1.1M |
| Bailard, Inc. | 0.03% | Add +47.7% | 20,451 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.32% | Add +0.5% | 20,419 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.4% | 20,298 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.2% | 20,106 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.1% | 19,467 | $1.0M |
| Revolve Wealth Partners, LLC | 0.17% | Add +14.0% | 18,868 | $1.0M |
| Lido Advisors, LLC | 0.01% | New | 18,350 | $987K |
| MML Investors Services, LLC | 0.00% | Add +18.6% | 17,965 | $967K |
| Stratos Wealth Advisors, LLC | 0.05% | No change | 16,808 | $904K |
| Magnus Financial Group LLC | 0.11% | Add +2.8% | 16,805 | $904K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 16,649 | $896K |
| Kades & Cheifetz LLC | 0.55% | Add +0.4% | 16,006 | $861K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 15,215 | $819K |
| Private Advisor Group, LLC | 0.01% | Add +6.3% | 14,838 | $798K |
| Etfidea, LLC | 0.27% | Reduce -2.7% | 14,658 | $789K |
| Flagstar Securities, Inc. | 0.20% | Add +0.4% | 13,516 | $727K |
| Manhattan West Asset Management, LLC | 0.17% | New | 13,471 | $725K |
| Stifel Financial Corp. | 0.00% | Add +26.4% | 13,279 | $715K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.3% | 13,063 | $703K |
| McNamara Financial Services, Inc. | 0.15% | Add +1.1% | 12,986 | $699K |
| Citizens Business Bank | 0.14% | Add +12.7% | 12,885 | $693K |
| NDWM LLC | 0.62% | Add +3.3% | 12,583 | $677K |
| EP Wealth Advisors, LLC | 0.01% | No change | 12,535 | $675K |
| North Star Investment Management Corp. | 0.05% | No change | 11,950 | $643K |
| Rockbridge Investment Management, LCC | 0.09% | No change | 11,888 | $640K |
| Breakwater Capital Group | 0.15% | Add +9.8% | 11,432 | $615K |
| Sutton Place Investors LLC | 0.30% | Add +75.1% | 11,374 | $612K |
| Citigroup Inc. | 0.00% | Add +12.7% | 11,281 | $607K |
| Orange Investment Advisors, Inc. | 0.07% | Add +9.8% | 11,200 | $603K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.0% | 10,925 | $588K |
| Independent Wealth Network Inc. | 0.27% | Add +0.8% | 10,745 | $578K |
| Dimension Capital Management LLC | 0.11% | New | 10,500 | $565K |
| Bank of New York Mellon Corp | 0.00% | Add +5.4% | 10,189 | $548K |
| Israel Discount Bank of New York | 0.67% | Reduce -63.2% | 10,000 | $538K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Reduce -1.6% | 9,734 | $524K |
| Cerity Partners LLC | 0.00% | Add +54.0% | 9,218 | $496K |
| Bell Investment Advisors, Inc | 0.09% | Add +0.4% | 8,467 | $456K |
| Compound Planning, Inc. | 0.04% | New | 8,434 | $454K |
| GAMMA Investing LLC | 0.09% | Add +0.2% | 8,403 | $452K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 8,262 | $445K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 8,262 | $445K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 8,250 | $444K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -20.1% | 6,215 | $420K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,750 | $417K |
| Elevatus Welath Management | 0.16% | Add +0.0% | 7,514 | $404K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,335 | $395K |
| Wealthfront Advisers LLC | 0.00% | Add +3.5% | 7,061 | $380K |
| Raymond James & Associates | 0.00% | Add +0.5% | 6,966 | $375K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.9% | 6,835 | $368K |
| Valicenti Advisory Services Inc. | 0.10% | No change | 6,675 | $359K |
| Merriman Wealth Management, LLC | 0.02% | Add +7.3% | 6,474 | $348K |
| Boston Standard Wealth Management, LLC | 0.08% | Add +3.2% | 6,360 | $342K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +42.4% | 6,247 | $336K |
| MBL Wealth, LLC | 0.04% | No change | 6,200 | $334K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,179 | $332K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,993 | $322K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.2% | 5,867 | $316K |
| Wealth Alliance, LLC | 0.04% | Add +4.0% | 5,850 | $315K |
| Fidelis Capital Partners, LLC | 0.05% | New | 5,755 | $310K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.2% | 5,667 | $305K |
| Emergent Wealth Advisors, LLC | 0.26% | New | 5,570 | $300K |
| Deutsche Bank AG | 0.00% | Reduce -12.0% | 5,500 | $296K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -47.3% | 5,273 | $284K |
| AllSquare Wealth Management LLC | 0.17% | No change | 5,236 | $282K |
| Sei Investments Co. | 0.00% | New | 5,050 | $272K |
| American Investment Services, Inc. | 0.05% | No change | 4,925 | $265K |
| Carl P. Sherr & Co., LLC | 0.15% | No change | 4,800 | $258K |
| Meritage Portfolio Management | 0.01% | New | 4,016 | $216K |
| J. W. Coons Advisors, LLC | 0.04% | No change | 4,000 | $215K |
| Seven Mile Advisory | 0.16% | No change | 3,917 | $211K |
| JPMorgan Chase & Co. | 0.00% | Add +7.4% | 3,907 | $210K |
| Middleton & Co. Inc. | 0.02% | No change | 3,800 | $204K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -9.8% | 3,602 | $194K |
| Nemes Rush Group LLC | 0.02% | Add +101.8% | 3,132 | $169K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | New | 2,900 | $156K |
| Cwm, LLC | 0.00% | No change | 2,800 | $151K |
| Jones Financial Companies LLLP | 0.00% | Add +4478.3% | 2,747 | $148K |
| CNB Bank | 0.07% | No change | 2,505 | $135K |
| Creative Financial Designs Inc. | 0.01% | Add +22.0% | 2,219 | $119K |
| IFP Advisors, Inc | 0.01% | Add +0.4% | 2,167 | $117K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 1,754 | $94K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +87.4% | 1,642 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,476 | $79K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,158 | $63K |
| Global Retirement Partners, LLC | 0.00% | No change | 739 | $40K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 408 | $22K |
| Realta Investment Advisors | 0.00% | New | 305 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -50.0% | 100 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 48 | $3K |
"% 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.