iShares New York Muni Bond ENYFETF
13F holders, Q2 2024 (June 30)151holders +14
17new positions
5sold out
$53.40avg. 13F price*
At the end of Q2 2024, 151 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, up 14 from Q1 2024. 17 opened new positions and 5 sold out. The largest holders were Tiaa Trust, National Association ($40.5M), HSBC Holdings PLC ($25.9M) and Morgan Stanley ($24.8M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $15.4M |
| Exits | 5 | $3.9M |
All 13F filers, Q1 2024 → Q2 2024: 1,366,151 shares bought and 296,871 shares sold, net +1,069,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Tiaa Trust, National Association | 0.13% | Add +5.9% | 759,360 | $40.5M |
| HSBC Holdings PLC | 0.02% | Add +74.0% | 485,356 | $25.9M |
| Morgan Stanley | 0.00% | Add +2.2% | 464,885 | $24.8M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 462,974 | $24.7M |
| HighTower Advisors, LLC | 0.03% | Add +489.7% | 409,598 | $21.9M |
| High Probability Advisors, LLC | 3.54% | Add +4.6% | 365,365 | $19.5M |
| Rwa Wealth Partners, LLC | 0.24% | Add +2.7% | 335,353 | $17.9M |
| FMR LLC | 0.00% | Add +4.4% | 324,143 | $17.3M |
| Alesco Advisors, LLC, An ESL Co | 0.52% | Add +9.5% | 297,337 | $15.9M |
| Composition Wealth, LLC | 0.33% | Add +28.9% | 249,771 | $13.3M |
| Facet Wealth, Inc. | 0.35% | Add +13.2% | 210,439 | $11.3M |
| Mariner, LLC | 0.02% | Add +4.4% | 199,042 | $10.6M |
| Klingman & Associates, LLC | 0.64% | New | 177,961 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.8% | 169,259 | $9.0M |
| Opal Wealth Advisors, LLC | 2.82% | Reduce -1.8% | 164,660 | $8.8M |
| Betterment LLC | 0.02% | Add +17.1% | 155,257 | $8.3M |
| Whitegate Investment Counselors, Inc. | 2.01% | Add +4.1% | 132,520 | $7.1M |
| Myecfo, LLC | 4.01% | Add +123.7% | 130,340 | $7.0M |
| Altfest L J & Co. Inc. | 0.81% | Reduce -43.6% | 110,966 | $5.9M |
| LPL Financial LLC | 0.00% | Add +3.4% | 103,530 | $5.5M |
| Francis Financial, Inc. | 1.60% | Reduce -2.8% | 98,692 | $5.3M |
| NBT Bank, N.A. | 0.38% | Add +2.9% | 98,569 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +6.7% | 93,618 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.0% | 93,113 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2055.3% | 84,209 | $4.5M |
| Arrow Financial Corp | 0.43% | Reduce -0.3% | 83,323 | $4.4M |
| James J. Burns & Company, LLC | 0.86% | Add +42.4% | 81,483 | $4.3M |
| UBS Group AG | 0.00% | Add +3.0% | 75,814 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.9% | 62,392 | $3.3M |
| Cascade Financial Partners, LLC | 0.42% | No change | 59,225 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +9.3% | 56,921 | $3.0M |
| Assetmark, Inc. | 0.01% | Reduce -3.2% | 50,615 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.9% | 50,475 | $2.7M |
| Wedmont Private Capital | 0.16% | Reduce -6.0% | 46,727 | $2.5M |
| Eagle Ridge Investment Management | 0.22% | Add +1.6% | 44,728 | $2.4M |
| Level Financial Advisors | 0.92% | Add +0.3% | 39,878 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 39,525 | $2.1M |
| Durante & Waters, LLC | 1.84% | Add +9.3% | 38,820 | $2.1M |
| NewEdge Wealth, LLC | 0.04% | Reduce -13.3% | 36,186 | $1.9M |
| Allworth Financial LP | 0.01% | Add +27.9% | 30,150 | $1.6M |
| Bailard, Inc. | 0.04% | Add +47.8% | 30,234 | $1.6M |
| Buckingham Strategic Wealth, LLC | 0.02% | New | 28,100 | $1.5M |
| Creative Planning | 0.00% | Add +13.4% | 26,114 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +13.8% | 24,691 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +22.7% | 22,051 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.8% | 21,418 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.33% | Add +3.4% | 21,106 | $1.1M |
| Proffitt & Goodson Inc. | 0.19% | Reduce -29.4% | 20,585 | $1.1M |
| Farrell Financial LLC | 0.85% | Add +0.2% | 20,554 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 20,504 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 20,298 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 20,003 | $1.1M |
| Revolve Wealth Partners, LLC | 0.17% | Add +5.0% | 19,818 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.7% | 19,602 | $1.1M |
| WNY Asset Management, LLC | 0.14% | Reduce -28.4% | 19,428 | $1.0M |
| SOA Wealth Advisors, LLC. | 0.20% | Add +1045.5% | 18,810 | $1.0M |
| Lido Advisors, LLC | 0.01% | No change | 18,350 | $980K |
| Corient Private Wealth LP | 0.00% | Reduce -28.0% | 17,196 | $918K |
| Private Advisor Group, LLC | 0.01% | Add +14.1% | 16,936 | $904K |
| Stratos Wealth Advisors, LLC | 0.04% | No change | 16,808 | $897K |
| Magnus Financial Group LLC | 0.10% | Reduce -0.3% | 16,753 | $894K |
| Kades & Cheifetz LLC | 0.54% | Add +0.6% | 16,106 | $860K |
| Calamos Wealth Management LLC | 0.05% | New | 15,895 | $849K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.6% | 15,878 | $848K |
| Etfidea, LLC | 0.26% | No change | 14,658 | $783K |
| Flagstar Securities, Inc. | 0.20% | Add +0.7% | 13,609 | $727K |
| Manhattan West Asset Management, LLC | 0.19% | Reduce -1.4% | 13,284 | $709K |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 13,228 | $706K |
| McNamara Financial Services, Inc. | 0.15% | Add +0.7% | 13,079 | $698K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.1% | 12,916 | $690K |
| Citizens Business Bank | 0.15% | No change | 12,885 | $688K |
| EP Wealth Advisors, LLC | 0.01% | Add +1.6% | 12,735 | $680K |
| NDWM LLC | 0.60% | No change | 12,583 | $672K |
| Compound Planning, Inc. | 0.05% | Add +49.2% | 12,581 | $672K |
| Rockbridge Investment Management, LCC | 0.09% | Add +4.2% | 12,388 | $661K |
| Citigroup Inc. | 0.00% | Add +1.2% | 11,421 | $610K |
| Wealthfront Advisers LLC | 0.00% | Add +61.4% | 11,395 | $608K |
| Flow Traders U.S. LLC | 0.03% | New | 11,230 | $600K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.4% | 10,968 | $586K |
| Independent Wealth Network Inc. | 0.27% | Add +0.4% | 10,791 | $576K |
| Dimension Capital Management LLC | 0.11% | No change | 10,500 | $561K |
| Orange Investment Advisors, Inc. | 0.07% | Reduce -8.9% | 10,200 | $552K |
| Trivium Point Advisory, LLC | 0.08% | New | 10,313 | $551K |
| Wealthspire Advisors, LLC | 0.01% | New | 10,175 | $543K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +22.4% | 10,111 | $540K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +22.4% | 10,111 | $540K |
| Sutton Place Investors LLC | 0.36% | Reduce -11.5% | 10,065 | $537K |
| Israel Discount Bank of New York | 0.85% | No change | 10,000 | $534K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Add +0.8% | 9,809 | $524K |
| Cerity Partners LLC | 0.00% | No change | 9,218 | $492K |
| Bell Investment Advisors, Inc | 0.09% | Add +0.7% | 8,525 | $455K |
| Bank of New York Mellon Corp | 0.00% | Reduce -17.6% | 8,394 | $448K |
| GAMMA Investing LLC | 0.06% | Reduce -0.2% | 8,389 | $448K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 8,250 | $440K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.2% | 8,076 | $431K |
| Breakwater Capital Group | 0.10% | Reduce -29.4% | 8,069 | $431K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +26.4% | 7,859 | $421K |
| Ashton Thomas Securities, LLC | 0.10% | — | 6,993 | $405K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,335 | $392K |
| North Star Investment Management Corp. | 0.03% | Reduce -39.8% | 7,200 | $384K |
| Raymond James & Associates | 0.00% | Add +0.7% | 7,013 | $374K |
| Royal Bank of Canada | 0.00% | Reduce -80.4% | 6,953 | $372K |
| Merriman Wealth Management, LLC | 0.02% | Add +1.2% | 6,552 | $350K |
| Boston Standard Wealth Management, LLC | 0.07% | Add +0.1% | 6,367 | $340K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.9% | 6,361 | $340K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 6,247 | $334K |
| MBL Wealth, LLC | 0.04% | No change | 6,200 | $331K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,179 | $330K |
| Wealth Alliance, LLC | 0.04% | Add +1.7% | 5,949 | $318K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.8% | 5,882 | $314K |
| Northeast Financial Group, Inc. | 0.13% | Reduce -79.7% | 5,816 | $311K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 5,755 | $310K |
| Emergent Wealth Advisors, LLC | 0.24% | Add +2.4% | 5,704 | $305K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.3% | 5,500 | $294K |
| AllSquare Wealth Management LLC | 0.17% | No change | 5,236 | $280K |
| Sei Investments Co. | 0.00% | Add +3.0% | 5,200 | $278K |
| Elevatus Welath Management | 0.10% | Reduce -30.9% | 5,192 | $277K |
| New Century Financial Group, LLC | 0.12% | New | 5,083 | $271K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,043 | $269K |
| Deutsche Bank AG | 0.00% | Reduce -8.6% | 5,027 | $268K |
| American Investment Services, Inc. | 0.05% | No change | 4,925 | $263K |
| Atria Investments, Inc | 0.00% | New | 4,911 | $262K |
| CNB Bank | 0.13% | Add +95.5% | 4,897 | $261K |
| Legacy Edge Advisors, LLC | 0.04% | New | 4,277 | $228K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -19.5% | 4,244 | $227K |
| Meritage Portfolio Management | 0.01% | No change | 4,016 | $214K |
| J. W. Coons Advisors, LLC | 0.04% | No change | 4,000 | $214K |
| Eagle Rock Investment Company, LLC | 0.04% | New | 4,000 | $214K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 4,000 | $214K |
| Seven Mile Advisory | 0.15% | No change | 3,917 | $209K |
| Middleton & Co. Inc. | 0.02% | No change | 3,800 | $203K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +226.1% | 3,776 | $202K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,973 | $201K |
| Tortoise Investment Management, LLC | 0.02% | No change | 3,602 | $192K |
| Nemes Rush Group LLC | 0.02% | No change | 3,132 | $167K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 2,900 | $155K |
| Cwm, LLC | 0.00% | No change | 2,800 | $149K |
| Lynx Investment Advisory | 0.11% | — | 2,778 | $148K |
| Private Trust Co. NA | 0.01% | New | 2,248 | $120K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 2,220 | $119K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 2,181 | $116K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 1,767 | $94K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,476 | $79K |
| Jones Financial Companies LLLP | 0.00% | Reduce -50.0% | 1,372 | $73K |
| Global Retirement Partners, LLC | 0.00% | No change | 739 | $39K |
| Family Firm, Inc. | 0.00% | New | 396 | $21K |
| Realta Investment Advisors | 0.00% | Add +0.7% | 307 | $16K |
| Kelly Financial Services LLC | 0.00% | New | 252 | $13K |
| Parallel Advisors, LLC | 0.00% | Add +39.6% | 67 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -50.0% | 50 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 47 | $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.