iShares New York Muni Bond ENYFETF
13F holders, Q3 2024 (September 30)152holders +1
11new positions
9sold out
$54.28avg. 13F price*
At the end of Q3 2024, 152 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, up 1 from Q2 2024. 11 opened new positions and 9 sold out. The largest holders were Tiaa Trust, National Association ($42.6M), High Probability Advisors, LLC ($29.0M) and Bank of America Corp. ($26.2M).
- Company
- iShares New York Muni Bond E
- CUSIP
- 464288323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.0M |
| Exits | 9 | $972K |
All 13F filers, Q2 2024 → Q3 2024: 732,172 shares bought and 333,839 shares sold, net +398,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| Tiaa Trust, National Association | 0.13% | Add +3.3% | 784,029 | $42.6M |
| High Probability Advisors, LLC | 4.94% | Add +46.2% | 534,236 | $29.0M |
| Bank of America Corp. | 0.00% | Add +4.3% | 483,052 | $26.2M |
| Morgan Stanley | 0.00% | Add +2.7% | 477,456 | $25.9M |
| HighTower Advisors, LLC | 0.03% | Add +1.9% | 417,461 | $22.7M |
| Rwa Wealth Partners, LLC | 0.24% | Add +4.3% | 349,764 | $19.0M |
| Facet Wealth, Inc. | 0.51% | Add +58.1% | 332,773 | $17.8M |
| FMR LLC | 0.00% | Reduce -3.5% | 312,740 | $17.0M |
| Alesco Advisors, LLC, An ESL Co | 0.51% | Add +1.4% | 301,337 | $16.4M |
| Composition Wealth, LLC | 0.37% | Add +18.0% | 294,642 | $16.0M |
| HSBC Holdings PLC | 0.01% | Reduce -42.2% | 280,461 | $15.2M |
| Mariner, LLC | 0.02% | Add +0.8% | 200,635 | $10.9M |
| Klingman & Associates, LLC | 0.66% | Add +10.6% | 196,898 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.4% | 180,104 | $9.8M |
| Opal Wealth Advisors, LLC | 2.79% | Reduce -0.6% | 163,725 | $8.9M |
| Betterment LLC | 0.02% | Add +3.7% | 161,071 | $8.8M |
| Myecfo, LLC | 4.01% | Add +4.4% | 136,080 | $7.4M |
| Whitegate Investment Counselors, Inc. | 1.63% | Reduce -14.9% | 112,800 | $6.1M |
| LPL Financial LLC | 0.00% | Add +3.3% | 106,931 | $5.8M |
| Francis Financial, Inc. | 1.52% | Add +7.5% | 106,045 | $5.8M |
| Cetera Investment Advisers | 0.01% | Add +12.8% | 105,651 | $5.7M |
| NBT Bank, N.A. | 0.36% | Reduce -1.3% | 97,327 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 94,025 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +11.2% | 93,626 | $5.1M |
| Arrow Financial Corp | 0.45% | Add +6.4% | 88,626 | $4.8M |
| James J. Burns & Company, LLC | 0.86% | Add +6.9% | 87,138 | $4.7M |
| Altfest L J & Co. Inc. | 0.59% | Reduce -26.5% | 81,594 | $4.4M |
| UBS Group AG | 0.00% | Reduce -13.8% | 65,340 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Add +12.0% | 63,727 | $3.5M |
| Cascade Financial Partners, LLC | 0.40% | No change | 59,225 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +9.5% | 55,279 | $3.0M |
| Assetmark, Inc. | 0.01% | Add +2.7% | 51,983 | $2.8M |
| Eagle Ridge Investment Management | 0.23% | Add +8.8% | 48,688 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.7% | 48,215 | $2.6M |
| Wedmont Private Capital | 0.14% | Reduce -0.7% | 46,413 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +11.8% | 44,207 | $2.4M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +69.8% | 41,935 | $2.3M |
| Durante & Waters, LLC | 1.86% | Add +5.3% | 40,888 | $2.2M |
| Level Financial Advisors | 0.84% | Add +1.6% | 40,505 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.8% | 39,575 | $2.2M |
| Bailard, Inc. | 0.05% | Add +24.2% | 37,552 | $2.0M |
| NewEdge Wealth, LLC | 0.04% | Add +2.8% | 37,180 | $2.0M |
| Allworth Financial LP | 0.01% | Add +0.5% | 30,296 | $1.6M |
| Graypoint LLC | 0.10% | New | 29,390 | $1.6M |
| Focus Partners Wealth | 0.00% | New | 28,301 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.28% | Add +45.7% | 27,398 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +20.4% | 26,561 | $1.4M |
| Creative Planning | 0.00% | Reduce -13.6% | 22,564 | $1.2M |
| Revolve Wealth Partners, LLC | 0.18% | Add +9.9% | 21,782 | $1.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.31% | Add +0.2% | 21,145 | $1.1M |
| Proffitt & Goodson Inc. | 0.19% | Add +2.5% | 21,105 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.0% | 20,904 | $1.1M |
| Farrell Financial LLC | 0.78% | Add +1.1% | 20,772 | $1.1M |
| Magnus Financial Group LLC | 0.11% | Add +20.9% | 20,256 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +15.2% | 19,806 | $1.1M |
| WNY Asset Management, LLC | 0.12% | Add +0.1% | 19,442 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.7% | 19,738 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.2% | 18,556 | $1.0M |
| Lido Advisors, LLC | 0.01% | No change | 18,350 | $997K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.6% | 17,302 | $940K |
| Private Advisor Group, LLC | 0.01% | Reduce -0.0% | 16,930 | $920K |
| Stratos Wealth Advisors, LLC | 0.04% | No change | 16,808 | $913K |
| Old Mission Capital LLC | 0.02% | New | 16,180 | $879K |
| Kades & Cheifetz LLC | 0.50% | Add +0.3% | 16,150 | $877K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 15,888 | $863K |
| Calamos Wealth Management LLC | 0.04% | Reduce -3.8% | 15,298 | $831K |
| Etfidea, LLC | 0.25% | Reduce -0.7% | 14,558 | $791K |
| Stifel Financial Corp. | 0.00% | Add +6.4% | 14,075 | $765K |
| Manhattan West Asset Management, LLC | 0.19% | Add +4.3% | 13,852 | $753K |
| Flagstar Securities, Inc. | 0.19% | Add +1.7% | 13,840 | $752K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.3% | 13,214 | $718K |
| McNamara Financial Services, Inc. | 0.14% | Add +0.2% | 13,110 | $712K |
| Citizens Business Bank | 0.14% | No change | 12,885 | $700K |
| NDWM LLC | 0.56% | No change | 12,583 | $684K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 12,535 | $681K |
| Rockbridge Investment Management, LCC | 0.09% | No change | 12,388 | $673K |
| Astoria Strategic Wealth, Inc. | 0.20% | New | 12,356 | $671K |
| Bank of New York Mellon Corp | 0.00% | Add +43.3% | 12,028 | $654K |
| Compound Planning, Inc. | 0.04% | Reduce -6.4% | 11,776 | $640K |
| Citigroup Inc. | 0.00% | Add +1.4% | 11,581 | $629K |
| Wealthspire Advisors, LLC | 0.01% | Add +11.2% | 11,310 | $614K |
| Orange Investment Advisors, Inc. | 0.07% | Add +8.3% | 11,050 | $600K |
| Trivium Point Advisory, LLC | 0.08% | Add +5.6% | 10,886 | $583K |
| Dimension Capital Management LLC | 0.11% | No change | 10,500 | $570K |
| Wealthfront Advisers LLC | 0.00% | Reduce -8.2% | 10,464 | $569K |
| Independent Wealth Network Inc. | 0.25% | Reduce -4.9% | 10,262 | $558K |
| Sei Investments Co. | 0.00% | Add +96.0% | 10,191 | $554K |
| Orion Porfolio Solutions, LLC | 0.01% | No change | 10,111 | $549K |
| Orion Portfolio Solutions, LLC | 0.01% | No change | 10,111 | $549K |
| Israel Discount Bank of New York | 0.81% | No change | 10,000 | $543K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -10.4% | 9,829 | $534K |
| Cerity Partners LLC | 0.00% | Add +1.6% | 9,370 | $509K |
| Sutton Place Investors LLC | 0.30% | Reduce -8.8% | 9,184 | $499K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Reduce -8.7% | 8,959 | $487K |
| Bell Investment Advisors, Inc | 0.09% | Add +0.7% | 8,584 | $466K |
| Ashton Thomas Securities, LLC | 0.09% | Add +22.5% | 8,564 | $465K |
| GAMMA Investing LLC | 0.05% | Add +0.0% | 8,392 | $456K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 8,250 | $448K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.5% | 7,895 | $429K |
| Crestwood Advisors Group, LLC | 0.01% | Add +77.5% | 7,533 | $409K |
"% 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.