iShares New York Muni Bond ENYFETF
13F holders, Q4 2024 (December 31)171holders +19
19new positions
8sold out
1famous investor
$53.23avg. 13F price*
At the end of Q4 2024, 171 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, up 19 from Q3 2024. 19 opened new positions and 8 sold out. The largest holders were Tiaa Trust, National Association ($43.6M), Bank of America Corp. ($29.6M) and Morgan Stanley ($26.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares New York Muni Bond E
- CUSIP
- 464288323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $18.5M |
| Exits | 8 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 968,420 shares bought and 248,541 shares sold, net +719,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Tiaa Trust, National Association | 0.13% | Add +4.6% | 820,153 | $43.6M |
| Bank of America Corp. | 0.00% | Add +15.0% | 555,435 | $29.6M |
| Morgan Stanley | 0.00% | Add +4.3% | 498,089 | $26.5M |
| High Probability Advisors, LLC | 4.08% | Reduce -19.9% | 427,868 | $22.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.8% | 409,817 | $21.8M |
| Facet Wealth, Inc. | 0.53% | Add +11.7% | 371,537 | $19.9M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -2.6% | 340,720 | $18.1M |
| FMR LLC | 0.00% | Add +3.3% | 323,172 | $17.2M |
| Alesco Advisors, LLC, An ESL Co | 0.53% | Add +5.5% | 317,973 | $16.9M |
| HSBC Holdings PLC | 0.01% | Add +12.0% | 314,052 | $16.7M |
| Composition Wealth, LLC | 0.34% | Add +6.3% | 313,317 | $16.7M |
| Klingman & Associates, LLC | 0.74% | Add +11.9% | 220,328 | $11.7M |
| Mariner, LLC | 0.02% | Add +2.3% | 205,210 | $10.9M |
| Jane Street Group, LLC | 0.02% | New | 196,442 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 180,432 | $9.6M |
| Betterment LLC | 0.02% | Add +11.3% | 179,326 | $9.5M |
| Opal Wealth Advisors, LLC | 2.33% | Reduce -11.1% | 145,597 | $7.7M |
| Myecfo, LLC | 3.86% | Reduce -1.3% | 134,320 | $7.1M |
| Francis Financial, Inc. | 1.65% | Add +14.8% | 121,705 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +13.0% | 119,395 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Add +25.3% | 117,286 | $6.2M |
| LPL Financial LLC | 0.00% | Add +6.3% | 113,639 | $6.0M |
| Whitegate Investment Counselors, Inc. | 2.06% | No change | 112,800 | $6.0M |
| NBT Bank, N.A. | 0.40% | Add +11.0% | 108,045 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +10.0% | 103,447 | $5.5M |
| Arrow Financial Corp | 0.46% | Add +1.9% | 90,283 | $4.8M |
| Altfest L J & Co. Inc. | 0.57% | Add +2.5% | 83,614 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Add +30.6% | 83,222 | $4.4M |
| James J. Burns & Company, LLC | 0.73% | Reduce -9.3% | 79,041 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +32.1% | 73,045 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +81.0% | 71,637 | $3.8M |
| UBS Group AG | 0.00% | Add +3.5% | 67,650 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.7% | 63,018 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +19.8% | 62,259 | $3.3M |
| Cascade Financial Partners, LLC | 0.41% | No change | 59,225 | $3.2M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +23.0% | 51,590 | $2.7M |
| Note Advisors, LLC | 2.38% | — | 50,437 | $2.7M |
| Eagle Ridge Investment Management | 0.23% | Add +1.5% | 49,417 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +10.1% | 48,649 | $2.6M |
| Brighton Securities Corp. | 1.22% | — | 47,098 | $2.5M |
| Wedmont Private Capital | 0.13% | Add +0.1% | 46,482 | $2.5M |
| Durante & Waters, LLC | 1.94% | Add +7.8% | 44,069 | $2.3M |
| Creative Planning | 0.00% | Add +88.0% | 42,411 | $2.3M |
| Focus Partners Wealth | 0.01% | Add +40.1% | 39,655 | $2.1M |
| Level Financial Advisors | 0.74% | Reduce -6.0% | 38,094 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | No change | 37,180 | $2.0M |
| Allworth Financial LP | 0.01% | Add +8.9% | 32,990 | $1.8M |
| Bailard, Inc. | 0.04% | Reduce -12.1% | 32,998 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +116.6% | 28,621 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +5.5% | 28,016 | $1.5M |
| Graypoint LLC | 0.09% | Reduce -6.4% | 27,500 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.27% | Reduce -0.3% | 27,313 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +44.6% | 26,841 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +129.1% | 25,911 | $1.4M |
| Magnus Financial Group LLC | 0.13% | Add +20.1% | 24,322 | $1.3M |
| Proffitt & Goodson Inc. | 0.21% | Add +11.9% | 23,616 | $1.3M |
| Revolve Wealth Partners, LLC | 0.18% | Add +5.1% | 22,891 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +14.0% | 22,585 | $1.2M |
| Astoria Strategic Wealth, Inc. | 0.35% | Add +78.8% | 22,089 | $1.2M |
| Farrell Financial LLC | 0.79% | Reduce -0.1% | 20,756 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.29% | Reduce -2.8% | 20,548 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.6% | 20,150 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.7% | 19,877 | $1.1M |
| Lido Advisors, LLC | 0.01% | No change | 18,350 | $977K |
| Private Advisor Group, LLC | 0.01% | Add +0.5% | 17,009 | $905K |
| Stratos Wealth Advisors, LLC | 0.04% | No change | 16,808 | $895K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 16,528 | $880K |
| Kades & Cheifetz LLC | 0.44% | Add +0.3% | 16,191 | $862K |
| LifeGoal Investments, LLC | 0.93% | — | 16,081 | $856K |
| Compound Planning, Inc. | 0.04% | Add +35.1% | 15,908 | $847K |
| Equitable Holdings, Inc. | 0.01% | New | 15,630 | $832K |
| Flagstar Securities, Inc. | 0.21% | Add +12.4% | 15,557 | $828K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | New | 14,733 | $784K |
| Citizens Business Bank | 0.19% | Add +13.9% | 14,675 | $781K |
| Members Advisory Group LLC | 0.32% | New | 14,460 | $771K |
| Rockbridge Investment Management, LCC | 0.10% | Add +16.2% | 14,390 | $766K |
| Drucker Wealth 3.0, LLC | 0.18% | New | 14,329 | $763K |
| Townsquare Capital LLC | 0.01% | New | 14,329 | $763K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -10.6% | 14,201 | $756K |
| Calamos Wealth Management LLC | 0.04% | Reduce -9.4% | 13,855 | $737K |
| Westfuller Advisors, LLC | 0.46% | New | 13,587 | $723K |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 13,562 | $722K |
| Sei Investments Co. | 0.00% | Add +30.7% | 13,319 | $709K |
| Bank of New York Mellon Corp | 0.00% | Add +7.4% | 12,918 | $687K |
| NDWM LLC | 0.56% | No change | 12,583 | $670K |
| EP Wealth Advisors, LLC | 0.01% | No change | 12,535 | $667K |
| Citigroup Inc. | 0.00% | Add +5.4% | 12,211 | $650K |
| Conquis Financial LLC | 0.66% | — | 12,048 | $641K |
| Goodwin Investment Advisory | 0.32% | New | 11,394 | $606K |
| Wealthfront Advisers LLC | 0.00% | Add +8.4% | 11,340 | $604K |
| Manhattan West Asset Management, LLC | 0.16% | Reduce -18.8% | 11,250 | $599K |
| Empower Advisory Group, LLC | 0.00% | New | 11,026 | $587K |
| Trivium Point Advisory, LLC | 0.07% | Add +0.1% | 10,901 | $580K |
| Dimension Capital Management LLC | 0.09% | No change | 10,500 | $559K |
| Orion Porfolio Solutions, LLC | 0.01% | No change | 10,111 | $538K |
| Orion Portfolio Solutions, LLC | 0.01% | No change | 10,111 | $538K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -9.1% | 10,050 | $535K |
| McNamara Financial Services, Inc. | 0.13% | Reduce -23.6% | 10,023 | $533K |
| Cerity Partners LLC | 0.00% | No change | 9,370 | $499K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Add +3.6% | 9,284 | $494K |
| Sutton Place Investors LLC | 0.28% | Add +0.5% | 9,233 | $491K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +41.7% | 8,850 | $471K |
| Bell Investment Advisors, Inc | 0.09% | Add +2.7% | 8,819 | $469K |
| GAMMA Investing LLC | 0.04% | Add +3.1% | 8,654 | $461K |
| Citadel Advisors | 0.00% | New | 8,631 | $459K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +28.0% | 8,450 | $450K |
| Old Mission Capital LLC | 0.01% | Reduce -47.8% | 8,448 | $450K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 8,250 | $439K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.9% | 7,969 | $424K |
| Astra Wealth Partners LLC | 0.38% | — | 7,603 | $405K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 7,533 | $401K |
| Independent Wealth Network Inc. | 0.16% | Reduce -26.8% | 7,517 | $400K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +140.6% | 7,372 | $392K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,335 | $390K |
| Kestra Advisory Services, LLC | 0.00% | Add +94.8% | 7,225 | $385K |
| Avantax Advisory Services, Inc. | 0.00% | Add +21.2% | 7,145 | $380K |
| North Star Investment Management Corp. | 0.03% | No change | 7,050 | $375K |
| Royal Bank of Canada | 0.00% | Add +1.1% | 6,940 | $369K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,760 | $360K |
| Legacy Edge Advisors, LLC | 0.06% | Add +24.6% | 6,577 | $350K |
| Boston Standard Wealth Management, LLC | 0.07% | Add +2.5% | 6,531 | $348K |
| Merriman Wealth Management, LLC | 0.01% | Add +1.3% | 6,531 | $348K |
| Fidelis Capital Partners, LLC | 0.03% | Add +11.9% | 6,440 | $344K |
| Breakwater Capital Group | 0.07% | Reduce -9.9% | 6,408 | $341K |
| MBL Wealth, LLC | 0.03% | No change | 6,200 | $330K |
| Wealth Alliance, LLC | 0.04% | Add +4.0% | 6,138 | $327K |
| Eagle Rock Investment Company, LLC | 0.05% | No change | 6,000 | $319K |
| Northeast Financial Group, Inc. | 0.12% | Add +0.2% | 5,951 | $317K |
| Brio Consultants, LLC | 0.05% | New | 5,894 | $314K |
| GTS Securities LLC | 0.02% | New | 5,880 | $313K |
| Emergent Wealth Advisors, LLC | 0.22% | Reduce -0.6% | 5,824 | $310K |
| Stanich Group LLC | 0.23% | — | 5,659 | $301K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.0% | 5,572 | $297K |
| New Century Financial Group, LLC | 0.12% | Add +0.7% | 5,501 | $293K |
| CNB Bank | 0.13% | Add +6.1% | 5,197 | $277K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.9% | 5,125 | $273K |
| Atria Investments, Inc | 0.00% | Add +3.5% | 5,033 | $268K |
| WNY Asset Management, LLC | 0.03% | Reduce -74.5% | 4,954 | $264K |
| American Investment Services, Inc. | 0.05% | No change | 4,925 | $262K |
| Graney & King, LLC | 0.19% | — | 4,797 | $255K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -52.7% | 4,652 | $248K |
| AllSquare Wealth Management LLC | 0.14% | Reduce -8.0% | 4,609 | $245K |
| Davidson Investment Advisors | 0.01% | Add +20.2% | 4,558 | $243K |
| Deutsche Bank AG | 0.00% | No change | 4,473 | $238K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +13.2% | 4,302 | $229K |
| Susquehanna International Group, LLP | 0.00% | New | 4,297 | $229K |
| Wealthedge Investment Advisors, LLC | 0.10% | — | 4,287 | $228K |
| Martin Worley Group | 0.14% | — | 4,211 | $224K |
| Stephen J. Garry & Associates, LLC | 0.20% | New | 4,110 | $219K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 4,000 | $213K |
| LMCG Investments, LLC | 0.01% | New | 4,000 | $213K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 4,000 | $213K |
| Seven Mile Advisory | 0.13% | No change | 3,917 | $208K |
| Nemes Rush Group LLC | 0.03% | Add +24.0% | 3,883 | $207K |
| Middleton & Co. Inc. | 0.02% | No change | 3,800 | $202K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,794 | $202K |
| MAI Capital Management | 0.00% | New | 3,459 | $184K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -14.1% | 3,412 | $182K |
| IFP Advisors, Inc | 0.01% | Add +0.7% | 2,957 | $157K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 2,900 | $154K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 2,222 | $118K |
| Private Trust Co. NA | 0.01% | Reduce -6.9% | 2,018 | $107K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,476 | $79K |
| Spire Wealth Management | 0.00% | New | 1,271 | $68K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.7% | 697 | $37K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 430 | $23K |
| Rialto Wealth Management, LLC | 0.01% | — | 312 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 166 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 34 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -41.7% | 28 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 1 | $46 |
"% 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.