iShares New York Muni Bond ENYFETF
13F holders, Q1 2025 (March 31)174holders +3
18new positions
13sold out
$52.62avg. 13F price*
At the end of Q1 2025, 174 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, up 3 from Q4 2024. 18 opened new positions and 13 sold out. The largest holders were Tiaa Trust, National Association ($52.1M), High Probability Advisors, LLC ($33.5M) and Bank of America Corp. ($29.7M).
- Company
- iShares New York Muni Bond E
- CUSIP
- 464288323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $27.0M |
| Exits | 13 | $5.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,299,125 shares bought and 498,909 shares sold, net +800,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| Tiaa Trust, National Association | 0.16% | Add +20.6% | 988,759 | $52.1M |
| High Probability Advisors, LLC | 5.59% | Add +48.7% | 636,133 | $33.5M |
| Bank of America Corp. | 0.00% | Add +1.6% | 564,150 | $29.7M |
| Morgan Stanley | 0.00% | Add +1.7% | 506,446 | $26.7M |
| HighTower Advisors, LLC | 0.03% | Add +4.6% | 428,629 | $22.6M |
| Facet Wealth, Inc. | 0.50% | Reduce -0.1% | 371,010 | $19.3M |
| Rwa Wealth Partners, LLC | 0.23% | Add +2.8% | 350,162 | $18.4M |
| FMR LLC | 0.00% | Add +3.6% | 334,962 | $17.6M |
| Satovsky Asset Management LLC | 3.91% | New | 331,745 | $17.5M |
| Alesco Advisors, LLC, An ESL Co | 0.54% | Add +2.8% | 327,009 | $17.2M |
| Composition Wealth, LLC | 0.33% | Add +0.3% | 314,380 | $16.6M |
| HSBC Holdings PLC | 0.01% | Reduce -9.8% | 283,367 | $14.9M |
| Klingman & Associates, LLC | 0.73% | Add +3.4% | 227,887 | $12.0M |
| Mariner, LLC | 0.02% | Add +2.8% | 211,034 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.5% | 195,701 | $10.3M |
| Francis Financial, Inc. | 2.32% | Add +48.8% | 181,125 | $9.5M |
| Betterment LLC | 0.02% | Reduce -5.6% | 169,291 | $8.9M |
| Myecfo, LLC | 3.76% | Add +0.5% | 135,030 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +7.0% | 127,728 | $6.7M |
| UBS Group AG | 0.00% | Add +79.0% | 121,073 | $6.4M |
| LPL Financial LLC | 0.00% | Add +4.6% | 118,892 | $6.3M |
| Whitegate Investment Counselors, Inc. | 2.04% | Reduce -3.1% | 109,275 | $5.8M |
| NBT Bank, N.A. | 0.40% | Reduce -1.7% | 106,240 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.0% | 103,210 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.6% | 96,660 | $5.1M |
| Altfest L J & Co. Inc. | 0.63% | Add +14.4% | 95,621 | $5.0M |
| Arrow Financial Corp | 0.52% | Reduce -1.8% | 88,704 | $4.7M |
| Jane Street Group, LLC | 0.01% | Reduce -55.5% | 87,495 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +18.3% | 86,396 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Add +3.8% | 86,344 | $4.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 71,725 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +13.3% | 70,566 | $3.7M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +34.7% | 69,502 | $3.7M |
| James J. Burns & Company, LLC | 0.61% | Reduce -18.0% | 64,812 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 58,517 | $3.1M |
| Cascade Financial Partners, LLC | 0.39% | Reduce -1.7% | 58,225 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +10.6% | 53,780 | $2.8M |
| Creative Planning | 0.00% | Add +23.2% | 52,256 | $2.8M |
| Note Advisors, LLC | 2.26% | Add +2.9% | 51,904 | $2.7M |
| Carnegie Investment Counsel | 0.06% | New | 49,287 | $2.6M |
| Brighton Securities Corp. | 1.23% | Add +1.3% | 47,729 | $2.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +78.4% | 46,219 | $2.4M |
| Focus Partners Wealth | 0.01% | Add +16.6% | 46,218 | $2.4M |
| NewEdge Wealth, LLC | 0.04% | Add +23.1% | 45,780 | $2.4M |
| Wedmont Private Capital | 0.12% | Add +0.4% | 46,684 | $2.4M |
| Durante & Waters, LLC | 1.95% | Add +0.2% | 44,171 | $2.3M |
| Bailard, Inc. | 0.05% | Add +19.9% | 39,569 | $2.1M |
| Level Financial Advisors | 0.64% | Reduce -6.5% | 35,637 | $1.9M |
| Equita Financial Network, Inc. | 0.56% | New | 30,671 | $1.6M |
| Proffitt & Goodson Inc. | 0.26% | Add +26.1% | 29,780 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.0% | 29,206 | $1.5M |
| Graypoint LLC | 0.09% | No change | 27,500 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.30% | Add +0.0% | 27,318 | $1.4M |
| Revolve Wealth Partners, LLC | 0.19% | Add +8.3% | 24,803 | $1.3M |
| Astoria Strategic Wealth, Inc. | 0.38% | Add +11.5% | 24,633 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +66.2% | 24,492 | $1.3M |
| Magnus Financial Group LLC | 0.12% | Add +0.2% | 24,360 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -20.5% | 22,264 | $1.2M |
| Farrell Financial LLC | 0.80% | Add +0.2% | 20,792 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.0% | 20,153 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.27% | Reduce -2.9% | 19,961 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.3% | 19,946 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -40.2% | 19,740 | $1.0M |
| Drucker Wealth 3.0, LLC | 0.22% | Add +30.6% | 18,720 | $986K |
| Townsquare Capital LLC | 0.01% | Add +30.6% | 18,720 | $986K |
| TCI Wealth Advisors, Inc. | 0.08% | New | 18,698 | $984K |
| WNY Asset Management, LLC | 0.12% | Add +274.0% | 18,529 | $976K |
| Members Advisory Group LLC | 0.40% | Add +26.9% | 18,344 | $966K |
| Elequin Capital, LP | 0.25% | New | 18,016 | $949K |
| Corient Private Wealth LP | 0.00% | Reduce -23.0% | 17,385 | $915K |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 17,038 | $897K |
| Stratos Wealth Advisors, LLC | 0.05% | No change | 16,808 | $885K |
| Dimension Capital Management LLC | 0.15% | Add +56.0% | 16,379 | $862K |
| Equitable Holdings, Inc. | 0.01% | Add +3.7% | 16,208 | $853K |
| LifeGoal Investments, LLC | 0.92% | Add +0.5% | 16,158 | $851K |
| Flagstar Securities, Inc. | 0.21% | Add +0.7% | 15,664 | $825K |
| Rockbridge Investment Management, LCC | 0.10% | Add +8.4% | 15,600 | $821K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -45.5% | 14,632 | $770K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 14,265 | $751K |
| Opal Wealth Advisors, LLC | 0.22% | Reduce -90.5% | 13,840 | $729K |
| Westfuller Advisors, LLC | 0.48% | Add +0.5% | 13,651 | $719K |
| Calamos Wealth Management LLC | 0.04% | Reduce -1.5% | 13,644 | $718K |
| Sei Investments Co. | 0.00% | Add +1.8% | 13,560 | $714K |
| Compound Planning, Inc. | 0.03% | Reduce -15.6% | 13,434 | $707K |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 12,892 | $679K |
| NDWM LLC | 0.65% | No change | 12,583 | $662K |
| Fairview Capital Investment Management, LLC | 0.04% | Add +48.5% | 12,550 | $661K |
| EP Wealth Advisors, LLC | 0.01% | No change | 12,535 | $660K |
| Wealthfront Advisers LLC | 0.00% | Add +8.3% | 12,287 | $647K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.1% | 12,001 | $632K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Add +21.9% | 11,319 | $596K |
| Empower Advisory Group, LLC | 0.00% | No change | 11,026 | $581K |
| Long Run Wealth Advisors, LLC | 0.13% | New | 10,504 | $553K |
| McNamara Financial Services, Inc. | 0.12% | Add +1.9% | 10,214 | $538K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -38.8% | 10,123 | $533K |
| Orion Porfolio Solutions, LLC | 0.01% | No change | 10,111 | $532K |
| Orion Portfolio Solutions, LLC | 0.01% | No change | 10,111 | $532K |
| Orange Investment Advisors, Inc. | 0.06% | No change | 10,050 | $529K |
| Sax Wealth Advisors, LLC | 0.04% | New | 9,896 | $521K |
| Royal Bank of Canada | 0.00% | Add +40.0% | 9,715 | $512K |
| AlphaCore Capital LLC | 0.04% | New | 9,618 | $506K |
| Cerity Partners LLC | 0.00% | Add +1.6% | 9,518 | $501K |
| Manhattan West Asset Management, LLC | 0.12% | Reduce -18.3% | 9,196 | $484K |
| Conquis Financial LLC | 0.49% | Reduce -24.8% | 9,057 | $477K |
| Bell Investment Advisors, Inc | 0.09% | Add +0.5% | 8,861 | $467K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 8,850 | $466K |
| GAMMA Investing LLC | 0.03% | Reduce -1.8% | 8,502 | $448K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.1% | 8,486 | $447K |
| Sutton Place Investors LLC | 0.30% | Reduce -8.3% | 8,466 | $446K |
| Park Avenue Securities LLC | 0.01% | New | 8,255 | $435K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 8,250 | $434K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +0.5% | 8,007 | $422K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.1% | 7,866 | $414K |
| Astra Wealth Partners LLC | 0.39% | Add +2.5% | 7,794 | $410K |
| Independent Wealth Network Inc. | 0.16% | Reduce -1.3% | 7,416 | $390K |
| St Germain D J Co. Inc. | 0.02% | No change | 7,335 | $386K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.6% | 7,333 | $386K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 7,269 | $383K |
| Fidelis Capital Partners, LLC | 0.04% | Add +13.2% | 7,290 | $379K |
| North Star Investment Management Corp. | 0.03% | No change | 7,050 | $371K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -37.5% | 6,816 | $359K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,760 | $356K |
| Legacy Edge Advisors, LLC | 0.05% | No change | 6,577 | $346K |
| Boston Standard Wealth Management, LLC | 0.07% | Reduce -2.5% | 6,367 | $340K |
| Stanich Group LLC | 0.25% | Add +13.7% | 6,435 | $339K |
| Brio Consultants, LLC | 0.05% | Add +9.0% | 6,423 | $338K |
| Wealth Alliance, LLC | 0.04% | Add +0.3% | 6,157 | $324K |
| Eagle Rock Investment Company, LLC | 0.05% | No change | 6,000 | $316K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.0% | 5,999 | $316K |
| Northeast Financial Group, Inc. | 0.12% | Add +0.5% | 5,979 | $315K |
| Citigroup Inc. | 0.00% | Reduce -52.3% | 5,820 | $306K |
| CNB Bank | 0.15% | Add +5.5% | 5,482 | $289K |
| Davidson Investment Advisors | 0.01% | Add +14.2% | 5,203 | $274K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.5% | 5,150 | $271K |
| Atria Investments, Inc | 0.00% | Add +1.7% | 5,119 | $270K |
| Emergent Wealth Advisors, LLC | 0.19% | Reduce -13.4% | 5,044 | $266K |
| MBL Wealth, LLC | 0.03% | Reduce -19.4% | 5,000 | $263K |
| American Investment Services, Inc. | 0.05% | No change | 4,925 | $259K |
| Flow Traders U.S. LLC | 0.01% | New | 4,869 | $256K |
| Graney & King, LLC | 0.19% | Add +0.1% | 4,800 | $253K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.8% | 4,782 | $252K |
| Breakwater Capital Group | 0.04% | Reduce -26.6% | 4,702 | $248K |
| AllSquare Wealth Management LLC | 0.14% | No change | 4,609 | $243K |
| First Affirmative Financial Network | 0.14% | New | 4,450 | $234K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 4,302 | $229K |
| Keystone Global Partners, LLC | 0.16% | — | 4,336 | $228K |
| Wealthedge Investment Advisors, LLC | 0.10% | No change | 4,287 | $226K |
| Martin Worley Group | 0.13% | No change | 4,211 | $222K |
| Brookwood Investment Group LLC | 0.04% | — | 4,141 | $218K |
| Stephen J. Garry & Associates, LLC | 0.20% | No change | 4,110 | $216K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 4,071 | $214K |
| J. W. Coons Advisors, LLC | 0.06% | No change | 4,000 | $211K |
| Raymond James Financial Inc. | 0.00% | New | 3,985 | $210K |
| Seven Mile Advisory | 0.14% | No change | 3,917 | $206K |
| Nemes Rush Group LLC | 0.03% | Add +0.5% | 3,901 | $205K |
| Middleton & Co. Inc. | 0.02% | No change | 3,800 | $200K |
| Coldstream Capital Management Inc. | 0.00% | No change | 3,794 | $200K |
| Deutsche Bank AG | 0.00% | Reduce -16.9% | 3,715 | $196K |
| Tortoise Investment Management, LLC | 0.02% | Add +8.8% | 3,712 | $195K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 2,900 | $153K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,222 | $117K |
| Private Trust Co. NA | 0.01% | No change | 2,018 | $106K |
| IFP Advisors, Inc | 0.00% | Reduce -43.0% | 1,686 | $89K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,476 | $78K |
| Jones Financial Companies LLLP | 0.00% | New | 1,317 | $69K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 430 | $23K |
| Smartleaf Asset Management LLC | 0.00% | New | 372 | $20K |
| Rialto Wealth Management, LLC | 0.01% | No change | 312 | $16K |
| Mather Group, Llc. | 0.00% | New | 305 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 166 | $9K |
| Marshall Investment Management, LLC | 0.00% | New | 112 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 34 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 28 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $45 |
"% 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.