iShares New York Muni Bond ENYFETF

13F holders, Q2 2025 (June 30)
175holders +1
15new positions
15sold out
1famous investor
$52.13avg. 13F price*

At the end of Q2 2025, 175 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, up 1 from Q1 2025. 15 opened new positions and 15 sold out. The largest holders were Tiaa Trust, National Association ($44.8M), High Probability Advisors, LLC ($34.9M) and Bank of America Corp. ($33.6M). 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

050100150200250 Q1 2024: 137Q1 2024Q2 2024: 151Q2 2024Q3 2024: 152Q3 2024Q4 2024: 171Q4 2024Q1 2025: 174Q1 2025Q2 2025: 175Q2 2025Q3 2025: 175Q3 2025Q4 2025: 187Q4 2025Q1 2026: 212Q1 2026Q2 2026: 202Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions15$7.0M
Exits15$5.2M

All 13F filers, Q1 2025 → Q2 2025: 1,141,549 shares bought and 804,786 shares sold, net +336,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 175 holders

Tiaa Trust, National Association 0.12% Reduce -13.2% 858,675 $44.8M
High Probability Advisors, LLC 5.21% Add +5.1% 668,495 $34.9M
Bank of America Corp. 0.00% Add +14.4% 645,341 $33.6M
Morgan Stanley 0.00% Reduce -10.1% 455,538 $23.8M
FMR LLC 0.00% Add +21.5% 406,868 $21.2M
Facet Wealth, Inc. 0.46% Add +5.8% 392,537 $20.4M
HighTower Advisors, LLC 0.03% Reduce -10.8% 382,305 $19.9M
Rwa Wealth Partners, LLC 0.23% Add +0.9% 353,480 $18.4M
Jane Street Group, LLC 0.03% Add +296.8% 347,152 $18.1M
Satovsky Asset Management LLC 3.65% Reduce -0.9% 328,830 $17.1M
Composition Wealth, LLC 0.28% Add +1.1% 317,818 $16.6M
Alesco Advisors, LLC, An ESL Co 0.44% Reduce -10.5% 292,550 $15.3M
HSBC Holdings PLC 0.01% Reduce -0.5% 282,000 $14.7M
Legacy Edge Advisors, LLC 1.64% Add +3473.3% 235,016 $12.3M
Klingman & Associates, LLC 0.64% Reduce -2.4% 222,354 $11.6M
Envestnet Asset Management Inc. 0.00% Add +4.8% 205,163 $10.7M
Betterment LLC 0.02% Reduce -1.7% 166,364 $8.7M
Mariner, LLC 0.01% Reduce -23.9% 160,513 $8.4M
Cetera Investment Advisers 0.01% Add +5.0% 134,102 $7.0M
Myecfo, LLC 3.34% Reduce -3.3% 130,634 $6.8M
LPL Financial LLC 0.00% Add +8.6% 129,081 $6.7M
UBS Group AG 0.00% Add +4.0% 125,921 $6.6M
Altfest L J & Co. Inc. 0.69% Add +16.5% 111,430 $5.8M
NBT Bank, N.A. 0.38% Reduce -1.0% 105,220 $5.5M
Alliancebernstein L.P. 0.00% Add +2.9% 88,879 $4.6M
JPMorgan Chase & Co. 0.00% Reduce -15.0% 87,760 $4.6M
Whitegate Investment Counselors, Inc. 1.55% Reduce -20.1% 87,330 $4.6M
Arrow Financial Corp 0.47% Reduce -2.7% 86,275 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +46.2% 85,566 $4.5M
Hennion & Walsh Asset Management, Inc. 0.16% Add +9.3% 75,952 $4.0M
Goldman Sachs Group Inc. 0.00% Add +2.3% 73,378 $3.8M
Creative Planning 0.00% Add +30.6% 68,226 $3.6M
Assetmark, Inc. 0.01% Reduce -7.2% 65,516 $3.4M
James J. Burns & Company, LLC 0.50% Reduce -9.4% 58,734 $3.1M
Cascade Financial Partners, LLC 0.36% No change 58,225 $3.0M
Wells Fargo & Company 0.00% Add +3.0% 55,381 $2.9M
Note Advisors, LLC 1.97% Add +5.3% 54,628 $2.8M
Osaic Holdings, Inc. 0.00% Reduce -38.9% 52,781 $2.8M
Carnegie Investment Counsel 0.05% Add +3.4% 50,936 $2.7M
SOA Wealth Advisors, LLC. 0.48% Add +82.2% 49,768 $2.6M
Ameriprise Financial Inc. 0.00% Reduce -49.6% 48,711 $2.5M
Wedmont Private Capital 0.10% Add +0.1% 46,725 $2.4M
Focus Partners Wealth 0.01% Add +0.6% 46,482 $2.4M
Brighton Securities Corp. 1.32% Reduce -3.1% 46,242 $2.4M
Francis Financial, Inc. 0.55% Reduce -75.0% 45,343 $2.4M
Durante & Waters, LLC 1.81% Reduce -0.3% 44,050 $2.3M
Kestra Advisory Services, LLC 0.01% Add +607.6% 42,451 $2.2M
NewEdge Wealth, LLC 0.03% Reduce -8.4% 41,946 $2.2M
Bailard, Inc. 0.05% Add +0.8% 39,901 $2.1M
Level Financial Advisors 0.65% Add +11.6% 39,770 $2.1M
Magnus Financial Group LLC 0.15% Add +36.0% 33,128 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.18% Add +25.8% 30,803 $1.6M
Revolve Wealth Partners, LLC 0.20% Add +15.8% 28,716 $1.5M
Graypoint LLC 0.08% No change 27,500 $1.4M
First Foundation Advisors 0.05% New 27,065 $1.4M
Astoria Strategic Wealth, Inc. 0.38% Add +8.3% 26,675 $1.4M
Drucker Wealth 3.0, LLC 0.27% Add +42.6% 26,700 $1.4M
Flow Traders U.S. LLC 0.05% Add +439.6% 26,274 $1.4M
Atria Wealth Solutions, Inc. 0.03% Add +26.8% 25,559 $1.3M
Conquis Financial LLC 1.28% Add +179.9% 25,354 $1.3M
Conrad Siegel Investment Advisors, Inc. 0.29% Add +22.4% 24,438 $1.3M
MML Investors Services, LLC 0.00% Add +9.0% 24,270 $1.3M
Old Mission Capital LLC 0.03% New 23,441 $1.2M
Proffitt & Goodson Inc. 0.18% Reduce -22.0% 23,234 $1.2M
Equita Financial Network, Inc. 0.48% Reduce -24.8% 23,069 $1.2M
Corient Private Wealth LP 0.00% Add +26.6% 22,007 $1.1M
WNY Asset Management, LLC 0.12% Add +11.8% 20,709 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +101.5% 20,397 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +0.1% 19,961 $1.0M
Members Advisory Group LLC 0.39% Add +7.3% 19,692 $1.0M
Wealthspire Advisors, LLC 0.01% Reduce -57.4% 19,686 $1.0M
Allworth Financial LP 0.00% Reduce -1.4% 19,474 $1.0M
TCI Wealth Advisors, Inc. 0.07% No change 18,698 $975K
LifeGoal Investments, LLC 0.87% Add +8.4% 17,510 $913K
Compound Planning, Inc. 0.03% Add +27.1% 17,069 $890K
Stratos Wealth Advisors, LLC 0.05% No change 16,808 $876K
Dimension Capital Management LLC 0.13% No change 16,379 $854K
Flagstar Securities, Inc. 0.23% Add +2.7% 16,085 $839K
Rockbridge Investment Management, LCC 0.09% Reduce -0.2% 15,572 $812K
Farrell Financial LLC 0.54% Reduce -25.4% 15,504 $808K
Citigroup Inc. 0.00% Add +165.1% 15,430 $805K
Equitable Holdings, Inc. 0.01% Reduce -6.1% 15,216 $793K
Opal Wealth Advisors, LLC 0.22% Add +8.6% 15,033 $784K
Mercer Global Advisors Inc. 0.00% Reduce -49.5% 14,761 $770K
Empower Advisory Group, LLC 0.00% Add +26.9% 13,987 $729K
Private Advisor Group, LLC 0.00% Reduce -17.9% 13,983 $729K
Westfuller Advisors, LLC 0.41% Add +0.7% 13,752 $717K
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.6% 13,744 $717K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.9% 13,617 $709K
Citadel Advisors 0.00% New 13,015 $679K
Stifel Financial Corp. 0.00% Add +0.7% 12,983 $677K
NDWM LLC 0.48% No change 12,583 $656K
Bank of New York Mellon Corp 0.00% Reduce -0.9% 11,890 $620K
Sei Investments Co. 0.00% Reduce -14.3% 11,623 $606K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Add +2.0% 11,544 $602K
Wealthfront Advisers LLC 0.00% Reduce -11.7% 10,848 $566K
Long Run Wealth Advisors, LLC 0.12% Add +0.1% 10,520 $549K
Royal Bank of Canada 0.00% Add +5.3% 10,225 $533K
McNamara Financial Services, Inc. 0.11% No change 10,214 $533K
O'shaughnessy Asset Management, LLC 0.00% Add +20.3% 10,204 $532K

"% 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.

Show all 175 holders