iShares New York Muni Bond ENYFETF
13F holders, Q3 2025 (September 30)175holders
20new positions
14sold out
$53.35avg. 13F price*
At the end of Q3 2025, 175 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, unchanged from Q2 2025. 20 opened new positions and 14 sold out. The largest holders were Tiaa Trust, National Association ($55.5M), High Probability Advisors, LLC ($37.6M) and Bank of America Corp. ($31.2M).
- Company
- iShares New York Muni Bond E
- CUSIP
- 464288323
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $13.2M |
| Exits | 14 | $24.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,273,508 shares bought and 1,251,535 shares sold, net +21,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Tiaa Trust, National Association | 0.13% | Add +21.2% | 1,040,875 | $55.5M |
| High Probability Advisors, LLC | 5.15% | Add +5.4% | 704,625 | $37.6M |
| Bank of America Corp. | 0.00% | Reduce -9.3% | 585,354 | $31.2M |
| Morgan Stanley | 0.00% | Add +8.0% | 491,861 | $26.2M |
| Facet Wealth, Inc. | 0.49% | Add +14.0% | 447,344 | $23.9M |
| FMR LLC | 0.00% | Add +7.6% | 437,638 | $23.3M |
| HighTower Advisors, LLC | 0.03% | Add +12.1% | 428,521 | $22.9M |
| Alesco Advisors, LLC, An ESL Co | 0.60% | Add +42.0% | 415,465 | $22.2M |
| Satovsky Asset Management LLC | 3.50% | Reduce -0.1% | 328,557 | $17.5M |
| Legacy Edge Advisors, LLC | 1.74% | Add +17.9% | 277,163 | $14.8M |
| Composition Wealth, LLC | 0.21% | Reduce -17.8% | 261,353 | $13.9M |
| Klingman & Associates, LLC | 0.63% | Add +4.9% | 233,173 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 200,025 | $10.7M |
| Rwa Wealth Partners, LLC | 0.11% | Reduce -48.0% | 183,825 | $9.8M |
| Mariner, LLC | 0.01% | Add +13.7% | 182,545 | $9.7M |
| LPL Financial LLC | 0.00% | Add +18.0% | 152,302 | $8.1M |
| Betterment LLC | 0.02% | Reduce -9.4% | 150,701 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +8.9% | 145,983 | $7.8M |
| Myecfo, LLC | 3.10% | Reduce -2.3% | 127,590 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +31.4% | 112,440 | $6.0M |
| NBT Bank, N.A. | 0.34% | Reduce -8.3% | 96,440 | $5.1M |
| Whitegate Investment Counselors, Inc. | 1.63% | Add +6.0% | 92,550 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Add +4.0% | 92,466 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 91,481 | $4.9M |
| Arrow Financial Corp | 0.47% | Reduce -0.2% | 86,075 | $4.6M |
| Altfest L J & Co. Inc. | 0.49% | Reduce -25.6% | 82,929 | $4.4M |
| Assetmark, Inc. | 0.01% | Add +19.7% | 78,408 | $4.2M |
| Note Advisors, LLC | 2.47% | Add +42.8% | 78,003 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Add +1423.1% | 75,959 | $4.1M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -3.2% | 73,514 | $3.9M |
| Creative Planning | 0.00% | Add +0.7% | 68,714 | $3.7M |
| UBS Group AG | 0.00% | Reduce -45.4% | 68,707 | $3.7M |
| Retirement Planning Group, LLC | 0.13% | New | 68,147 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.4% | 63,532 | $3.4M |
| Magnus Financial Group LLC | 0.26% | Add +83.3% | 60,720 | $3.2M |
| Bailard, Inc. | 0.07% | Add +47.4% | 58,812 | $3.1M |
| Cascade Financial Partners, LLC | 0.36% | No change | 58,225 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.50% | Add +15.5% | 57,464 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +17.1% | 57,028 | $3.0M |
| James J. Burns & Company, LLC | 0.45% | Reduce -4.4% | 56,159 | $3.0M |
| Carnegie Investment Counsel | 0.05% | Add +5.6% | 53,794 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 53,554 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.4% | 51,524 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.7% | 50,847 | $2.7M |
| Durante & Waters, LLC | 1.86% | Add +7.8% | 47,482 | $2.5M |
| Wedmont Private Capital | 0.09% | Add +1.1% | 47,218 | $2.5M |
| NewEdge Wealth, LLC | 0.03% | No change | 41,946 | $2.2M |
| Francis Financial, Inc. | 0.38% | Reduce -11.7% | 40,033 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +89.4% | 38,623 | $2.1M |
| Fort Point Capital Partners LLC | 0.26% | New | 38,269 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Add +22.0% | 37,570 | $2.0M |
| Level Financial Advisors | 0.54% | Reduce -9.3% | 36,077 | $1.9M |
| Brighton Securities Corp. | 0.99% | Reduce -23.2% | 35,497 | $1.9M |
| Equita Financial Network, Inc. | 0.62% | Add +49.9% | 34,576 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -26.9% | 33,989 | $1.8M |
| Compound Planning, Inc. | 0.06% | Add +90.6% | 32,538 | $1.7M |
| WNY Asset Management, LLC | 0.17% | Add +55.4% | 32,190 | $1.7M |
| Astoria Strategic Wealth, Inc. | 0.39% | Add +8.5% | 28,953 | $1.5M |
| Revolve Wealth Partners, LLC | 0.18% | Add +0.4% | 28,827 | $1.5M |
| Elequin Capital, LP | 0.13% | Add +481.7% | 28,595 | $1.5M |
| HSBC Holdings PLC | 0.00% | Reduce -90.2% | 27,609 | $1.5M |
| First Foundation Advisors | 0.05% | No change | 27,065 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +150.6% | 25,571 | $1.4M |
| Drucker Wealth 3.0, LLC | 0.24% | Reduce -5.6% | 25,197 | $1.3M |
| Perennial Advisors, LLC | 0.23% | New | 25,105 | $1.3M |
| Conrad Siegel Investment Advisors, Inc. | 0.28% | Add +0.9% | 24,657 | $1.3M |
| Trust Co | 0.13% | New | 24,200 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +57.6% | 22,034 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Add +49.9% | 20,972 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 19,986 | $1.1M |
| Members Advisory Group LLC | 0.37% | Add +0.3% | 19,760 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -19.4% | 19,562 | $1.0M |
| Calamos Wealth Management LLC | 0.04% | Add +177.2% | 18,528 | $988K |
| LifeGoal Investments, LLC | 0.78% | Add +0.8% | 17,658 | $942K |
| Citigroup Inc. | 0.00% | Add +12.2% | 17,304 | $923K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.2% | 16,916 | $902K |
| Allworth Financial LP | 0.00% | Reduce -13.3% | 16,874 | $900K |
| Stratos Wealth Advisors, LLC | 0.04% | No change | 16,808 | $897K |
| Opal Wealth Advisors, LLC | 0.25% | Add +11.7% | 16,788 | $896K |
| Rockbridge Investment Management, LCC | 0.08% | No change | 15,572 | $831K |
| Westfuller Advisors, LLC | 0.38% | Add +12.7% | 15,497 | $827K |
| Dimension Capital Management LLC | 0.12% | Reduce -8.2% | 15,039 | $802K |
| Farrell Financial LLC | 0.50% | Reduce -4.5% | 14,807 | $790K |
| Proffitt & Goodson Inc. | 0.11% | Reduce -37.3% | 14,580 | $778K |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.5% | 14,528 | $775K |
| Wealthfront Advisers LLC | 0.00% | Add +28.7% | 13,960 | $745K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 13,851 | $739K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -29.9% | 13,803 | $736K |
| Conquis Financial LLC | 0.68% | Reduce -47.1% | 13,411 | $715K |
| Sei Investments Co. | 0.00% | Add +13.7% | 13,214 | $705K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 13,061 | $697K |
| Corient Private Wealth LP | 0.00% | Reduce -41.5% | 12,864 | $686K |
| NDWM LLC | 0.46% | No change | 12,583 | $671K |
| Dopkins Wealth Management, LLC | 0.28% | Add +180.5% | 12,556 | $670K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +180.5% | 12,556 | $670K |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 12,106 | $646K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | New | 12,010 | $641K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Add +0.9% | 11,649 | $621K |
| McNamara Financial Services, Inc. | 0.11% | Add +11.0% | 11,337 | $605K |
| Ashton Thomas Securities, LLC | 0.08% | New | 11,063 | $590K |
"% 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.