iShares New York Muni Bond ENYFETF

13F holders, Q4 2025 (December 31)
187holders +12
18new positions
10sold out
1famous investor
$53.45avg. 13F price*

At the end of Q4 2025, 187 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, up 12 from Q3 2025. 18 opened new positions and 10 sold out. The largest holders were Tiaa Trust, National Association ($58.7M), Bank of America Corp. ($36.2M) and High Probability Advisors, LLC ($33.7M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$9.1M
Exits10$5.1M

All 13F filers, Q3 2025 → Q4 2025: 1,620,121 shares bought and 329,423 shares sold, net +1,290,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 187 holders

Tiaa Trust, National Association 0.14% Add +5.5% 1,097,570 $58.7M
Bank of America Corp. 0.00% Add +15.5% 676,129 $36.2M
High Probability Advisors, LLC 4.49% Reduce -10.6% 629,846 $33.7M
HighTower Advisors, LLC 0.03% Add +28.7% 551,679 $29.5M
Morgan Stanley 0.00% Add +11.1% 546,628 $29.3M
Facet Wealth, Inc. 0.48% Add +13.5% 507,764 $27.3M
FMR LLC 0.00% Add +8.4% 474,597 $25.4M
Alesco Advisors, LLC, An ESL Co 0.60% Add +4.8% 435,454 $23.3M
Satovsky Asset Management LLC 3.36% Reduce -1.4% 323,872 $17.3M
HSBC Holdings PLC 0.01% Add +1070.2% 323,084 $17.3M
Legacy Edge Advisors, LLC 1.72% Add +6.1% 293,971 $15.7M
Composition Wealth, LLC 0.21% Add +4.1% 271,955 $14.6M
Rwa Wealth Partners, LLC 0.14% Add +31.8% 242,338 $13.0M
Klingman & Associates, LLC 0.61% Add +1.1% 235,756 $12.6M
Envestnet Asset Management Inc. 0.00% Add +8.1% 216,274 $11.6M
Mariner, LLC 0.01% Add +13.4% 206,944 $11.1M
JPMorgan Chase & Co. 0.00% Add +91.2% 174,912 $9.4M
Betterment LLC 0.02% Add +3.6% 156,208 $8.4M
Cetera Investment Advisers 0.01% Add +5.5% 154,087 $8.2M
LPL Financial LLC 0.00% Reduce -0.8% 151,138 $8.1M
Myecfo, LLC 2.85% Reduce -1.8% 125,290 $6.7M
Commonwealth Equity Services, LLC 0.01% Add +3.0% 115,794 $6.2M
Guggenheim Capital LLC 0.04% Add +42.4% 108,155 $5.8M
NBT Bank, N.A. 0.35% Add +4.2% 100,475 $5.4M
Alliancebernstein L.P. 0.00% Add +7.6% 99,469 $5.3M
Note Advisors, LLC 2.61% Add +21.3% 94,604 $5.1M
Whitegate Investment Counselors, Inc. 1.53% Reduce -1.0% 91,590 $4.9M
Bailard, Inc. 0.11% Add +51.6% 89,186 $4.8M
Arrow Financial Corp 0.47% Add +2.8% 88,471 $4.7M
Assetmark, Inc. 0.01% Add +10.9% 86,957 $4.7M
Ameriprise Financial Inc. 0.00% Add +48.5% 84,680 $4.5M
Hennion & Walsh Asset Management, Inc. 0.16% Add +14.5% 84,170 $4.5M
UBS Group AG 0.00% Add +17.0% 80,414 $4.3M
Wells Fargo & Company 0.00% Add +47.6% 79,069 $4.2M
Creative Planning 0.00% Add +2.3% 70,262 $3.8M
Jane Street Group, LLC 0.00% New 68,736 $3.7M
Retirement Planning Group, LLC 0.12% Reduce -0.1% 68,083 $3.6M
SOA Wealth Advisors, LLC. 0.52% Add +2.7% 59,033 $3.2M
Cascade Financial Partners, LLC 0.32% No change 58,225 $3.1M
Magnus Financial Group LLC 0.24% Reduce -4.3% 58,135 $3.1M
Durante & Waters, LLC 2.11% Add +18.9% 56,460 $3.0M
Kestra Advisory Services, LLC 0.01% Add +7.3% 55,301 $3.0M
Carnegie Investment Counsel 0.05% Add +0.5% 54,054 $2.9M
Wedmont Private Capital 0.10% Add +11.8% 52,790 $2.8M
James J. Burns & Company, LLC 0.39% Reduce -5.6% 52,996 $2.8M
Osaic Holdings, Inc. 0.00% Add +0.4% 51,035 $2.7M
Equita Financial Network, Inc. 0.79% Add +42.3% 49,205 $2.6M
Westfuller Advisors, LLC 1.05% Add +214.0% 48,655 $2.6M
NewEdge Wealth, LLC 0.03% Add +9.7% 46,004 $2.5M
Altfest L J & Co. Inc. 0.26% Reduce -47.2% 43,765 $2.3M
Francis Financial, Inc. 0.42% No change 40,033 $2.1M
Emergent Wealth Advisors, LLC 1.20% Add +693.0% 40,001 $2.1M
Cerity Partners LLC 0.00% Add +316.1% 39,604 $2.1M
Opal Wealth Advisors, LLC 0.55% Add +135.8% 39,592 $2.1M
Wealthfront Advisers LLC 0.00% Add +177.1% 38,678 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.6% 38,393 $2.1M
Level Financial Advisors 0.51% Reduce -0.4% 35,924 $1.9M
Compound Planning, Inc. 0.06% Add +9.4% 35,583 $1.9M
Focus Partners Wealth 0.00% Add +0.1% 34,008 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Add +20.4% 30,787 $1.6M
Astoria Strategic Wealth, Inc. 0.41% Add +5.9% 30,660 $1.6M
Fort Point Capital Partners LLC 0.19% Reduce -22.9% 29,506 $1.6M
Revolve Wealth Partners, LLC 0.19% Add +2.5% 29,545 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.17% Reduce -27.7% 27,152 $1.5M
First Foundation Advisors 0.05% No change 27,065 $1.4M
Perennial Advisors, LLC 0.24% Add +7.0% 26,870 $1.4M
Drucker Wealth 3.0, LLC 0.24% Add +2.0% 25,703 $1.4M
Corient Private Wealth LP 0.00% Add +98.8% 25,567 $1.4M
MML Investors Services, LLC 0.00% Add +28.0% 25,032 $1.3M
Conrad Siegel Investment Advisors, Inc. 0.25% Add +0.5% 24,773 $1.3M
Raymond James Financial Inc. 0.00% Add +140.2% 24,639 $1.3M
Brighton Securities Corp. 0.64% Reduce -31.5% 24,330 $1.3M
Trust Co 0.12% No change 24,200 $1.3M
Goldman Sachs Group Inc. 0.00% Reduce -63.7% 23,078 $1.2M
Private Advisor Group, LLC 0.01% Add +3.9% 22,903 $1.2M
Godfrey Financial Associates, Inc. 1.01% — 21,884 $1.2M
Captrust Financial Advisors 0.00% New 21,855 $1.2M
Allworth Financial LP 0.00% Add +29.4% 21,826 $1.2M
Citigroup Inc. 0.00% Add +22.1% 21,136 $1.1M
Sterling Investment Counsel, LLC 0.32% Add +282.1% 21,033 $1.1M
Members Advisory Group LLC 0.41% Add +2.6% 20,266 $1.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.09% Add +72.7% 20,119 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +0.1% 20,011 $1.1M
Empower Advisory Group, LLC 0.00% Reduce -9.9% 18,905 $1.0M
Proffitt & Goodson Inc. 0.14% Add +28.1% 18,670 $999K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +50.6% 18,087 $968K
Calamos Wealth Management LLC 0.03% Reduce -5.0% 17,592 $941K
Stratos Wealth Advisors, LLC 0.04% No change 16,808 $899K
Stifel Financial Corp. 0.00% Add +26.7% 16,550 $886K
Equitable Holdings, Inc. 0.01% Add +7.5% 15,617 $836K
Sei Investments Co. 0.00% Add +17.9% 15,581 $834K
Rockbridge Investment Management, LCC 0.08% No change 15,572 $833K
HM Payson & Co. 0.01% New 15,445 $826K
Farrell Financial LLC 0.47% Add +0.5% 14,885 $797K
Northwestern Mutual Wealth Management Co. 0.00% Add +32.3% 14,498 $776K
Wealthspire Advisors, LLC 0.01% Add +4.5% 14,427 $772K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -15.8% 14,239 $765K
Dopkins Wealth Management, LLC 0.30% Add +9.2% 13,711 $734K
Conquis Financial LLC 0.59% Reduce -4.5% 12,811 $686K
Indivisible Partners 0.07% — 12,307 $659K
Bank of New York Mellon Corp 0.00% Reduce -3.3% 11,705 $626K
McNamara Financial Services, Inc. 0.12% No change 11,337 $607K
Royal Bank of Canada 0.00% Add +17.9% 10,913 $584K
Long Run Wealth Advisors, LLC 0.11% Add +0.2% 10,559 $565K
Apella Capital, LLC 0.01% Add +14.8% 10,352 $554K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 10,319 $552K
Jones Financial Companies LLLP 0.00% Add +69.4% 10,250 $548K
Orange Investment Advisors, Inc. 0.06% Add +5.2% 10,203 $546K
Eagle Rock Investment Company, LLC 0.08% No change 10,000 $535K
Brio Consultants, LLC 0.07% Add +7.2% 9,894 $529K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 9,631 $515K
AlphaCore Capital LLC 0.01% No change 9,618 $515K
Flagstar Securities, Inc. 0.17% Add +3.5% 9,386 $502K
EP Wealth Advisors, LLC 0.00% — 9,339 $500K
Hudson Oak Wealth Advisory LLC 0.44% — 9,311 $498K
GAMMA Investing LLC 0.02% Add +3.4% 9,237 $494K
Independent Wealth Network Inc. 0.15% Add +19.4% 8,865 $474K
Stratos Wealth Partners, LTD. 0.01% Add +1.0% 8,579 $459K
Dakota Wealth Management 0.01% New 8,275 $443K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% No change 8,250 $441K
Wealth Alliance, LLC 0.04% Add +29.3% 8,203 $439K
Keystone Global Partners, LLC 0.19% Add +2.3% 8,177 $438K
Boston Standard Wealth Management, LLC 0.06% Add +5.5% 7,335 $392K
Fidelis Capital Partners, LLC 0.03% No change 7,290 $390K
Pine Valley Investments Ltd Liability Co 0.02% No change 7,269 $389K
Bryn Mawr Trust Advisors, LLC 0.02% No change 7,226 $387K
Sutton Place Investors LLC 0.20% Reduce -9.9% 6,938 $371K
St Germain D J Co. Inc. 0.01% Reduce -4.2% 6,793 $363K
21 West Wealth Management LLC 0.33% No change 6,711 $359K
Mercer Global Advisors Inc. 0.00% Reduce -3.0% 6,642 $355K
Trivium Point Advisory, LLC 0.03% Add +1.0% 6,488 $347K
Petersen Hastings Wealth Advisors Inc. 0.03% — 6,379 $341K
Prosperity Consulting Group, LLC 0.02% Add +15.5% 6,300 $337K
CNB Bank 0.13% Add +12.0% 6,139 $328K
DUTCH ASSET Corp 0.25% — 6,093 $326K
Thompson Siegel & Walmsley LLC 0.01% Add +20.8% 6,077 $325K
Rockefeller Capital Management L.P. 0.00% No change 5,946 $318K
Dentgroup LLC 0.22% No change 5,923 $317K
Baird Financial Group, Inc. 0.00% No change 5,803 $311K
Relyea Zuckerberg Hanson LLC 0.03% No change 5,724 $306K
Northeast Financial Group, Inc. 0.07% Add +1.0% 5,513 $295K
Matauro, LLC 0.04% New 5,387 $288K
Armstrong Advisory Group, Inc. 0.02% Add +22.4% 5,371 $287K
Atria Investments, Inc 0.00% Add +0.1% 5,315 $284K
Citadel Advisors 0.00% New 5,218 $279K
Hamilton Wealth, LLC 0.05% Add +3.6% 5,215 $279K
Manhattan West Asset Management, LLC 0.06% Add +5.0% 5,071 $271K
Davidson Investment Advisors 0.01% No change 4,941 $264K
OneDigital Investment Advisors LLC 0.00% No change 4,782 $256K
Wealthedge Investment Advisors, LLC 0.09% New 4,769 $255K
Astra Wealth Partners LLC 0.16% No change 4,751 $254K
Evanson Asset Management, LLC 0.01% New 4,672 $250K
Nemes Rush Group LLC 0.02% Add +10.8% 4,656 $249K
Graney & King, LLC 0.14% Add +0.1% 4,547 $243K
PFG Investments, LLC 0.01% New 4,481 $240K
MAI Capital Management 0.00% No change 4,385 $235K
Sequoia Financial Advisors, LLC 0.00% No change 4,211 $225K
Brookwood Investment Group LLC 0.03% No change 4,141 $222K
Orion Porfolio Solutions, LLC 0.00% Reduce -62.4% 4,124 $221K
Stephen J. Garry & Associates, LLC 0.17% No change 4,110 $220K
Olde Wealth Management, LLC 0.07% No change 4,091 $218K
BCS Private Wealth Management, Inc. 0.07% No change 4,000 $214K
Park Avenue Securities LLC 0.00% New 3,959 $212K
Seven Mile Advisory 0.04% No change 3,917 $210K
Middleton & Co. Inc. 0.02% No change 3,800 $203K
Coldstream Capital Management Inc. 0.00% No change 3,794 $203K
LVW Advisors, LLC 0.02% New 3,781 $202K
Quadrant Private Wealth Management, LLC 0.03% New 3,764 $201K
CIBC Private Wealth Group LLC 0.00% New 3,515 $188K
Peck Wealth Management, LLC 0.17% New 3,300 $177K
Centaurus Financial, Inc. 0.01% Add +1.0% 3,296 $176K
Deutsche Bank AG 0.00% Reduce -14.0% 2,863 $153K
Creative Financial Designs Inc. 0.01% Add +0.1% 2,226 $119K
Hamrick Investment Counsel, llc 0.09% — 2,200 $118K
North Star Investment Management Corp. 0.01% Reduce -70.9% 2,050 $110K
Private Trust Co. NA 0.01% No change 2,018 $108K
IFP Advisors, Inc 0.00% Add +0.8% 1,712 $92K
WealthShield Partners, LLC 0.01% New 1,677 $90K
PNC Financial Services Group, Inc. 0.00% Reduce -22.8% 1,500 $80K
Steward Partners Investment Advisory, LLC 0.00% Reduce -89.3% 1,484 $79K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,476 $79K
LifeGoal Investments, LLC 0.04% Reduce -1.6% 17,379 $60K
Root Financial Partners, LLC 0.00% No change 765 $41K
Smartleaf Asset Management LLC 0.00% No change 396 $21K
Kilter Group LLC 0.00% New 168 $9K
Qube Research & Technologies Ltd 0.00% New 144 $8K
Farther Finance Advisors, LLC 0.00% No change 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.