iShares New York Muni Bond ENYFETF

13F holders, Q1 2026 (March 31)
212holders +25
27new positions
7sold out
1famous investor
$53.13avg. 13F price*

At the end of Q1 2026, 212 institutions reported holding iShares New York Muni Bond E (NYF) in their 13F filings, up 25 from Q4 2025. 27 opened new positions and 7 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($59.1M), Morgan Stanley ($46.3M) and High Probability Advisors, LLC ($41.2M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions27$11.7M
Exits7$2.0M

All 13F filers, Q4 2025 → Q1 2026: 1,728,860 shares bought and 1,441,978 shares sold, net +286,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 212 holders

Tiaa-Cref Individual & Institutional Services, LLC 0.23% — 1,112,829 $59.1M
Morgan Stanley 0.00% Add +59.3% 870,764 $46.3M
High Probability Advisors, LLC 5.27% Add +23.1% 775,203 $41.2M
Bank of America Corp. 0.00% Add +12.9% 763,210 $40.5M
HighTower Advisors, LLC 0.03% Add +5.0% 579,232 $30.8M
Facet Wealth, Inc. 0.48% Add +3.0% 522,876 $27.8M
FMR LLC 0.00% Reduce -1.7% 466,514 $24.8M
Alesco Advisors, LLC, An ESL Co 0.62% Add +5.9% 461,036 $24.5M
Legacy Edge Advisors, LLC 1.96% Add +19.3% 350,771 $18.6M
HSBC Holdings PLC 0.01% Add +3.6% 334,772 $17.8M
Satovsky Asset Management LLC 2.94% Reduce -3.0% 314,060 $16.7M
Envestnet Asset Management Inc. 0.00% Add +15.0% 248,730 $13.2M
Klingman & Associates, LLC 0.62% Add +1.8% 239,875 $12.7M
Mariner, LLC 0.01% Add +9.3% 226,207 $12.0M
Rwa Wealth Partners, LLC 0.13% Reduce -7.2% 224,926 $11.9M
Composition Wealth, LLC 0.16% Reduce -18.0% 223,119 $11.9M
LPL Financial LLC 0.00% Add +35.7% 205,111 $10.9M
JPMorgan Chase & Co. 0.00% Add +9.8% 192,084 $10.2M
Cetera Investment Advisers 0.01% Add +8.1% 166,549 $8.8M
Betterment LLC 0.02% Add +3.3% 161,323 $8.6M
Jane Street Group, LLC 0.01% Add +121.0% 151,927 $8.1M
Guggenheim Capital LLC 0.06% Add +32.6% 143,376 $7.6M
Creative Planning 0.00% Add +86.8% 131,285 $7.0M
Commonwealth Equity Services, LLC 0.01% Add +5.4% 122,012 $6.5M
Myecfo, LLC 2.66% Reduce -4.6% 119,530 $6.3M
Alliancebernstein L.P. 0.00% Add +14.1% 113,457 $6.1M
Note Advisors, LLC 2.56% Add +1.8% 96,345 $5.1M
Ameriprise Financial Inc. 0.00% Add +13.7% 96,274 $5.1M
Hennion & Walsh Asset Management, Inc. 0.17% Add +13.6% 95,611 $5.1M
NBT Bank, N.A. 0.33% Reduce -5.2% 95,210 $5.1M
Whitegate Investment Counselors, Inc. 1.59% Add +2.7% 94,080 $5.0M
Arrow Financial Corp 0.46% Reduce -2.7% 86,120 $4.6M
Bailard, Inc. 0.10% Reduce -3.6% 85,971 $4.6M
Assetmark, Inc. 0.01% Reduce -12.0% 76,546 $4.1M
James J. Burns & Company, LLC 0.52% Add +36.4% 72,276 $3.8M
Retirement Planning Group, LLC 0.11% No change 68,083 $3.6M
UBS Group AG 0.00% Reduce -15.7% 67,777 $3.6M
Wells Fargo & Company 0.00% Reduce -14.3% 67,744 $3.6M
Mercer Global Advisors Inc. 0.01% Add +871.1% 64,502 $3.4M
Altfest L J & Co. Inc. 0.36% Add +44.0% 63,024 $3.3M
SOA Wealth Advisors, LLC. 0.59% Add +0.2% 59,144 $3.1M
Wedmont Private Capital 0.10% Add +10.9% 58,562 $3.1M
Patriot Financial Group Insurance Agency, LLC 0.18% Add +115.0% 58,362 $3.1M
Cascade Financial Partners, LLC 0.32% Reduce -0.8% 57,745 $3.1M
Durante & Waters, LLC 2.20% Add +1.5% 57,294 $3.0M
Kestra Advisory Services, LLC 0.01% Add +3.0% 56,983 $3.0M
Carnegie Investment Counsel 0.06% Add +3.4% 55,891 $3.0M
Citigroup Inc. 0.00% Add +157.0% 54,321 $2.9M
Magnus Financial Group LLC 0.22% Reduce -13.5% 50,302 $2.7M
Osaic Holdings, Inc. 0.00% Reduce -2.6% 49,726 $2.6M
Equita Financial Network, Inc. 0.82% Add +0.1% 49,278 $2.6M
Cerity Partners LLC 0.00% Add +18.8% 47,043 $2.5M
Focus Partners Wealth 0.00% Add +37.1% 46,642 $2.5M
NewEdge Wealth, LLC 0.03% Reduce -1.9% 45,135 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +45.9% 44,923 $2.4M
Wealthfront Advisers LLC 0.01% Add +15.1% 44,534 $2.4M
Compound Planning, Inc. 0.07% Add +19.8% 42,642 $2.3M
Emergent Wealth Advisors, LLC 1.22% Reduce -3.0% 38,810 $2.1M
Citadel Advisors 0.00% Add +641.1% 38,673 $2.1M
Westfuller Advisors, LLC 0.86% Reduce -22.5% 37,691 $2.0M
Pine Valley Investments Ltd Liability Co 0.09% Add +383.6% 35,154 $1.9M
Stifel Financial Corp. 0.00% Add +111.3% 34,968 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -12.1% 33,760 $1.8M
Level Financial Advisors 0.44% Reduce -8.7% 32,800 $1.7M
Astoria Strategic Wealth, Inc. 0.43% Add +5.1% 32,220 $1.7M
Captrust Financial Advisors 0.00% Add +43.4% 31,331 $1.7M
Perennial Advisors, LLC 0.27% Add +11.6% 29,975 $1.6M
Wealthspire Advisors, LLC 0.01% Add +107.2% 29,899 $1.6M
Francis Financial, Inc. 0.28% Reduce -28.4% 28,660 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +94.1% 27,636 $1.5M
Goldman Sachs Group Inc. 0.00% Add +18.0% 27,225 $1.4M
First Foundation Advisors 0.06% No change 27,065 $1.4M
Drucker Wealth 3.0, LLC 0.24% No change 25,703 $1.4M
Allspring Global Investments Holdings, LLC 0.00% New 25,306 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +73.7% 25,181 $1.3M
Jones Financial Companies LLLP 0.00% Add +146.1% 25,223 $1.3M
Corient Private Wealth LP 0.00% Reduce -1.9% 25,077 $1.3M
Conrad Siegel Investment Advisors, Inc. 0.24% Add +0.9% 25,008 $1.3M
WNY Asset Management, LLC 0.14% — 24,750 $1.3M
W.G. Shaheen & Associates DBA Whitney & Co 0.11% Add +21.7% 24,479 $1.3M
MML Investors Services, LLC 0.00% Reduce -2.6% 24,375 $1.3M
Trust Co 0.12% Add +0.3% 24,263 $1.3M
Private Advisor Group, LLC 0.01% Add +4.8% 23,993 $1.3M
Cora Capital Advisors LLC 0.42% New 23,700 $1.3M
Brighton Securities Corp. 0.60% Reduce -3.2% 23,553 $1.3M
Empower Advisory Group, LLC 0.00% Add +17.9% 22,285 $1.2M
Godfrey Financial Associates, Inc. 1.00% No change 21,884 $1.2M
Allworth Financial LP 0.00% Add +0.1% 21,844 $1.2M
Members Advisory Group LLC 0.39% Add +6.3% 21,542 $1.1M
Indivisible Partners 0.10% Add +71.5% 21,113 $1.1M
Layline Advisors, LLC 1.21% — 20,416 $1.1M
Chicago Partners Investment Group LLC 0.02% Add +0.1% 20,036 $1.1M
Proffitt & Goodson Inc. 0.16% Add +3.6% 19,350 $1.0M
Cresset Asset Management, LLC 0.00% New 18,150 $964K
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 18,087 $961K
Calamos Wealth Management LLC 0.03% Reduce -5.3% 16,656 $885K
Calamos Advisors LLC 0.00% New 16,656 $885K
Equitable Holdings, Inc. 0.01% Add +5.8% 16,530 $885K
Sei Investments Co. 0.00% Add +2.1% 15,902 $845K
HM Payson & Co. 0.01% No change 15,445 $820K

"% 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 212 holders