ISHARES NEW YORK MUNI BOND E (NYF) Institutional Shareholders
ISHARES NEW YORK MUNI BOND E (NYF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $692.25M in NYF holdings during the latest filing period.
Tiaa-Cref Individual & Institutional Services, Llc is currently the largest disclosed institutional shareholder of NYF tracked by InsiderSet, reporting ownership valued at approximately $59.11M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $58.86M, representing an estimated loss of -0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed NYF value among the investors covered in this analysis. Major shareholders include Tiaa-Cref Individual & Institutional Services, Llc, High Probability Advisors, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES NEW YORK MUNI BOND E (NYF).
This page ranks the largest institutional NYF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
202
Total Reported Value
$692.25M
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$59.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | 0.23% | 1,112,829 | $59,113,476 | $58,857,526 | -$255,950 | -0.43% | |
| High Probability Advisors, Llc | 5.51% | 956,143 | $51,540,911 | $50,570,403 | -$970,508 | -1.88% | |
| Morgan Stanley | 0.00% | 870,764 | $46,254,988 | $46,054,708 | -$200,280 | -0.43% | |
| Bank Of America Corp | 0.00% | 763,210 | $40,541,709 | $40,366,177 | -$175,532 | -0.43% | |
| Facet Wealth, Inc. | 0.44% | 571,010 | $30,780,283 | $30,200,719 | -$579,564 | -1.88% | |
| Hightower Advisors, Llc | 0.03% | 579,232 | $30,768,706 | $30,635,580 | -$133,126 | -0.43% | |
| Fmr Llc | 0.00% | 466,514 | $24,781,249 | $24,673,925 | -$107,324 | -0.43% | |
| Alesco Advisors, Llc, An Esl Co | 0.62% | 461,036 | $24,490,232 | $24,384,194 | -$106,038 | -0.43% | |
| Legacy Edge Advisors, Llc | 1.96% | 350,771 | $18,632,956 | $18,552,278 | -$80,678 | -0.43% | |
| Hsbc Holdings Plc | 0.01% | 334,772 | $17,783,089 | $17,706,091 | -$76,998 | -0.43% | |
| Satovsky Asset Management Llc | 2.94% | 314,060 | $16,682,858 | $16,610,633 | -$72,225 | -0.43% | |
| Envestnet Asset Management Inc | 0.00% | 248,730 | $13,212,528 | $13,155,330 | -$57,198 | -0.43% | |
| Klingman & Associates, Llc | 0.54% | 236,010 | $12,722,120 | $12,482,569 | -$239,551 | -1.88% | |
| Composition Wealth, Llc | 0.15% | 233,913 | $12,609,082 | $12,371,659 | -$237,423 | -1.88% | |
| Mariner, Llc | 0.01% | 226,207 | $12,015,917 | $11,964,088 | -$51,829 | -0.43% | |
| Rwa Wealth Partners, Llc | 0.13% | 224,926 | $11,948,046 | $11,896,336 | -$51,710 | -0.43% | |
| Lpl Financial Llc | 0.00% | 205,111 | $10,895,503 | $10,848,321 | -$47,182 | -0.43% | |
| Cetera Investment Advisers | 0.01% | 166,549 | $8,847,090 | $8,808,777 | -$38,313 | -0.43% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 157,869 | $8,467,304 | $8,349,691 | -$117,613 | -1.39% | |
| Jane Street Group, Llc | 0.01% | 151,927 | $8,070,362 | $8,035,419 | -$34,943 | -0.43% | |
| Guggenheim Capital Llc | 0.06% | 143,376 | $7,616,133 | $7,583,157 | -$32,976 | -0.43% | |
| Creative Planning | 0.00% | 131,285 | $6,973,835 | $6,943,664 | -$30,171 | -0.43% | |
| Commonwealth Equity Services, Llc | 0.01% | 126,216 | $6,803,656 | $6,675,564 | -$128,092 | -1.88% | |
| Myecfo, Llc | 2.66% | 119,530 | $6,349,434 | $6,321,942 | -$27,492 | -0.43% | |
| Alliancebernstein L.P. | 0.00% | 113,457 | $6,071,084 | $6,000,741 | -$70,343 | -1.16% | |
| Hennion & Walsh Asset Management, Inc. | 0.17% | 109,332 | $5,893,541 | $5,782,569 | -$110,972 | -1.88% | |
| Nbt Bank N A | 0.35% | 97,930 | $5,278,917 | $5,179,518 | -$99,399 | -1.88% | |
| Note Advisors, Llc | 2.56% | 96,345 | $5,117,840 | $5,095,687 | -$22,153 | -0.43% | |
| Ameriprise Financial Inc | 0.00% | 96,274 | $5,095,441 | $5,091,932 | -$3,509 | -0.07% | |
| Wedmont Private Capital | 0.14% | 94,537 | $5,070,516 | $5,000,062 | -$70,454 | -1.39% | |
| Whitegate Investment Counselors, Inc. | 1.59% | 94,080 | $4,997,530 | $4,975,891 | -$21,639 | -0.43% | |
| Altfest L J & Co Inc | 0.48% | 92,584 | $4,990,765 | $4,896,768 | -$93,997 | -1.88% | |
| Bailard, Inc. | 0.09% | 84,678 | $4,564,568 | $4,478,619 | -$85,949 | -1.88% | |
| Arrow Financial Corp | 0.40% | 82,875 | $4,467,377 | $4,383,259 | -$84,118 | -1.88% | |
| Assetmark, Inc | 0.01% | 78,868 | $4,251,380 | $4,171,329 | -$80,051 | -1.88% | |
| James J. Burns & Company, Llc | 0.52% | 72,276 | $3,839,303 | $3,822,678 | -$16,625 | -0.43% | |
| Retirement Planning Group, Llc | 0.11% | 68,083 | $3,616,569 | $3,600,910 | -$15,659 | -0.43% | |
| Ubs Group Ag | 0.00% | 67,777 | $3,600,314 | $3,584,726 | -$15,588 | -0.43% | |
| Wells Fargo & Company/Mn | 0.00% | 67,744 | $3,598,595 | $3,582,980 | -$15,615 | -0.43% | |
| Mercer Global Advisors Inc | 0.01% | 64,502 | $3,426,371 | $3,411,511 | -$14,860 | -0.43% | |
| Soa Wealth Advisors, Llc. | 0.53% | 58,709 | $3,164,715 | $3,105,119 | -$59,596 | -1.88% | |
| Kestra Advisory Services, Llc | 0.01% | 58,313 | $3,143,382 | $3,084,175 | -$59,207 | -1.88% | |
| Cascade Financial Partners, Llc | 0.32% | 57,745 | $3,067,414 | $3,054,133 | -$13,281 | -0.43% | |
| Magnus Financial Group Llc | 0.22% | 56,735 | $3,058,299 | $3,000,714 | -$57,585 | -1.88% | |
| Durante & Waters, Llc | 2.20% | 57,294 | $3,043,481 | $3,030,280 | -$13,201 | -0.43% | |
| Carnegie Investment Counsel | 0.06% | 55,891 | $2,968,930 | $2,956,075 | -$12,855 | -0.43% | |
| Citigroup Inc | 0.00% | 54,321 | $2,885,532 | $2,873,038 | -$12,494 | -0.43% | |
| Equita Financial Network, Inc. | 0.74% | 49,278 | $2,656,331 | $2,606,313 | -$50,018 | -1.88% | |
| Osaic Holdings, Inc. | 0.00% | 49,726 | $2,641,705 | $2,630,008 | -$11,697 | -0.44% | |
| Cerity Partners Llc | 0.00% | 47,043 | $2,498,927 | $2,488,104 | -$10,823 | -0.43% |
Frequently asked questions about NYF
Who owns the most NYF stock?
The largest holders of NYF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES NEW YORK MUNI BOND E (NYF).
Is NYF widely held by superinvestors?
Many widely followed stocks like NYF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NYF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.