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 $703.48M 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 $59.08M in its June 30, 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 $56.53M, representing an estimated loss of -4.31% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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

199

Total Reported Value

$703.48M

Largest Holder

Tiaa-Cref Individual & Institutional Services, Llc

Largest Position

$59.08M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

41

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Tiaa-Cref Individual & Institutional Services, Llc0.20%1,095,918$59,075,460$56,527,450-$2,548,010-4.31%
High Probability Advisors, Llc5.51%956,143$51,540,911$49,317,856-$2,223,055-4.31%
Morgan Stanley0.00%927,127$49,976,791$47,821,211-$2,155,580-4.31%
Bank Of America Corp0.00%839,727$45,265,498$43,313,119-$1,952,379-4.31%
Facet Wealth, Inc.0.44%571,010$30,780,283$29,452,696-$1,327,587-4.31%
Alesco Advisors, Llc, An Esl Co0.61%495,210$26,694,302$25,542,932-$1,151,370-4.31%
Fmr Llc0.00%486,133$26,204,997$25,074,740-$1,130,257-4.31%
Hsbc Holdings Plc0.01%327,700$17,664,669$16,902,766-$761,903-4.31%
Envestnet Asset Management Inc0.00%306,420$16,517,571$15,805,144-$712,427-4.31%
Satovsky Asset Management Llc2.63%305,418$16,463,565$15,753,460-$710,105-4.31%
Legacy Edge Advisors, Llc1.74%277,163$14,786,646$14,296,068-$490,578-3.32%
Jpmorgan Chase & Co0.00%252,292$13,601,858$13,013,221-$588,637-4.33%
Lpl Financial Llc0.00%236,481$12,747,525$12,197,690-$549,835-4.31%
Klingman & Associates, Llc0.54%236,010$12,722,120$12,173,396-$548,724-4.31%
Composition Wealth, Llc0.15%233,913$12,609,082$12,065,233-$543,849-4.31%
Mariner, Llc0.01%227,931$12,286,627$11,756,681-$529,946-4.31%
Cetera Investment Advisers0.01%208,830$11,256,990$10,771,451-$485,539-4.31%
Rwa Wealth Partners, Llc0.09%174,500$9,406,424$9,000,710-$405,714-4.31%
Betterment Llc0.02%167,573$9,034,000$8,643,415-$390,585-4.32%
Guggenheim Capital Llc0.06%167,032$9,004,695$8,615,511-$389,184-4.32%
Wealth Enhancement Advisory Services, Llc0.01%157,869$8,467,304$8,142,883-$324,421-3.83%
Commonwealth Equity Services, Llc0.01%126,216$6,803,656$6,510,221-$293,435-4.31%
Myecfo, Llc2.29%112,730$6,076,711$5,814,613-$262,098-4.31%
Hennion & Walsh Asset Management, Inc.0.17%109,332$5,893,541$5,639,345-$254,196-4.31%
Ameriprise Financial Inc0.00%107,445$5,780,348$5,542,013-$238,335-4.12%
Note Advisors, Llc2.35%100,569$5,421,146$5,187,349-$233,797-4.31%
Alliancebernstein L.P.0.00%101,965$5,416,381$5,259,355-$157,026-2.90%
Nbt Bank N A0.35%97,930$5,278,917$5,051,229-$227,688-4.31%
Wedmont Private Capital0.14%94,537$5,070,516$4,876,218-$194,298-3.83%
Altfest L J & Co Inc0.48%92,584$4,990,765$4,775,483-$215,282-4.31%
Whitegate Investment Counselors, Inc.1.38%90,224$4,863,525$4,653,754-$209,771-4.31%
Bailard, Inc.0.09%84,678$4,564,568$4,367,691-$196,877-4.31%
Arrow Financial Corp0.40%82,875$4,467,377$4,274,693-$192,685-4.31%
Assetmark, Inc0.01%78,868$4,251,380$4,068,011-$183,369-4.31%
Wells Fargo & Company/Mn0.00%77,900$4,199,230$4,018,082-$181,148-4.31%
Mercer Global Advisors Inc0.01%75,916$4,092,232$3,915,747-$176,485-4.31%
Ubs Group Ag0.00%70,332$3,791,246$3,627,725-$163,521-4.31%
Osaic Holdings, Inc.0.00%69,201$3,730,932$3,569,388-$161,544-4.33%
Retirement Planning Group, Llc0.09%68,083$3,670,014$3,511,721-$158,293-4.31%
Elequin Capital, Lp0.12%66,671$3,593,900$3,438,890-$155,010-4.31%
Wealthfront Advisers Llc0.01%65,476$3,529,484$3,377,252-$152,232-4.31%
Corient Private Wealth Llc0.00%63,637$3,430,353$3,282,396-$147,957-4.31%
Captrust Financial Advisors0.01%63,403$3,417,739$3,270,327-$147,412-4.31%
Cascade Financial Partners, Llc0.29%62,524$3,370,356$3,224,988-$145,368-4.31%
James J. Burns & Company, Llc0.36%61,526$3,316,535$3,173,511-$143,024-4.31%
Durante & Waters, Llc2.14%60,461$3,259,174$3,118,578-$140,596-4.31%
Cerity Partners Llc0.00%59,202$3,191,272$3,053,639-$137,633-4.31%
Soa Wealth Advisors, Llc.0.53%58,709$3,164,715$3,028,210-$136,505-4.31%
Kestra Advisory Services, Llc0.01%58,313$3,143,382$3,007,785-$135,597-4.31%
Magnus Financial Group Llc0.22%56,735$3,058,299$2,926,391-$131,908-4.31%
Showing 50 of 199

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.