ISHARES NEW YORK MUNI BOND E (NYF) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $667.08M 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 $59.69M, representing an estimated gain of +0.98% 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, Morgan Stanley, High Probability Advisors, Llc, 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

207

Total Reported Value

$667.08M

Largest Holder

Tiaa-Cref Individual & Institutional Services, Llc

Largest Position

$59.11M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

0

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Tiaa-Cref Individual & Institutional Services, Llc0.23%1,112,829$59,113,476$59,692,148+$578,672+0.98%
Morgan Stanley0.00%870,764$46,254,988$46,707,781+$452,793+0.98%
High Probability Advisors, Llc5.27%775,203$41,178,805$41,581,889+$403,084+0.98%
Bank Of America Corp0.00%763,210$40,541,709$40,938,584+$396,875+0.98%
Hightower Advisors, Llc0.03%579,232$30,768,706$31,070,004+$301,298+0.98%
Facet Wealth, Inc.0.48%522,876$27,775,161$28,047,069+$271,908+0.98%
Fmr Llc0.00%466,514$24,781,249$25,023,811+$242,562+0.98%
Alesco Advisors, Llc, An Esl Co0.62%461,036$24,490,232$24,729,971+$239,739+0.98%
Legacy Edge Advisors, Llc1.96%350,771$18,632,956$18,815,356+$182,400+0.98%
Hsbc Holdings Plc0.01%334,772$17,783,089$17,957,170+$174,081+0.98%
Satovsky Asset Management Llc2.94%314,060$16,682,858$16,846,178+$163,320+0.98%
Envestnet Asset Management Inc0.00%248,730$13,212,528$13,341,877+$129,349+0.98%
Klingman & Associates, Llc0.61%239,875$12,742,160$12,866,895+$124,735+0.98%
Mariner, Llc0.01%226,207$12,015,917$12,133,743+$117,826+0.98%
Rwa Wealth Partners, Llc0.13%224,926$11,948,046$12,065,031+$116,985+0.98%
Composition Wealth, Llc0.16%223,119$11,852,083$11,968,103+$116,020+0.98%
Lpl Financial Llc0.00%205,111$10,895,503$11,002,154+$106,651+0.98%
Cetera Investment Advisers0.01%166,549$8,847,090$8,933,688+$86,598+0.98%
Jane Street Group, Llc0.01%151,927$8,070,362$8,149,364+$79,002+0.98%
Guggenheim Capital Llc0.06%143,376$7,616,133$7,690,689+$74,556+0.98%
Creative Planning0.00%131,285$6,973,835$7,042,127+$68,292+0.98%
Commonwealth Equity Services, Llc0.01%122,012$6,481,267$6,544,724+$63,457+0.98%
Myecfo, Llc2.66%119,530$6,349,434$6,411,589+$62,155+0.98%
Alliancebernstein L.P.0.00%113,457$6,071,084$6,085,833+$14,749+0.24%
Note Advisors, Llc2.56%96,345$5,117,840$5,167,946+$50,106+0.98%
Ameriprise Financial Inc0.00%96,274$5,095,441$5,164,137+$68,696+1.35%
Hennion & Walsh Asset Management, Inc.0.17%95,611$5,078,856$5,128,574+$49,718+0.98%
Nbt Bank N A0.33%95,210$5,057,555$5,107,064+$49,509+0.98%
Whitegate Investment Counselors, Inc.1.59%94,080$4,997,530$5,046,451+$48,921+0.98%
Arrow Financial Corp0.46%86,120$4,574,694$4,619,477+$44,783+0.98%
Bailard, Inc.0.10%85,971$4,566,780$4,611,484+$44,704+0.98%
Assetmark, Inc0.01%76,546$4,066,124$4,105,927+$39,803+0.98%
James J. Burns & Company, Llc0.52%72,276$3,839,303$3,876,885+$37,582+0.98%
Retirement Planning Group, Llc0.11%68,083$3,616,569$3,651,972+$35,403+0.98%
Ubs Group Ag0.00%67,777$3,600,314$3,635,558+$35,244+0.98%
Wells Fargo & Company/Mn0.00%67,744$3,598,595$3,633,788+$35,193+0.98%
Mercer Global Advisors Inc0.01%64,502$3,426,371$3,459,887+$33,516+0.98%
Altfest L J & Co Inc0.36%63,024$3,347,837$3,380,607+$32,770+0.98%
Soa Wealth Advisors, Llc.0.59%59,144$3,141,715$3,172,484+$30,769+0.98%
Wedmont Private Capital0.10%58,562$3,126,606$3,141,266+$14,660+0.47%
Patriot Financial Group Insurance Agency, Llc0.17%58,362$3,100,154$3,130,538+$30,384+0.98%
Cascade Financial Partners, Llc0.32%57,745$3,067,414$3,097,442+$30,028+0.98%
Durante & Waters, Llc2.20%57,294$3,043,481$3,073,250+$29,769+0.98%
Kestra Advisory Services, Llc0.01%56,983$3,026,936$3,056,568+$29,632+0.98%
Carnegie Investment Counsel0.06%55,891$2,968,930$2,997,993+$29,063+0.98%
Citigroup Inc0.00%54,321$2,885,532$2,913,778+$28,246+0.98%
Magnus Financial Group Llc0.22%50,302$2,672,033$2,698,199+$26,166+0.98%
Osaic Holdings, Inc.0.00%49,726$2,641,705$2,667,303+$25,598+0.97%
Equita Financial Network, Inc.0.82%49,278$2,617,647$2,643,272+$25,625+0.98%
Cerity Partners Llc0.00%47,043$2,498,927$2,523,387+$24,460+0.98%

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.