NYF Institutional Ownership & Shareholders
ISHARES NEW YORK MUNI BOND E (NYF) is currently held by 204 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $711.29M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $57.15M, representing an estimated loss of -3.26% 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
204
Total Reported Value
$711.29M
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$59.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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 | 0.20% | 1,095,918 | $59,075,460 | $57,152,124 | -$1,923,336 | -3.26% | |
| High Probability Advisors, Llc | 6.04% | 1,066,801 | $53,894,801 | $55,633,672 | +$1,738,871 | +3.23% | |
| Morgan Stanley | 0.00% | 927,127 | $49,976,791 | $48,349,673 | -$1,627,118 | -3.26% | |
| Bank Of America Corp | 0.00% | 839,727 | $45,265,498 | $43,791,763 | -$1,473,735 | -3.26% | |
| Facet Wealth, Inc. | 0.44% | 571,010 | $30,780,283 | $29,778,172 | -$1,002,112 | -3.26% | |
| Alesco Advisors, Llc, An Esl Co | 0.61% | 495,210 | $26,694,302 | $25,825,202 | -$869,101 | -3.26% | |
| Fmr Llc | 0.00% | 486,133 | $26,204,997 | $25,351,836 | -$853,161 | -3.26% | |
| Hsbc Holdings Plc | 0.01% | 327,700 | $17,664,669 | $17,089,555 | -$575,114 | -3.26% | |
| Envestnet Asset Management Inc | 0.00% | 306,420 | $16,517,571 | $15,979,803 | -$537,768 | -3.26% | |
| Satovsky Asset Management Llc | 2.63% | 305,418 | $16,463,565 | $15,927,549 | -$536,016 | -3.26% | |
| Legacy Edge Advisors, Llc | 1.74% | 277,163 | $14,786,646 | $14,454,050 | -$332,596 | -2.25% | |
| Jpmorgan Chase & Co | 0.00% | 252,292 | $13,601,858 | $13,157,028 | -$444,830 | -3.27% | |
| Lpl Financial Llc | 0.00% | 236,481 | $12,747,525 | $12,332,484 | -$415,041 | -3.26% | |
| Composition Wealth, Llc | 0.15% | 233,913 | $12,609,082 | $12,198,563 | -$410,519 | -3.26% | |
| Mariner, Llc | 0.01% | 227,931 | $12,286,627 | $11,886,602 | -$400,025 | -3.26% | |
| Klingman & Associates, Llc | 0.49% | 235,291 | $11,886,902 | $12,270,426 | +$383,524 | +3.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 231,557 | $11,658,895 | $12,075,698 | +$416,803 | +3.57% | |
| Cetera Investment Advisers | 0.01% | 208,830 | $11,256,990 | $10,890,485 | -$366,506 | -3.26% | |
| Rwa Wealth Partners, Llc | 0.09% | 174,500 | $9,406,424 | $9,100,175 | -$306,249 | -3.26% | |
| Betterment Llc | 0.02% | 167,573 | $9,034,000 | $8,738,932 | -$295,068 | -3.27% | |
| Guggenheim Capital Llc | 0.06% | 167,032 | $9,004,695 | $8,710,719 | -$293,976 | -3.26% | |
| Wealthcare Advisory Partners Llc | 0.13% | 147,307 | $7,441,969 | $7,682,060 | +$240,091 | +3.23% | |
| Commonwealth Equity Services, Llc | 0.01% | 126,216 | $6,803,656 | $6,582,164 | -$221,492 | -3.26% | |
| Wedmont Private Capital | 0.15% | 122,299 | $6,157,732 | $6,377,893 | +$220,161 | +3.58% | |
| Ameriprise Financial Inc | 0.00% | 107,445 | $5,780,348 | $5,603,257 | -$177,091 | -3.06% | |
| Myecfo, Llc | 2.08% | 109,390 | $5,526,383 | $5,704,689 | +$178,306 | +3.23% | |
| Note Advisors, Llc | 2.35% | 100,569 | $5,421,146 | $5,244,673 | -$176,473 | -3.26% | |
| Alliancebernstein L.P. | 0.00% | 101,965 | $5,416,381 | $5,317,475 | -$98,906 | -1.83% | |
| Hennion & Walsh Asset Management, Inc. | 0.15% | 101,245 | $5,114,897 | $5,279,927 | +$165,030 | +3.23% | |
| Altfest L J & Co Inc | 0.49% | 97,799 | $4,940,827 | $5,100,218 | +$159,391 | +3.23% | |
| Whitegate Investment Counselors, Inc. | 1.38% | 90,224 | $4,863,525 | $4,705,182 | -$158,343 | -3.26% | |
| Nbt Bank N A | 0.33% | 95,565 | $4,827,944 | $4,983,715 | +$155,771 | +3.23% | |
| Assetmark, Inc | 0.01% | 92,463 | $4,671,231 | $4,821,945 | +$150,714 | +3.23% | |
| Bailard, Inc. | 0.09% | 86,173 | $4,353,460 | $4,493,922 | +$140,462 | +3.23% | |
| Wells Fargo & Company/Mn | 0.00% | 77,900 | $4,199,230 | $4,062,485 | -$136,745 | -3.26% | |
| Mercer Global Advisors Inc | 0.01% | 75,916 | $4,092,232 | $3,959,019 | -$133,213 | -3.26% | |
| Ubs Group Ag | 0.00% | 70,332 | $3,791,246 | $3,667,814 | -$123,432 | -3.26% | |
| Arrow Financial Corp | 0.34% | 74,341 | $3,755,707 | $3,876,883 | +$121,176 | +3.23% | |
| Osaic Holdings, Inc. | 0.00% | 69,201 | $3,730,932 | $3,608,832 | -$122,100 | -3.27% | |
| Elequin Capital, Lp | 0.12% | 66,671 | $3,593,900 | $3,476,893 | -$117,007 | -3.26% | |
| Wealthfront Advisers Llc | 0.01% | 65,476 | $3,529,484 | $3,414,573 | -$114,911 | -3.26% | |
| Corient Private Wealth Llc | 0.00% | 63,637 | $3,430,353 | $3,318,670 | -$111,683 | -3.26% | |
| Captrust Financial Advisors | 0.01% | 63,403 | $3,417,739 | $3,306,466 | -$111,273 | -3.26% | |
| Cascade Financial Partners, Llc | 0.29% | 62,524 | $3,370,356 | $3,260,627 | -$109,729 | -3.26% | |
| Cerity Partners Llc | 0.00% | 59,202 | $3,191,272 | $3,087,384 | -$103,888 | -3.26% | |
| Soa Wealth Advisors, Llc. | 0.53% | 58,709 | $3,164,715 | $3,061,674 | -$103,041 | -3.26% | |
| Kestra Advisory Services, Llc | 0.01% | 58,313 | $3,143,382 | $3,041,023 | -$102,359 | -3.26% | |
| Durante & Waters, Llc | 1.99% | 61,084 | $3,085,986 | $3,185,531 | +$99,545 | +3.23% | |
| Citigroup Inc | 0.00% | 55,942 | $3,015,554 | $2,917,375 | -$98,179 | -3.26% | |
| Carnegie Investment Counsel | 0.06% | 55,921 | $2,825,129 | $2,916,280 | +$91,151 | +3.23% |
Frequently asked questions about NYF
Who are the largest institutional holders of NYF?
The largest institutional holders of NYF reported in the latest SEC Form 13F filings include Tiaa-Cref Individual & Institutional Services, Llc, High Probability Advisors, Llc, Morgan Stanley, Bank Of America Corp, and Facet Wealth, Inc.. InsiderSet ranks institutional holders by their latest reported NYF position.
What is NYF institutional ownership?
This page tracks NYF positions reported by institutional investment managers through SEC Form 13F. ISHARES NEW YORK MUNI BOND E (NYF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NYF?
InsiderSet currently tracks 204 institutional managers reporting NYF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NYF shareholders.
How much NYF stock do institutions own?
Institutional investment managers disclosed approximately $711.29M in NYF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NYF institutional ownership last updated?
The latest NYF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NYF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NYF position after the reporting date.
Are institutions buying or selling NYF?
Institutional buying and selling can be analyzed by comparing NYF positions across consecutive 13F reporting periods. InsiderSet's NYF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NYF ownership changes.
How has NYF institutional ownership changed over time?
InsiderSet tracks NYF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.