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iShares New York Muni Bond ETF (NYF) Institutional Ownership

iShares New York Muni Bond ETF logo
$53.09 +0.24 (+0.45%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for iShares New York Muni Bond ETF (NYSEARCA:NYF)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$105.15M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$74.99M
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NYF Institutional Buying and Selling by Quarter

iShares New York Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 SOA Wealth Advisors LLC.27,398$1.49M0.3%+45.7%0.210%
11/15/2024 MML Investors Services LLC26,561$1.44M0.0%+20.5%0.204%
11/15/2024 EP Wealth Advisors LLC12,535$681K0.0%-1.6%0.096%
11/15/2024 Stifel Financial Corp14,075$765K0.0%+6.4%0.108%
11/15/2024 HighTower Advisors LLC417,461$22.67M0.0%+1.9%3.199%
11/13/2024 FMR LLC312,740$16.99M0.0%-3.5%2.396%
11/12/2024 Alesco Advisors LLC301,337$16.37M0.5%+1.3%2.309%
11/12/2024 Flagstar Advisors Inc.13,840$752K0.2%+1.7%0.106%
11/8/2024 W.G. Shaheen & Associates DBA Whitney & Co8,959$487K0.1%-8.7%0.069%
11/6/2024 OneDigital Investment Advisors LLC9,829$534K0.0%-10.4%0.075%
11/6/2024 Lifeworks Advisors LLC3,909$212K0.0%N/A0.030%
11/4/2024 Proffitt & Goodson Inc.21,105$1.15M0.2%+2.5%0.162%
11/4/2024 Ashton Thomas Securities LLC8,564$465K0.1%+22.5%0.066%
11/4/2024 Arrow Financial Corp88,626$4.82M0.4%+6.4%0.679%
11/1/2024 Klingman & Associates LLC196,898$10.70M0.7%+10.6%1.509%
11/1/2024 Assetmark Inc.51,983$2.82M0.0%+2.7%0.398%
10/31/2024 Graypoint LLC29,390$1.60M0.1%N/A0.225%
10/30/2024 Crestwood Advisors Group LLC7,533$409K0.0%+77.5%0.058%
10/30/2024 James J. Burns & Company LLC87,138$4.74M0.9%+6.9%0.668%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV11,050$600K0.1%+8.3%0.085%
10/24/2024 Wealth Enhancement Advisory Services LLC18,556$1.01M0.0%-7.2%0.142%
10/23/2024 Eagle Ridge Investment Management48,688$2.65M0.2%+8.9%0.373%
10/23/2024 Hennion & Walsh Asset Management Inc.41,935$2.28M0.1%+69.8%0.321%
10/19/2024New Century Financial Group LLC5,461$297K0.1%+7.4%0.042%
10/18/2024Revolve Wealth Partners LLC21,782$1.18M0.2%+9.9%0.167%
10/16/2024 Opal Wealth Advisors LLC163,725$8.90M2.8%-0.6%1.255%
10/15/2024 Astoria Strategic Wealth Inc.12,356$671K0.2%N/A0.095%
10/15/2024 Magnus Financial Group LLC20,256$1.10M0.1%+20.9%0.155%
10/11/2024 Creative Planning22,564$1.23M0.0%-13.6%0.173%
10/10/2024 Level Financial Advisors40,505$2.20M0.8%+1.6%0.310%
10/9/2024 Wedmont Private Capital46,413$2.51M0.1%-0.7%0.356%
10/8/2024 Atomi Financial Group Inc.11,776$640K0.0%-6.4%0.090%
10/7/2024 Cypress Financial Planning LLC3,723$202K0.1%N/A0.029%
10/7/2024 Myecfo LLC136,080$7.39M4.0%+4.4%1.043%
10/7/2024 Miracle Mile Advisors LLC294,642$16.01M0.4%+18.0%2.258%
10/7/2024 Eagle Rock Investment Company LLC6,000$326K0.1%+50.0%0.046%
8/27/2024New Century Financial Group LLC5,083$271K0.1%N/A0.039%
8/22/2024 Cetera Investment Advisers93,618$5.00M0.0%+6.7%0.717%
8/19/2024 EP Wealth Advisors LLC12,735$680K0.0%+1.6%0.098%
8/16/2024 Creative Planning26,114$1.39M0.0%+13.4%0.200%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
8/12/2024 Hsbc Holdings PLC485,356$25.91M0.0%+74.0%3.719%
8/8/2024 Envestnet Asset Management Inc.169,259$9.04M0.0%+7.8%1.297%
8/8/2024 Wealthspire Advisors LLC10,175$543K0.0%N/A0.078%
8/5/2024 Private Advisor Group LLC16,936$904K0.0%+14.1%0.130%
8/1/2024 TIAA Trust National Association759,360$40.54M0.1%+5.9%5.819%
8/1/2024 Crestwood Advisors Group LLC4,244$227K0.0%-19.5%0.033%
7/31/2024Commonwealth Equity Services LLC62,392$3.33M0.0%+18.9%0.478%
7/31/2024 NBT Bank N A NY98,569$5.26M0.4%+2.9%0.755%
7/31/2024 Klingman & Associates LLC177,961$9.50M0.6%N/A1.364%
7/30/2024 Bryn Mawr Capital Management LLC7,859$421K0.0%+26.5%0.060%
7/30/2024 Arrow Financial Corp83,323$4.45M0.4%-0.3%0.638%
7/26/2024 Durante & Waters LLC38,820$2.07M1.8%+9.3%0.297%
7/26/2024 Breakwater Capital Group8,069$431K0.1%-29.4%0.062%
7/26/2024 Cambridge Investment Research Advisors Inc.20,504$1.10M0.0%-2.0%0.157%
7/26/2024 Atomi Financial Group Inc.12,581$672K0.0%+49.2%0.096%
7/26/2024 Bank of New York Mellon Corp8,394$448K0.0%-17.6%0.064%
7/26/2024 Bailard Inc.30,234$1.61M0.0%+47.8%0.232%
7/25/2024 Calamos Wealth Management LLC15,895$849K0.0%N/A0.122%
7/24/2024 Eagle Ridge Investment Management44,728$2.39M0.2%+1.6%0.343%
7/23/2024 Proffitt & Goodson Inc.20,585$1.10M0.2%-29.4%0.158%
7/20/2024 Hennion & Walsh Asset Management Inc.24,691$1.32M0.1%+13.8%0.189%
7/19/2024Revolve Wealth Partners LLC19,818$1.06M0.2%+5.0%0.152%
7/18/2024 Sutton Place Investors LLC10,065$537K0.4%-11.5%0.077%
7/18/2024 Miracle Mile Advisors LLC249,771$13.34M0.3%+28.9%1.914%
7/17/2024 SOA Wealth Advisors LLC.18,810$1.00M0.2%+1,045.6%0.144%
7/17/2024 James J. Burns & Company LLC81,483$4.35M0.9%+42.4%0.624%
7/16/2024 Wedmont Private Capital46,727$2.51M0.2%-6.0%0.358%
7/15/2024 Northeast Financial Group Inc.5,816$311K0.1%-79.7%0.045%
7/12/2024 Conrad Siegel Investment Advisors Inc.21,106$1.13M0.3%+3.4%0.162%
7/12/2024 Francis Financial Inc.98,692$5.27M1.6%-2.8%0.756%
7/12/2024 Opal Wealth Advisors LLC164,660$8.79M2.8%-1.8%1.262%
7/9/2024 Lynx Investment Advisory2,778$148K0.1%N/A0.021%
7/9/2024 Myecfo LLC130,340$6.96M4.0%+123.7%0.999%
7/2/2024 Hudson Valley Investment Advisors Inc. ADV10,200$552K0.1%-8.9%0.078%
7/2/2024 Massmutual Trust Co. FSB ADV4,000$214K0.0%N/A0.031%
5/24/2024Cetera Advisors LLC4,089$220K0.0%N/A0.031%
5/24/2024 Cetera Investment Advisers87,774$4.72M0.0%+53.3%0.673%
5/21/2024 Arrow Financial Corp83,534$4.50M0.4%-6.1%0.640%
5/15/2024 Manhattan West Asset Management LLC13,471$725K0.2%N/A0.103%
5/13/2024 O Shaughnessy Asset Management LLC7,750$417K0.0%N/A0.060%
5/10/2024 TIAA Trust National Association716,917$38.58M0.1%+1.5%5.536%
5/8/2024 Avantax Advisory Services Inc.5,667$305K0.0%+7.2%0.044%
5/7/2024 WNY Asset Management LLC27,122$1.46M0.2%+11.5%0.209%
5/7/2024 Atomi Financial Group Inc.8,434$454K0.0%N/A0.065%
5/7/2024 Facet Wealth Inc.185,929$9.92M0.3%+22.0%1.436%
5/3/2024 Etfidea LLC14,658$789K0.3%-2.7%0.113%
5/2/2024 Whitegate Investment Counselors Inc.127,330$6.85M1.9%+1.7%0.983%
5/2/2024 Bryn Mawr Capital Management LLC6,215$334K0.0%-20.1%0.048%
4/30/2024 Private Advisor Group LLC14,838$798K0.0%+6.3%0.115%
4/30/2024 Perigon Wealth Management LLC5,993$322K0.0%N/A0.046%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
4/29/2024Commonwealth Equity Services LLC52,485$2.82M0.0%+5.4%0.405%
4/29/2024 Durante & Waters LLC35,503$1.91M1.7%-14.0%0.274%
4/29/2024 Meritage Portfolio Management4,016$216K0.0%N/A0.031%
4/29/2024 RWA Wealth Partners LLC326,433$17.57M0.2%+0.2%2.521%
4/24/2024 NBT Bank N A NY95,784$5.15M0.4%+2.2%0.757%
4/23/2024 James J. Burns & Company LLC57,233$3.05M1.1%-12.7%0.452%
4/23/2024 Sutton Place Investors LLC11,374$612K0.3%+75.1%0.090%
4/22/2024 Altfest L J & Co. Inc.196,899$10.60M1.5%-5.0%1.557%
4/19/2024 Level Financial Advisors39,745$2.14M1.0%-16.9%0.314%
4/19/2024 Ndwm LLC12,583$677K0.6%+3.3%0.099%
(Data available from 1/1/2016 forward)

NYF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NYF shares?

During the previous two years, 140 institutional investors and hedge funds held shares of iShares New York Muni Bond ETF. The most heavily invested institutionals were TIAA Trust National Association ($40.54M), Hsbc Holdings PLC ($25.91M), HighTower Advisors LLC ($22.67M), RWA Wealth Partners LLC ($17.57M), FMR LLC ($16.99M), Adviser Investments LLC ($16.46M), and Alesco Advisors LLC ($16.37M).Learn more on NYF's institutional investors.

Which institutional investors have been buying iShares New York Muni Bond ETF stock?

Of the 124 institutional investors that purchased iShares New York Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($1.93M), Allspring Global Investments Holdings LLC ($1.40M), Miracle Mile Advisors LLC ($323.89K), Adviser Investments LLC ($322.48K), Hsbc Holdings PLC ($213.82K), Altfest L J & Co. Inc. ($207.28K), and Klingman & Associates LLC ($196.90K).

How much institutional buying is happening at iShares New York Muni Bond ETF?

Institutional investors have bought a total of 7,088,340 shares in the last 24 months. This purchase volume represents approximately $373.03M in transactions.

Which iShares New York Muni Bond ETF major shareholders have been selling company stock?

Of the 64 institutional investors that sold iShares New York Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($1.17M), NBT Bank N A NY ($80.69K), Magnus Financial Group LLC ($69.32K), James J. Burns & Company LLC ($46.24K), Cambridge Investment Research Advisors Inc. ($41.78K), Opal Wealth Advisors LLC ($40.64K), and FMR LLC ($29.30K).

How much institutional selling is happening at iShares New York Muni Bond ETF?

Institutional investors have sold a total of 1,884,076 shares in the last 24 months. This volume of shares sold represents approximately $100.87M in transactions.



This page (NYSEARCA:NYF) was last updated on 12/22/2024 by MarketBeat.com Staff
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