NYF institutional holders

iShares New York Muni Bond ETF · 214 reporting institutions · $749.6M reported value

Funds that can replace NYF · NYF return decomposition

Institutional holdings

Institutions reporting NYF, largest first
InstitutionReported positionAdvisors at firmReport period
TIAA-CREF Individual & Institutional Services, LLC$59.1M1,7212026-06-30
High Probability Advisors, LLC$51.5M82026-06-30
Morgan Stanley$50M23,1852026-06-30
Bank of America Corp /de$45.3M02026-06-30
Hightower Advisors, LLC$33.3M1,0462026-06-30
Facet Wealth, Inc.$30.8M952026-06-30
Alesco Advisors, LLC, An Esl Company$26.7M142026-06-30
Fmr LLC$26.2M02026-06-30
Legacy Edge Advisors, LLC$19.7M182026-06-30
HSBC Holdings PLC$17.7M02026-06-30
Envestnet Pmc$16.5M602026-06-30
Satovsky Asset Management LLC$16.5M52026-06-30
Jpmorgan Chase & Co$13.6M02026-06-30
Lpl Financial LLC$12.7M23,4582026-06-30
Klingman & Associates, LLC$12.7M92026-06-30
Composition Wealth, LLC$12.6M762026-06-30
Mariner, LLC$12.3M02026-06-30
Cetera Investment Advisers$11.3M10,3702026-06-30
Rwa Wealth Partners, LLC$9.4M722026-06-30
Guggenheim Capital LLC$9M02026-06-30
Wealth Enhancement Advisory Services, LLC$8.5M1,0262026-06-30
Creative Planning$7.8M1,1712026-06-30
Commonwealth Equity Services, LLC$6.8M2,8632026-06-30
Myecfo, LLC$6.1M52026-06-30
Hennion & Walsh Asset Management, Inc.$5.9M712026-06-30
Ameriprise Financial Inc$5.8M02026-06-30
Note Advisors, LLC$5.4M62026-06-30
Alliancebernstein LP$5.4M5172026-06-30
Nbt Bank, N.A.$5.3M02026-06-30
Wedmont Private Capital$5.1M122026-06-30
Altfest L J & Co Inc$5M192026-06-30
Northwestern Mutual Wealth Management Co$4.9M02026-06-30
Whitegate Investment Counselors, Inc.$4.9M32026-06-30
Bailard, Inc.$4.6M402026-06-30
Arrow Financial Corp$4.5M02026-06-30
Assetmark, Inc$4.3M2202026-06-30
Wells Fargo & Company/mn$4.2M02026-06-30
Mercer Global Advisors Inc /adv$4.1M02026-06-30
UBS Group AG$3.8M02026-06-30
Osaic Holdings, Inc.$3.7M02026-06-30
Retirement Planning Group, LLC$3.7M02026-06-30
Elequin Capital, LP$3.6M02026-06-30
Wealthfront Advisers LLC$3.5M402026-06-30
Corient Private Wealth LP$3.4M6742026-06-30
Captrust Financial Advisors$3.4M9622026-06-30
Cascade Financial Partners, LLC$3.4M72026-06-30
James J. Burns & Company, LLC$3.3M62026-06-30
Durante & Waters, LLC$3.3M02026-06-30
Cerity Partners LLC$3.2M7772026-06-30
Soa Wealth Advisors, Llc.$3.2M102026-06-30
Kestra Advisory Services, LLC$3.1M1,4792026-06-30
Magnus Financial Group LLC$3.1M102026-06-30
Carnegie Investment Counsel$3M372026-06-30
Citigroup Inc$3M02026-06-30
Equita Financial Network, Inc.$2.7M162026-06-30
Stifel Financial Corp$2.6M02026-06-30
Compound Planning, Inc.$2.3M752026-06-30
N10 Assets, LLC$2.3M42026-06-30
O'Shaughnessy Asset Management, LLC$2.2M582026-06-30
Focus Partners Wealth$2.2M1,0482026-06-30
Emergent Wealth Advisors, LLC$2.1M42026-06-30
Jane Street Group, LLC$2M02026-06-30
MML Investors Services, LLC$1.9M5,1202026-06-30
Pine Valley Investments Ltd Liability Co$1.9M332026-06-30
Astoria Strategic Wealth, Inc.$1.8M82026-06-30
Perennial$1.8M52026-06-30
Wealthspire Advisors, LLC$1.8M2372026-06-30
Goldman Sachs Group Inc$1.8M02026-06-30
Westfuller Advisors, LLC$1.7M82026-06-30
Level Financial Advisors$1.7M82026-06-30
Patriot Financial Group Insurance Agency, LLC$1.6M352026-06-30
Jones Financial Companies LLLP$1.6M02026-06-30
Arax Advisory Partners$1.6M2322026-06-30
Indivisible Partners$1.6M342026-06-30
Francis Financial, Inc.$1.5M102026-06-30
Citizens Financial Group Inc/ri$1.5M02026-06-30
Trust Co$1.5M02026-06-30
Drucker Wealth 3.0, LLC$1.5M52026-06-30
First Foundation Advisors$1.5M292026-06-30
New Edge Wealth$1.3M1512026-06-30
W.G. Shaheen & Associates Dba Whitney & Co$1.3M02026-06-30
Private Advisor Group, LLC$1.3M9272026-06-30
Allworth Financial, LP$1.3M3172026-06-30
Equitable Holdings, Inc.$1.3M02026-06-30
Brighton Securities Corp.$1.3M222026-06-30
Empower Advisory Group, LLC$1.2M1,9802026-06-30
Wny Asset Management, LLC$1.2M292026-06-30
Godfrey Financial Associates, Inc.$1.2M32026-06-30
TIAA Wealth Investment Management LLC$1.2M72026-06-30
Tower Research Capital LLC (trc)$1.2M02026-06-30
Members Advisory Group LLC$1.1M12026-06-30
Rockbridge Investment Management, Lcc$1.1M02026-06-30
Royal Bank of Canada$1.1M02026-06-30
Chicago Partners Investment Group LLC$1.1M572026-06-30
Layline Advisors, LLC$1.1M22026-06-30
Cresset Asset Management, LLC$978.4K2122026-06-30
Stonehage Fleming Financial Services Holdings Ltd$975K02026-06-30
Proffitt & Goodson Inc.$890.7K62026-06-30
Sax Wealth Advisors, LLC$853.9K422026-06-30
Sei Investments Co$853.4K02026-06-30
Hm Payson & Co$832.6K02026-06-30
Raymond James Financial Inc$792.4K02026-06-30
Hamilton Wealth, LLC$771.1K32026-06-30
Brio Consultants, LLC$765.6K162026-06-30
King Luther Capital Management Corp$747.3K342026-06-30
Dopkins Wealth Management, LLC$709.9K72026-06-30
Focus Partners Advisor Solutions, LLC$709.9K422026-06-30
Bank of New York Mellon Corp$699.5K02026-06-30
Twin Focus Capital Partners, LLC$663.2K192026-06-30
Midland Wealth Management$657.7K222026-06-30
Mission Wealth Management, LP$650.9K1382026-06-30
Wealthedge Investment Advisors, LLC$628.5K52026-06-30
Evanson Financial, LLC$627.9K42026-06-30
McNamara Financial Services, Inc.$625.8K42026-06-30
Flagstar Securities, Inc$596.7K302026-06-30
Glr Partners, LLC$595.5K32026-06-30
Alphacore Capital LLC$592.7K692026-06-30
Conquis Financial LLC$585K22026-06-30
Apella Capital, LLC$573.9K1042026-06-30
Farrell Financial$571.5K32026-06-30
Settanni Financial LLC$565.6K32026-06-30
Long Run Wealth Advisors, LLC$565K02025-12-31
Rockefeller Capital Management LP$555.4K3462026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$553.7K992026-06-30
Orange Investment Advisors, Inc.$551.2K82026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$551.2K02026-06-30
Ep Wealth Advisors, LLC$549.8K3382026-06-30
Conrad Siegel Investment Advisors$541.2K242026-06-30
Eagle Rock Investment Company, LLC$539.1K32026-06-30
Matauro, LLC$533.2K102026-06-30
Moldenhauer & Associates$532.4K102026-06-30
Opal Wealth Advisors, LLC$532.2K102026-06-30
Hudson Oak Wealth Advisory LLC$527.6K12026-06-30
&partners$519.2K5552026-06-30
Gamma Investing LLC$516K72026-06-30
Coldstream Capital Management Inc$488.7K1362026-06-30
Dutch Asset Corp$482.5K92026-06-30
Independent Wealth Network Inc.$477.2K342026-06-30
Stratos Wealth Partners, Ltd.$472.3K3862026-06-30
21 West Wealth Management LLC$456.7K22026-06-30
Pfg Investments, LLC$450.9K02026-06-30
Quantinno Capital Management LP$443.9K02026-06-30
Calamos Wealth Management LLC$437.8K402026-06-30
Main Street Financial Solutions, LLC$437.5K412026-06-30
Courier Capital LLC$421.1K142026-06-30
Compass Planning Associates Inc$406.5K32026-06-30
Boston Standard Wealth Management, LLC$399.1K42026-06-30
Sterling Investment Counsel, LLC$395.6K52026-06-30
Fidelis Capital Partners, LLC$393K142026-06-30
Bryn Mawr Trust Advisors, LLC$389.5K552026-06-30
Petersen Hastings Wealth Advisors Inc.$387K162026-06-30
Steward Partners Investment Advisory, LLC$384.7K4812026-06-30
Prosperity - An Eisneramper Company$377.9K652026-06-30
St Germain D J Co Inc$366.2K02026-06-30
Keystone Global Partners, LLC$356.9K22026-06-30
Trivium Point Advisory, LLC$354.3K182026-06-30
Lvw Advisors, LLC$343.3K82026-06-30
The Wealth Alliance, LLC$339.2K122026-06-30
Armstrong Advisory Group, Inc$331.4K142026-06-30
Cnb Bank$330.9K02026-06-30
Dentgroup LLC$316.9K02025-12-31
Manhattan West Asset Management, LLC$314.3K102026-06-30
Baird Financial Group, Inc.$312.8K02026-06-30
Relyea Zuckerberg Hanson LLC$308.6K72026-06-30
Canandaigua National Corp$308.1K02026-03-31
Atria Investments, Inc$283.3K62026-06-30
Onedigital Investment Advisors LLC$275.3K3862026-06-30
Peck Wealth Management, LLC$273.6K02026-06-30
Stephen J. Garry & Associates, LLC$256.6K32026-06-30
Xy Planning Network, Inc.$250.7K02026-06-30
Evanson Asset Management, LLC$249.4K02026-03-31
Dakota Wealth Management$245.5K02026-06-30
Chesley Taft & Associates LLC$242.6K62026-06-30
Advisory Services Network$242.6K2532026-06-30
Principle Wealth$240.8K212026-06-30
Davidson Investment Advisors, Inc.$237.5K172026-06-30
Graney & King, LLC$237.1K42026-06-30
Mai Capital Management$236.4K3082026-06-30
Fort Point Capital Partners LLC$233.6K202026-06-30
Lifegoal Investments, LLC$232.7K62026-06-30
Beacon Pointe Advisors, LLC$228.7K4662026-06-30
Sequoia Financial Group, LLC$227K2582026-06-30
Cobblestone Capital Advisors LLC /NY$226.7K02025-09-30
Brookwood Investment Group LLC$223.2K692026-06-30
Bcs Private Wealth Management$215.6K42026-06-30
First Affirmative Financial Network$214.9K132026-03-31
North Star Investment Management Corporation$213.5K112026-06-30
Praetorian Wealth Management, Inc.$207.3K72026-06-30
Middleton & Co Inc/ma$204.8K72026-06-30
CIBC Private Wealth Group LLC$188.1K02025-12-31
Allsquare Wealth Management LLC$181.3K42025-09-30
Atlas Capital Advisors Inc.$127.7K82026-06-30
Creative Financial Designs Inc /adv$120.1K02026-06-30
Private Trust Co NA$108.8K02026-06-30
Bank of Montreal /can$100.5K02026-06-30
TIAA Trust, National Association$92.3K02026-06-30
Wealthshield Partners, LLC$90.4K02026-06-30
Whittier Trust Co of Nevada Inc$79.3K02026-06-30
Ifp Advisors, Inc$65.5K3182026-06-30
Cwm, LLC$63.7K6672026-03-31
Deutsche Bank AG$48.8K02026-06-30
PNC Financial Services Group, Inc.$40.4K02026-06-30
Smartleaf Asset Management LLC$29.5K92026-06-30
Parallel Advisors, LLC$19.1K752026-06-30
Betterment LLC$9K282026-06-30
Cambridge Investment Research Advisors, Inc.$1.8K3,9402026-03-31
Integrated Wealth Concepts LLC$9704802026-06-30
Natixis Advisors, LLC$877572026-06-30
Thompson Siegel & Walmsley LLC$368192026-06-30
Peapack Gladstone Financial Corp$30402026-06-30
Park Avenue Securities LLC$2351,9082026-06-30
Olde Wealth Management, LLC$22022026-06-30
Centaurus Financial, Inc.$1454312026-06-30
Farther Finance Advisors, LLC$463342026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30