
iShares New York Muni Bond is an exchange-traded fund on ARCA. As of Q3 2025, 173 institutional investors hold shares in this ETF, with total holdings valued at $531.6M. TIAA TRUST, NATIONAL ASSOCIATION is the largest holder with a position valued at $55.5M.
Overview of institutional ownership in NYF as of Q3 2025
Institutions with the largest positions in NYF as of Q3 2025
| Institution | Position Value |
|---|---|
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $55.5M 0.13% of portfolio |
High Probability Advisors, LLC RIA/Wealth | $37.6M 5.15% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $31.2M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $26.2M 0.00% of portfolio |
Facet Wealth, Inc. RIA/Wealth | $23.9M 0.49% of portfolio |
FMR LLC Institution | $23.3M 0.00% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $22.9M 0.03% of portfolio |
ALESCO ADVISORS LLC RIA/Wealth | $22.2M 0.60% of portfolio |
S SATOVSKY ASSET MANAGEMENT LLC Institution | $17.5M 3.50% of portfolio |
Miracle Mile Advisors, LLC RIA/Wealth | $13.9M 0.21% of portfolio |
Institutional buying and selling activity for NYF in Q3 2025
| Institution | Net Bought |
|---|---|
T TIAA TRUST, NATIONAL ASSOCIATION Institution | +$9.7M +182.2K shares |
ALESCO ADVISORS LLC RIA/Wealth | +$6.6M +122.9K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$3.8M +71.0K shares |
Retirement Planning Group RIA/Wealth | +$3.6M +68.1K shares |
Facet Wealth, Inc. RIA/Wealth | +$2.9M +54.8K shares |
HighTower Advisors, LLC RIA/Wealth | +$2.5M +46.2K shares |
Fort Point Capital Partners, LLC Fund of Funds | +$2.0M +38.3K shares |
MORGAN STANLEY RIA/Wealth | +$1.9M +36.3K shares |
High Probability Advisors, LLC RIA/Wealth | +$1.9M +36.1K shares |
FMR LLC Institution | +$1.6M +30.8K shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$18.1M −347.2K shares |
H HSBC HOLDINGS PLC Institution | −$13.6M −254.4K shares |
Adviser Investments LLC Family Office | −$9.1M −169.7K shares |
BANK OF AMERICA CORP /DE/ Institution | −$3.2M −60.0K shares |
UBS Group AG Institution | −$3.1M −57.2K shares |
Miracle Mile Advisors, LLC RIA/Wealth | −$3.0M −56.5K shares |
ALTFEST L J & CO INC RIA/Wealth | −$1.5M −28.5K shares |
F FLOW TRADERS U.S. LLC Institution | −$1.4M −26.3K shares |
O OLD MISSION CAPITAL LLC Institution | −$1.2M −23.4K shares |
TCI Wealth Advisors, Inc. RIA/Wealth | −$974.9K −18.7K shares |
Institutions that initiated new positions or completely exited NYF in Q3 2025
| Institution | Position Value |
|---|---|
Retirement Planning Group RIA/Wealth | $3.6M 68.1K shares |
T Trust Co Institution | $1.3M 24.2K shares |
$640.7K 12.0K shares | |
A Apella Capital, LLC Institution | $483.9K 9.0K shares |
Prosperity Consulting Group, LLC RIA/Wealth | $291.0K 5.5K shares |
Hamilton Wealth, LLC RIA/Wealth | $268.6K 5.0K shares |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ RIA/Wealth | $226.7K 4.3K shares |
Sequoia Financial Advisors, LLC RIA/Wealth | $224.7K 4.2K shares |
F Financial Network Wealth Management LLC RIA/Wealth | $218.3K 4.1K shares |
R Root Financial Partners, LLC RIA/Wealth | $40.8K 765.0 shares |
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $18.1M 347.2K shares |
F FLOW TRADERS U.S. LLC Institution | $1.4M 26.3K shares |
O OLD MISSION CAPITAL LLC Institution | $1.2M 23.4K shares |
TCI Wealth Advisors, Inc. RIA/Wealth | $974.9K 18.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $678.6K 13.0K shares |
Bell Investment Advisors, Inc RIA/Wealth | $465.4K 8.9K shares |
Crestwood Advisors LLC RIA/Wealth | $382.3K 7.3K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $326.7K 6.3K shares |
Integrated Wealth Concepts LLC RIA/Wealth | $270.5K 5.2K shares |
G GTS SECURITIES LLC Institution | $264.7K 5.1K shares |
Institutions with the largest Call and Put options positions in NYF as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with NYF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
High Probability Advisors, LLC RIA/Wealth | 5.15% $37.6M |
S SATOVSKY ASSET MANAGEMENT LLC Institution | 3.50% $17.5M |
MYECFO, LLC RIA/Wealth | 3.10% $6.8M |
Note Advisors, LLC RIA/Wealth | 2.47% $4.2M |
D DURANTE & WATERS, LLC Institution | 1.86% $2.5M |
1.63% $4.9M | |
LifeGoal Wealth Advisors Fund of Funds | 0.85% $942.1K |
CONQUIS FINANCIAL LLC RIA/Wealth | 0.69% $715.5K |
K Klingman & Associates, LLC RIA/Wealth | 0.63% $12.4M |
Equita Financial Network, Inc. RIA/Wealth | 0.62% $1.8M |
Discover hedge funds investing in NYF

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Manufacturers Consumer Cyclical | $204.2M | 23.62% | |
Software - Infrastructure Technology | $77.7M | 8.98% | |
Semiconductors Technology | $56.6M | 6.54% |
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