Skip to content
Disclosery

NYF ISHARES TR

Follow

NEW YORK MUN ETF (fund)

175 managers (175 13F filers) reported a position in NYF shares at 2025-03-31, 9,991,416 shares in all. 18 filers opened a position and 13 filers sold out during the quarter.

Managers
175
13F filers
175
New
18
Added
80
Reduced
39
Sold out
13
Shares held by filers
9,991,416

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA988,759$52.1M0.16%+168,60613F-HRTimelineGroup
High Probability Advisors, LLC636,133$33.5M5.59%+208,26513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/564,150$29.7M<0.01%+8,71513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY506,446$26.7M<0.01%+8,35713F-HRTimelineGroup
HighTower Advisors, LLC428,629$22.6M0.03%+18,81213F-HRTimeline
Facet Wealth, Inc.371,010$19.3M0.5%-52713F-HRTimeline
RWA WEALTH PARTNERS, LLC350,162$18.4M0.23%+9,44213F-HRTimeline
FMR LLCin group FMR LLC334,962$17.6M<0.01%+11,79013F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC331,745$17.5M3.91%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co327,009$17.2M0.54%+9,03613F-HRTimeline
Composition Wealth, LLC314,380$16.6M0.33%+1,06313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC283,367$14.9M0.01%-30,68513F-HRTimelineGroup
Klingman & Associates, LLC227,887$12M0.73%+7,55913F-HRTimeline
Mariner, LLCin group Mariner, LLC211,034$11.1M0.02%+5,82413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC195,701$10.3M<0.01%+15,26913F-HRTimelineGroup
Francis Financial, Inc.181,125$9.54M2.32%+59,42013F-HRTimeline
Betterment LLC169,291$8.91M0.02%-10,03513F-HRTimeline
MYECFO, LLC135,030$7.11M3.76%+71013F-HRTimeline
Cetera Investment Advisers127,728$6.72M0.01%+8,33313F-HRTimeline
UBS Group AGin group UBS Group AG121,073$6.37M<0.01%+53,42313F-HRTimelineGroup
LPL Financial LLC118,892$6.26M<0.01%+5,25313F-HRTimeline
Whitegate Investment Counselors, Inc.109,275$5.75M2.04%-3,52513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.106,240$5.59M0.4%-1,80513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO103,210$5.43M<0.01%-14,07613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC96,660$5.09M<0.01%-6,78713F-HRTimelineGroup
ALTFEST L J & CO INC95,621$5.03M0.63%+12,00713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp88,704$4.67M0.52%-1,57913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC87,495$4.61M0.01%-108,94713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,396$4.55M0.01%+13,35113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.86,344$4.55M<0.01%+3,12213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC71,725$3.78M<0.01%+8813F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC70,566$3.72M0.01%+8,30713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.69,502$3.66M0.16%+17,91213F-HRTimeline
James J. Burns & Company, LLC64,812$3.41M0.61%-14,22913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,517$3.08M<0.01%-4,50113F-HRTimeline
Cascade Financial Partners, LLC58,225$3.07M0.39%-1,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,780$2.83M<0.01%+5,13113F-HRTimelineGroup
Creative Planningin group Creative Planning52,256$2.75M<0.01%+9,84513F-HRTimelineGroup
Note Advisors, LLC51,904$2.73M2.26%+1,46713F-HRTimeline
Carnegie Investment Counsel49,287$2.59M0.06%new13F-HRTimeline
BRIGHTON SECURITIES CORP.47,729$2.51M1.23%+63113F-HRTimeline
Wealthspire Advisors, LLC46,219$2.43M0.01%+20,30813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth46,218$2.43M0.01%+6,56313F-HR/ATimelineGroup
NewEdge Wealth, LLC45,780$2.41M0.04%+8,60013F-HRTimeline
Wedmont Private Capital46,684$2.39M0.12%+20213F-HRTimeline
DURANTE & WATERS, LLC44,171$2.33M1.95%+10213F-HRTimeline
BAILARD, INC.39,569$2.08M0.05%+6,57113F-HRTimeline
Level Financial Advisors35,637$1.88M0.64%-2,45713F-HRTimeline
Equita Financial Network, Inc.30,671$1.61M0.56%new13F-HRTimeline
PROFFITT & GOODSON INC29,780$1.57M0.26%+6,16413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV29,206$1.54M<0.01%+58513F-HRTimeline
Graypoint LLC27,500$1.45M0.09%013F-HRTimeline
SOA Wealth Advisors, LLC.27,318$1.44M0.3%+513F-HRTimeline
Revolve Wealth Partners, LLC24,803$1.31M0.19%+1,91213F-HRTimeline
Astoria Strategic Wealth, Inc.24,633$1.3M0.38%+2,54413F-HRTimeline
Patriot Financial Group Insurance Agenc…24,492$1.29M0.17%+9,75913F-HRTimeline
Magnus Financial Group LLC24,360$1.28M0.12%+3813F-HRTimeline
MML INVESTORS SERVICES, LLC22,264$1.17M<0.01%-5,75213F-HRTimeline
Farrell Financial LLC20,792$1.09M0.8%+3613F-HRTimeline
Atria Wealth Solutions, Inc.20,153$1.06M0.01%+313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.19,961$1.05M0.27%-58713F-HRTimeline
Chicago Partners Investment Group LLC19,946$1.04M0.03%+6913F-HRTimeline
Allworth Financial LP19,740$1.02M0.01%-13,25013F-HRTimeline
TOWNSQUARE CAPITAL LLC18,720$986K0.01%+4,39113F-HRTimeline
Drucker Wealth 3.0, LLC18,720$986K0.22%+4,39113F-HRTimeline
TCI Wealth Advisors, Inc.18,698$984K0.08%new13F-HRTimeline
WNY Asset Management, LLC18,529$976K0.12%+13,57513F-HRTimeline
Members Advisory Group LLC18,344$966K0.4%+3,88413F-HRTimeline
Elequin Capital, LP18,016$949K0.18%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,385$915K<0.01%-5,20013F-HRTimelineGroup
Private Advisor Group, LLC17,038$897K0.01%+2913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.16,808$885K0.05%013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC16,379$862K0.15%+5,87913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,208$853K0.01%+57813F-HRTimelineGroup
LifeGoal Investments, LLC16,158$851K0.92%+7713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,664$825K0.21%+10713F-HRTimelineGroup
Rockbridge Investment Management, LCC15,600$821K0.1%+1,21013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,632$770K<0.01%-12,20913F-HRTimeline
Steward Partners Investment Advisory, L…14,265$751K0.01%+6413F-HRTimeline
Opal Wealth Advisors, LLC13,840$729K0.22%-131,75713F-HRTimeline
Westfuller Advisors, LLC13,651$719K0.48%+6413F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC13,644$718K0.04%-21113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO13,560$714K<0.01%+24113F-HR/ATimelineGroup
Compound Planning, Inc.13,434$707K0.03%-2,47413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,892$679K<0.01%-67013F-HRTimelineGroup
NDWM LLC12,583$662K0.65%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…12,550$661K0.04%+4,10013F-HRTimeline
EP Wealth Advisors, LLC12,535$660K0.01%013F-HRTimeline
Wealthfront Advisers LLC12,287$647K<0.01%+94713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,001$632K<0.01%-91713F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…11,319$596K0.06%+2,03513F-HRTimeline
Empower Advisory Group, LLC11,026$581K<0.01%013F-HRTimeline
Long Run Wealth Advisors, LLC10,504$553K0.13%new13F-HRTimeline
McNamara Financial Services, Inc.10,214$538K0.12%+19113F-HRTimeline
Cambridge Investment Research Advisors,…10,123$533K<0.01%-6,40513F-HRTimeline
Orion Porfolio Solutions, LLC10,111$532K0.01%013F-HRTimeline
Orion Portfolio Solutions, LLC10,111$532K0.01%013F-HR/ATimeline
Orange Investment Advisors, Inc.10,050$529K0.06%013F-HRTimeline
SAX WEALTH ADVISORS, LLC9,896$521K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,715$512K<0.01%+2,77513F-HR/ATimelineGroup
AlphaCore Capital LLC9,618$506K0.04%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,518$501K<0.01%+14813F-HRTimelineGroup
Manhattan West Asset Management, LLC9,196$484K0.12%-2,05413F-HRTimeline
CONQUIS FINANCIAL LLC9,057$477K0.49%-2,99113F-HRTimeline
Bell Investment Advisors, Inc8,861$467K0.09%+4213F-HRTimeline
Relyea Zuckerberg Hanson LLC8,850$466K0.06%013F-HRTimeline
GAMMA Investing LLC8,502$448K0.03%-15213F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,486$447K<0.01%+1,11413F-HRTimeline
SUTTON PLACE INVESTORS LLC8,466$446K0.3%-76713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,255$435K0.01%new13F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC8,250$434K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,007$422K0.03%+3813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,866$414K<0.01%+72113F-HRTimeline
Astra Wealth Partners LLC7,794$410K0.39%+19113F-HRTimeline
Independent Wealth Network Inc.7,416$390K0.16%-10113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,335$386K0.02%013F-HRTimelineGroup
Crestwood Advisors Group, LLC7,333$386K0.01%-20013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,269$383K0.02%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,290$379K0.04%+85013F-HRTimeline
North Star Investment Management Corp.7,050$371K0.03%013F-HRTimeline
Trivium Point Advisory, LLC6,816$359K0.04%-4,08513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,760$356K<0.01%013F-HRTimelineGroup
Legacy Edge Advisors, LLC6,577$346K0.05%013F-HRTimeline
Boston Standard Wealth Management, LLC6,367$340K0.07%-16413F-HRTimeline
Stanich Group LLC6,435$339K0.25%+77613F-HRTimeline
Brio Consultants, LLC6,423$338K0.05%+52913F-HR/ATimeline
WEALTH ALLIANCE, LLC6,157$324K0.04%+1913F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC6,000$316K0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,999$316K<0.01%-1,22613F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…5,979$315K0.12%+2813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,820$306K<0.01%-6,39113F-HRTimelineGroup
CNB Bank5,482$289K0.15%+28513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS5,203$274K0.01%+64513F-HRTimeline
Integrated Wealth Concepts LLC5,150$271K<0.01%+2513F-HRTimeline
Atria Investments, Inc5,119$270K<0.01%+8613F-HRTimeline
Emergent Wealth Advisors, LLC5,044$266K0.19%-78013F-HRTimeline
MBL Wealth, LLC5,000$263K0.03%-1,20013F-HRTimeline
American Investment Services, Inc.4,925$259K0.05%013F-HRTimeline
FLOW TRADERS U.S. LLC4,869$256K0.01%new13F-HRTimeline
Graney & King, LLC4,800$253K0.19%+313F-HRTimeline
OneDigital Investment Advisors LLC4,782$252K<0.01%+13013F-HRTimeline
Breakwater Capital Group4,702$248K0.04%-1,70613F-HRTimeline
AllSquare Wealth Management LLC4,609$243K0.14%013F-HRTimeline
First Affirmative Financial Network4,450$234K0.14%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,302$229K0.02%013F-HRTimeline
Keystone Global Partners, LLC4,336$228K0.16%13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,287$226K0.1%013F-HRTimeline
Martin Worley Group4,211$222K0.13%013F-HRTimeline
Brookwood Investment Group LLC4,141$218K0.04%13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC4,110$216K0.2%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC4,071$214K<0.01%new13F-HRTimeline
J. W. Coons Advisors, LLC4,000$211K0.06%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,985$210K<0.01%new13F-HRTimelineGroup
SEVEN MILE ADVISORY3,917$206K0.14%013F-HRTimeline
Nemes Rush Group LLC3,901$205K0.03%+1813F-HRTimeline
MIDDLETON & CO INC/MA3,800$200K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,794$200K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,715$196K<0.01%-75813F-HRTimelineGroup
Tortoise Investment Management, LLC3,712$195K0.02%+30013F-HR/ATimeline
Atlantic Edge Private Wealth Management…2,900$153K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,222$117K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,018$106K0.01%013F-HRTimeline
IFP Advisors, Inc1,686$88.8K<0.01%-1,27113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,476$77.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,317$69.3K<0.01%new13F-HR/ATimelineGroup
MPWM ADVISORY SOLUTIONS, LLC430$22.6K0.02%013F-HRTimeline
Smartleaf Asset Management LLC372$19.6K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC312$16.4K0.01%013F-HRTimeline
MATHER GROUP, LLC.305$16.1K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO166$8.74K<0.01%013F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC112$5.9K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…34$1.79K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC28$1.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1$45<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.