ISHARES TR (NYF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ISHARES TR (NYF)

177 + Investors. Track Smart Money conviction in NYF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — NYF

Based on 177 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added NYF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

177 hedge funds hold NYF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 76% buying

119 buying38 selling

Last quarter: 119 funds were net buyers (26 opened a brand new position + 93 added to an existing one). Only 38 were sellers (26 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new NYF position: 20 → 18 → 20 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new

97 out of 177 hedge funds have held NYF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

24 → 20 → 18 → 20 → 26 new funds/Q

New funds entering each quarter: 20 → 18 → 20 → 26. A growing number of institutions are discovering NYF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 15% 1-2yr ■ 30% new

Of 177 current holders: 98 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds

18 of 177 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	177	163	8.59%
13F Shares	11M	10M	15.38%
Total Value	$601M	$519M	15.75%
New Positions	26	20	+6
Increased Positions	93	78	+15
Closed Positions	12	19	-7
Reduced Positions	26	37	-11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

177

163

8.59%

13F Shares

11M

10M

15.38%

Total Value

$601M

$519M

15.75%

New Positions

Increased Positions

+15

Closed Positions

-7

Reduced Positions

-11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

177 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NYF. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of NYF — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	High Probability Advisors, LLC	5.27%	775,203	$41.2M
2	MYECFO, LLC	2.66%	119,530	$6.3M
3	Whitegate Investment Counselors, Inc.	1.59%	94,080	$5.0M
4	Emergent Wealth Advisors, LLC	1.22%	38,810	$2.1M
5	Westfuller Advisors, LLC	0.86%	37,691	$2.0M
6	Equita Financial Network, Inc.	0.82%	49,278	$2.6M
7	BRIGHTON SECURITIES CORP.	0.60%	23,553	$1.3M
8	James J. Burns & Company, LLC	0.52%	72,276	$3.8M
9	Hudson Oak Wealth Advisory LLC	0.45%	9,679	$514K
10	Level Financial Advisors	0.44%	32,800	$1.7M
11	Astoria Strategic Wealth, Inc.	0.43%	32,220	$1.7M
12	21 West Wealth Management LLC	0.42%	8,472	$450K
13	CORA CAPITAL ADVISORS LLC	0.42%	23,700	$1.3M
14	ALTFEST L J & CO INC	0.36%	63,024	$3.3M
15	Farrell Financial LLC	0.34%	10,722	$570K
16	NBT BANK N A /NY	0.33%	95,210	$5.1M
17	SUTTON PLACE INVESTORS LLC	0.32%	10,891	$579K
18	DOPKINS WEALTH MANAGEMENT, LLC	0.30%	14,044	$746K
19	Perennial Advisors, LLC	0.27%	29,975	$1.6M
20	Compass Planning Associates Inc	0.26%	7,541	$401K
21	Conrad Siegel Investment Advisors, Inc.	0.24%	25,008	$1.3M
22	Drucker Wealth 3.0, LLC	0.24%	25,703	$1.4M
23	Magnus Financial Group LLC	0.22%	50,302	$2.7M
24	STEPHEN J. GARRY & ASSOCIATES, LLC	0.20%	4,760	$253K
25	Keystone Global Partners, LLC	0.18%	7,838	$416K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ISHARES TR (NYF)

What does the Smart Money Trend signal show for NYF?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added NYF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NYF?

More buyers than sellers — 76% buying: Last quarter: 119 funds were net buyers (26 opened a brand new position + 93 added to an existing one). Only 38 were sellers (26 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NYF holders?

Strong quality — 27% AUM from major funds: 18 of 177 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NYF?

55% of holders stayed for 2+ years: 97 out of 177 hedge funds have held NYF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ISHARES TR (NYF)

Smart Money Signals — NYF

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

More buyers than sellers — 76% buying

More new buyers each quarter (+6 vs last Q)

55% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 55% of holders stayed 2+ years

Strong quality — 27% AUM from major funds

Hedge Fund Ownership: NYF

Market Analysis: NYF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NYF

Hedge Fund Positioning: NYF

Statistics: NYF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ISHARES TR (NYF)

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