Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (NYF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
7Q ▲
Buyers last Q
76%

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.

Hedge Fund Ownership: NYF

How many hedge funds hold NYF — quarterly history vs. share price
Quarterly hedge fund ownership of NYF vs. share price

Market Analysis: NYF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NYF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: NYF
2026 Q1 Stats Unlock in 10 days 177 + Investors

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

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

Statistics: NYF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

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 DURANTE & WATERS, LLC 2.20% 57,294 $3.0M
4 Whitegate Investment Counselors, Inc. 1.59% 94,080 $5.0M
5 Emergent Wealth Advisors, LLC 1.22% 38,810 $2.1M
6 Westfuller Advisors, LLC 0.86% 37,691 $2.0M
7 Equita Financial Network, Inc. 0.82% 49,278 $2.6M
8 BRIGHTON SECURITIES CORP. 0.60% 23,553 $1.3M
9 James J. Burns & Company, LLC 0.52% 72,276 $3.8M
10 CONQUIS FINANCIAL LLC 0.48% 10,852 $583K
11 Facet Wealth, Inc. 0.48% 522,876 $27.8M
12 Hudson Oak Wealth Advisory LLC 0.45% 9,679 $514K
13 Level Financial Advisors 0.44% 32,800 $1.7M
14 Astoria Strategic Wealth, Inc. 0.43% 32,220 $1.7M
15 21 West Wealth Management LLC 0.42% 8,472 $450K
16 CORA CAPITAL ADVISORS LLC 0.42% 23,700 $1.3M
17 Members Advisory Group LLC 0.39% 21,542 $1.1M
18 ALTFEST L J & CO INC 0.36% 63,024 $3.3M
19 Farrell Financial LLC 0.34% 10,722 $570K
20 NBT BANK N A /NY 0.33% 95,210 $5.1M
21 DUTCH ASSET Corp 0.32% 8,950 $475K
22 SUTTON PLACE INVESTORS LLC 0.32% 10,891 $579K
23 DOPKINS WEALTH MANAGEMENT, LLC 0.30% 14,044 $746K
24 Francis Financial, Inc. 0.28% 28,660 $1.5M
25 Perennial Advisors, LLC 0.27% 29,975 $1.6M
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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.