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MFL

BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND

Delisted

MFL was delisted on the 8th of April, 2022.

75 hedge funds and large institutions have $125M invested in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

6% more capital invested

Capital invested by funds: $118M → $125M (+$7.63M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

3% less funds holding

Funds holding: 7775 (-2)

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
25
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
51
ProVise Management Group
Florida
$205K
Creative Planning
52
Creative Planning
Kansas
$174K +$177K +13,310 New
Truist Financial
53
Truist Financial
North Carolina
$156K -$9.82K -738 -6%
BBNA
54
Bremer Bank National Association
Minnesota
$152K
BSW
55
Buckingham Strategic Wealth
Missouri
$150K
PAG
56
Private Advisor Group
New Jersey
$149K +$152K +11,413 New
BFEC
57
Benjamin F. Edwards & Company
Missouri
$142K
IFAM
58
Institutional & Family Asset Management
Colorado
$95K
APA
59
American Portfolios Advisors
New York
$88.7K +$2.04K +153 +2%
KPW
60
Kore Private Wealth
New York
$70K
CBT
61
Capital Bank & Trust
California
$54K
CT
62
Caldwell Trust
Florida
$52.3K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$35K
FIA
64
FNY Investment Advisers
New York
$32K -$112K -8,400 -77%
MRCM
65
M&R Capital Management
New Jersey
$26K
Citigroup
66
Citigroup
New York
$18K +$4.06K +305 +29%
GEA
67
Glen Eagle Advisors
New Jersey
$13.1K
GWMIA
68
Global Wealth Management Investment Advisory
Florida
$12K
SW
69
SVB Wealth
Massachusetts
$9K
PAM
70
Panagora Asset Management
Massachusetts
$8K +$4.4K +331 +118%
TWA
71
TCI Wealth Advisors
Arizona
$3K +$3.41K +256 New
TI
72
tru Independence
Oregon
$43
ACA
73
Ackerman Capital Advisors
Texas
-$2.41M -181,558 Closed
WAM
74
Wolverine Asset Management
Illinois
-$1.45M -109,134 Closed
LCM
75
Landscape Capital Management
New Jersey
-$840K -63,169 Closed

MFL Hedge Fund Activity: Q1 2020 in Review

75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) for Q1 2020, worth a combined $125M — up 6.5% from $118M a quarter earlier.

Fund positioning in MFL was balanced in Q1 2020: 9 funds opened new positions, 9 closed out, 25 added to existing stakes and 18 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.56M. The largest seller was Ackerman Capital Advisors, exiting entirely with an estimated $2.41M sold.

  • 75 institutional investors held BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND (MFL) as of Q1 2020, down from 77 in Q4 2019.
  • Funds reported $125M of BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND stock for Q1 2020, up 6.5% quarter-over-quarter.
  • 9 funds opened new BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND positions in Q1 2020 and 9 closed out, a net change of 0 holders.
  • The largest BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND buyer in Q1 2020 was Karpus Investment Management, an estimated $8.56M added.
  • The largest BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND seller in Q1 2020 was Ackerman Capital Advisors, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2020.