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BlackRock MuniHoldings Fund
MHD

99 hedge funds and large institutions have $169M invested in BlackRock MuniHoldings Fund in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 25 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,220% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 5

1,150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 2

469% more capital invested

Capital invested by funds: $29.7M → $169M (+$139M)

161% more funds holding

Funds holding: 38 → 99 (+61)

6.86% more ownership

Funds ownership: 12.95% → 19.81% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+61
Holders Change %
+160.53%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
66
Increased
25
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$14.7M
2
MSL
Mackay Shields LLC
New York
+$12.3M
3
GC
Guggenheim Capital
Illinois
+$11M
4
AAM
Advisors Asset Management
Colorado
+$8.29M
5
SIA
Sit Investment Associates
Minnesota
+$8.2M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$832K
2
CRC
Curi RMB Capital
Illinois
-$810K
3
SWP
Stratos Wealth Partners
Ohio
-$243K
4
DAS
Dynamic Advisor Solutions
Arizona
-$168K
5
Millennium Management
Millennium Management
New York
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
26
1607 Capital Partners
Virginia
$1.4M +$1.41M +87,294 New
First Trust Advisors
27
First Trust Advisors
Illinois
$1.28M +$1.29M +79,788 New
Ameriprise
28
Ameriprise
Minnesota
$1.27M +$748K +46,281 +148%
RCA
29
Ranch Capital Advisors
Florida
$1.23M +$563K +34,855 +83%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.09M +$1.11M +68,437 New
DLG
31
Daniel L. Goodwin
$939K +$948K +58,668 New
AIP
32
Ahrens Investment Partners
Louisiana
$938K +$947K +58,627 New
HighTower Advisors
33
HighTower Advisors
Illinois
$885K +$462K +28,573 +107%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$834K +$787K +48,715 +1,425%
PAS
35
Park Avenue Securities
New York
$748K +$755K +46,754 New
MC
36
Moors & Cabot
Massachusetts
$736K +$744K +46,014 New
BRWA
37
B. Riley Wealth Advisors
Florida
$718K +$7.14K +442 +1%
LPL Financial
38
LPL Financial
California
$711K +$339K +20,957 +89%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$695K +$589K +36,441 +521%
PAG
40
Private Advisor Group
New Jersey
$637K +$643K +39,806 New
AFG
41
Alterity Financial Group
Maine
$619K +$703K +43,481 New
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$607K +$613K +37,937 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$594K +$600K +37,124 New
RJA
44
Raymond James & Associates
Florida
$564K +$570K +35,256 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$489K +$267K +16,505 +117%
WDC
46
Woodward Diversified Capital
California
$468K +$473K +29,279 New
OC
47
Oppenheimer & Co
New York
$448K +$453K +28,019 New
EWA
48
Encompass Wealth Advisors
Oregon
$432K – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$422K +$426K +26,351 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$413K +$418K +25,862 New
1
2
3 4 5

MHD Hedge Fund Activity: Q1 2021 in Review

99 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2021, worth a combined $169M — up 469% from $29.7M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MHD positions and 5 closed out — a net gain of 61 holders — while 25 added to existing stakes and 2 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $14.7M. The largest seller was Kestra Advisory Services, cutting an estimated $832K.

  • 99 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2021, up from 38 in Q4 2020.
  • Funds reported $169M of BlackRock MuniHoldings Fund stock for Q1 2021, up 469% quarter-over-quarter.
  • 66 funds opened new BlackRock MuniHoldings Fund positions in Q1 2021 and 5 closed out, a net change of +61 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $14.7M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2021 was Kestra Advisory Services, an estimated $832K sold.

Based on aggregated 13F filings for Q1 2021.