We are live on ! Find out more
MHD icon

BlackRock MuniHoldings Fund

102 hedge funds and large institutions have $193M invested in BlackRock MuniHoldings Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

14% more capital invested

Capital invested by funds: $169M → $193M (+$23.6M)

3% more funds holding

Funds holding: 99102 (+3)

1.71% more ownership

Funds ownership: 19.81%21.52% (+1.7%)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
29
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.49M +$152K +9,152 +11%
1CP
27
1607 Capital Partners
Virginia
$1.47M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.41M +$255K +15,384 +22%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$1.39M -$193K -11,645 -12%
BWA
30
BDO Wealth Advisors
Florida
$1.34M -$184K -11,130 -12%
RCA
31
Ranch Capital Advisors
Florida
$1.29M -$6.62K -400 -0.5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$364K +22,000 +42%
AIP
33
Ahrens Investment Partners
Louisiana
$1M +$16K +968 +2%
DLG
34
Daniel L. Goodwin
$984K
HighTower Advisors
35
HighTower Advisors
Illinois
$927K
Ameriprise
36
Ameriprise
Minnesota
$846K -$468K -28,260 -36%
PAS
37
Park Avenue Securities
New York
$837K +$51.4K +3,104 +7%
6M
38
6 Meridian
Kansas
$823K +$812K +49,063 New
MC
39
Moors & Cabot
Massachusetts
$815K +$42.4K +2,564 +6%
BRWA
40
B. Riley Wealth Advisors
Florida
$760K +$6.67K +403 +0.9%
LPL Financial
41
LPL Financial
California
$734K -$12K -725 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$728K
WWMSC
43
Wagner Wealth Management (South Carolina)
South Carolina
$637K
RJA
44
Raymond James & Associates
Florida
$605K +$13.6K +820 +2%
TIM
45
Total Investment Management
Arizona
$544K +$536K +32,398 New
PAG
46
Private Advisor Group
New Jersey
$505K -$160K -9,692 -24%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$502K -$10.5K -632 -2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$500K -$120K -7,270 -20%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$492K +$58.2K +3,513 +14%
WDC
50
Woodward Diversified Capital
California
$491K

MHD Hedge Fund Activity: Q2 2021 in Review

102 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q2 2021, worth a combined $193M — up 14% from $169M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MHD positions and 8 closed out — a net gain of 4 holders — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $7.76M. The largest seller was Bank of America, cutting an estimated $1.2M.

  • 102 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q2 2021, up from 99 in Q1 2021.
  • Funds reported $193M of BlackRock MuniHoldings Fund stock for Q2 2021, up 14% quarter-over-quarter.
  • 12 funds opened new BlackRock MuniHoldings Fund positions in Q2 2021 and 8 closed out, a net change of +4 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q2 2021 was Bramshill Investments, an estimated $7.76M added.
  • The largest BlackRock MuniHoldings Fund seller in Q2 2021 was Bank of America, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2021.