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BlackRock MuniHoldings Fund
MHD

Overview Fund Activity

108 hedge funds and large institutions have $277M invested in BlackRock MuniHoldings Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
43
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$67.2M
2
BI
Bramshill Investments
Florida
$20.3M
3
RCM
Rivernorth Capital Management
Florida
$48.7M
4
SCM
Saba Capital Management
New York
$7.38M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$10.1M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$425K
3
Wells Fargo
Wells Fargo
California
$3.7M
4
Bank of America
Bank of America
North Carolina
$9.58M
5
Cohen & Steers
Cohen & Steers
New York
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
51
Nuveen Asset Management
Illinois
$373K +$373K +31,347 New
TGAM
52
TBH Global Asset Management
Tennessee
$331K -$13.1K -1,096 -4%
OC
53
Oppenheimer & Co
New York
$328K +$48.3K +4,059 +17%
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$311K – – –
AllianceBernstein
55
AllianceBernstein
Tennessee
$297K – – –
EWA
56
Encompass Wealth Advisors
Oregon
$294K -$65.5K -5,500 -18%
TIM
57
Total Investment Management
Arizona
$291K +$1.81K +152 +0.6%
FAG
58
Fortitude Advisory Group
Washington
$260K – – –
Truist Financial
59
Truist Financial
North Carolina
$260K – – –
First Trust Advisors
60
First Trust Advisors
Illinois
$254K -$91.3K -7,667 -26%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$224K +$72K +6,043 +47%
PVM
62
Palogic Value Management
Texas
$223K +$21.6K +1,817 +11%
SQA
63
Simon Quick Advisors
New Jersey
$220K +$14.7K +1,232 +7%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$212K -$128K -10,715 -38%
GM
65
GeoWealth Management
Illinois
$212K +$212K +17,780 New
GWMR
66
GC Wealth Management RIA
Massachusetts
$212K +$212K +17,780 New
RRA
67
Round Rock Advisors
Connecticut
$207K -$56.4K -4,737 -21%
STA
68
Summit Trail Advisors
New York
$207K +$53.2K +4,464 +35%
Nomura Holdings
69
Nomura Holdings
Japan
$198K +$198K +16,655 New
MNBTD
70
Moody National Bank Trust Division
Texas
$194K +$14.6K +1,228 +8%
PAG
71
Private Advisor Group
New Jersey
$189K -$5.96K -500 -3%
ACP
72
Aviance Capital Partners
Florida
$169K -$21.1K -1,768 -11%
IWC
73
Integrated Wealth Concepts
Massachusetts
$168K +$11K +921 +7%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$167K +$28K +2,351 +20%
ICMP
75
Integrated Capital Management (Pennsylvania)
Pennsylvania
$166K -$3.05K -256 -2%
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