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BlackRock MuniHoldings Fund
MHD

109 hedge funds and large institutions have $296M invested in BlackRock MuniHoldings Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

1% more capital invested

Capital invested by funds: $294M → $296M (+$2.5M)

0.1% more ownership

Funds ownership: 48.26% → 48.36% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 114 → 109 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
37
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.78M
2
COLIM
City of London Investment Management
United Kingdom
+$1.4M
3
Bank of America
Bank of America
North Carolina
+$1.05M
4
RC
Rareview Capital
Nevada
+$971K
5
Morgan Stanley
Morgan Stanley
New York
+$896K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$1.25M
2
RCM
Rivernorth Capital Management
Florida
-$985K
3
AA
AQR Arbitrage
Connecticut
-$913K
4
VanEck Associates
VanEck Associates
New York
-$903K
5
AAM
Advisors Asset Management
Colorado
-$592K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Atala Financial
California
$351K – – –
OC
52
Oppenheimer & Co
New York
$336K +$21.7K +1,816 +7%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$332K -$52.4K -4,380 -13%
EWA
54
Encompass Wealth Advisors
Oregon
$316K – – –
PMG
55
ProVise Management Group
Florida
$313K -$32.2K -2,691 -9%
WB
56
WesBanco Bank
West Virginia
$311K +$46.2K +3,863 +17%
TIM
57
Total Investment Management
Arizona
$300K +$1.93K +161 +0.6%
AllianceBernstein
58
AllianceBernstein
Tennessee
$292K – – –
EAM
59
Everstar Asset Management
North Carolina
$275K – – –
AWM
60
Avior Wealth Management
Nebraska
$273K +$14.9K +1,246 +6%
KL
61
KIM LLC
Kansas
$264K – – –
FAG
62
Fortitude Advisory Group
Washington
$256K – – –
SA
63
Sanctuary Advisors
Indiana
$241K – – –
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$218K +$16.2K +1,352 +8%
ACP
65
Aviance Capital Partners
Florida
$209K +$23.2K +1,944 +12%
Osaic Holdings
66
Osaic Holdings
Arizona
$205K -$5.38K -450 -3%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$203K +$1.59K +133 +0.8%
HKAM
68
Horizon Kinetics Asset Management
New York
$196K – – –
NFG
69
Nations Financial Group
Iowa
$192K -$410K -34,271 -68%
SQA
70
Simon Quick Advisors
New Jersey
$192K +$8.01K +670 +4%
EAM
71
Empirical Asset Management
Massachusetts
$174K – – –
CL
72
Choreo LLC
Illinois
$170K -$1.52K -127 -0.9%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$167K – – –
ASN
74
Advisory Services Network
Georgia
$163K +$166K +13,851 New
SWA
75
SFMG Wealth Advisors
Texas
$142K – – –
1 2
3
4 5

MHD Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2025, worth a combined $296M — up 0.85% from $294M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MHD and 10 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 37 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.78M. The largest seller was Logan Stone Capital, cutting an estimated $1.25M.

  • 109 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2025, down from 114 in Q4 2024.
  • Funds reported $296M of BlackRock MuniHoldings Fund stock for Q1 2025, up 0.85% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniHoldings Fund positions in Q1 2025 and 14 closed out, a net change of -4 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2025 was Hennion & Walsh Asset Management, an estimated $1.78M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2025 was Logan Stone Capital, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2025.