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BlackRock MuniHoldings Fund
MHD

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: 1 → 2 (+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: 99 → 102 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$7.76M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.66M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$2.5M
4
RCM
Rivernorth Capital Management
Florida
+$1.48M
5
6M
6 Meridian
Kansas
+$812K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.2M
2
GC
Guggenheim Capital
Illinois
-$1.01M
3
Ameriprise
Ameriprise
Minnesota
-$468K
4
AAM
Advisors Asset Management
Colorado
-$391K
5
FHA
Flagship Harbor Advisors
Massachusetts
-$294K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
76
Cullen/Frost Bankers
Texas
$101K – – –
SPIA
77
Steward Partners Investment Advisory
New York
$86K – – –
US Bancorp
78
US Bancorp
Minnesota
$80K – – –
CTC
79
Central Trust Company
Missouri
$71K – – –
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$65K – – –
ZB
81
Zions Bancorporation
Utah
$64K +$62.8K +3,794 New
PFPT
82
Pinnacle Financial Partners (Tennessee)
Tennessee
$60K – – –
PWA
83
Pinnacle Wealth Advisors
Tennessee
$60K +$59.4K +3,591 New
BWL
84
Bogart Wealth LLC
Virginia
$36K – – –
CI
85
CX Institutional
Indiana
$32K +$32K +1,933 New
HI
86
Harbour Investments
Wisconsin
$29K -$993 -60 -3%
TCM
87
Tradewinds Capital Management
Washington
$28K – – –
NFSG
88
Newbridge Financial Services Group
Florida
$26K – – –
RBC
89
Roble Belko & Company
Pennsylvania
$26K – – –
JPLA
90
Joseph P. Lucia & Associates
New York
$25K – – –
APA
91
American Portfolios Advisors
New York
$24.6K -$41K -2,474 -63%
GWM
92
Geneos Wealth Management
Colorado
$22K – – –
AF
93
Advisornet Financial
Minnesota
$17K – – –
HCM
94
Highlander Capital Management
New Jersey
$16K – – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$13K – – –
AIM
96
Anchor Investment Management
South Carolina
$12.4K – – –
1IA
97
1834 Investment Advisors
Wisconsin
$11K – – –
Citigroup
98
Citigroup
New York
$3K +$3.15K +190 New
FWM
99
Focused Wealth Management
New York
$2K – – –
NFG
100
Next Financial Group
Texas
$2K – – –
1 2 3
4
5

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.