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BlackRock MuniHoldings Fund
MHD

Overview Fund Activity

104 hedge funds and large institutions have $305M invested in BlackRock MuniHoldings Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
34
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$6.81M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$14.8M
3
MSL
Mackay Shields LLC
New York
$24.3M
4
RCM
Rivernorth Capital Management
Florida
$52.2M
5
Morgan Stanley
Morgan Stanley
New York
$6.94M

Top Sellers

1
PCM
Penserra Capital Management
California
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
KIM
Karpus Investment Management
New York
$92.4M
4
AA
AQR Arbitrage
Connecticut
$2.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$155K -$46.5K -3,672 -23%
TWA
77
Talisman Wealth Advisors
New Jersey
$154K +$154K +12,106 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$153K -$7.72K -610 -5%
SWA
79
SFMG Wealth Advisors
Texas
$153K – – –
Cerity Partners
80
Cerity Partners
New York
$146K +$146K +11,547 New
EFS
81
Essex Financial Services
Connecticut
$145K – – –
First Trust Advisors
82
First Trust Advisors
Illinois
$131K – – –
CFGS
83
Concourse Financial Group Securities
Alabama
$129K – – –
IAS
84
Insigneo Advisory Services
Florida
$127K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$77.1K – – –
SWM
86
Spire Wealth Management
Virginia
$50.6K – – –
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$50.6K +$50.6K +4,000 New
HNB
88
Hilltop National Bank
Wyoming
$50.3K – – –
US Bancorp
89
US Bancorp
Minnesota
$48.1K +$48.1K +3,800 New
HCP
90
Hexagon Capital Partners
Arkansas
$27.8K – – –
Bessemer Group
91
Bessemer Group
New Jersey
$27K +$18.2K +1,429 +206%
PTC
92
Private Trust Company
Ohio
$25.3K – – –
PFP
93
Pinnacle Financial Partners
Tennessee
$25.3K – – –
UB
94
UMB Bank
Missouri
$23.3K – – –
TCM
95
Tradewinds Capital Management
Washington
$21K – – –
AIM
96
Anchor Investment Management
South Carolina
$9.36K – – –
GWM
97
Geneos Wealth Management
Colorado
$9.35K +$9.35K +739 New
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$8.86K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$3K -$439 -30 -13%
HI
100
Harbour Investments
Wisconsin
$2.48K – – –
1 2 3
4
5