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BlackRock MuniHoldings Fund

113 hedge funds and large institutions have $294M invested in BlackRock MuniHoldings Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+9
Holders Change %
+8.65%
% 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
20
Increased
35
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
101
Tradewinds Capital Management
Washington
$19.4K
IBOK
102
Independence Bank of Kentucky
Kentucky
$15.5K +$15.5K +1,332 New
WA
103
WPG Advisers
Maryland
$11.3K +$11.3K +972 New
GWM
104
Geneos Wealth Management
Colorado
$11.1K +$2.47K +212 +29%
SSB
105
Sandy Spring Bank
Maryland
$9.61K +$9.61K +823 New
AIM
106
Anchor Investment Management
South Carolina
$8.64K
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$8.32K
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$6.76K +$6.76K +579 New
WAM
109
Wolverine Asset Management
Illinois
$2.33K +$2.33K +200 New
HI
110
Harbour Investments
Wisconsin
$2.29K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.11K -73 -36%
EWA
112
EverSource Wealth Advisors
Alabama
$634
Comerica Bank
113
Comerica Bank
Texas
$634 +$117 +10 +23%
KAS
114
Kestra Advisory Services
Texas
-$560K -44,269 Closed
ATWA
115
Arbor Trust Wealth Advisors
Michigan
-$158K -13,000 Closed
CCG
116
Catalina Capital Group
California
-$163K -12,872 Closed
TWA
117
Talisman Wealth Advisors
New Jersey
-$154K -12,106 Closed
First Trust Advisors
118
First Trust Advisors
Illinois
-$131K -10,331 Closed
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
-$50.6K -4,000 Closed
UB
120
UMB Bank
Missouri
-$23.3K -1,838 Closed
LC
121
Lindbrook Capital
California
-$51 -4 Closed
Fidelity Investments
122
Fidelity Investments
Massachusetts
-$13 -1 Closed