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BlackRock MuniYield Quality Fund
MQY

65 hedge funds and large institutions have $82.9M invested in BlackRock MuniYield Quality Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 63 → 65 (+2)

2% more capital invested

Capital invested by funds: $81.1M → $82.9M (+$1.85M)

0.68% less ownership

Funds ownership: 17.54% → 16.86% (-0.68%)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$2.44M
2
Bank of America
Bank of America
North Carolina
+$986K
3
AAS
Avantax Advisory Services
Texas
+$494K
4
Invesco
Invesco
Georgia
+$443K
5
FCCM
First City Capital Management
Georgia
+$315K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2M
2
Cohen & Steers
Cohen & Steers
New York
-$1.62M
3
UBS Group
UBS Group
Switzerland
-$1.07M
4
PPA
Parametric Portfolio Associates
Washington
-$940K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$451K -$13.4K -837 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$431K -$4.46K -278 -1%
KAS
28
Kestra Advisory Services
Texas
$430K +$431K +26,849 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$406K +$294K +18,293 +257%
SWM
30
SeaCrest Wealth Management
New York
$400K -$30.5K -1,900 -7%
CIA
31
Capital Investment Advisors
Georgia
$399K – – –
WAAG
32
Wealth Alliance Advisory Group
Kansas
$387K – – –
Creative Planning
33
Creative Planning
Kansas
$336K +$48 +3 +0%
FCCM
34
First City Capital Management
Georgia
$328K +$315K +19,600 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$272K -$7.73K -481 -3%
M&T Bank
36
M&T Bank
New York
$272K – – –
BRWM
37
B. Riley Wealth Management
Tennessee
$253K +$47.9K +2,980 +23%
WCM
38
WealthBridge Capital Management
Ohio
$246K – – –
Stifel Financial
39
Stifel Financial
Missouri
$242K -$54.2K -3,376 -18%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$220K +$15.1K +943 +7%
SPIA
41
Steward Partners Investment Advisory
New York
$197K – – –
GAG
42
GM Advisory Group
New York
$195K – – –
CAN
43
Cetera Advisor Networks
California
$182K -$74.9K -4,661 -29%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$171K -$72.3K -4,500 -30%
PTP
45
Platform Technology Partners
New York
$164K – – –
US Bancorp
46
US Bancorp
Minnesota
$130K -$3K -187 -2%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$120K – – –
AIM
48
Anchor Investment Management
South Carolina
$83K – – –
CT
49
Caldwell Trust
Florida
$64K – – –
NFG
50
Next Financial Group
Texas
$61K +$61.1K +3,805 New
1
2
3

MQY Hedge Fund Activity: Q3 2020 in Review

65 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund (MQY) for Q3 2020, worth a combined $82.9M — up 2.3% from $81.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MQY positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 22 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $2.44M. The largest seller was Morgan Stanley, cutting an estimated $2M.

  • 65 institutional investors held BlackRock MuniYield Quality Fund (MQY) as of Q3 2020, up from 63 in Q2 2020.
  • Funds reported $82.9M of BlackRock MuniYield Quality Fund stock for Q3 2020, up 2.3% quarter-over-quarter.
  • 7 funds opened new BlackRock MuniYield Quality Fund positions in Q3 2020 and 5 closed out, a net change of +2 holders.
  • The largest BlackRock MuniYield Quality Fund buyer in Q3 2020 was IHT Wealth Management, an estimated $2.44M added.
  • The largest BlackRock MuniYield Quality Fund seller in Q3 2020 was Morgan Stanley, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2020.