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BlackRock MuniYield Quality Fund
MQY

107 hedge funds and large institutions have $136M invested in BlackRock MuniYield Quality Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

1.74% more ownership

Funds ownership: 15.05% → 16.79% (+1.7%)

2% less capital invested

Capital invested by funds: $139M → $136M (-$3.43M)

4% less funds holding

Funds holding: 111 → 107 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
35
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
+$3.23M
2
Morgan Stanley
Morgan Stanley
New York
+$3.21M
3
JWA
JFS Wealth Advisors
Pennsylvania
+$2.45M
4
RCM
Robinson Capital Management
Michigan
+$1.56M
5
Bank of America
Bank of America
North Carolina
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$589K
2
HKAM
Horizon Kinetics Asset Management
New York
-$363K
3
CAN
Cetera Advisor Networks
California
-$255K
4
ACA
Ackerman Capital Advisors
Texas
-$254K
5
AWM
Atticus Wealth Management
Florida
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$311K -$9.44K -752 -3%
Creative Planning
52
Creative Planning
Kansas
$286K -$14K -1,116 -4%
ASN
53
Advisory Services Network
Georgia
$267K – – –
BF
54
BOK Financial
Oklahoma
$250K – – –
IWS
55
Insight Wealth Strategies
California
$235K – – –
PMG
56
ProVise Management Group
Florida
$231K – – –
Comerica Bank
57
Comerica Bank
Texas
$205K – – –
CT
58
Cambridge Trust
Massachusetts
$201K – – –
STA
59
Summit Trail Advisors
New York
$198K +$224K +17,826 New
WCM
60
WealthBridge Capital Management
Ohio
$195K – – –
M&T Bank
61
M&T Bank
New York
$193K – – –
WAM
62
Wolverine Asset Management
Illinois
$193K +$220K +17,531 New
NA
63
NewEdge Advisors
Louisiana
$180K -$13.8K -1,100 -6%
Stifel Financial
64
Stifel Financial
Missouri
$169K – – –
CA
65
Cetera Advisors
Colorado
$158K +$1.46K +116 +0.8%
IFG
66
Independent Financial Group
California
$150K -$45.8K -3,651 -21%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$141K +$16.3K +1,297 +11%
CHA
68
Carmichael Hill & Associates
Maryland
$140K -$27.1K -2,159 -15%
SP
69
Successful Portfolios
Florida
$138K – – –
MWM
70
Meridian Wealth Management
Kentucky
$137K – – –
BHWM
71
Bar Harbor Wealth Management
New Hampshire
$136K +$154K +12,305 New
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$128K – – –
IA
73
IFP Advisors
Florida
$128K +$83.7K +6,670 +266%
ACP
74
Aviance Capital Partners
Florida
$122K – – –
MAM
75
Mystic Asset Management
Rhode Island
$121K – – –
1 2
3
4 5

MQY Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund (MQY) for Q3 2022, worth a combined $136M — down 2.5% from $139M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MQY and 10 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 35 added.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $3.23M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $589K.

  • 107 institutional investors held BlackRock MuniYield Quality Fund (MQY) as of Q3 2022, down from 111 in Q2 2022.
  • Funds reported $136M of BlackRock MuniYield Quality Fund stock for Q3 2022, down 2.5% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniYield Quality Fund positions in Q3 2022 and 14 closed out, a net change of -4 holders.
  • The largest BlackRock MuniYield Quality Fund buyer in Q3 2022 was Arete Wealth Advisors, an estimated $3.23M added.
  • The largest BlackRock MuniYield Quality Fund seller in Q3 2022 was Hennion & Walsh Asset Management, an estimated $589K sold.

Based on aggregated 13F filings for Q3 2022.