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BlackRock MuniYield Quality Fund

119 hedge funds and large institutions have $180M invested in BlackRock MuniYield Quality Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more capital invested

Capital invested by funds: $136M → $180M (+$44.5M)

11% more funds holding

Funds holding: 107119 (+12)

4.45% more ownership

Funds ownership: 16.79%21.23% (+4.4%)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
34
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
51
Journey Strategic Wealth
New Jersey
$358K +$349K +30,846 New
CT
52
Caldwell Trust
Florida
$349K -$78.7K -6,962 -19%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$339K -$102K -9,030 -24%
WIA
54
World Investment Advisors
California
$337K +$328K +29,009 New
CIA
55
Capital Investment Advisors
Georgia
$327K +$68 +6 +0%
Millennium Management
56
Millennium Management
New York
$327K +$319K +28,200 New
CFGSD
57
Compass Financial Group (South Dakota)
South Dakota
$275K +$268K +23,685 New
VF
58
Virtu Financial
New York
$240K +$234K +20,696 New
SWM
59
SeaCrest Wealth Management
New York
$236K -$159K -14,100 -41%
AAS
60
Ameritas Advisory Services
Nebraska
$232K +$226K +20,000 New
Creative Planning
61
Creative Planning
Kansas
$231K -$67.8K -5,995 -23%
IWS
62
Insight Wealth Strategies
California
$221K +$6.55K +579 +3%
Mariner
63
Mariner
Kansas
$215K +$209K +18,500 New
AWM
64
Atticus Wealth Management
Florida
$212K +$207K +18,300 New
CT
65
Cambridge Trust
Massachusetts
$211K
NA
66
Nottingham Advisors
New York
$207K +$202K +17,826 New
WAAG
67
Wealth Alliance Advisory Group
Kansas
$203K -$160K -14,136 -45%
M&T Bank
68
M&T Bank
New York
$199K -$2.88K -255 -1%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$183K +$178K +15,780 New
ASN
70
Advisory Services Network
Georgia
$181K -$97K -8,575 -35%
Northern Trust
71
Northern Trust
Illinois
$178K +$238 +21 +0.1%
Brown Advisory
72
Brown Advisory
Maryland
$177K +$172K +15,250 New
Stifel Financial
73
Stifel Financial
Missouri
$175K -$2.4K -212 -1%
TWM
74
Tanager Wealth Management
United Kingdom
$174K +$170K +14,994 New
NA
75
NewEdge Advisors
Louisiana
$171K -$3.46K -306 -2%

MQY Hedge Fund Activity: Q4 2022 in Review

119 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund (MQY) for Q4 2022, worth a combined $180M — up 33% from $136M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MQY positions and 14 closed out — a net gain of 13 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.2M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $2.85M sold.

  • 119 institutional investors held BlackRock MuniYield Quality Fund (MQY) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $180M of BlackRock MuniYield Quality Fund stock for Q4 2022, up 33% quarter-over-quarter.
  • 27 funds opened new BlackRock MuniYield Quality Fund positions in Q4 2022 and 14 closed out, a net change of +13 holders.
  • The largest BlackRock MuniYield Quality Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $12.2M added.
  • The largest BlackRock MuniYield Quality Fund seller in Q4 2022 was Arete Wealth Advisors, an estimated $2.85M sold.

Based on aggregated 13F filings for Q4 2022.