We are live on ! Find out more
MQY icon

BlackRock MuniYield Quality Fund
MQY

109 hedge funds and large institutions have $180M invested in BlackRock MuniYield Quality Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 107 → 109 (+2)

1.04% more ownership

Funds ownership: 23.02% → 24.06% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less capital invested

Capital invested by funds: $195M → $180M (-$15.1M)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
30
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$11.3M
2
VCM
Vivaldi Capital Management
Illinois
+$2.53M
3
AA
AQR Arbitrage
Connecticut
+$2.36M
4
ITIM
Indiana Trust & Investment Management
Indiana
+$1.97M
5
CA
Cornerstone Advisory
Maryland
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.35M
2
KIM
Karpus Investment Management
New York
-$4.5M
3
Morgan Stanley
Morgan Stanley
New York
-$2.31M
4
UBS Group
UBS Group
Switzerland
-$657K
5
Cohen & Steers
Cohen & Steers
New York
-$452K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$231K -$38K -3,380 -13%
SWM
52
SeaCrest Wealth Management
New York
$208K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$204K -$50.8K -4,518 -18%
Stifel Financial
54
Stifel Financial
Missouri
$203K -$281 -25 -0.1%
IWS
55
Insight Wealth Strategies
California
$201K +$2.48K +221 +1%
FFA
56
Farther Finance Advisors
California
$199K +$127K +11,303 +139%
AWM
57
Atticus Wealth Management
Florida
$187K – – –
SQA
58
Simon Quick Advisors
New Jersey
$178K +$196K +17,416 New
M&T Bank
59
M&T Bank
New York
$174K – – –
CA
60
Cetera Advisors
Colorado
$173K +$25.5K +2,272 +16%
Brown Advisory
61
Brown Advisory
Maryland
$166K +$11.4K +1,015 +7%
NA
62
Nottingham Advisors
New York
$164K – – –
ASN
63
Advisory Services Network
Georgia
$160K – – –
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$159K -$11.8K -1,054 -6%
MNBTD
65
Moody National Bank Trust Division
Texas
$153K +$52.9K +4,702 +46%
WAAG
66
Wealth Alliance Advisory Group
Kansas
$150K +$165K +14,689 New
RCA
67
Ranch Capital Advisors
Florida
$147K -$92.3K -8,208 -36%
WCM
68
WealthBridge Capital Management
Ohio
$140K – – –
IFG
69
Independent Financial Group
California
$139K – – –
NA
70
NewEdge Advisors
Louisiana
$131K -$16.8K -1,494 -10%
CAN
71
Cetera Advisor Networks
California
$127K +$140K +12,428 New
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$127K +$11.7K +1,044 +9%
SP
73
Successful Portfolios
Florida
$127K – – –
MWM
74
Meridian Wealth Management
Kentucky
$127K – – –
BHWM
75
Bar Harbor Wealth Management
New Hampshire
$126K – – –
1 2
3
4 5

MQY Hedge Fund Activity: Q3 2023 in Review

109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund (MQY) for Q3 2023, worth a combined $180M — down 7.7% from $195M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MQY positions and 11 closed out — a net gain of 3 holders — while 30 added to existing stakes and 35 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $11.3M. The largest seller was Bank of America, cutting an estimated $5.35M.

  • 109 institutional investors held BlackRock MuniYield Quality Fund (MQY) as of Q3 2023, up from 107 in Q2 2023.
  • Funds reported $180M of BlackRock MuniYield Quality Fund stock for Q3 2023, down 7.7% quarter-over-quarter.
  • 14 funds opened new BlackRock MuniYield Quality Fund positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest BlackRock MuniYield Quality Fund buyer in Q3 2023 was Rivernorth Capital Management, an estimated $11.3M added.
  • The largest BlackRock MuniYield Quality Fund seller in Q3 2023 was Bank of America, an estimated $5.35M sold.

Based on aggregated 13F filings for Q3 2023.