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BlackRock MuniYield Quality Fund
MQY

126 hedge funds and large institutions have $182M invested in BlackRock MuniYield Quality Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

7% more funds holding

Funds holding: 118 → 126 (+8)

0.34% less ownership

Funds ownership: 15.75% → 15.41% (-0.34%)

3% less capital invested

Capital invested by funds: $186M → $182M (-$4.77M)

Holders
126
Holders Change
+8
Holders Change %
+6.78%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
41
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
+$2.34M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.83M
3
Truist Financial
Truist Financial
North Carolina
+$999K
4
ACA
Ackerman Capital Advisors
Texas
+$691K
5
Morgan Stanley
Morgan Stanley
New York
+$452K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$5.99M
2
KAS
Kestra Advisory Services
Texas
-$2.32M
3
STA
Summit Trail Advisors
New York
-$1.76M
4
Invesco
Invesco
Georgia
-$1.48M
5
First Trust Advisors
First Trust Advisors
Illinois
-$747K
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
101
Howe & Rusling
New York
$42K – – –
RIM
102
Rockbridge Investment Management
New York
$39K – – –
BWA
103
BDO Wealth Advisors
Florida
$30K – – –
BFEC
104
Benjamin F. Edwards & Company
Missouri
$25K – – –
VRM
105
Vectors Research Management
New York
$25K – – –
EI
106
Ellevest Inc
New York
$24K – – –
OC
107
Oakworth Capital
Alabama
$24K – – –
S
108
SignatureFD
Georgia
$24K +$276 +17 +1%
FAG
109
Fortitude Advisory Group
Washington
$24K +$24.6K +1,514 New
HDIM
110
Hanson & Doremus Investment Management
Vermont
$21K – – –
AWM
111
Accel Wealth Management
Iowa
$19K +$292 +18 +2%
APA
112
American Portfolios Advisors
New York
$17.7K – – –
SIS
113
Sound Income Strategies
Florida
$17K – – –
RPCONE
114
Retirement Planning Company of New England
Rhode Island
$16K +$16.2K +1,000 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.6K +713 New
WBC
116
West Branch Capital
Massachusetts
$10K – – –
HNB
117
Huntington National Bank
Ohio
$9K – – –
UB
118
UMB Bank
Missouri
$9K +$9.52K +587 New
TFGT
119
TS Financial Group (TSFG)
Illinois
$7K – – –
CFCI
120
Comprehensive Financial Consultants Institutional
Indiana
$7K +$8.76K +540 New
COCM
121
Charter Oak Capital Management
New Hampshire
$6K – – –
SWA
122
SOA Wealth Advisors
New York
$4K – – –
FCA
123
FinTrust Capital Advisors
South Carolina
$2K – – –
Northern Trust
124
Northern Trust
Illinois
$2K +$292 +18 +0.1%
FFG
125
Ford Financial Group
California
$72 +$72.8K +4,492 New
2 3 4
5
6

MQY Hedge Fund Activity: Q4 2021 in Review

126 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund (MQY) for Q4 2021, worth a combined $182M — down 2.6% from $186M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MQY positions and 6 closed out — a net gain of 12 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $2.34M. The largest seller was Guggenheim Capital, cutting an estimated $5.99M.

  • 126 institutional investors held BlackRock MuniYield Quality Fund (MQY) as of Q4 2021, up from 118 in Q3 2021.
  • Funds reported $182M of BlackRock MuniYield Quality Fund stock for Q4 2021, down 2.6% quarter-over-quarter.
  • 18 funds opened new BlackRock MuniYield Quality Fund positions in Q4 2021 and 6 closed out, a net change of +12 holders.
  • The largest BlackRock MuniYield Quality Fund buyer in Q4 2021 was Arete Wealth Advisors, an estimated $2.34M added.
  • The largest BlackRock MuniYield Quality Fund seller in Q4 2021 was Guggenheim Capital, an estimated $5.99M sold.

Based on aggregated 13F filings for Q4 2021.