We are live on ! Find out more
MUA icon

BlackRock MuniAssets Fund

66 hedge funds and large institutions have $59.3M invested in BlackRock MuniAssets Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $54.6M → $59.3M (+$4.68M)

0.47% more ownership

Funds ownership: 10.31%10.77% (+0.47%)

1% less funds holding

Funds holding: 6766 (-1)

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$423K +$415K +27,773 New
LPL Financial
27
LPL Financial
California
$378K -$19.9K -1,334 -5%
CAN
28
Cetera Advisor Networks
California
$347K -$53.4K -3,579 -14%
SPC
29
Sigma Planning Corp
Michigan
$344K -$66.5K -4,456 -16%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$340K +$143K +9,582 +75%
BPA
31
Beacon Pointe Advisors
California
$320K
IP
32
Investment Partners
Ohio
$311K +$305K +20,416 New
WS
33
Wedbush Securities
California
$305K -$59.7K -4,000 -17%
Truist Financial
34
Truist Financial
North Carolina
$288K +$14.9K +1,000 +6%
HighTower Advisors
35
HighTower Advisors
Illinois
$266K +$44.8K +3,000 +21%
ACM
36
Argyle Capital Management
Pennsylvania
$210K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$209K +$26.5K +1,777 +15%
LPIC
38
LeJeune Puetz Investment Counsel
Michigan
$194K
PMG
39
ProVise Management Group
Florida
$168K
OIA
40
OneDigital Investment Advisors
Kansas
$165K
Creative Planning
41
Creative Planning
Kansas
$156K +$153K +10,264 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$74K
FIA
43
FNY Investment Advisers
New York
$70K -$14.7K -988 -17%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$69K +$67.5K +4,525 New
CFB
45
Cullen/Frost Bankers
Texas
$57K +$56K +3,751 New
APA
46
American Portfolios Advisors
New York
$55.6K
US Bancorp
47
US Bancorp
Minnesota
$47K
LWA
48
Lenox Wealth Advisors
New York
$46K +$44.8K +3,000 New
MA
49
Montag & Associates
Georgia
$44K
SSB
50
Sandy Spring Bank
Maryland
$38K

MUA Hedge Fund Activity: Q1 2021 in Review

66 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q1 2021, worth a combined $59.3M — up 8.6% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MUA positions and 9 closed out — a net gain of 1 holder — while 19 added to existing stakes and 13 trimmed.

The largest buyer was KeyBank National Association, adding an estimated $1.31M. The largest seller was Kestra Advisory Services, cutting an estimated $1.11M.

  • 66 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q1 2021, down from 67 in Q4 2020.
  • Funds reported $59.3M of BlackRock MuniAssets Fund stock for Q1 2021, up 8.6% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniAssets Fund positions in Q1 2021 and 9 closed out, a net change of +1 holder.
  • The largest BlackRock MuniAssets Fund buyer in Q1 2021 was KeyBank National Association, an estimated $1.31M added.
  • The largest BlackRock MuniAssets Fund seller in Q1 2021 was Kestra Advisory Services, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2021.