We are live on ! Find out more
MUA icon

BlackRock MuniAssets Fund
MUA

75 hedge funds and large institutions have $63.5M invested in BlackRock MuniAssets Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

14% more funds holding

Funds holding: 66 → 75 (+9)

0.05% more ownership

Funds ownership: 11.34% → 11.39% (+0.05%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

2% less capital invested

Capital invested by funds: $64.7M → $63.5M (-$1.14M)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$693K
2
First Trust Advisors
First Trust Advisors
Illinois
+$601K
3
VanEck Associates
VanEck Associates
New York
+$423K
4
ACA
Ackerman Capital Advisors
Texas
+$344K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$314K

Top Sellers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
-$2.72M
2
KAS
Kestra Advisory Services
Texas
-$559K
3
AFS
Access Financial Services
Minnesota
-$430K
4
CAM
Cresset Asset Management
Illinois
-$421K
5
OIA
OneDigital Investment Advisors
Kansas
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$437K +$26.4K +1,711 +6%
SPC
27
Sigma Planning Corp
Michigan
$390K -$818 -53 -0.2%
CAN
28
Cetera Advisor Networks
California
$362K -$8.93K -578 -2%
ACA
29
Ackerman Capital Advisors
Texas
$331K +$344K +22,277 New
BPA
30
Beacon Pointe Advisors
California
$312K – – –
MIM
31
Meixler Investment Management
Arizona
$306K +$318K +20,571 New
WS
32
Wedbush Securities
California
$298K – – –
RA
33
RFG Advisory
Alabama
$274K +$285K +18,428 New
HighTower Advisors
34
HighTower Advisors
Illinois
$271K +$11.6K +750 +4%
BCA
35
Biltmore Capital Advisors
New Jersey
$267K -$92.6K -6,000 -25%
Truist Financial
36
Truist Financial
North Carolina
$265K – – –
KWM
37
Kaydan Wealth Management
Michigan
$247K +$256K +16,599 New
LWA
38
Lenox Wealth Advisors
New York
$243K +$172K +11,162 +214%
WAM
39
Walker Asset Management
Missouri
$243K +$252K +16,352 New
OC
40
Oppenheimer & Co
New York
$208K +$30.1K +1,950 +16%
ACM
41
Argyle Capital Management
Pennsylvania
$205K – – –
LPIC
42
LeJeune Puetz Investment Counsel
Michigan
$189K – – –
KAS
43
Kestra Advisory Services
Texas
$188K -$559K -36,201 -74%
AWM
44
Axxcess Wealth Management
California
$188K +$195K +12,644 New
Creative Planning
45
Creative Planning
Kansas
$178K -$5.93K -384 -3%
PFS
46
Prospera Financial Services
Texas
$178K +$184K +11,948 New
AWM
47
AE Wealth Management
Kansas
$172K +$179K +11,607 New
HCP
48
Hexagon Capital Partners
Arkansas
$170K – – –
WAM
49
Wolverine Asset Management
Illinois
$165K -$136K -8,807 -44%
PMG
50
ProVise Management Group
Florida
$163K – – –
1
2
3 4

MUA Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q4 2021, worth a combined $63.5M — down 1.8% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MUA positions and 8 closed out — a net gain of 9 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $693K. The largest seller was KeyBank National Association, cutting an estimated $2.72M.

  • 75 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $63.5M of BlackRock MuniAssets Fund stock for Q4 2021, down 1.8% quarter-over-quarter.
  • 17 funds opened new BlackRock MuniAssets Fund positions in Q4 2021 and 8 closed out, a net change of +9 holders.
  • The largest BlackRock MuniAssets Fund buyer in Q4 2021 was Bank of America, an estimated $693K added.
  • The largest BlackRock MuniAssets Fund seller in Q4 2021 was KeyBank National Association, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2021.