We are live on ! Find out more
MUA icon

BlackRock MuniAssets Fund
MUA

62 hedge funds and large institutions have $87.8M invested in BlackRock MuniAssets Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $87.3M → $87.8M (+$502K)

0% more funds holding

Funds holding: 62 → 62 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.96% less ownership

Funds ownership: 19.55% → 18.58% (-0.96%)

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$2.44M
2
GC
Guggenheim Capital
Illinois
+$1.14M
3
Bank of America
Bank of America
North Carolina
+$823K
4
Osaic Holdings
Osaic Holdings
Arizona
+$799K
5
KeyBank National Association
KeyBank National Association
Ohio
+$672K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$9.78M
2
UBS Group
UBS Group
Switzerland
-$1.56M
3
AAM
Advisors Asset Management
Colorado
-$1.07M
4
HCP
Hexagon Capital Partners
Arkansas
-$133K
5
PFS
Prospera Financial Services
Texas
-$99.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
26
Keudell/Morrison Wealth Management
Oregon
$449K -$86.4K -7,294 -17%
PFS
27
Prospera Financial Services
Texas
$436K -$99.8K -8,426 -19%
HighTower Advisors
28
HighTower Advisors
Illinois
$433K – – –
RIL
29
Rothschild Investment LLC
Illinois
$397K – – –
OC
30
Oarsman Capital
Wisconsin
$355K +$47.9K +4,044 +16%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$282K +$36.4K +3,070 +16%
WS
32
Wedbush Securities
California
$275K – – –
NFG
33
Nations Financial Group
Iowa
$248K – – –
KWA
34
Kingswood Wealth Advisors
California
$236K – – –
FAG
35
Fortitude Advisory Group
Washington
$226K – – –
BB
36
Burford Brothers
Texas
$217K – – –
SA
37
Sanctuary Advisors
Indiana
$215K +$25.5K +2,150 +14%
TWP
38
Tyche Wealth Partners
Texas
$208K – – –
WAM
39
Walker Asset Management
Missouri
$203K – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$190K +$14.7K +1,240 +9%
IP
41
Investment Partners
Ohio
$183K – – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$173K +$40.2K +3,396 +32%
PI
43
PFG Investments
New York
$165K -$2.33K -197 -1%
FCI
44
Financial Counselors Inc
Kansas
$163K – – –
Truist Financial
45
Truist Financial
North Carolina
$145K – – –
KAS
46
Kestra Advisory Services
Texas
$140K -$68.1K -5,753 -34%
Creative Planning
47
Creative Planning
Kansas
$128K +$122K +10,336 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$128K +$122K +10,322 New
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$111K +$21.5K +1,814 +25%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$67K +$31.1K +2,625 +94%
1
2
3

MUA Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniAssets Fund (MUA) for Q3 2024, worth a combined $87.8M — up 0.58% from $87.3M a quarter earlier.

Fund positioning in MUA was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 26 added to existing stakes and 12 trimmed.

The largest buyer was Mariner, adding an estimated $2.44M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.78M.

  • 62 institutional investors held BlackRock MuniAssets Fund (MUA) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $87.8M of BlackRock MuniAssets Fund stock for Q3 2024, up 0.58% quarter-over-quarter.
  • 4 funds opened new BlackRock MuniAssets Fund positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest BlackRock MuniAssets Fund buyer in Q3 2024 was Mariner, an estimated $2.44M added.
  • The largest BlackRock MuniAssets Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $9.78M sold.

Based on aggregated 13F filings for Q3 2024.