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BlackRock MuniHoldings New Jersey Quality Fund

63 hedge funds and large institutions have $69.1M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $65.3M → $69.1M (+$3.76M)

1.18% more ownership

Funds ownership: 19.35%20.53% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding

Funds holding: 6363 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$443K -$7.54K -675 -2%
OC
27
Oppenheimer & Co
New York
$385K -$14K -1,250 -3%
SPIA
28
Steward Partners Investment Advisory
New York
$379K +$32.5K +2,908 +9%
PAG
29
Private Advisor Group
New Jersey
$358K +$570 +51 +0.2%
Walleye Capital
30
Walleye Capital
New York
$264K -$476K -42,645 -64%
NA
31
NewEdge Advisors
Louisiana
$263K
WE
32
Wealth Effects
Massachusetts
$258K
Osaic Holdings
33
Osaic Holdings
Arizona
$256K -$12.6K -1,124 -5%
GFA
34
Gallagher Fiduciary Advisors
Illinois
$249K +$1.14K +102 +0.5%
MML Investors Services
35
MML Investors Services
Massachusetts
$242K +$67 +6 +0%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$233K -$58.1K -5,204 -20%
SWA
37
Sax Wealth Advisors
New Jersey
$194K
PTC
38
Philadelphia Trust Company
Pennsylvania
$189K
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$189K +$11K +986 +6%
HighTower Advisors
40
HighTower Advisors
Illinois
$181K -$31.7K -2,837 -15%
STA
41
Summit Trail Advisors
New York
$181K +$180K +16,115 New
TWM
42
TriaGen Wealth Management
California
$168K -$399K -35,705 -70%
RIG
43
Ramiah Investment Group
Wisconsin
$154K -$3.45K -309 -2%
CPG
44
Cornerstone Planning Group
New Jersey
$152K +$152K +13,574 New
GIA
45
Gladstone Institutional Advisory
Florida
$144K -$470K -42,072 -77%
CAN
46
Cetera Advisor Networks
California
$143K +$19.7K +1,760 +16%
HCM
47
Highlander Capital Management
New Jersey
$141K
RWB
48
RMR Wealth Builders
New Jersey
$134K +$6.89K +617 +5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$128K -$55.5K -4,972 -30%
DBIA
50
Dumont & Blake Investment Advisors
New Jersey
$126K