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BlackRock MuniHoldings New Jersey Quality Fund

36 hedge funds and large institutions have $50.8M invested in BlackRock MuniHoldings New Jersey Quality Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

1% more capital invested

Capital invested by funds: $50.4M → $50.8M (+$469K)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.05% less ownership

Funds ownership: 10.7%10.65% (-0.05%)

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$21.7M -$219K -14,097 -1%
UBS Group
2
UBS Group
Switzerland
$6.04M +$324K +20,867 +6%
Morgan Stanley
3
Morgan Stanley
New York
$4.48M -$110K -7,080 -2%
SIA
4
Sit Investment Associates
Minnesota
$3.6M +$10.4K +671 +0.3%
Bank of America
5
Bank of America
North Carolina
$2.71M +$17.1K +1,101 +0.6%
Wells Fargo
6
Wells Fargo
California
$2.11M +$104K +6,685 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.58M +$48.8K +3,147 +3%
LPL Financial
8
LPL Financial
California
$1.47M +$23.8K +1,535 +2%
GIA
9
Gladstone Institutional Advisory
Florida
$1.11M -$11K -711 -1%
RJA
10
Raymond James & Associates
Florida
$665K +$10.1K +650 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$636K +$101K +6,500 +19%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$535K -$70.8K -4,565 -12%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$409K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$385K -$17.6K -1,133 -4%
CWG
15
Crown Wealth Group
North Carolina
$380K +$371K +23,950 New
BRWA
16
B. Riley Wealth Advisors
Florida
$296K +$55.6K +3,585 +24%
WE
17
Wealth Effects
Massachusetts
$283K +$276K +17,820 New
PTC
18
Philadelphia Trust Company
Pennsylvania
$269K
PAG
19
Private Advisor Group
New Jersey
$259K +$651 +42 +0.3%
PPP
20
Private Portfolio Partners
New Jersey
$256K -$34.1K -2,200 -12%
Osaic Holdings
21
Osaic Holdings
Arizona
$249K +$23K +1,484 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$225K +$56.3K +3,629 +34%
BOPW
23
Brandywine Oak Private Wealth
Pennsylvania
$220K
PCS
24
Personal CFO Solutions
New Jersey
$207K +$203K +13,060 New
BRC
25
Bell Rock Capital
Delaware
$169K +$168K +10,823 New