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BlackRock MuniYield Quality Fund III

97 hedge funds and large institutions have $259M invested in BlackRock MuniYield Quality Fund III in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 9797 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.87% less ownership

Funds ownership: 35.57%34.7% (-0.87%)

6% less capital invested

Capital invested by funds: $275M → $259M (-$15.8M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
97
Holders Change
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Drive Wealth Management
Utah
$287K +$4.17K +381 +1%
CT
52
Cambridge Trust
Massachusetts
$274K
WFA
53
Wellspring Financial Advisors
Ohio
$252K
MC
54
Moors & Cabot
Massachusetts
$249K +$16.4K +1,500 +7%
Mariner
55
Mariner
Kansas
$247K -$98.1K -8,960 -28%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$216K -$44.8K -4,091 -17%
MFG
57
Merit Financial Group
Georgia
$214K +$215K +19,604 New
SVWAG
58
Sound View Wealth Advisors Group
Georgia
$196K
CAN
59
Cetera Advisor Networks
California
$189K -$18.3K -1,671 -9%
CP
60
Camelot Portfolios
Ohio
$187K -$5.54K -506 -3%
VCM
61
Vivaldi Capital Management
Illinois
$172K
V
62
Veritable
Delaware
$172K
IC
63
IEQ Capital
California
$169K +$169K +15,437 New
MWM
64
Meridian Wealth Management
Kentucky
$160K
ATPW
65
Ashton Thomas Private Wealth
Arizona
$159K +$159K +14,562 New
SCM
66
Saba Capital Management
New York
$147K -$536 -49 -0.4%
MOS
67
MGO One Seven
Ohio
$146K -$23.7K -2,162 -14%
FWM
68
Fairhaven Wealth Management
Illinois
$146K +$146K +13,314 New
Creative Planning
69
Creative Planning
Kansas
$143K +$10.9K +1,000 +8%
BFS
70
Bard Financial Services
Connecticut
$137K +$137K +12,500 New
Walleye Capital
71
Walleye Capital
New York
$121K +$121K +11,095 New
RGC
72
Roberts, Glore & Co
Illinois
$121K -$66.8K -6,100 -36%
US Bancorp
73
US Bancorp
Minnesota
$119K
BPA
74
Beacon Pointe Advisors
California
$110K +$110K +10,048 New
Osaic Holdings
75
Osaic Holdings
Arizona
$110K -$217K -19,800 -66%