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BlackRock MuniYield Quality Fund III

102 hedge funds and large institutions have $233M invested in BlackRock MuniYield Quality Fund III in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more funds holding

Funds holding: 97102 (+5)

1.08% more ownership

Funds ownership: 34.7%35.78% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

10% less capital invested

Capital invested by funds: $259M → $233M (-$25.9M)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
29
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$278K -$55.5K -5,259 -15%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$273K -$137 -13 -0%
IAA
53
Ironsides Asset Advisors
North Carolina
$253K -$5.23K -496 -2%
DWM
54
Dakota Wealth Management
Florida
$238K -$31.6K -3,000 -11%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$237K +$52.8K +5,009 +25%
DWM
56
Drive Wealth Management
Utah
$222K -$31.6K -3,000 -11%
WFA
57
Wellspring Financial Advisors
Ohio
$220K
Osaic Holdings
58
Osaic Holdings
Arizona
$215K +$132K +12,497 +125%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$215K -$55.2K -5,234 -19%
PFO
60
Pathstone Family Office
New Jersey
$213K +$235K +22,300 New
MC
61
Moors & Cabot
Massachusetts
$203K -$15.8K -1,500 -7%
CAN
62
Cetera Advisor Networks
California
$193K +$30K +2,846 +16%
MFG
63
Merit Financial Group
Georgia
$190K +$2.79K +265 +1%
Mariner
64
Mariner
Kansas
$183K -$36.1K -3,420 -15%
Walleye Capital
65
Walleye Capital
New York
$173K +$74K +7,012 +63%
MML Investors Services
66
MML Investors Services
Massachusetts
$158K -$145K -13,724 -45%
SWA
67
SFMG Wealth Advisors
Texas
$158K +$174K +16,526 New
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$157K -$15.8K -1,500 -8%
NW
69
NewEdge Wealth
Pennsylvania
$156K +$173K +16,357 New
VCM
70
Vivaldi Capital Management
Illinois
$150K
BFS
71
Bard Financial Services
Connecticut
$143K +$26.4K +2,500 +20%
MWM
72
Meridian Wealth Management
Kentucky
$140K
ATPW
73
Ashton Thomas Private Wealth
Arizona
$139K
PFA
74
Pathway Financial Advisers
Indiana
$136K +$150K +14,236 New
AAS
75
Avantax Advisory Services
Texas
$134K +$149K +14,080 New

MYI Hedge Fund Activity: Q3 2023 in Review

102 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniYield Quality Fund III (MYI) for Q3 2023, worth a combined $233M — down 10% from $259M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MYI positions and 6 closed out — a net gain of 5 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was Advisor Partners II, opening a new position worth an estimated $4.39M. The largest seller was Morgan Stanley, cutting an estimated $7.84M.

  • 102 institutional investors held BlackRock MuniYield Quality Fund III (MYI) as of Q3 2023, up from 97 in Q2 2023.
  • Funds reported $233M of BlackRock MuniYield Quality Fund III stock for Q3 2023, down 10% quarter-over-quarter.
  • 11 funds opened new BlackRock MuniYield Quality Fund III positions in Q3 2023 and 6 closed out, a net change of +5 holders.
  • The largest BlackRock MuniYield Quality Fund III buyer in Q3 2023 was Advisor Partners II, an estimated $4.39M added.
  • The largest BlackRock MuniYield Quality Fund III seller in Q3 2023 was Morgan Stanley, an estimated $7.84M sold.

Based on aggregated 13F filings for Q3 2023.