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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
CB
76
Commerce Bank
Missouri
$109K
SIMG
77
Sonora Investment Management Group
Arizona
$109K
LC
78
Lindbrook Capital
California
$74.4K
GC
79
Gould Capital
Washington
$69.5K
UB
80
UMB Bank
Missouri
$69.5K
JFGIW
81
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.9K
HI
82
Harbour Investments
Wisconsin
$56.9K
AF
83
Allworth Financial
California
$50.7K +$274 +25 +0.5%
BCV
84
Banque Cantonale Vaudoise
Switzerland
$44K
BFEC
85
Benjamin F. Edwards & Company
Missouri
$44K
AIM
86
Anchor Investment Management
South Carolina
$35.8K -$14.2K -1,300 -28%
ANBT
87
American National Bank & Trust
Texas
$29.4K
AF
88
Advisornet Financial
Minnesota
$16.8K
BC
89
Bartlett & Co
Ohio
$16K
HNB
90
Huntington National Bank
Ohio
$15.9K
BCWM
91
Bartlett & Co Wealth Management
Ohio
$15.9K
PFPT
92
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.1K
FIA
93
FNY Investment Advisers
New York
$13K
FMP
94
Financial Management Professionals
Texas
$11K
SIS
95
Sound Income Strategies
Florida
$10.3K +$10.3K +941 New
NSIM
96
North Star Investment Management
Illinois
$9.85K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$5K -$15.7K -1,438 -76%
MWM
98
Mascoma Wealth Management
New Hampshire
$910
JP Morgan Chase
99
JP Morgan Chase
New York
-$376K -33,125 Closed
IFG
100
Independent Financial Group
California
-$249K -22,000 Closed