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BlackRock MuniHoldings California Quality Fund

90 hedge funds and large institutions have $300M invested in BlackRock MuniHoldings California Quality Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
90
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$1.14M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.12M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$931K
CW
29
Channel Wealth
California
$916K
MC
30
Matisse Capital
Oregon
$853K
WMG
31
WESCAP Management Group
California
$829K
AW
32
Alteri Wealth
California
$744K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$736K
PIA
34
Perennial Investment Advisors
California
$726K
WS
35
Wedbush Securities
California
$715K
Lido Advisors
36
Lido Advisors
California
$649K
DWM
37
Destination Wealth Management
California
$626K
IWC
38
Integrated Wealth Concepts
Massachusetts
$602K
IC
39
IEQ Capital
California
$599K
AFA
40
Arlington Financial Advisors
California
$597K
CWS
41
Cypress Wealth Services
California
$562K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$556K
Raymond James Financial
43
Raymond James Financial
Florida
$544K
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$516K
Osaic Holdings
45
Osaic Holdings
Arizona
$505K
LSC
46
Logan Stone Capital
Illinois
$486K
AWM
47
Axxcess Wealth Management
California
$456K
IP
48
Intellectus Partners
California
$443K
Baird Financial Group
49
Baird Financial Group
Wisconsin
$424K
Creative Planning
50
Creative Planning
Kansas
$415K