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BlackRock MuniHoldings California Quality Fund
MUC

Overview Fund Activity

43 hedge funds and large institutions have $67.3M invested in BlackRock MuniHoldings California Quality Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$5.69M
2
AAM
2
Advisors Asset Management
Colorado
$5.47M
3
GC
3
Guggenheim Capital
Illinois
$6.92M
4
Invesco
4
Invesco
Georgia
$5.17M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$343K

Top Sellers

1
DA
1
Doliver Advisors
Texas
$0
2
Bank of America
2
Bank of America
North Carolina
$7.56M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$13.4M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
Integrated Wealth Management
California
$263K – – –
CCP
27
Corient Capital Partners
California
$252K +$252K +15,694 New
OC
28
Oppenheimer & Co
New York
$250K -$513 -32 -0.2%
Citigroup
29
Citigroup
New York
$248K -$11.9K -743 -5%
CIA
30
Capital Investment Advisors
Georgia
$241K – – –
RJA
31
Raymond James & Associates
Florida
$239K +$48.1K +3,000 +25%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$229K +$229K +14,300 New
IA
33
IFP Advisors
Florida
$189K +$1.61K +100 +0.9%
NFG
34
Next Financial Group
Texas
$139K +$139K +8,650 New
MA
35
MUFG Americas
New York
$102K +$768 +48 +0.8%
RFA
36
Reilly Financial Advisors
California
$90K +$432 +27 +0.5%
AA
37
Apriem Advisors
California
$76K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$58K – – –
MRCM
39
M&R Capital Management
New Jersey
$48K – – –
US Bancorp
40
US Bancorp
Minnesota
$44K – – –
AF
41
Allworth Financial
California
$39K +$16 +1 +0%
Creative Planning
42
Creative Planning
Kansas
$34K +$1.62K +100 +5%
MFS
43
MSI Financial Services
Massachusetts
$27K -$12.3K -779 -31%
DA
44
Doliver Advisors
Texas
– -$524K -32,196 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
– -$199K -12,205 Closed
Deutsche Bank
46
Deutsche Bank
Germany
– -$48K -3,000 Closed
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