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BlackRock MuniHoldings California Quality Fund
MUC

Overview Fund Activity

57 hedge funds and large institutions have $111M invested in BlackRock MuniHoldings California Quality Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
18
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.53M
2
IP
2
Ignite Planners
California
$2.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$23M
4
WWM
4
Western Wealth Management
Colorado
$882K
5
SCA
5
Snowden Capital Advisors
New York
$741K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
Wells Fargo
2
Wells Fargo
California
$5.34M
3
CFG
3
Cooper Financial Group
California
$0
4
KCM
4
Karp Capital Management
California
$1.31M
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCA
26
Running Point Capital Advisors
California
$392K +$392K +30,000 New
DADC
27
D.A. Davidson & Co
Montana
$382K +$20.9K +1,600 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$355K -$9.62K -737 -3%
WMG
29
WESCAP Management Group
California
$304K -$69.9K -5,359 -19%
MA
30
Mutual Advisors
Nebraska
$302K – – –
HCM
31
Hollencrest Capital Management
California
$282K – – –
CIA
32
Capital Investment Advisors
Georgia
$281K – – –
MIAN
33
Mariner Independent Advisor Network
Kansas
$262K +$27K +2,057 +11%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$262K +$262K +18,770 New
MCA
35
Magnolia Capital Advisors
Mississippi
$222K +$222K +17,000 New
SAMC
36
Spectrum Asset Management (California)
California
$213K +$213K +16,300 New
TWP
37
Tempus Wealth Planning
California
$210K – – –
LCM
38
Landscape Capital Management
New Jersey
$203K +$203K +15,523 New
RJA
39
Raymond James & Associates
Florida
$191K – – –
MA
40
MKT Advisors
California
$184K +$184K +15,744 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$179K – – –
SW
42
SteelPeak Wealth
California
$172K – – –
KWS
43
Keystone Wealth Services
California
$171K – – –
Stifel Financial
44
Stifel Financial
Missouri
$161K -$86.5K -6,621 -35%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$157K +$144K +11,000 +1,082%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$141K – – –
WS
47
Wedbush Securities
California
$139K -$197K -15,000 -59%
VIM
48
Vista Investment Management
Pennsylvania
$139K – – –
CF
49
Centaurus Financial
California
$123K – – –
AF
50
Allworth Financial
California
$75K +$75K +5,700 New
1
2
3