We are live on ! Find out more
MUC icon

BlackRock MuniHoldings California Quality Fund

136 hedge funds and large institutions have $360M invested in BlackRock MuniHoldings California Quality Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

23% more funds holding

Funds holding: 111136 (+25)

17% more capital invested

Capital invested by funds: $307M → $360M (+$53.1M)

5.85% more ownership

Funds ownership: 30.11%35.96% (+5.9%)

Holders
136
Holders Change
+25
Holders Change %
+22.52%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
54
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Trilogy Capital
California
$1.74M +$1.81M +167,599 New
WMG
27
WESCAP Management Group
California
$1.56M +$292K +27,058 +22%
MSL
28
Mackay Shields LLC
New York
$1.53M -$9.01M -834,486 -85%
DI
29
Diligent Investors
California
$1.51M +$88.9K +8,231 +6%
SIA
30
Sit Investment Associates
Minnesota
$1.35M +$34.3K +3,178 +3%
CWS
31
Cypress Wealth Services
California
$1.26M +$632K +58,500 +94%
WS
32
Wedbush Securities
California
$1.25M +$492K +45,575 +61%
Raymond James Financial
33
Raymond James Financial
Florida
$1.2M +$584K +54,078 +88%
STA
34
Summit Trail Advisors
New York
$1.14M +$1.07M +99,062 +966%
BRPW
35
Ballast Rock Private Wealth
South Carolina
$959K +$537K +49,752 +119%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$903K +$532K +49,243 +131%
MC
37
Matisse Capital
Oregon
$817K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$788K -$266K -24,657 -25%
CW
39
Channel Wealth
California
$784K -$68.2K -6,313 -8%
PIA
40
Perennial Investment Advisors
California
$761K -$75.6K -7,000 -9%
Allianz Asset Management
41
Allianz Asset Management
Germany
$733K +$761K +70,489 New
AW
42
Alteri Wealth
California
$712K +$4.23K +392 +0.6%
VCM
43
Vivaldi Capital Management
Illinois
$710K +$489K +45,276 +197%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$705K -$10.8K -997 -1%
M
45
MYeCFO
California
$667K +$693K +64,170 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$650K +$29.6K +2,742 +5%
WWM
47
Western Wealth Management
Colorado
$633K +$657K +60,865 New
DADC
48
D.A. Davidson & Co
Montana
$619K +$642K +59,490 New
SPIA
49
Steward Partners Investment Advisory
New York
$610K +$249K +23,088 +65%
Osaic Holdings
50
Osaic Holdings
Arizona
$609K +$125K +11,614 +25%