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BlackRock MuniHoldings California Quality Fund
MUC

Overview Fund Activity

91 hedge funds and large institutions have $274M invested in BlackRock MuniHoldings California Quality Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 15 closing their positions.

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
27
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$26M
2
KIM
2
Karpus Investment Management
New York
$26.7M
3
SCM
3
Saba Capital Management
New York
$14M
4
SIA
4
Sit Investment Associates
Minnesota
$10.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$55.8M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
GC
2
Guggenheim Capital
Illinois
$6.03M
3
Wells Fargo
3
Wells Fargo
California
$6.75M
4
OFG
4
OTA Financial Group
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$272K 24,599 – –
KWS
52
Keystone Wealth Services
California
$271K 24,532 – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$247K 22,357 -2,776 -11%
Mariner
54
Mariner
Kansas
$234K 21,183 -19,256 -48%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$233K 21,090 -8,078 -28%
CIA
56
Capital Investment Advisors
Georgia
$231K 20,850 +1,567 +8%
Creative Planning
57
Creative Planning
Kansas
$229K 20,720 -181 -0.9%
SMWM
58
Silvia McColl Wealth Management
California
$224K 20,217 – –
FFA
59
First Foundation Advisors
California
$219K 19,842 – –
VIM
60
Vista Investment Management
Pennsylvania
$219K 19,761 – –
RIA
61
Realta Investment Advisors
Delaware
$184K 16,652 – –
TWP
62
Tempus Wealth Planning
California
$178K 16,057 – –
WDC
63
Woodward Diversified Capital
California
$168K 15,182 – –
MA
64
MKT Advisors
California
$165K 15,044 – –
ACI
65
Alpha Cubed Investments
California
$147K 13,320 +13,320 New
WIA
66
World Investment Advisors
California
$139K 12,497 – –
GSEP
67
Golden State Equity Partners
California
$134K 12,127 +12,127 New
MMA
68
Miracle Mile Advisors
California
$132K 11,924 -1,131 -9%
PIA
69
Perennial Investment Advisors
California
$132K 11,891 +11,891 New
AF
70
Allworth Financial
California
$131K 11,849 – –
KW
71
KWB Wealth
California
$129K 11,968 +11,968 New
Corient Private Wealth
72
Corient Private Wealth
Florida
$124K 11,222 -1,704 -13%
HWA
73
HCR Wealth Advisors
California
$122K 11,000 – –
DWM
74
Destination Wealth Management
California
$121K 10,911 – –
CCM
75
CTC Capital Management
Illinois
$119K 10,723 -7,100 -40%
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