MUC icon

BlackRock MuniHoldings California Quality Fund
MUC

Overview Fund Activity

90 hedge funds and large institutions have $270M invested in BlackRock MuniHoldings California Quality Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
30
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$21.8M
2
KIM
2
Karpus Investment Management
New York
$32.7M
3
RCM
3
Rivernorth Capital Management
Florida
$29.1M
4
LSC
4
Logan Stone Capital
Illinois
$12.5M
5
BPCM
5
Beach Point Capital Management
California
$3.46M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$124K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.7M
3
AAM
3
Advisors Asset Management
Colorado
$4.58M
4
JWA
4
JFS Wealth Advisors
Pennsylvania
$543K
5
Wells Fargo
5
Wells Fargo
California
$6.24M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$277K 25,499 +137 +0.5%
AWM
52
Axxcess Wealth Management
California
$275K 25,379 +25,379 New
AFA
53
Arlington Financial Advisors
California
$275K 25,300 – –
IWC
54
Integrated Wealth Concepts
Massachusetts
$268K 24,658 -16,250 -40%
SPIA
55
Steward Partners Investment Advisory
New York
$267K 24,599 – –
KWS
56
Keystone Wealth Services
California
$266K 24,532 – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$243K 22,357 – –
Mariner
58
Mariner
Kansas
$240K 22,162 +979 +5%
Creative Planning
59
Creative Planning
Kansas
$225K 20,720 – –
SMWM
60
Silvia McColl Wealth Management
California
$219K 20,217 – –
FFA
61
First Foundation Advisors
California
$215K 19,842 – –
CIA
62
Capital Investment Advisors
Georgia
$209K 19,283 -1,567 -8%
TIM
63
Tortoise Investment Management
New York
$199K 18,349 +11,349 +162%
FPCP
64
Fort Point Capital Partners
California
$185K 17,082 +17,082 New
TWP
65
Tempus Wealth Planning
California
$174K 16,057 – –
WDC
66
Woodward Diversified Capital
California
$165K 15,182 – –
MA
67
MKT Advisors
California
$163K 15,044 – –
Corient Private Wealth
68
Corient Private Wealth
Florida
$160K 14,774 +3,552 +32%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$149K 13,737 +3,433 +33%
RIA
70
Realta Investment Advisors
Delaware
$148K 13,652 -3,000 -18%
ACI
71
Alpha Cubed Investments
California
$145K 13,320 – –
Northern Trust
72
Northern Trust
Illinois
$141K 13,000 +13,000 New
WIA
73
World Investment Advisors
California
$136K 12,497 – –
GSEP
74
Golden State Equity Partners
California
$132K 12,127 – –
KW
75
KWB Wealth
California
$130K 11,968 – –
1 2
3
4