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BlackRock MuniHoldings California Quality Fund
MUC

Overview Fund Activity

92 hedge funds and large institutions have $263M invested in BlackRock MuniHoldings California Quality Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
23
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$37M
2
KIM
2
Karpus Investment Management
New York
$33.9M
3
RCM
3
Rivernorth Capital Management
Florida
$30.4M
4
AA
4
AQR Arbitrage
Connecticut
$4.86M
5
BPCM
5
Beach Point Capital Management
California
$3.78M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$47.7M
3
SCA
3
Snowden Capital Advisors
New York
$0
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.1M
5
UBS Group
5
UBS Group
Switzerland
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
51
Arlington Financial Advisors
California
$242K 25,300 – –
KWS
52
Keystone Wealth Services
California
$235K 24,532 – –
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$235K 24,529 +24,529 New
IWC
54
Integrated Wealth Concepts
Massachusetts
$230K 24,041 -617 -3%
Stifel Financial
55
Stifel Financial
Missouri
$221K 23,090 -5,398 -19%
RWM
56
Ritholtz Wealth Management
New York
$220K 23,029 +23,029 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$214K 22,357 – –
PWM
58
Perigon Wealth Management
California
$198K 20,723 -18,987 -48%
RJA
59
Raymond James & Associates
Florida
$194K 20,313 -12,525 -38%
SMWM
60
Silvia McColl Wealth Management
California
$193K 20,217 – –
FFA
61
First Foundation Advisors
California
$190K 19,842 – –
CIA
62
Capital Investment Advisors
Georgia
$184K 19,283 – –
Creative Planning
63
Creative Planning
Kansas
$182K 18,988 -1,732 -8%
BRWA
64
B. Riley Wealth Advisors
Florida
$181K 18,822 -6,677 -26%
LGWM
65
Litman Gregory Wealth Management
California
$168K 17,600 +17,600 New
TWP
66
Tempus Wealth Planning
California
$154K 16,057 – –
RIA
67
Realta Investment Advisors
Delaware
$148K 13,652 – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$146K 15,304 +15,304 New
WJWM
69
Williams Jones Wealth Management
New York
$146K 15,275 +15,275 New
WDC
70
Woodward Diversified Capital
California
$145K 15,182 – –
MA
71
MKT Advisors
California
$137K 14,394 -650 -4%
KW
72
KWB Wealth
California
$130K 11,968 – –
ACI
73
Alpha Cubed Investments
California
$127K 13,320 – –
Northern Trust
74
Northern Trust
Illinois
$124K 13,000 – –
RJFSA
75
Raymond James Financial Services Advisors
Florida
$124K 12,937 -800 -6%
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3
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