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BlackRock MuniHoldings California Quality Fund
MUC

Overview Fund Activity

93 hedge funds and large institutions have $388M invested in BlackRock MuniHoldings California Quality Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
28
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
SIA
2
Sit Investment Associates
Minnesota
$28M
3
SCM
3
Saba Capital Management
New York
$46.4M
4
RCM
4
Robinson Capital Management
Michigan
$5.99M
5
KIM
5
Karpus Investment Management
New York
$42M

Top Sellers

1
HCM
1
Hollencrest Capital Management
California
$10.3M
2
BPCM
2
Beach Point Capital Management
California
$0
3
RCM
3
Rivernorth Capital Management
Florida
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$4.05M
5
IP
5
Intellectus Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$301K 27,084 – –
AWM
52
Axxcess Wealth Management
California
$282K 25,379 – –
IWC
53
Integrated Wealth Concepts
Massachusetts
$282K 25,373 +1,332 +6%
KWS
54
Keystone Wealth Services
California
$273K 24,532 – –
TWP
55
Tempus Wealth Planning
California
$263K 23,657 +7,600 +47%
SPIA
56
Steward Partners Investment Advisory
New York
$258K 23,154 -2,445 -10%
SA
57
Strategic Advocates
Utah
$252K 22,621 -3,031 -12%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$249K 22,357 – –
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$245K 22,003 +6,699 +44%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$243K 21,853 +21,853 New
RWM
61
Ritholtz Wealth Management
New York
$240K 21,525 -1,504 -7%
PWM
62
Perigon Wealth Management
California
$231K 20,723 – –
Stifel Financial
63
Stifel Financial
Missouri
$223K 20,065 -3,025 -13%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$215K 19,346 -5,183 -21%
CIA
65
Capital Investment Advisors
Georgia
$215K 19,283 – –
RJA
66
Raymond James & Associates
Florida
$214K 19,202 -1,111 -5%
Creative Planning
67
Creative Planning
Kansas
$211K 19,001 +13 +0.1%
LGWM
68
Litman Gregory Wealth Management
California
$196K 17,600 – –
Corient Private Wealth
69
Corient Private Wealth
Florida
$185K 16,650 +3,908 +31%
WDC
70
Woodward Diversified Capital
California
$169K 15,182 – –
WAM
71
Weiss Asset Management
Massachusetts
$167K 14,993 +14,993 New
BRWA
72
B. Riley Wealth Advisors
Florida
$152K 13,663 -5,159 -27%
RIA
73
Realta Investment Advisors
Delaware
$152K 13,652 – –
PIA
74
Perennial Investment Advisors
California
$149K 13,391 +13,391 New
ACI
75
Alpha Cubed Investments
California
$148K 13,320 – –
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3
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