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BlackRock MuniHoldings California Quality Fund
MUC

Overview Fund Activity

98 hedge funds and large institutions have $309M invested in BlackRock MuniHoldings California Quality Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
30
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$10.9M
2
NMC
Nine Masts Capital
Hong Kong
+$1.5M
3
SIA
Sit Investment Associates
Minnesota
+$1.25M
4
EW
Evoke Wealth
California
+$1.19M
5
GC
Guggenheim Capital
Illinois
+$1.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$54.1M
2
SCM
Saba Capital Management
New York
-$16.3M
3
LSC
Logan Stone Capital
Illinois
-$12.7M
4
RCM
Rivernorth Capital Management
Florida
-$6.25M
5
AA
AQR Arbitrage
Connecticut
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$348K +$102K +9,245 +41%
RCM
52
RB Capital Management
Nevada
$327K +$4.99K +453 +2%
PIA
53
Perennial Investment Advisors
California
$308K +$161K +14,600 +109%
RC
54
Rareview Capital
Nevada
$306K +$198 +18 +0.1%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$303K +$4.45K +404 +1%
VCM
56
Vivaldi Capital Management
Illinois
$301K +$109 +10 +0%
DWM
57
Destination Wealth Management
California
$297K +$297K +27,000 New
SPIA
58
Steward Partners Investment Advisory
New York
$277K +$22K +2,000 +9%
KWS
59
Keystone Wealth Services
California
$270K – – –
TWP
60
Tempus Wealth Planning
California
$260K – – –
CWS
61
Cypress Wealth Services
California
$259K +$259K +23,500 New
SA
62
Strategic Advocates
Utah
$249K – – –
AWM
63
Axxcess Wealth Management
California
$248K -$31.2K -2,838 -11%
HF
64
HRT Financial
New York
$241K +$241K +21,910 New
RWM
65
Ritholtz Wealth Management
New York
$233K -$4.46K -405 -2%
PWM
66
Perigon Wealth Management
California
$228K – – –
CIA
67
Capital Investment Advisors
Georgia
$212K – – –
RJA
68
Raymond James & Associates
Florida
$211K – – –
Creative Planning
69
Creative Planning
Kansas
$209K -$143 -13 -0.1%
Corient Private Wealth
70
Corient Private Wealth
Florida
$195K +$11.7K +1,060 +6%
LGWM
71
Litman Gregory Wealth Management
California
$194K – – –
BRWA
72
B. Riley Wealth Advisors
Florida
$181K +$49.5K +5,159 +38%
Stifel Financial
73
Stifel Financial
Missouri
$177K -$43.6K -3,964 -20%
SCA
74
Snowden Capital Advisors
New York
$151K +$151K +13,680 New
RIA
75
Realta Investment Advisors
Delaware
$150K – – –
1 2
3
4 5