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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 %
PIA
76
Perennial Investment Advisors
California
$129K 11,891 – –
AF
77
Allworth Financial
California
$129K 11,849 – –
EWA
78
EP Wealth Advisors
California
$124K 10,000 -231,098 -96%
HWA
79
HCR Wealth Advisors
California
$119K 11,000 – –
DWM
80
Destination Wealth Management
California
$118K 10,871 -40 -0.4%
CAS
81
CTC Alternative Strategies
Illinois
$116K 10,723 +10,723 New
CF
82
Centaurus Financial
California
$113K 10,397 +22 +0.2%
OAM
83
Occidental Asset Management
California
$111K 10,257 – –
MAWCM
84
Mine & Arao Wealth Creation & Management
California
$76K 7,000 – –
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$25.2K 2,319 -18,771 -89%
AIP
86
Ameritas Investment Partners
Nebraska
$16.3K 1,501 – –
WT
87
Whittier Trust
California
$5.51K 508 – –
MWM
88
Mascoma Wealth Management
New Hampshire
$1.14K 108 – –
HWP
89
Highline Wealth Partners
California
$109 10 -3,387 -100%
SCA
90
Stonebridge Capital Advisors
Minnesota
$34 3 – –
VIM
91
Vista Investment Management
Pennsylvania
– – -19,761 Closed
MMA
92
Miracle Mile Advisors
California
– – -11,924 Closed
XT
93
XTX Topco
Cayman Islands
– – -10,521 Closed
Nomura Holdings
94
Nomura Holdings
Japan
– – -10,000 Closed
AAS
95
Ameritas Advisory Services
Nebraska
– – -4,519 Closed
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
– – -3,000 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
– – – –
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4