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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 %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$144K 12,937 – –
EWA
77
EP Wealth Advisors
California
$143K 12,859 – –
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$142K 12,762 – –
GSEP
79
Golden State Equity Partners
California
$135K 12,127 – –
TC
80
Truvestments Capital
Florida
$116K 10,424 +10,424 New
WJWM
81
Williams Jones Wealth Management
New York
$114K 10,275 -5,000 -33%
CF
82
Centaurus Financial
California
$105K 9,457 +9,457 New
MAWCM
83
Mine & Arao Wealth Creation & Management
California
$77.9K 7,000 – –
AA
84
AlphaCentric Advisors
Puerto Rico
$61.2K 5,500 +5,500 New
AF
85
Allworth Financial
California
$61K 5,483 – –
SWM
86
Spire Wealth Management
Virginia
$51.4K 4,684 +4,684 New
W
87
WealthCollab
Washington
$32.1K 2,884 +2,884 New
AIP
88
Ameritas Investment Partners
Nebraska
$16.7K 1,501 – –
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$15.6K 1,400 +1,400 New
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$14K 1,300 – –
RIL
91
Rothschild Investment LLC
Illinois
$12.5K 1,121 +1,121 New
Comerica Bank
92
Comerica Bank
Texas
$4.4K 395 – –
MWM
93
Mascoma Wealth Management
New Hampshire
$1.2K 108 – –
BPCM
94
Beach Point Capital Management
California
– – -395,036 Closed
IP
95
Intellectus Partners
California
– – -116,788 Closed
EW
96
Evoke Wealth
California
– – -107,740 Closed
AFA
97
Arlington Financial Advisors
California
– – -25,300 Closed
SMWM
98
Silvia McColl Wealth Management
California
– – -20,217 Closed
FFA
99
First Foundation Advisors
California
– – -19,842 Closed
MA
100
MKT Advisors
California
– – -14,394 Closed
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4
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