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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
$28.9M
4
EW
Evoke Wealth
California
$1.19M
5
GC
Guggenheim Capital
Illinois
$7.55M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$58.6M
2
SCM
Saba Capital Management
New York
$29.6M
3
LSC
Logan Stone Capital
Illinois
$1.88M
4
RCM
Rivernorth Capital Management
Florida
$27.1M
5
AA
AQR Arbitrage
Connecticut
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
76
Alpha Cubed Investments
California
$147K – – –
RJFSA
77
Raymond James Financial Services Advisors
Florida
$142K – – –
EWA
78
EP Wealth Advisors
California
$142K – – –
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$141K -$72.1K -6,548 -34%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$140K – – –
Nomura Holdings
81
Nomura Holdings
Japan
$140K +$140K +12,675 New
VF
82
Virtu Financial
New York
$119K +$119K +10,793 New
WJWM
83
Williams Jones Wealth Management
New York
$113K – – –
Neuberger Berman Group
84
Neuberger Berman Group
New York
$111K +$111K +10,057 New
SMH
85
Sanders Morris Harris
Texas
$110K +$110K +10,000 New
MAWCM
86
Mine & Arao Wealth Creation & Management
California
$77.1K – – –
SWM
87
Spire Wealth Management
Virginia
$61.1K +$9.48K +861 +18%
AF
88
Allworth Financial
California
$60.4K – – –
WAM
89
Wolverine Asset Management
Illinois
$44.7K +$44.7K +4,060 New
W
90
WealthCollab
Washington
$31.8K – – –
AIP
91
Ameritas Investment Partners
Nebraska
$16.5K – – –
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$15.4K – – –
HGERS
93
Householder Group Estate & Retirement Specialist
Arizona
$14.3K – – –
NA
94
NewEdge Advisors
Louisiana
$13.9K +$13.9K +1,263 New
RIL
95
Rothschild Investment LLC
Illinois
$12.5K +$154 +14 +1%
Comerica Bank
96
Comerica Bank
Texas
$4.35K – – –
MWM
97
Mascoma Wealth Management
New Hampshire
$1.19K – – –
PA
98
Parallel Advisors
California
$584 +$584 +53 New
AC
99
Almitas Capital
California
– -$1.93M -173,834 Closed
WWM
100
Western Wealth Management
Colorado
– -$1.03M -92,637 Closed
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