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BlackRock MuniHoldings California Quality Fund

92 hedge funds and large institutions have $307M invested in BlackRock MuniHoldings California Quality Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
31
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSEP
76
Golden State Equity Partners
California
$135K +$135K +12,127 New
VF
77
Virtu Financial
New York
$129K +$9.14K +823 +8%
PWM
78
Perigon Wealth Management
California
$119K -$111K -9,975 -48%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$116K -$25.7K -2,317 -18%
WJWM
80
Williams Jones Wealth Management
New York
$114K
SMH
81
Sanders Morris Harris
Texas
$111K
WAM
82
Wolverine Asset Management
Illinois
$70.9K +$25.9K +2,330 +57%
AF
83
Allworth Financial
California
$60.4K
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$53.3K +$37.7K +3,400 +243%
W
85
WealthCollab
Washington
$32K
AIP
86
Ameritas Investment Partners
Nebraska
$16.7K
NA
87
NewEdge Advisors
Louisiana
$14K
HGERS
88
Householder Group Estate & Retirement Specialist
Arizona
$14K
RIL
89
Rothschild Investment LLC
Illinois
$12.8K +$178 +16 +1%
AWM
90
Avior Wealth Management
Nebraska
$10.3K +$10.3K +929 New
Comerica Bank
91
Comerica Bank
Texas
$4.39K
MWM
92
Mascoma Wealth Management
New Hampshire
$1.2K
CC
93
Centiva Capital
New York
-$926K -84,101 Closed
Empower Advisory Group
94
Empower Advisory Group
Colorado
-$909K -82,581 Closed
Bank of New York Mellon
95
Bank of New York Mellon
New York
-$622K -56,493 Closed
SWP
96
Stratos Wealth Partners
Ohio
-$489K -44,406 Closed
NWM
97
Napa Wealth Management
California
-$466K -42,313 Closed
HF
98
HRT Financial
New York
-$241K -21,910 Closed
RWM
99
Ritholtz Wealth Management
New York
-$233K -21,120 Closed
Neuberger Berman Group
100
Neuberger Berman Group
New York
-$111K -10,057 Closed