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BlackRock MuniHoldings California Quality Fund

136 hedge funds and large institutions have $360M invested in BlackRock MuniHoldings California Quality Fund in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

157% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 21

23% more funds holding

Funds holding: 111136 (+25)

17% more capital invested

Capital invested by funds: $307M → $360M (+$53.1M)

5.85% more ownership

Funds ownership: 30.11%35.96% (+5.9%)

Holders
136
Holders Change
+25
Holders Change %
+22.52%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
54
Reduced
21
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
126
DHJJ Financial Advisors
Illinois
$14.7K +$15.3K +1,414 New
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$14.6K
RIL
128
Rothschild Investment LLC
Illinois
$13.3K +$205 +19 +2%
MCM
129
MAI Capital Management
Ohio
$13.1K
RFP
130
Root Financial Partners
California
$11.7K +$12.2K +1,127 New
SAM
131
Smartleaf Asset Management
Massachusetts
$11.3K
HWP
132
Highline Wealth Partners
California
$10.7K +$11.1K +1,025 New
MWM
133
Mosley Wealth Management
California
$10K +$9.96K +923 New
PCM
134
Penserra Capital Management
California
$10K +$10.5K +974 New
MWM
135
Mascoma Wealth Management
New Hampshire
$7.36K +$7.64K +708 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$4.11K +$4.26K +395 New
LSC
137
Logan Stone Capital
Illinois
-$1.37M -129,327 Closed
AWM
138
Axxcess Wealth Management
California
-$445K -42,015 Closed
WAM
139
Wolverine Asset Management
Illinois
-$405K -38,219 Closed
RAM
140
Readystate Asset Management
Illinois
-$336K -31,674 Closed
LCM
141
Landscape Capital Management
New Jersey
-$333K -31,405 Closed
MG
142
Marex Group
-$216K -20,400 Closed
KPWS
143
Kestra Private Wealth Services
Texas
-$159K -15,010 Closed
MWM
144
Mission Wealth Management
California
-$142K -13,350 Closed
PCM
145
Permanent Capital Management
Illinois
-$140K -13,206 Closed
HF
146
HRT Financial
New York
-$129K -12,212 Closed
MNBTD
147
Moody National Bank Trust Division
Texas
-$114K -10,718 Closed
PPW
148
Pasadena Private Wealth
California
-$106K -10,000 Closed
EW
149
Elyxium Wealth
California
-$68.9K -6,498 Closed
FHA
150
Flagship Harbor Advisors
Massachusetts
-$21.2K -2,000 Closed