BlackRock CA Municipal Income Trust
BFZ
BFZ was delisted on the 6th of February, 2026.
30 hedge funds and large institutions have $34.3M invested in BlackRock CA Municipal Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
33% more capital invested
Capital invested by funds: $25.8M → $34.3M (+$8.58M)
30% more funds holding
Funds holding: 23 → 30 (+7)
1.39% more ownership
Funds ownership: 5.36% → 6.75% (+1.4%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $128K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.61M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.07M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$603K |
| 5 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$155K |
| 2 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$140K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$131K |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$70.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$64.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Apriem Advisors
Irvine,
California
| $20K | +$19.4K | +1,250 | New |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $11K | -$7.4K | -477 | -41% |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $9K | +$9.03K | +582 | New |
|
|
BCM
29
Blume Capital Management
Berkeley,
California
| $6K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.12K | +72 | New |
|
|
RFA
31
Reilly Financial Advisors
La Mesa,
California
| – | -$140K | -9,037 | Closed |
|
BFZ Hedge Fund Activity: Q4 2015 in Review
30 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2015, worth a combined $34.3M — up 33% from $25.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BFZ positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.61M. The largest seller was UBS Group, cutting an estimated $155K.
- 30 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2015, up from 23 in Q3 2015.
- Funds reported $34.3M of BlackRock CA Municipal Income Trust stock for Q4 2015, up 33% quarter-over-quarter.
- 8 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2015 and 1 closed out, a net change of +7 holders.
- The largest BlackRock CA Municipal Income Trust buyer in Q4 2015 was LPL Financial, an estimated $2.61M added.
- The largest BlackRock CA Municipal Income Trust seller in Q4 2015 was UBS Group, an estimated $155K sold.
Based on aggregated 13F filings for Q4 2015.