BlackRock CA Municipal Income Trust
BFZ
BFZ was delisted on the 6th of February, 2026.
33 hedge funds and large institutions have $31.8M invested in BlackRock CA Municipal Income Trust in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
10% more funds holding
Funds holding: 30 → 33 (+3)
0.61% less ownership
Funds ownership: 6.75% → 6.15% (-0.61%)
7% less capital invested
Capital invested by funds: $34.3M → $31.8M (-$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$779K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$415K |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$385K |
| 4 |
BOS
Bank of Stockton
Stockton,
California
|
+$293K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.23M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$395K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$143K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$79.1K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$71.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Apriem Advisors
Irvine,
California
| $20K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $17K | +$5.48K | +342 | +50% |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $9K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $7K | +$7.15K | +446 | New |
|
|
BCM
30
Blume Capital Management
Berkeley,
California
| $6K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $5K | -$143K | -8,923 | -96% |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | – | – | – |
|
|
VKH
33
Virtu KCG Holdings
New York
| – | -$395K | -24,793 | Closed |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| – | +$321 | +20 | New |
|
BFZ Hedge Fund Activity: Q1 2016 in Review
33 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2016, worth a combined $31.8M — down 7.4% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BFZ positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Invesco, adding an estimated $779K. The largest seller was UBS Group, cutting an estimated $5.23M.
- 33 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2016, up from 30 in Q4 2015.
- Funds reported $31.8M of BlackRock CA Municipal Income Trust stock for Q1 2016, down 7.4% quarter-over-quarter.
- 4 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2016 and 1 closed out, a net change of +3 holders.
- The largest BlackRock CA Municipal Income Trust buyer in Q1 2016 was Invesco, an estimated $779K added.
- The largest BlackRock CA Municipal Income Trust seller in Q1 2016 was UBS Group, an estimated $5.23M sold.
Based on aggregated 13F filings for Q1 2016.