BlackRock CA Municipal Income Trust
BFZ
BFZ was delisted on the 6th of February, 2026.
37 hedge funds and large institutions have $33.1M invested in BlackRock CA Municipal Income Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
12% more funds holding
Funds holding: 33 → 37 (+4)
4% more capital invested
Capital invested by funds: $31.8M → $33.1M (+$1.28M)
0.01% less ownership
Funds ownership: 6.15% → 6.14% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.13M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$422K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$341K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$282K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.48M |
| 2 |
BOS
Bank of Stockton
Stockton,
California
|
-$297K |
| 3 |
Morgan Stanley
New York
|
-$218K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$151K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$102K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
26
Focused Wealth Management
Newburgh,
New York
| $46K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $43K | +$16 | +1 | +0% |
|
28
Citigroup
New York
| $34K | -$7.77K | -471 | -19% |
|
29
Creative Planning
Overland Park,
Kansas
| $34K | – | – | – |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
AA
31
Apriem Advisors
Irvine,
California
| $21K | – | – | – |
|
|
MA
32
MUFG Americas
New York
| $14K | +$13.8K | +837 | New |
|
|
MFS
33
MSI Financial Services
Springfield,
Massachusetts
| $10K | – | – | – |
|
|
BCM
34
Blume Capital Management
Berkeley,
California
| $7K | – | – | – |
|
|
GWM
35
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
AG
36
Advisor Group
Phoenix,
Arizona
| $3K | +$3.27K | +198 | New |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | – | – | – |
|
|
BOS
38
Bank of Stockton
Stockton,
California
| – | -$297K | -18,300 | Closed |
|
BFZ Hedge Fund Activity: Q2 2016 in Review
37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2016, worth a combined $33.1M — up 4% from $31.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BFZ positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Invesco, adding an estimated $1.13M. The largest seller was LPL Financial, cutting an estimated $2.48M.
- 37 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2016, up from 33 in Q1 2016.
- Funds reported $33.1M of BlackRock CA Municipal Income Trust stock for Q2 2016, up 4% quarter-over-quarter.
- 6 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2016 and 2 closed out, a net change of +4 holders.
- The largest BlackRock CA Municipal Income Trust buyer in Q2 2016 was Invesco, an estimated $1.13M added.
- The largest BlackRock CA Municipal Income Trust seller in Q2 2016 was LPL Financial, an estimated $2.48M sold.
Based on aggregated 13F filings for Q2 2016.