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BFZ

BlackRock CA Municipal Income Trust
BFZ

Delisted

BFZ was delisted on the 6th of February, 2026.

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42 hedge funds and large institutions have $31.1M invested in BlackRock CA Municipal Income Trust in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $29.2M → $31.1M (+$1.98M)

0.39% more ownership

Funds ownership: 6.41% → 6.8% (+0.39%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 43 → 42 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$3.53M
2
AAM
Advisors Asset Management
Colorado
+$693K
3
DA
Doliver Advisors
Texas
+$379K
4
UBS Group
UBS Group
Switzerland
+$338K
5
Morgan Stanley
Morgan Stanley
New York
+$281K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.17M
2
CRC
Curi RMB Capital
Illinois
-$497K
3
Invesco
Invesco
Georgia
-$362K
4
GC
Guggenheim Capital
Illinois
-$244K
5
Bank of America
Bank of America
North Carolina
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
26
Laurel Wealth Advisors (California)
California
$169K – – –
LPL Financial
27
LPL Financial
California
$158K -$2.17M -151,012 -93%
Creative Planning
28
Creative Planning
Kansas
$143K +$115K +8,000 +403%
IA
29
IFP Advisors
Florida
$135K – – –
SG Americas Securities
30
SG Americas Securities
New York
$132K -$232K -16,160 -64%
PWM
31
Perigon Wealth Management
California
$115K – – –
RFA
32
Reilly Financial Advisors
California
$92K +$359 +25 +0.4%
BCM
33
Blume Capital Management
California
$72K +$71.8K +5,000 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$63K – – –
WT
35
Whittier Trust
California
$43K – – –
FWM
36
Focused Wealth Management
New York
$39K – – –
AF
37
Allworth Financial
California
$36K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$33K +$31.7K +2,206 +3,064%
Citigroup
39
Citigroup
New York
$29K – – –
DADC
40
D.A. Davidson & Co
Montana
$25K – – –
AG
41
Advisor Group
Arizona
$9K +$7.18K +500 +379%
GWM
42
Geneos Wealth Management
Colorado
$6K – – –
CG
43
Caprock Group
Idaho
– -$196K -13,700 Closed
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
– -$21K -1,481 Closed
AA
45
Apriem Advisors
California
– -$18K -1,250 Closed
1
2

BFZ Hedge Fund Activity: Q2 2017 in Review

42 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2017, worth a combined $31.1M — up 6.8% from $29.2M a quarter earlier.

Fund positioning in BFZ was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 10 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $3.53M. The largest seller was LPL Financial, cutting an estimated $2.17M.

  • 42 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2017, down from 43 in Q1 2017.
  • Funds reported $31.1M of BlackRock CA Municipal Income Trust stock for Q2 2017, up 6.8% quarter-over-quarter.
  • 3 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2017 was Laurion Capital Management, an estimated $3.53M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2017 was LPL Financial, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2017.