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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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38 hedge funds and large institutions have $30.8M invested in BlackRock CA Municipal Income Trust in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 6.8% → 6.66% (-0.13%)

1% less capital invested

Capital invested by funds: $31.1M → $30.8M (-$324K)

10% less funds holding

Funds holding: 42 → 38 (-4)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.48M
2
UBS Group
UBS Group
Switzerland
+$1.07M
3
GC
Guggenheim Capital
Illinois
+$671K
4
VCM
Vivaldi Capital Management
Illinois
+$387K
5
AAM
Advisors Asset Management
Colorado
+$250K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$2.97M
2
CRC
Curi RMB Capital
Illinois
-$460K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$427K
4
Invesco
Invesco
Georgia
-$287K
5
WAM
Wolverine Asset Management
Illinois
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$137K – – –
PWM
27
Perigon Wealth Management
California
$102K -$14.8K -1,016 -13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$101K -$174K -11,964 -63%
RFA
29
Reilly Financial Advisors
California
$93K +$378 +26 +0.4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$64K – – –
WT
31
Whittier Trust
California
$43K – – –
FWM
32
Focused Wealth Management
New York
$39K – – –
AF
33
Allworth Financial
California
$37K – – –
TCOV
34
Trust Company of Vermont
Vermont
$36K +$36.1K +2,483 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$33K – – –
Citigroup
36
Citigroup
New York
$29K – – –
AG
37
Advisor Group
Arizona
$9K – – –
GWM
38
Geneos Wealth Management
Colorado
$6K – – –
CRC
39
Curi RMB Capital
Illinois
– -$460K -32,018 Closed
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
– -$427K -29,758 Closed
CA
41
Cetera Advisors
Colorado
– -$226K -15,708 Closed
LCM
42
Landscape Capital Management
New Jersey
– -$182K -12,671 Closed
Creative Planning
43
Creative Planning
Kansas
– -$143K -9,986 Closed
SG Americas Securities
44
SG Americas Securities
New York
– -$132K -9,218 Closed
BCM
45
Blume Capital Management
California
– -$72K -5,000 Closed
DADC
46
D.A. Davidson & Co
Montana
– -$25K -1,800 Closed
1
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BFZ Hedge Fund Activity: Q3 2017 in Review

38 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2017, worth a combined $30.8M — down 1% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BFZ and 4 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 8 added.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $2.48M. The largest seller was Laurion Capital Management, cutting an estimated $2.97M.

  • 38 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2017, down from 42 in Q2 2017.
  • Funds reported $30.8M of BlackRock CA Municipal Income Trust stock for Q3 2017, down 1% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2017 and 8 closed out, a net change of -4 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2017 was Fiera Capital (Canada), an estimated $2.48M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2017 was Laurion Capital Management, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2017.