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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

45 hedge funds and large institutions have $37.2M invested in BlackRock CA Municipal Income Trust in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

21% more capital invested

Capital invested by funds: $30.8M → $37.2M (+$6.36M)

18% more funds holding

Funds holding: 3845 (+7)

1.79% more ownership

Funds ownership: 6.66%8.46% (+1.8%)

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$204K +$210K +14,708 New
AA
27
AQR Arbitrage
Connecticut
$199K +$206K +14,456 New
HCM
28
Hollencrest Capital Management
California
$187K -$113K -7,945 -37%
TSS
29
Two Sigma Securities
New York
$187K +$194K +13,602 New
LNWWM
30
Laird Norton Wetherby Wealth Management
California
$182K +$13.1K +921 +7%
Citadel Advisors
31
Citadel Advisors
Florida
$154K +$160K +11,181 New
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$138K +$143K +10,000 New
IA
33
IFP Advisors
Florida
$110K -$20.3K -1,420 -15%
PWM
34
Perigon Wealth Management
California
$96K
RFA
35
Reilly Financial Advisors
California
$96K +$7.62K +534 +8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$62K -$35.6K -2,493 -36%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$60K
WT
38
Whittier Trust
California
$41K
FWM
39
Focused Wealth Management
New York
$37K
AF
40
Allworth Financial
California
$35K
AG
41
Advisor Group
Arizona
$33K +$24.8K +1,740 +275%
SWP
42
Stratos Wealth Partners
Ohio
$32K +$33.5K +2,350 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$30K -$1.03K -72 -3%
SWM
44
SeaCrest Wealth Management
New York
$14K +$14.3K +1,000 New
GWM
45
Geneos Wealth Management
Colorado
$6K
LPL Financial
46
LPL Financial
California
-$158K -10,873 Closed
LWAC
47
Laurel Wealth Advisors (California)
California
-$151K -10,426 Closed
LSA
48
L & S Advisors
California
-$149K -10,245 Closed
TCOV
49
Trust Company of Vermont
Vermont
-$36K -2,483 Closed
Citigroup
50
Citigroup
New York
-$29K -2,010 Closed

BFZ Hedge Fund Activity: Q4 2017 in Review

45 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2017, worth a combined $37.2M — up 21% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BFZ positions and 5 closed out — a net gain of 7 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $3.28M. The largest seller was Morgan Stanley, cutting an estimated $950K.

  • 45 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2017, up from 38 in Q3 2017.
  • Funds reported $37.2M of BlackRock CA Municipal Income Trust stock for Q4 2017, up 21% quarter-over-quarter.
  • 12 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2017 and 5 closed out, a net change of +7 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2017 was Laurion Capital Management, an estimated $3.28M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2017 was Morgan Stanley, an estimated $950K sold.

Based on aggregated 13F filings for Q4 2017.