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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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40 hedge funds and large institutions have $38.2M invested in BlackRock CA Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

3% more capital invested

Capital invested by funds: $37.2M → $38.2M (+$989K)

0.75% more ownership

Funds ownership: 8.46% → 9.2% (+0.75%)

11% less funds holding

Funds holding: 45 → 40 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.32M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.58M
3
WAM
Wolverine Asset Management
Illinois
+$1.53M
4
CRC
Curi RMB Capital
Illinois
+$1.3M
5
MIG
Mariner Investment Group
New York
+$550K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$3.74M
2
SG Americas Securities
SG Americas Securities
New York
-$918K
3
MWM
Merriman Wealth Management
Washington
-$496K
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$243K
5
DA
Doliver Advisors
Texas
-$241K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$161K -$135K -10,118 -45%
TSS
27
Two Sigma Securities
New York
$148K -$29.2K -2,193 -16%
IA
28
IFP Advisors
Florida
$110K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$108K +$50.9K +3,818 +85%
PWM
30
Perigon Wealth Management
California
$91K – – –
RFA
31
Reilly Financial Advisors
California
$91K +$120 +9 +0.1%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$57K – – –
WT
33
Whittier Trust
California
$39K – – –
FWM
34
Focused Wealth Management
New York
$35K – – –
AF
35
Allworth Financial
California
$33K – – –
SWP
36
Stratos Wealth Partners
Ohio
$31K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
AG
38
Advisor Group
Arizona
$27K -$4.53K -340 -14%
OIA
39
Optimum Investment Advisors
Illinois
$17K +$17.3K +1,300 New
GWM
40
Geneos Wealth Management
Colorado
$5K – – –
LCM
41
Laurion Capital Management
New York
– -$3.74M -271,555 Closed
SG Americas Securities
42
SG Americas Securities
New York
– -$918K -66,595 Closed
MWM
43
Merriman Wealth Management
Washington
– -$496K -36,000 Closed
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
– -$243K -17,655 Closed
Squarepoint
45
Squarepoint
New York
– -$234K -16,977 Closed
CA
46
Cetera Advisors
Colorado
– -$204K -14,708 Closed
HCM
47
Hollencrest Capital Management
California
– -$187K -13,600 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$154K -11,181 Closed
VCWA
49
Vanguard Capital Wealth Advisors
Colorado
– -$138K -10,000 Closed
SWM
50
SeaCrest Wealth Management
New York
– -$14K -1,000 Closed
1
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BFZ Hedge Fund Activity: Q1 2018 in Review

40 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2018, worth a combined $38.2M — up 2.7% from $37.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BFZ and 5 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was UBS Group, adding an estimated $3.32M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $3.74M sold.

  • 40 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2018, down from 45 in Q4 2017.
  • Funds reported $38.2M of BlackRock CA Municipal Income Trust stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 5 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2018 and 10 closed out, a net change of -5 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2018 was UBS Group, an estimated $3.32M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2018 was Laurion Capital Management, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2018.