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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

47 hedge funds and large institutions have $47.4M invested in BlackRock CA Municipal Income Trust in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $38.2M → $47.4M (+$9.2M)

18% more funds holding

Funds holding: 4047 (+7)

2.19% more ownership

Funds ownership: 9.2%11.4% (+2.2%)

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$268K
DA
27
Doliver Advisors
Texas
$266K -$18.7K -1,441 -7%
LNWWM
28
Laird Norton Wetherby Wealth Management
California
$222K +$9.16K +705 +4%
FFA
29
First Foundation Advisors
California
$217K +$10.9K +840 +5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$201K +$201K +15,447 New
HCM
31
Hollencrest Capital Management
California
$186K +$186K +14,305 New
LPL Financial
32
LPL Financial
California
$182K +$6.95K +535 +4%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$165K +$165K +12,693 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$158K +$49.6K +3,820 +46%
VIM
35
Vista Investment Management
Pennsylvania
$134K +$134K +10,300 New
VCWA
36
Vanguard Capital Wealth Advisors
Colorado
$130K +$130K +10,000 New
IA
37
IFP Advisors
Florida
$104K
BCM
38
Blume Capital Management
California
$95K +$94.8K +7,300 New
RFA
39
Reilly Financial Advisors
California
$91K
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$57K
WT
41
Whittier Trust
California
$39K
FWM
42
Focused Wealth Management
New York
$35K
AF
43
Allworth Financial
California
$33K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$29K
AG
45
Advisor Group
Arizona
$27K
OIA
46
Optimum Investment Advisors
Illinois
$17K
GWM
47
Geneos Wealth Management
Colorado
$5K
Millennium Management
48
Millennium Management
New York
-$161K -12,377 Closed
TSS
49
Two Sigma Securities
New York
-$148K -11,409 Closed
PWM
50
Perigon Wealth Management
California
-$91K -7,000 Closed

BFZ Hedge Fund Activity: Q2 2018 in Review

47 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2018, worth a combined $47.4M — up 24% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BFZ positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.7M. The largest seller was Wolverine Asset Management, cutting an estimated $498K.

  • 47 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2018, up from 40 in Q1 2018.
  • Funds reported $47.4M of BlackRock CA Municipal Income Trust stock for Q2 2018, up 24% quarter-over-quarter.
  • 11 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2018 and 4 closed out, a net change of +7 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2018 was Laurion Capital Management, an estimated $2.7M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2018 was Wolverine Asset Management, an estimated $498K sold.

Based on aggregated 13F filings for Q2 2018.