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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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53 hedge funds and large institutions have $86.3M invested in BlackRock CA Municipal Income Trust in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $78.6M → $86.3M (+$7.66M)

0.5% more ownership

Funds ownership: 20.59% → 21.09% (+0.5%)

7% less funds holding

Funds holding: 57 → 53 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
25
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$2.32M
2
RCM
Rivernorth Capital Management
Florida
+$1.96M
3
FFA
First Foundation Advisors
California
+$1.36M
4
SIA
Sit Investment Associates
Minnesota
+$919K
5
BPCM
Beach Point Capital Management
California
+$755K

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.15M
2
Bank of America
Bank of America
North Carolina
-$1.96M
3
CRC
Curi RMB Capital
Illinois
-$867K
4
SCM
Saba Capital Management
New York
-$691K
5
AA
AQR Arbitrage
Connecticut
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$616K +$6.29K +500 +1%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$518K +$50 +4 +0%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$397K +$98.2K +7,800 +34%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$374K +$30.8K +2,448 +9%
WS
30
Wedbush Securities
California
$354K +$347K +27,587 New
GI
31
Glovista Investments
New Jersey
$346K +$50.3K +4,000 +17%
VCM
32
Vivaldi Capital Management
Illinois
$292K +$1.03K +82 +0.4%
DADC
33
D.A. Davidson & Co
Montana
$276K +$8.21K +652 +3%
Ameriprise
34
Ameriprise
Minnesota
$213K +$34.3K +2,726 +20%
CA
35
Cetera Advisors
Colorado
$211K – – –
VIM
36
Vista Investment Management
Pennsylvania
$197K -$93.6K -7,440 -33%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$195K -$4.19K -333 -2%
First Trust Advisors
38
First Trust Advisors
Illinois
$141K +$138K +10,953 New
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$138K -$85.5K -6,797 -39%
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$103K – – –
RFA
41
Reilly Financial Advisors
California
$63K – – –
BCM
42
Blume Capital Management
California
$38K – – –
AF
43
Allworth Financial
California
$32K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$28K – – –
WT
45
Whittier Trust
California
$25K – – –
GSWM
46
Golden State Wealth Management
California
$20K +$19.3K +1,533 New
FWM
47
Focused Wealth Management
New York
$19K – – –
OIA
48
Optimum Investment Advisors
Illinois
$17K – – –
AF
49
Advisornet Financial
Minnesota
$16K +$15.6K +1,238 New
AG
50
Advisor Group
Arizona
$10K +$3.65K +290 +57%
1
2
3

BFZ Hedge Fund Activity: Q1 2019 in Review

53 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2019, worth a combined $86.3M — up 9.7% from $78.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BFZ and 6 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 25 added.

The largest buyer was Almitas Capital, adding an estimated $2.32M. The largest seller was Fiera Capital (Canada), cutting an estimated $2.15M.

  • 53 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2019, down from 57 in Q4 2018.
  • Funds reported $86.3M of BlackRock CA Municipal Income Trust stock for Q1 2019, up 9.7% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2019 and 9 closed out, a net change of -3 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2019 was Almitas Capital, an estimated $2.32M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2019 was Fiera Capital (Canada), an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2019.