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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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57 hedge funds and large institutions have $76.4M invested in BlackRock CA Municipal Income Trust in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

8% more funds holding

Funds holding: 53 → 57 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.25% less ownership

Funds ownership: 21.09% → 19.85% (-1.2%)

11% less capital invested

Capital invested by funds: $86.3M → $76.4M (-$9.82M)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.58M
2
SCM
Saba Capital Management
New York
+$2.2M
3
Wells Fargo
Wells Fargo
California
+$1.03M
4
AC
Almitas Capital
California
+$886K
5
KIM
Karpus Investment Management
New York
+$582K

Top Sellers

Rank Fund Capital Flow
1
BPCM
Beach Point Capital Management
California
-$8.54M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.64M
3
UBS Group
UBS Group
Switzerland
-$2.11M
4
WAM
Wolverine Asset Management
Illinois
-$469K
5
RCM
Rivernorth Capital Management
Florida
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$503K -$147K -11,263 -23%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$488K +$77.1K +5,900 +19%
AWS
28
AJ Wealth Strategies
New York
$430K +$424K +32,457 New
RJA
29
Raymond James & Associates
Florida
$402K -$248K -18,952 -38%
SB
30
Suntrust Banks
Georgia
$361K +$356K +27,250 New
SMH
31
Sanders Morris Harris
Texas
$350K +$346K +26,500 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$339K -$45.8K -3,505 -12%
VCM
33
Vivaldi Capital Management
Illinois
$338K +$36K +2,758 +12%
WS
34
Wedbush Securities
California
$295K -$69.7K -5,339 -19%
DADC
35
D.A. Davidson & Co
Montana
$287K +$2.57K +197 +0.9%
Ameriprise
36
Ameriprise
Minnesota
$221K +$1.16K +89 +0.5%
CA
37
Cetera Advisors
Colorado
$218K – – –
VIM
38
Vista Investment Management
Pennsylvania
$204K – – –
Walleye Capital
39
Walleye Capital
New York
$184K +$182K +13,900 New
First Trust Advisors
40
First Trust Advisors
Illinois
$142K -$2.76K -211 -2%
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$142K – – –
Stifel Financial
42
Stifel Financial
Missouri
$139K +$137K +10,517 New
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$106K – – –
FIA
44
FNY Investment Advisers
New York
$73K +$69.5K +5,323 +2,499%
RFA
45
Reilly Financial Advisors
California
$65K – – –
GSWM
46
Golden State Wealth Management
California
$53K +$32.7K +2,500 +163%
JPLA
47
Joseph P. Lucia & Associates
New York
$51K +$50.3K +3,850 New
BCM
48
Blume Capital Management
California
$40K – – –
AF
49
Allworth Financial
California
$33K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
1
2
3

BFZ Hedge Fund Activity: Q2 2019 in Review

57 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2019, worth a combined $76.4M — down 11% from $86.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BFZ positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.58M. The largest seller was Beach Point Capital Management, exiting entirely with an estimated $8.54M sold.

  • 57 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2019, up from 53 in Q1 2019.
  • Funds reported $76.4M of BlackRock CA Municipal Income Trust stock for Q2 2019, down 11% quarter-over-quarter.
  • 8 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2019 and 3 closed out, a net change of +5 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2019 was Sit Investment Associates, an estimated $2.58M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2019 was Beach Point Capital Management, an estimated $8.54M sold.

Based on aggregated 13F filings for Q2 2019.