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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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58 hedge funds and large institutions have $142M invested in BlackRock CA Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

13% more capital invested

Capital invested by funds: $126M → $142M (+$15.9M)

1.31% more ownership

Funds ownership: 30.16% → 31.47% (+1.3%)

5% less funds holding

Funds holding: 61 → 58 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$22.8M
2
1CP
1607 Capital Partners
Virginia
+$2.25M
3
DWM
Dakota Wealth Management
Florida
+$797K
4
Morgan Stanley
Morgan Stanley
New York
+$466K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$420K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$14.6M
2
SIA
Sit Investment Associates
Minnesota
-$3.69M
3
VPIM
Vanguard Personalized Indexing Management
California
-$1.5M
4
CRC
Curi RMB Capital
Illinois
-$1.42M
5
WAM
Wolverine Asset Management
Illinois
-$524K
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
26
Quantedge Capital
Singapore
$616K +$587K +43,320 New
ACP
27
Aviance Capital Partners
Florida
$599K +$16.7K +1,230 +3%
RJA
28
Raymond James & Associates
Florida
$593K +$31K +2,284 +6%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$562K -$40.6K -2,996 -7%
AA
30
AQR Arbitrage
Connecticut
$517K -$429K -31,665 -47%
CMI
31
Clare Market Investments
Texas
$480K -$11.8K -870 -3%
Invesco
32
Invesco
Georgia
$479K -$53.7K -3,960 -11%
TIM
33
Tortoise Investment Management
New York
$433K +$343K +25,310 +496%
Osaic Holdings
34
Osaic Holdings
Arizona
$432K -$105K -7,733 -20%
Ameriprise
35
Ameriprise
Minnesota
$426K – – –
DADC
36
D.A. Davidson & Co
Montana
$408K +$3.06K +226 +0.8%
LCM
37
Landscape Capital Management
New Jersey
$381K +$363K +26,781 New
SMH
38
Sanders Morris Harris
Texas
$356K – – –
WFA
39
Wellspring Financial Advisors
Ohio
$268K +$115K +8,500 +83%
CA
40
Cetera Advisors
Colorado
$263K +$27.1K +2,000 +12%
CAN
41
Cetera Advisor Networks
California
$244K – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$194K +$81 +6 +0%
LPL Financial
43
LPL Financial
California
$192K -$1.36K -100 -0.7%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$185K +$61.7K +4,549 +52%
MGIA
45
Moneta Group Investment Advisors
Missouri
$176K +$168K +12,368 New
DI
46
Diligent Investors
California
$167K – – –
SW
47
SteelPeak Wealth
California
$148K – – –
VIM
48
Vista Investment Management
Pennsylvania
$144K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$92K +$5.34K +394 +6%
WT
50
Whittier Trust
California
$56K +$26.9K +1,986 +100%
1
2
3

BFZ Hedge Fund Activity: Q4 2020 in Review

58 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2020, worth a combined $142M — up 13% from $126M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BFZ and 6 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 24 added.

The largest buyer was Karpus Investment Management, adding an estimated $22.8M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $14.6M sold.

  • 58 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2020, down from 61 in Q3 2020.
  • Funds reported $142M of BlackRock CA Municipal Income Trust stock for Q4 2020, up 13% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2020 and 9 closed out, a net change of -3 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2020 was Karpus Investment Management, an estimated $22.8M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2020 was Rivernorth Capital Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2020.