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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

59 hedge funds and large institutions have $151M invested in BlackRock CA Municipal Income Trust in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $142M → $151M (+$9.1M)

2% more funds holding

Funds holding: 5859 (+1)

1.7% more ownership

Funds ownership: 31.47%33.17% (+1.7%)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
15
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$598K
HighTower Advisors
27
HighTower Advisors
Illinois
$564K +$555K +39,254 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$539K -$28.4K -2,010 -5%
Bank of America
29
Bank of America
North Carolina
$517K -$310K -21,938 -38%
CMI
30
Clare Market Investments
Texas
$481K -$3.21K -227 -0.7%
TIM
31
Tortoise Investment Management
New York
$473K +$35.3K +2,500 +8%
Invesco
32
Invesco
Georgia
$460K -$23K -1,630 -5%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$453K +$446K +31,578 New
Ameriprise
34
Ameriprise
Minnesota
$436K +$5.65K +400 +1%
COLIM
35
City of London Investment Management
United Kingdom
$393K -$1.13M -79,825 -74%
QC
36
Quantedge Capital
Singapore
$383K -$235K -16,656 -38%
Osaic Holdings
37
Osaic Holdings
Arizona
$378K -$56.2K -3,977 -13%
SMH
38
Sanders Morris Harris
Texas
$367K
CA
39
Cetera Advisors
Colorado
$265K
DADC
40
D.A. Davidson & Co
Montana
$254K -$156K -11,030 -38%
CAN
41
Cetera Advisor Networks
California
$247K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$215K +$18.9K +1,339 +10%
MGIA
43
Moneta Group Investment Advisors
Missouri
$178K +$396 +28 +0.2%
DI
44
Diligent Investors
California
$168K
VIM
45
Vista Investment Management
Pennsylvania
$152K +$6.57K +465 +5%
SW
46
SteelPeak Wealth
California
$150K
SG
47
Stonnington Group
California
$147K +$141K +10,000 New
LPL Financial
48
LPL Financial
California
$146K -$47K -3,325 -25%
SFS
49
Sowell Financial Services
Arkansas
$111K +$106K +7,531 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$99K -$91.9K -6,499 -49%

BFZ Hedge Fund Activity: Q1 2021 in Review

59 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2021, worth a combined $151M — up 6.4% from $142M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BFZ positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.92M. The largest seller was Saba Capital Management, cutting an estimated $5.32M.

  • 59 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $151M of BlackRock CA Municipal Income Trust stock for Q1 2021, up 6.4% quarter-over-quarter.
  • 7 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2021 and 6 closed out, a net change of +1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2021 was Karpus Investment Management, an estimated $8.92M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2021 was Saba Capital Management, an estimated $5.32M sold.

Based on aggregated 13F filings for Q1 2021.