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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

58 hedge funds and large institutions have $154M invested in BlackRock CA Municipal Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $151M → $154M (+$3.48M)

0.23% less ownership

Funds ownership: 33.17%32.94% (-0.23%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

2% less funds holding

Funds holding: 5958 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
16
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
AJ Wealth Strategies
New York
$738K -$101K -6,845 -12%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$561K -$1.65K -112 -0.3%
RJA
28
Raymond James & Associates
Florida
$551K -$72.4K -4,920 -12%
Bank of America
29
Bank of America
North Carolina
$544K +$4.47K +304 +0.8%
CMI
30
Clare Market Investments
Texas
$534K +$31.2K +2,120 +6%
RCM
31
Robinson Capital Management
Michigan
$525K +$515K +35,000 New
TIM
32
Tortoise Investment Management
New York
$493K
Ameriprise
33
Ameriprise
Minnesota
$455K
MGIA
34
Moneta Group Investment Advisors
Missouri
$416K +$226K +15,356 +124%
SMH
35
Sanders Morris Harris
Texas
$383K
Invesco
36
Invesco
Georgia
$335K -$142K -9,635 -30%
Osaic Holdings
37
Osaic Holdings
Arizona
$307K -$86.2K -5,863 -22%
CA
38
Cetera Advisors
Colorado
$277K
WFA
39
Wellspring Financial Advisors
Ohio
$268K +$263K +17,900 New
CAN
40
Cetera Advisor Networks
California
$257K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$225K +$206 +14 +0.1%
Stifel Financial
42
Stifel Financial
Missouri
$197K +$194K +13,173 New
DADC
43
D.A. Davidson & Co
Montana
$192K -$71K -4,826 -27%
DI
44
Diligent Investors
California
$176K
Goldman Sachs
45
Goldman Sachs
New York
$165K +$162K +11,021 New
VIM
46
Vista Investment Management
Pennsylvania
$159K
SW
47
SteelPeak Wealth
California
$156K
LPL Financial
48
LPL Financial
California
$152K +$29 +2 +0%
SG
49
Stonnington Group
California
$151K
GRP
50
Global Retirement Partners
California
$60K +$29.4K +2,000 +100%

BFZ Hedge Fund Activity: Q2 2021 in Review

58 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2021, worth a combined $154M — up 2.3% from $151M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BFZ and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 16 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.94M. The largest seller was Karpus Investment Management, cutting an estimated $2.69M.

  • 58 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2021, down from 59 in Q1 2021.
  • Funds reported $154M of BlackRock CA Municipal Income Trust stock for Q2 2021, up 2.3% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2021 and 7 closed out, a net change of -1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2021 was Rivernorth Capital Management, an estimated $4.94M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2021 was Karpus Investment Management, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2021.