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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

69 hedge funds and large institutions have $138M invested in BlackRock CA Municipal Income Trust in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

10% more funds holding

Funds holding: 6369 (+6)

1.95% more ownership

Funds ownership: 34.03%35.98% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $155M → $138M (-$16.5M)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
22
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
$621K
SMH
27
Sanders Morris Harris
Texas
$535K +$576K +43,601 New
Bank of America
28
Bank of America
North Carolina
$513K +$113K +8,588 +26%
ACP
29
Aviance Capital Partners
Florida
$475K -$15.5K -1,174 -3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$448K -$6.56K -497 -1%
LSC
31
Logan Stone Capital
Illinois
$418K +$450K +34,044 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$395K +$62.2K +4,711 +17%
TIM
33
Tortoise Investment Management
New York
$391K
SCA
34
Snowden Capital Advisors
New York
$367K +$383K +29,000 +3,053%
DI
35
Diligent Investors
California
$341K +$212K +16,028 +137%
RJA
36
Raymond James & Associates
Florida
$329K -$100K -7,606 -22%
QC
37
Quantedge Capital
Singapore
$321K +$345K +26,109 New
CWM
38
Chemistry Wealth Management
New York
$316K +$340K +25,725 New
AC
39
Almitas Capital
California
$309K +$332K +25,144 New
DADC
40
D.A. Davidson & Co
Montana
$263K +$10.1K +766 +4%
Ameriprise
41
Ameriprise
Minnesota
$260K -$39.6K -3,000 -12%
CA
42
Cetera Advisors
Colorado
$227K
WFA
43
Wellspring Financial Advisors
Ohio
$220K
FFA
44
First Foundation Advisors
California
$208K -$58.1K -4,402 -21%
MGIA
45
Moneta Group Investment Advisors
Missouri
$205K -$146K -11,072 -40%
Stifel Financial
46
Stifel Financial
Missouri
$203K +$7.72K +585 +4%
LPL Financial
47
LPL Financial
California
$199K +$29.6K +2,241 +16%
Osaic Holdings
48
Osaic Holdings
Arizona
$191K -$9.3K -704 -4%
MWA
49
Monograph Wealth Advisors
California
$187K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$185K +$176K +13,335 New

BFZ Hedge Fund Activity: Q1 2022 in Review

69 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2022, worth a combined $138M — down 11% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BFZ positions and 7 closed out — a net gain of 6 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $3.68M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $5.38M sold.

  • 69 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2022, up from 63 in Q4 2021.
  • Funds reported $138M of BlackRock CA Municipal Income Trust stock for Q1 2022, down 11% quarter-over-quarter.
  • 13 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2022 and 7 closed out, a net change of +6 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2022 was Bulldog Investors, an estimated $3.68M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2022 was Sit Investment Associates, an estimated $5.38M sold.

Based on aggregated 13F filings for Q1 2022.