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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

65 hedge funds and large institutions have $118M invested in BlackRock CA Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.04% less ownership

Funds ownership: 36.77%36.74% (-0.04%)

7% less funds holding

Funds holding: 7065 (-5)

9% less capital invested

Capital invested by funds: $130M → $118M (-$11.9M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
24
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QC
26
Quantedge Capital
Singapore
$403K -$31.6K -2,800 -7%
CWM
27
Chemistry Wealth Management
New York
$403K
ACP
28
Aviance Capital Partners
Florida
$401K +$7.4K +655 +2%
TIM
29
Tortoise Investment Management
New York
$383K +$61K +5,400 +17%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$367K -$3.34K -296 -0.8%
Bank of America
31
Bank of America
North Carolina
$358K -$81.6K -7,225 -17%
SCA
32
Snowden Capital Advisors
New York
$298K -$6.78K -600 -2%
DI
33
Diligent Investors
California
$285K
LPL Financial
34
LPL Financial
California
$276K +$115K +10,217 +62%
Osaic Holdings
35
Osaic Holdings
Arizona
$254K +$9.38K +830 +3%
RJA
36
Raymond James & Associates
Florida
$233K
Ameriprise
37
Ameriprise
Minnesota
$218K
WFA
38
Wellspring Financial Advisors
Ohio
$210K
Stifel Financial
39
Stifel Financial
Missouri
$207K +$26.1K +2,308 +13%
CA
40
Cetera Advisors
Colorado
$190K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$174K -$17.4K -1,542 -8%
AWS
42
Atria Wealth Solutions
New York
$171K +$188K +16,600 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$165K +$181K +16,004 New
SPIA
44
Steward Partners Investment Advisory
New York
$156K
RPCA
45
Running Point Capital Advisors
California
$154K
MA
46
MKT Advisors
California
$144K
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$123K +$135K +11,965 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$118K +$362 +32 +0.3%
SW
49
SteelPeak Wealth
California
$108K
WWM
50
Western Wealth Management
Colorado
$106K

BFZ Hedge Fund Activity: Q3 2022 in Review

65 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2022, worth a combined $118M — down 9.2% from $130M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BFZ and 4 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 24 added.

The largest buyer was Saba Capital Management, adding an estimated $3.29M. The largest seller was Karpus Investment Management, cutting an estimated $7.12M.

  • 65 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2022, down from 70 in Q2 2022.
  • Funds reported $118M of BlackRock CA Municipal Income Trust stock for Q3 2022, down 9.2% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2022 and 9 closed out, a net change of -5 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2022 was Saba Capital Management, an estimated $3.29M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2022 was Karpus Investment Management, an estimated $7.12M sold.

Based on aggregated 13F filings for Q3 2022.