We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

61 hedge funds and large institutions have $137M invested in BlackRock CA Municipal Income Trust in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

17% more capital invested

Capital invested by funds: $117M → $137M (+$20.1M)

3.01% more ownership

Funds ownership: 34.49%37.5% (+3%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 6261 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
21
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
SkyView Investment Advisors
New Jersey
$585K +$563K +50,000 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$448K +$23.4K +2,081 +6%
LPL Financial
28
LPL Financial
California
$399K +$281 +25 +0.1%
GRP
29
Global Retirement Partners
California
$383K +$169K +15,000 +87%
ACP
30
Aviance Capital Partners
Florida
$347K +$484 +43 +0.1%
DI
31
Diligent Investors
California
$325K
Stifel Financial
32
Stifel Financial
Missouri
$312K +$71.7K +6,374 +31%
JP Morgan Chase
33
JP Morgan Chase
New York
$277K +$173K +15,410 +187%
BRWA
34
B. Riley Wealth Advisors
Florida
$267K -$52.9K -4,699 -17%
Bank of America
35
Bank of America
North Carolina
$266K -$210K -18,686 -45%
Ameriprise
36
Ameriprise
Minnesota
$234K -$13.5K -1,200 -6%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$219K +$7.88K +700 +4%
CA
38
Cetera Advisors
Colorado
$216K
SCA
39
Snowden Capital Advisors
New York
$211K
SPIA
40
Steward Partners Investment Advisory
New York
$208K +$5.05K +449 +3%
Osaic Holdings
41
Osaic Holdings
Arizona
$201K -$11.1K -987 -5%
WP
42
Woodline Partners
California
$181K +$174K +15,478 New
CWP
43
Core Wealth Partners
California
$179K +$172K +15,320 New
MA
44
MKT Advisors
California
$165K
RJA
45
Raymond James & Associates
Florida
$149K
FFA
46
First Foundation Advisors
California
$136K +$912 +81 +0.7%
SW
47
SteelPeak Wealth
California
$122K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$122K -$17.7K -1,576 -13%
SG
49
Stonnington Group
California
$118K
PCIA
50
Prime Capital Investment Advisors
Kansas
$117K +$113K +10,000 New

BFZ Hedge Fund Activity: Q1 2023 in Review

61 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2023, worth a combined $137M — up 17% from $117M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BFZ and 10 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 21 added.

The largest buyer was Almitas Capital, opening a new position worth an estimated $8.42M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.26M.

  • 61 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2023, down from 62 in Q4 2022.
  • Funds reported $137M of BlackRock CA Municipal Income Trust stock for Q1 2023, up 17% quarter-over-quarter.
  • 10 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2023 and 11 closed out, a net change of -1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2023 was Almitas Capital, an estimated $8.42M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2023 was Rivernorth Capital Management, an estimated $3.26M sold.

Based on aggregated 13F filings for Q1 2023.