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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

61 hedge funds and large institutions have $139M invested in BlackRock CA Municipal Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.16% more ownership

Funds ownership: 37.5%38.65% (+1.2%)

1% more capital invested

Capital invested by funds: $137M → $139M (+$1.35M)

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
13
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
$381K
Millennium Management
27
Millennium Management
New York
$369K -$312K -26,536 -46%
DI
28
Diligent Investors
California
$329K
SIA
29
SkyView Investment Advisors
New Jersey
$324K -$267K -22,663 -45%
AGM
30
Alpine Global Management
New York
$298K +$295K +25,096 New
BRWA
31
B. Riley Wealth Advisors
Florida
$273K +$1.78K +151 +0.7%
SPIA
32
Steward Partners Investment Advisory
New York
$238K +$27.1K +2,300 +13%
Ameriprise
33
Ameriprise
Minnesota
$237K
Bank of America
34
Bank of America
North Carolina
$229K -$40K -3,396 -15%
AA
35
AQR Arbitrage
Connecticut
$229K -$569K -48,324 -71%
CA
36
Cetera Advisors
Colorado
$219K
Stifel Financial
37
Stifel Financial
Missouri
$218K -$97K -8,240 -31%
SCA
38
Snowden Capital Advisors
New York
$213K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$200K +$200 +17 +0.1%
Osaic Holdings
40
Osaic Holdings
Arizona
$188K -$15.7K -1,333 -8%
CWP
41
Core Wealth Partners
California
$182K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$167K +$166K +14,099 New
MA
43
MKT Advisors
California
$162K
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$155K -$66.6K -5,658 -30%
CCP
45
Clough Capital Partners
Massachusetts
$149K +$148K +12,536 New
QL
46
Quarry LP
New York
$149K +$148K +12,536 New
IWC
47
Integrated Wealth Concepts
Massachusetts
$141K +$140K +11,919 New
RJA
48
Raymond James & Associates
Florida
$139K -$11.8K -1,000 -8%
MMA
49
Miracle Mile Advisors
California
$130K +$129K +11,000 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$125K +$906 +77 +0.7%

BFZ Hedge Fund Activity: Q2 2023 in Review

61 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2023, worth a combined $139M — up 0.98% from $137M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BFZ positions and 7 closed out — a net gain of 1 holder — while 13 added to existing stakes and 23 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $7.97M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $5.34M sold.

  • 61 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $139M of BlackRock CA Municipal Income Trust stock for Q2 2023, up 0.98% quarter-over-quarter.
  • 8 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2023 and 7 closed out, a net change of +1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2023 was Saba Capital Management, an estimated $7.97M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2023 was Karpus Investment Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q2 2023.