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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 $116M invested in BlackRock CA Municipal Income Trust in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

1.42% less ownership

Funds ownership: 38.65%37.24% (-1.4%)

5% less funds holding

Funds holding: 6158 (-3)

16% less capital invested

Capital invested by funds: $139M → $116M (-$22.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
19
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$381K -$14.6K -1,296 -3%
Bank of America
27
Bank of America
North Carolina
$361K +$178K +15,793 +82%
CCP
28
Clough Capital Partners
Massachusetts
$355K +$248K +22,000 +175%
QL
29
Quarry LP
New York
$355K +$248K +22,000 +175%
GRP
30
Global Retirement Partners
California
$327K
DI
31
Diligent Investors
California
$285K
SIA
32
SkyView Investment Advisors
New Jersey
$281K
CA
33
Cetera Advisors
Colorado
$225K +$38.4K +3,400 +18%
HI
34
HBK Investments
Texas
$213K +$234K +20,700 New
Ameriprise
35
Ameriprise
Minnesota
$206K
SPIA
36
Steward Partners Investment Advisory
New York
$204K -$2.26K -200 -1%
RJA
37
Raymond James & Associates
Florida
$193K +$79.9K +7,079 +61%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$191K +$90.3K +8,000 +76%
Stifel Financial
39
Stifel Financial
Missouri
$179K -$12K -1,067 -6%
Osaic Holdings
40
Osaic Holdings
Arizona
$177K +$16K +1,417 +9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$174K +$203 +18 +0.1%
BRWA
42
B. Riley Wealth Advisors
Florida
$168K -$75.2K -6,665 -29%
Millennium Management
43
Millennium Management
New York
$160K -$176K -15,567 -50%
CWP
44
Core Wealth Partners
California
$158K
MA
45
MKT Advisors
California
$143K
MMA
46
Miracle Mile Advisors
California
$134K +$22.6K +2,000 +18%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$122K -$24.9K -2,204 -16%
IWC
48
Integrated Wealth Concepts
Massachusetts
$112K -$11.3K -1,000 -8%
SW
49
SteelPeak Wealth
California
$108K
PCIA
50
Prime Capital Investment Advisors
Kansas
$103K

BFZ Hedge Fund Activity: Q3 2023 in Review

58 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2023, worth a combined $116M — down 16% from $139M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BFZ and 3 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Saba Capital Management, adding an estimated $3.5M. The largest seller was Almitas Capital, cutting an estimated $2.37M.

  • 58 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2023, down from 61 in Q2 2023.
  • Funds reported $116M of BlackRock CA Municipal Income Trust stock for Q3 2023, down 16% quarter-over-quarter.
  • 3 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2023 and 6 closed out, a net change of -3 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2023 was Saba Capital Management, an estimated $3.5M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2023 was Almitas Capital, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2023.