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BFZ

BlackRock CA Municipal Income Trust
BFZ

Delisted

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

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55 hedge funds and large institutions have $130M invested in BlackRock CA Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% less ownership

Funds ownership: 36.9% → 36.08% (-0.82%)

2% less capital invested

Capital invested by funds: $132M → $130M (-$2.17M)

4% less funds holding

Funds holding: 57 → 55 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.72M
2
SIA
Sit Investment Associates
Minnesota
+$761K
3
RCM
Robinson Capital Management
Michigan
+$498K
4
TC
Trilogy Capital
California
+$321K
5
Corient Private Wealth
Corient Private Wealth
Florida
+$290K

Top Sellers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
-$3.51M
2
COLIM
City of London Investment Management
United Kingdom
-$1.37M
3
BI
Bulldog Investors
New Jersey
-$922K
4
RCM
Rivernorth Capital Management
Florida
-$406K
5
AAM
Advisors Asset Management
Colorado
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$509K +$517K +44,012 New
SMH
27
Sanders Morris Harris
Texas
$485K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$468K -$1.5K -128 -0.3%
AIA
29
Absolute Investment Advisers
Florida
$413K – – –
QL
30
Quarry LP
New York
$413K – – –
TC
31
Trilogy Capital
California
$327K +$321K +27,309 New
Corient Private Wealth
32
Corient Private Wealth
Florida
$295K +$290K +24,654 New
RJA
33
Raymond James & Associates
Florida
$282K -$267K -22,700 -49%
AA
34
Apriem Advisors
California
$263K +$258K +22,000 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$247K -$160K -13,664 -40%
SPIA
36
Steward Partners Investment Advisory
New York
$243K +$4.7K +400 +2%
Ameriprise
37
Ameriprise
Minnesota
$239K – – –
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$211K -$89.8K -7,646 -30%
Millennium Management
39
Millennium Management
New York
$186K – – –
CWP
40
Core Wealth Partners
California
$183K – – –
NWM
41
Napa Wealth Management
California
$181K -$193K -16,456 -52%
Nomura Holdings
42
Nomura Holdings
Japan
$153K +$2.35K +200 +2%
IWC
43
Integrated Wealth Concepts
Massachusetts
$131K – – –
GRP
44
Global Retirement Partners
California
$122K – – –
PCIA
45
Prime Capital Investment Advisors
Kansas
$120K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
AF
47
Allworth Financial
California
$45K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$26.4K – – –
Bessemer Group
49
Bessemer Group
New Jersey
$18K +$17.6K +1,500 New
OIA
50
Optimum Investment Advisors
Illinois
$15.6K – – –
1
2
3

BFZ Hedge Fund Activity: Q2 2024 in Review

55 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2024, worth a combined $130M — down 1.6% from $132M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BFZ and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 12 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.72M. The largest seller was Almitas Capital, cutting an estimated $3.51M.

  • 55 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2024, down from 57 in Q1 2024.
  • Funds reported $130M of BlackRock CA Municipal Income Trust stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2024 and 7 closed out, a net change of -1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.72M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2024 was Almitas Capital, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2024.