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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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52 hedge funds and large institutions have $117M invested in BlackRock CA Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.86% less ownership

Funds ownership: 36.08% → 32.22% (-3.9%)

5% less funds holding

Funds holding: 55 → 52 (-3)

10% less capital invested

Capital invested by funds: $130M → $117M (-$12.7M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$959K
2
LPL Financial
LPL Financial
California
+$750K
3
AWS
Atria Wealth Solutions
New York
+$570K
4
RCM
Robinson Capital Management
Michigan
+$372K
5
WAM
Wolverine Asset Management
Illinois
+$307K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$8.83M
2
COLIM
City of London Investment Management
United Kingdom
-$2.69M
3
AC
Almitas Capital
California
-$1.45M
4
RCM
Rivernorth Capital Management
Florida
-$1.06M
5
BI
Bulldog Investors
New Jersey
-$753K
Name Holding Trade Value Shares
Change 		Change in
Stake
QL
26
Quarry LP
New York
$418K – – –
WAM
27
Wolverine Asset Management
Illinois
$309K +$307K +25,565 New
RJA
28
Raymond James & Associates
Florida
$285K – – –
AA
29
Apriem Advisors
California
$266K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$264K -$206K -17,196 -44%
RCG
31
Regatta Capital Group
California
$254K -$364K -30,365 -59%
CWS
32
Cypress Wealth Services
California
$250K +$248K +20,700 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$249K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$246K +$1.2K +100 +0.5%
Ameriprise
35
Ameriprise
Minnesota
$242K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$190K +$188K +15,700 New
Millennium Management
37
Millennium Management
New York
$188K – – –
CWP
38
Core Wealth Partners
California
$185K – – –
FFA
39
Farther Finance Advisors
California
$170K +$169K +14,084 New
NWM
40
Napa Wealth Management
California
$165K -$18K -1,500 -10%
IWC
41
Integrated Wealth Concepts
Massachusetts
$132K – – –
GRP
42
Global Retirement Partners
California
$123K – – –
PCIA
43
Prime Capital Investment Advisors
Kansas
$121K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
AF
45
Allworth Financial
California
$45.6K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$26.7K – – –
OIA
47
Optimum Investment Advisors
Illinois
$15.7K – – –
Comerica Bank
48
Comerica Bank
Texas
$14K – – –
OC
49
Oarsman Capital
Wisconsin
$12.1K +$12K +1,000 New
MWM
50
Mascoma Wealth Management
New Hampshire
$8.35K – – –
1
2
3

BFZ Hedge Fund Activity: Q3 2024 in Review

52 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2024, worth a combined $117M — down 9.8% from $130M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BFZ and 7 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 8 added.

The largest buyer was Trilogy Capital, adding an estimated $959K. The largest seller was Sit Investment Associates, cutting an estimated $8.83M.

  • 52 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2024, down from 55 in Q2 2024.
  • Funds reported $117M of BlackRock CA Municipal Income Trust stock for Q3 2024, down 9.8% quarter-over-quarter.
  • 7 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2024 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2024 was Trilogy Capital, an estimated $959K added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2024 was Sit Investment Associates, an estimated $8.83M sold.

Based on aggregated 13F filings for Q3 2024.