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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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58 hedge funds and large institutions have $103M invested in BlackRock CA Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

12% more funds holding

Funds holding: 52 → 58 (+6)

1.55% less ownership

Funds ownership: 32.22% → 30.67% (-1.5%)

12% less capital invested

Capital invested by funds: $117M → $103M (-$13.8M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$3.76M
2
Bank of America
Bank of America
North Carolina
+$796K
3
Ameriprise
Ameriprise
Minnesota
+$580K
4
RAM
Readystate Asset Management
Illinois
+$452K
5
MG
Marex Group
+$247K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.27M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.71M
3
Morgan Stanley
Morgan Stanley
New York
-$1.71M
4
GC
Guggenheim Capital
Illinois
-$1.42M
5
AC
Almitas Capital
California
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
QL
26
Quarry LP
New York
$387K – – –
WAM
27
Wolverine Asset Management
Illinois
$382K +$99.8K +8,505 +33%
MIC
28
Meridian Investment Counsel
California
$355K -$114K -9,700 -23%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$257K +$12.2K +1,037 +5%
AA
30
Apriem Advisors
California
$246K – – –
MG
31
Marex Group
$236K +$247K +21,083 New
RCG
32
Regatta Capital Group
California
$235K – – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$231K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$221K -$7.67K -654 -3%
AWS
35
Atria Wealth Solutions
New York
$196K -$352K -30,000 -63%
Millennium Management
36
Millennium Management
New York
$174K – – –
CWP
37
Core Wealth Partners
California
$172K – – –
NBWM
38
North Berkeley Wealth Management
California
$169K +$177K +15,096 New
FFA
39
Farther Finance Advisors
California
$158K – – –
NWM
40
Napa Wealth Management
California
$153K – – –
Nomura Holdings
41
Nomura Holdings
Japan
$150K +$157K +13,423 New
LCM
42
Landscape Capital Management
New Jersey
$147K +$154K +13,108 New
Jane Street
43
Jane Street
New York
$138K +$144K +12,281 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$136K +$143K +12,152 New
IWC
45
Integrated Wealth Concepts
Massachusetts
$122K – – –
GSWM
46
Golden State Wealth Management
California
$118K +$124K +10,572 New
PCIA
47
Prime Capital Investment Advisors
Kansas
$112K – – –
GRP
48
Global Retirement Partners
California
$89.6K -$25.3K -2,159 -21%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$69K +$27K +2,305 +60%
EC
50
Elequin Capital
New York
$52.3K +$54.7K +4,666 New
1
2
3

BFZ Hedge Fund Activity: Q4 2024 in Review

58 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2024, worth a combined $103M — down 12% from $117M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BFZ positions and 4 closed out — a net gain of 8 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $3.76M. The largest seller was Sit Investment Associates, cutting an estimated $4.27M.

  • 58 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $103M of BlackRock CA Municipal Income Trust stock for Q4 2024, down 12% quarter-over-quarter.
  • 12 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2024 was City of London Investment Management, an estimated $3.76M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2024 was Sit Investment Associates, an estimated $4.27M sold.

Based on aggregated 13F filings for Q4 2024.