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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

70 hedge funds and large institutions have $130M invested in BlackRock CA Municipal Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 6970 (+1)

0.79% more ownership

Funds ownership: 35.98%36.77% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $138M → $130M (-$7.96M)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
24
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MKT Advisors
California
$160K
RCA
52
Resonant Capital Advisors
Wisconsin
$151K +$151K +13,300 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$130K +$353 +31 +0.3%
SW
54
SteelPeak Wealth
California
$119K
WWM
55
Western Wealth Management
Colorado
$119K +$119K +10,450 New
SG
56
Stonnington Group
California
$114K
WAM
57
Wolverine Asset Management
Illinois
$99K +$99.7K +8,757 New
GRP
58
Global Retirement Partners
California
$80K +$296 +26 +0.4%
AF
59
Allworth Financial
California
$43K -$17.1K -1,500 -28%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$25K
WT
61
Whittier Trust
California
$23K
SWM
62
SeaCrest Wealth Management
New York
$20K +$20.5K +1,800 New
FWM
63
Focused Wealth Management
New York
$17K
US Bancorp
64
US Bancorp
Minnesota
$17K
OIA
65
Optimum Investment Advisors
Illinois
$15K
UB
66
UMB Bank
Missouri
$12K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$11K
MWM
68
Mascoma Wealth Management
New Hampshire
$8K +$7.86K +691 New
FIA
69
FNY Investment Advisers
New York
$3K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$171 +$1.23K +108 +0.8%
MCA
71
Magnolia Capital Advisors
Mississippi
-$1.93M -157,090 Closed
AWS
72
AJ Wealth Strategies
New York
-$621K -50,562 Closed
DADC
73
D.A. Davidson & Co
Montana
-$263K -21,386 Closed
FFA
74
First Foundation Advisors
California
-$208K -16,942 Closed
MGIA
75
Moneta Group Investment Advisors
Missouri
-$205K -16,694 Closed

BFZ Hedge Fund Activity: Q2 2022 in Review

70 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2022, worth a combined $130M — down 5.8% from $138M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BFZ positions and 7 closed out — a net gain of 1 holder — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Allspring Global Investments, opening a new position worth an estimated $3.7M. The largest seller was Karpus Investment Management, cutting an estimated $8.52M.

  • 70 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2022, up from 69 in Q1 2022.
  • Funds reported $130M of BlackRock CA Municipal Income Trust stock for Q2 2022, down 5.8% quarter-over-quarter.
  • 8 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2022 and 7 closed out, a net change of +1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2022 was Allspring Global Investments, an estimated $3.7M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2022 was Karpus Investment Management, an estimated $8.52M sold.

Based on aggregated 13F filings for Q2 2022.