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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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65 hedge funds and large institutions have $118M invested in BlackRock CA Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 36.77% → 36.74% (-0.04%)

7% less funds holding

Funds holding: 70 → 65 (-5)

9% less capital invested

Capital invested by funds: $130M → $118M (-$11.9M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
24
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$3.29M
2
Wells Fargo
Wells Fargo
California
+$1.57M
3
RCG
Regatta Capital Group
California
+$1.31M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$999K
5
Morgan Stanley
Morgan Stanley
New York
+$544K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$7.12M
2
RCM
Rivernorth Capital Management
Florida
-$909K
3
MC
Matisse Capital
Oregon
-$827K
4
MSL
Mackay Shields LLC
New York
-$687K
5
SMH
Sanders Morris Harris
Texas
-$498K
Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
51
Clare Market Investments
Texas
$104K -$45.4K -4,017 -28%
SG
52
Stonnington Group
California
$103K – – –
GRP
53
Global Retirement Partners
California
$72K +$1.23K +109 +2%
AF
54
Allworth Financial
California
$39K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
WT
56
Whittier Trust
California
$20K – – –
FWM
57
Focused Wealth Management
New York
$15K – – –
US Bancorp
58
US Bancorp
Minnesota
$15K – – –
OIA
59
Optimum Investment Advisors
Illinois
$13K – – –
UB
60
UMB Bank
Missouri
$11K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
MWM
62
Mascoma Wealth Management
New Hampshire
$7K – – –
FIA
63
FNY Investment Advisers
New York
$3K – – –
JP Morgan Chase
64
JP Morgan Chase
New York
$1K +$881 +78 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$176 +$15.3K +1,351 +10%
MC
66
Matisse Capital
Oregon
– -$827K -73,008 Closed
MSL
67
Mackay Shields LLC
New York
– -$687K -60,663 Closed
SMH
68
Sanders Morris Harris
Texas
– -$498K -43,601 Closed
NLP
69
Next Level Private
New York
– -$444K -39,180 Closed
AC
70
Almitas Capital
California
– -$330K -29,133 Closed
LCM
71
Landscape Capital Management
New Jersey
– -$161K -14,175 Closed
RCA
72
Resonant Capital Advisors
Wisconsin
– -$151K -13,300 Closed
WAM
73
Wolverine Asset Management
Illinois
– -$99K -8,757 Closed
SWM
74
SeaCrest Wealth Management
New York
– -$20K -1,800 Closed
1 2
3

BFZ Hedge Fund Activity: Q3 2022 in Review

65 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2022, worth a combined $118M — down 9.2% from $130M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BFZ and 4 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 24 added.

The largest buyer was Saba Capital Management, adding an estimated $3.29M. The largest seller was Karpus Investment Management, cutting an estimated $7.12M.

  • 65 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2022, down from 70 in Q2 2022.
  • Funds reported $118M of BlackRock CA Municipal Income Trust stock for Q3 2022, down 9.2% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2022 and 9 closed out, a net change of -5 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2022 was Saba Capital Management, an estimated $3.29M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2022 was Karpus Investment Management, an estimated $7.12M sold.

Based on aggregated 13F filings for Q3 2022.