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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

22 hedge funds and large institutions have $17.7M invested in BlackRock CA Municipal Income Trust in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.22% less ownership

Funds ownership: 3.96%3.74% (-0.22%)

4% less capital invested

Capital invested by funds: $18.5M → $17.7M (-$784K)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$6.87M +$79.2K +5,319 +1%
GC
2
Guggenheim Capital
Illinois
$2.38M -$307K -20,605 -11%
Morgan Stanley
3
Morgan Stanley
New York
$1.75M -$650K -43,663 -27%
LPL Financial
4
LPL Financial
California
$1.69M -$60.3K -4,050 -3%
Invesco
5
Invesco
Georgia
$1.12M -$756K -50,738 -40%
Bank of America
6
Bank of America
North Carolina
$970K +$10.2K +688 +1%
MIC
7
Meridian Investment Counsel
California
$564K
Deutsche Bank
8
Deutsche Bank
Germany
$368K
Wells Fargo
9
Wells Fargo
California
$327K -$7.89K -530 -2%
BCM
10
Blume Capital Management
California
$319K +$308K +20,700 +2,654%
PWM
11
Perigon Wealth Management
California
$290K +$292K +19,576 New
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$262K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$260K +$261K +17,545 New
HCM
14
Hollencrest Capital Management
California
$239K +$24.9K +1,675 +12%
RFA
15
Reilly Financial Advisors
California
$78K +$328 +22 +0.4%
WT
16
Whittier Trust
California
$72K
Citigroup
17
Citigroup
New York
$37K -$1.16K -78 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$30K
Creative Planning
19
Creative Planning
Kansas
$22K +$21.8K +1,463 New
OIA
20
Optimum Investment Advisors
Illinois
$19K
AA
21
Apriem Advisors
California
$19K +$18.6K +1,250 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$9K
FAAS
23
First Allied Advisory Services
California
-$175K -11,972 Closed
SFSIG
24
San Francisco Sentry Investment Group
California
-$72K -4,886 Closed
NES
25
New England Securities
New York
-$14K -989 Closed

BFZ Hedge Fund Activity: Q2 2014 in Review

22 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2014, worth a combined $17.7M — down 4.2% from $18.5M a quarter earlier.

Fund positioning in BFZ was balanced in Q2 2014: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 6 trimmed.

The largest buyer was Blume Capital Management, adding an estimated $308K. The largest seller was Invesco, cutting an estimated $756K.

  • 22 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $17.7M of BlackRock CA Municipal Income Trust stock for Q2 2014, down 4.2% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2014 and 4 closed out, a net change of 0 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2014 was Blume Capital Management, an estimated $308K added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2014 was Invesco, an estimated $756K sold.

Based on aggregated 13F filings for Q2 2014.