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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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26 hedge funds and large institutions have $21.3M invested in BlackRock CA Municipal Income Trust in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $19.2M → $21.3M (+$2.13M)

8% more funds holding

Funds holding: 24 → 26 (+2)

0.32% more ownership

Funds ownership: 4.15% → 4.47% (+0.32%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.04M
2
AAM
Advisors Asset Management
Colorado
+$354K
3
SG Americas Securities
SG Americas Securities
New York
+$290K
4
Morgan Stanley
Morgan Stanley
New York
+$287K
5
LPL Financial
LPL Financial
California
+$40.9K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$887K
2
DA
Doliver Advisors
Texas
-$702K
3
LCM
Landscape Capital Management
New Jersey
-$170K
4
GC
Guggenheim Capital
Illinois
-$25.4K
5
Creative Planning
Creative Planning
Kansas
-$21.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.24M +$6.17M +416,462 New
GC
2
Guggenheim Capital
Illinois
$2.65M -$25.4K -1,714 -1%
Bank of America
3
Bank of America
North Carolina
$2.05M +$1.04M +70,499 +106%
Morgan Stanley
4
Morgan Stanley
New York
$1.92M +$287K +19,366 +18%
LPL Financial
5
LPL Financial
California
$1.74M +$40.9K +2,758 +2%
SCA
6
Samson Capital Advisors
New York
$1.58M +$1.56M +105,341 New
BCM
7
Blume Capital Management
California
$849K – – –
Invesco
8
Invesco
Georgia
$598K -$5.56K -375 -0.9%
MIC
9
Meridian Investment Counsel
California
$569K – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$452K -$10.8K -727 -2%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$449K – – –
Deutsche Bank
12
Deutsche Bank
Germany
$371K – – –
AAM
13
Advisors Asset Management
Colorado
$358K +$354K +23,916 New
Wells Fargo
14
Wells Fargo
California
$327K +$15.4K +1,040 +5%
SG Americas Securities
15
SG Americas Securities
New York
$293K +$290K +19,554 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$264K – – –
HCM
17
Hollencrest Capital Management
California
$242K – – –
RFA
18
Reilly Financial Advisors
California
$109K +$30.1K +2,028 +38%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$96K – – –
WT
20
Whittier Trust
California
$72K – – –
Citigroup
21
Citigroup
New York
$37K – – –
Creative Planning
22
Creative Planning
Kansas
$30K -$21.7K -1,463 -42%
OIA
23
Optimum Investment Advisors
Illinois
$19K – – –
NPC
24
National Planning Corporation
California
$17.9K +$17.3K +1,170 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$9K – – –
1
2

BFZ Hedge Fund Activity: Q4 2014 in Review

26 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2014, worth a combined $21.3M — up 11% from $19.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BFZ positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $1.04M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $887K sold.

  • 26 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2014, up from 24 in Q3 2014.
  • Funds reported $21.3M of BlackRock CA Municipal Income Trust stock for Q4 2014, up 11% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2014 and 3 closed out, a net change of +3 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2014 was Bank of America, an estimated $1.04M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2014 was Wolverine Asset Management, an estimated $887K sold.

Based on aggregated 13F filings for Q4 2014.