We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

28 hedge funds and large institutions have $25.6M invested in BlackRock CA Municipal Income Trust in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $21.3M → $25.6M (+$4.25M)

8% more funds holding

Funds holding: 2628 (+2)

0.7% more ownership

Funds ownership: 4.47%5.17% (+0.7%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.2M +$3.67M +237,506 +57%
GC
2
Guggenheim Capital
Illinois
$3.31M +$559K +36,188 +20%
Bank of America
3
Bank of America
North Carolina
$2.15M +$20.1K +1,300 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$2.08M +$86.4K +5,596 +4%
LPL Financial
5
LPL Financial
California
$2.06M +$261K +16,882 +15%
AAM
6
Advisors Asset Management
Colorado
$1.28M +$901K +58,361 +244%
Deutsche Bank
7
Deutsche Bank
Germany
$770K +$383K +24,815 +100%
MIC
8
Meridian Investment Counsel
California
$591K
Wells Fargo
9
Wells Fargo
California
$484K +$144K +9,325 +43%
Invesco
10
Invesco
Georgia
$477K -$142K -9,231 -23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$413K -$54.9K -3,556 -12%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$390K -$75.6K -4,900 -16%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$274K
HCM
14
Hollencrest Capital Management
California
$251K
IWMPD
15
Integrated Wealth Management (Palm Desert)
California
$229K +$228K +14,775 New
VKH
16
Virtu KCG Holdings
New York
$180K +$179K +11,608 New
RFA
17
Reilly Financial Advisors
California
$114K +$494 +32 +0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$99K
WT
19
Whittier Trust
California
$75K
Citigroup
20
Citigroup
New York
$39K
AF
21
Allworth Financial
California
$39K +$39.1K +2,531 New
Creative Planning
22
Creative Planning
Kansas
$31K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$23K +$22.9K +1,481 New
OIA
24
Optimum Investment Advisors
Illinois
$20K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$15K +$5.82K +377 +63%

BFZ Hedge Fund Activity: Q1 2015 in Review

28 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2015, worth a combined $25.6M — up 20% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BFZ positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $3.67M. The largest seller was Samson Capital Advisors, exiting entirely with an estimated $1.58M sold.

  • 28 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2015, up from 26 in Q4 2014.
  • Funds reported $25.6M of BlackRock CA Municipal Income Trust stock for Q1 2015, up 20% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2015 and 4 closed out, a net change of +2 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2015 was UBS Group, an estimated $3.67M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2015 was Samson Capital Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2015.