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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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23 hedge funds and large institutions have $25.8M invested in BlackRock CA Municipal Income Trust in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0% less capital invested

Capital invested by funds: $25.8M → $25.8M (-$40K)

0.21% less ownership

Funds ownership: 5.57% → 5.36% (-0.21%)

18% less funds holding

Funds holding: 28 → 23 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
23
Holders Change
-5
Holders Change %
-17.86%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$687K
2
Invesco
Invesco
Georgia
+$538K
3
Morgan Stanley
Morgan Stanley
New York
+$292K
4
UBS Group
UBS Group
Switzerland
+$98.7K
5
Creative Planning
Creative Planning
Kansas
+$29.3K

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$668K
2
BCM
Blume Capital Management
California
-$569K
3
DA
Doliver Advisors
Texas
-$353K
4
Bank of America
Bank of America
North Carolina
-$348K
5
Goldman Sachs
Goldman Sachs
New York
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.85M +$98.7K +6,687 +1%
GC
2
Guggenheim Capital
Illinois
$3.81M +$687K +46,529 +23%
Morgan Stanley
3
Morgan Stanley
New York
$2.34M +$292K +19,789 +15%
LPL Financial
4
LPL Financial
California
$1.97M -$83.2K -5,634 -4%
AAM
5
Advisors Asset Management
Colorado
$1.9M -$55.4K -3,756 -3%
Invesco
6
Invesco
Georgia
$1.47M +$538K +36,437 +59%
Bank of America
7
Bank of America
North Carolina
$950K -$348K -23,588 -27%
Wells Fargo
8
Wells Fargo
California
$723K -$44.3K -2,999 -6%
MIC
9
Meridian Investment Counsel
California
$535K – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$399K +$753 +51 +0.2%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$378K – – –
Deutsche Bank
12
Deutsche Bank
Germany
$373K – – –
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$266K – – –
HCM
14
Hollencrest Capital Management
California
$244K – – –
IWMPD
15
Integrated Wealth Management (Palm Desert)
California
$223K – – –
RFA
16
Reilly Financial Advisors
California
$136K +$17.1K +1,157 +15%
Citigroup
17
Citigroup
New York
$46K +$546 +37 +1%
AF
18
Allworth Financial
California
$38K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$30K – – –
Creative Planning
20
Creative Planning
Kansas
$30K +$29.3K +1,986 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$22K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$18K – – –
BCM
23
Blume Capital Management
California
$6K -$569K -38,549 -99%
VKH
24
Virtu KCG Holdings
New York
– -$668K -46,031 Closed
DA
25
Doliver Advisors
Texas
– -$353K -24,336 Closed
1
2

BFZ Hedge Fund Activity: Q3 2015 in Review

23 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2015, worth a combined $25.8M — down 0.16% from $25.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BFZ and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Guggenheim Capital, adding an estimated $687K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $668K sold.

  • 23 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2015, down from 28 in Q2 2015.
  • Funds reported $25.8M of BlackRock CA Municipal Income Trust stock for Q3 2015, down 0.16% quarter-over-quarter.
  • 1 fund opened new BlackRock CA Municipal Income Trust positions in Q3 2015 and 6 closed out, a net change of -5 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2015 was Guggenheim Capital, an estimated $687K added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2015 was Virtu KCG Holdings, an estimated $668K sold.

Based on aggregated 13F filings for Q3 2015.