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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

30 hedge funds and large institutions have $34.3M invested in BlackRock CA Municipal Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

33% more capital invested

Capital invested by funds: $25.8M → $34.3M (+$8.58M)

30% more funds holding

Funds holding: 2330 (+7)

1.39% more ownership

Funds ownership: 5.36%6.75% (+1.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $128K

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
6
Closed
1
Calls
Puts
$128K
Net Calls
-$128K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.3M -$155K -9,977 -2%
GC
2
Guggenheim Capital
Illinois
$5.58M +$1.5M +96,579 +38%
LPL Financial
3
LPL Financial
California
$4.74M +$2.61M +167,998 +130%
Morgan Stanley
4
Morgan Stanley
New York
$2.79M +$300K +19,324 +12%
Invesco
5
Invesco
Georgia
$2.66M +$1.07M +68,918 +70%
AAM
6
Advisors Asset Management
Colorado
$1.88M -$131K -8,454 -7%
Wells Fargo
7
Wells Fargo
California
$1.02M +$253K +16,315 +34%
Bank of America
8
Bank of America
North Carolina
$941K -$64.2K -4,139 -7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$620K +$603K +38,895 New
MIC
10
Meridian Investment Counsel
California
$566K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$448K +$24.7K +1,593 +6%
Deutsche Bank
12
Deutsche Bank
Germany
$419K +$23.3K +1,500 +6%
GI
13
Glovista Investments
New Jersey
$407K +$396K +25,500 New
VKH
14
Virtu KCG Holdings
New York
$395K +$385K +24,793 New
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$328K -$70.2K -4,526 -18%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$282K
HCM
17
Hollencrest Capital Management
California
$258K
IWMPD
18
Integrated Wealth Management (Palm Desert)
California
$236K
IA
19
IFP Advisors
Florida
$148K +$144K +9,295 New
Creative Planning
20
Creative Planning
Kansas
$103K +$69K +4,448 +224%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$57K +$24.7K +1,590 +80%
FWM
22
Focused Wealth Management
New York
$43K +$41.9K +2,700 New
Citigroup
23
Citigroup
New York
$40K -$8.94K -576 -19%
AF
24
Allworth Financial
California
$40K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$24K

BFZ Hedge Fund Activity: Q4 2015 in Review

30 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2015, worth a combined $34.3M — up 33% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BFZ positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.61M. The largest seller was UBS Group, cutting an estimated $155K.

  • 30 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2015, up from 23 in Q3 2015.
  • Funds reported $34.3M of BlackRock CA Municipal Income Trust stock for Q4 2015, up 33% quarter-over-quarter.
  • 8 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2015 and 1 closed out, a net change of +7 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2015 was LPL Financial, an estimated $2.61M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2015 was UBS Group, an estimated $155K sold.

Based on aggregated 13F filings for Q4 2015.