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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

33 hedge funds and large institutions have $31.8M invested in BlackRock CA Municipal Income Trust in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

10% more funds holding

Funds holding: 3033 (+3)

0.61% less ownership

Funds ownership: 6.75%6.15% (-0.61%)

7% less capital invested

Capital invested by funds: $34.3M → $31.8M (-$2.53M)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.1M +$415K +25,863 +7%
UBS Group
2
UBS Group
Switzerland
$5.16M -$5.23M -326,317 -51%
LPL Financial
3
LPL Financial
California
$4.97M +$143K +8,896 +3%
Invesco
4
Invesco
Georgia
$3.5M +$779K +48,578 +29%
Morgan Stanley
5
Morgan Stanley
New York
$3.11M +$267K +16,661 +10%
AAM
6
Advisors Asset Management
Colorado
$1.83M -$79.1K -4,937 -4%
Bank of America
7
Bank of America
North Carolina
$1.23M +$270K +16,834 +29%
Wells Fargo
8
Wells Fargo
California
$1.15M +$106K +6,639 +10%
GI
9
Glovista Investments
New Jersey
$804K +$385K +24,000 +94%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$632K
MIC
11
Meridian Investment Counsel
California
$577K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$452K -$4.18K -261 -0.9%
Deutsche Bank
13
Deutsche Bank
Germany
$427K
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$334K
BOS
15
Bank of Stockton
California
$297K +$293K +18,300 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$287K
HCM
17
Hollencrest Capital Management
California
$262K
IWMPD
18
Integrated Wealth Management (Palm Desert)
California
$240K
RFA
19
Reilly Financial Advisors
California
$131K +$129K +8,072 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$75K +$16K +1,000 +28%
FWM
21
Focused Wealth Management
New York
$44K
AF
22
Allworth Financial
California
$41K
Citigroup
23
Citigroup
New York
$40K
Creative Planning
24
Creative Planning
Kansas
$32K -$71.3K -4,448 -69%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$24K

BFZ Hedge Fund Activity: Q1 2016 in Review

33 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2016, worth a combined $31.8M — down 7.4% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BFZ positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Invesco, adding an estimated $779K. The largest seller was UBS Group, cutting an estimated $5.23M.

  • 33 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2016, up from 30 in Q4 2015.
  • Funds reported $31.8M of BlackRock CA Municipal Income Trust stock for Q1 2016, down 7.4% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2016 and 1 closed out, a net change of +3 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2016 was Invesco, an estimated $779K added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2016 was UBS Group, an estimated $5.23M sold.

Based on aggregated 13F filings for Q1 2016.