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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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37 hedge funds and large institutions have $33.1M invested in BlackRock CA Municipal Income Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

12% more funds holding

Funds holding: 33 → 37 (+4)

4% more capital invested

Capital invested by funds: $31.8M → $33.1M (+$1.28M)

0.01% less ownership

Funds ownership: 6.15% → 6.14% (-0.01%)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.13M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$422K
3
GC
Guggenheim Capital
Illinois
+$341K
4
VKH
Virtu KCG Holdings
New York
+$282K
5
IA
IFP Advisors
Florida
+$207K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.48M
2
BOS
Bank of Stockton
California
-$297K
3
Morgan Stanley
Morgan Stanley
New York
-$218K
4
AAM
Advisors Asset Management
Colorado
-$151K
5
Wells Fargo
Wells Fargo
California
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.7M +$341K +20,697 +6%
UBS Group
2
UBS Group
Switzerland
$5.27M -$89.8K -5,449 -2%
Invesco
3
Invesco
Georgia
$4.79M +$1.13M +68,361 +32%
Morgan Stanley
4
Morgan Stanley
New York
$3.01M -$218K -13,196 -7%
LPL Financial
5
LPL Financial
California
$2.64M -$2.48M -150,518 -49%
AAM
6
Advisors Asset Management
Colorado
$1.75M -$151K -9,157 -8%
Bank of America
7
Bank of America
North Carolina
$1.41M +$128K +7,744 +10%
Wells Fargo
8
Wells Fargo
California
$1.09M -$102K -6,193 -9%
GI
9
Glovista Investments
New Jersey
$896K +$57.7K +3,500 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$831K +$169K +10,267 +26%
MIC
11
Meridian Investment Counsel
California
$549K -$49.5K -3,000 -8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$511K +$422K +25,605 +558%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$508K +$37K +2,243 +8%
Deutsche Bank
14
Deutsche Bank
Germany
$444K – – –
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$348K – – –
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$298K – – –
VKH
17
Virtu KCG Holdings
New York
$289K +$282K +17,113 New
HCM
18
Hollencrest Capital Management
California
$273K – – –
IWMPD
19
Integrated Wealth Management (Palm Desert)
California
$250K – – –
IA
20
IFP Advisors
Florida
$218K +$207K +12,533 +3,369%
TIA
21
Tiemann Investment Advisors
California
$201K +$196K +11,891 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$189K +$184K +11,185 New
RFA
23
Reilly Financial Advisors
California
$137K +$148 +9 +0.1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$135K +$115K +6,987 +680%
PWM
25
Perigon Wealth Management
California
$89K +$86.7K +5,258 New
1
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BFZ Hedge Fund Activity: Q2 2016 in Review

37 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2016, worth a combined $33.1M — up 4% from $31.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BFZ positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Invesco, adding an estimated $1.13M. The largest seller was LPL Financial, cutting an estimated $2.48M.

  • 37 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2016, up from 33 in Q1 2016.
  • Funds reported $33.1M of BlackRock CA Municipal Income Trust stock for Q2 2016, up 4% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2016 and 2 closed out, a net change of +4 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2016 was Invesco, an estimated $1.13M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2016 was LPL Financial, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2016.