We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

35 hedge funds and large institutions have $34.5M invested in BlackRock CA Municipal Income Trust in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

4% more capital invested

Capital invested by funds: $33.1M → $34.5M (+$1.42M)

0.41% more ownership

Funds ownership: 6.14%6.55% (+0.41%)

5% less funds holding

Funds holding: 3735 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.38M +$857K +51,314 +13%
UBS Group
2
UBS Group
Switzerland
$5.59M +$435K +26,037 +8%
Invesco
3
Invesco
Georgia
$4.41M -$283K -16,972 -6%
Morgan Stanley
4
Morgan Stanley
New York
$3.85M +$916K +54,848 +31%
LPL Financial
5
LPL Financial
California
$2.59M +$27.6K +1,655 +1%
Bank of America
6
Bank of America
North Carolina
$1.67M +$287K +17,201 +21%
AAM
7
Advisors Asset Management
Colorado
$1.59M -$115K -6,866 -7%
Wells Fargo
8
Wells Fargo
California
$1.09M +$14.5K +871 +1%
GI
9
Glovista Investments
New Jersey
$827K -$50.1K -3,000 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$814K
MIC
11
Meridian Investment Counsel
California
$538K
RJA
12
Raymond James & Associates
Florida
$526K +$531K +31,771 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$515K +$14.7K +879 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$506K +$8.84K +529 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$457K +$274K +16,401 +147%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$340K
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$292K
HCM
18
Hollencrest Capital Management
California
$267K
PWM
19
Perigon Wealth Management
California
$204K +$117K +7,000 +133%
TIA
20
Tiemann Investment Advisors
California
$197K
CA
21
Cetera Advisors
Colorado
$169K +$170K +10,174 New
IA
22
IFP Advisors
Florida
$162K -$52.4K -3,140 -24%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$133K
RFA
24
Reilly Financial Advisors
California
$105K -$29.3K -1,756 -22%
WT
25
Whittier Trust
California
$49K +$49.9K +2,986 New

BFZ Hedge Fund Activity: Q3 2016 in Review

35 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2016, worth a combined $34.5M — up 4.3% from $33.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BFZ and 4 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $916K. The largest seller was Deutsche Bank, exiting entirely with an estimated $444K sold.

  • 35 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2016, down from 37 in Q2 2016.
  • Funds reported $34.5M of BlackRock CA Municipal Income Trust stock for Q3 2016, up 4.3% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2016 and 6 closed out, a net change of -2 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2016 was Morgan Stanley, an estimated $916K added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2016 was Deutsche Bank, an estimated $444K sold.

Based on aggregated 13F filings for Q3 2016.