We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

43 hedge funds and large institutions have $29.2M invested in BlackRock CA Municipal Income Trust in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

2% more funds holding

Funds holding: 4243 (+1)

0.39% less ownership

Funds ownership: 6.8%6.41% (-0.39%)

7% less capital invested

Capital invested by funds: $31.4M → $29.2M (-$2.24M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.99M -$66.6K -4,566 -1%
UBS Group
2
UBS Group
Switzerland
$4.8M -$65K -4,456 -1%
Morgan Stanley
3
Morgan Stanley
New York
$3.38M +$14.1K +968 +0.4%
Invesco
4
Invesco
Georgia
$2.86M -$114K -7,796 -4%
LPL Financial
5
LPL Financial
California
$2.31M -$19.2K -1,315 -0.8%
MIC
6
Meridian Investment Counsel
California
$1.06M +$294K +20,200 +38%
CRC
7
Curi RMB Capital
Illinois
$952K +$428K +29,329 +79%
Bank of America
8
Bank of America
North Carolina
$863K -$469K -32,173 -35%
Wells Fargo
9
Wells Fargo
California
$821K -$43K -2,953 -5%
DA
10
Doliver Advisors
Texas
$744K +$32.5K +2,229 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$464K +$37.8K +2,595 +9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$412K +$146 +10 +0%
RJA
13
Raymond James & Associates
Florida
$399K +$394 +27 +0.1%
SG Americas Securities
14
SG Americas Securities
New York
$362K +$370K +25,378 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$359K +$10.5K +719 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$347K -$292K -20,000 -45%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$294K
HCM
18
Hollencrest Capital Management
California
$258K
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$252K
CA
20
Cetera Advisors
Colorado
$224K +$30.8K +2,112 +16%
IWMPD
21
Integrated Wealth Management (Palm Desert)
California
$223K
GI
22
Glovista Investments
New Jersey
$214K
CG
23
Caprock Group
Idaho
$196K
WAM
24
Wolverine Asset Management
Illinois
$188K +$193K +13,220 New
LCM
25
Landscape Capital Management
New Jersey
$174K +$178K +12,199 New

BFZ Hedge Fund Activity: Q1 2017 in Review

43 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2017, worth a combined $29.2M — down 7.1% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BFZ positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $428K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.83M sold.

  • 43 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2017, up from 42 in Q4 2016.
  • Funds reported $29.2M of BlackRock CA Municipal Income Trust stock for Q1 2017, down 7.1% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2017 and 4 closed out, a net change of +2 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2017 was Curi RMB Capital, an estimated $428K added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2017 was Laurion Capital Management, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2017.