We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

42 hedge funds and large institutions have $31.1M invested in BlackRock CA Municipal Income Trust in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $29.2M → $31.1M (+$1.98M)

0.39% more ownership

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

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 4342 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.78M -$244K -16,970 -4%
UBS Group
2
UBS Group
Switzerland
$5.17M +$338K +23,574 +7%
Morgan Stanley
3
Morgan Stanley
New York
$3.69M +$281K +19,563 +8%
LCM
4
Laurion Capital Management
New York
$3.53M +$3.53M +245,907 New
Invesco
5
Invesco
Georgia
$2.52M -$362K -25,255 -13%
MIC
6
Meridian Investment Counsel
California
$1.27M +$208K +14,500 +20%
DA
7
Doliver Advisors
Texas
$1.13M +$379K +26,403 +51%
Wells Fargo
8
Wells Fargo
California
$990K +$164K +11,440 +20%
AAM
9
Advisors Asset Management
Colorado
$716K +$693K +48,318 +3,095%
Bank of America
10
Bank of America
North Carolina
$630K -$238K -16,600 -27%
CRC
11
Curi RMB Capital
Illinois
$460K -$497K -34,660 -52%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$443K -$23.9K -1,665 -5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$427K +$13.5K +944 +3%
WAM
14
Wolverine Asset Management
Illinois
$412K +$222K +15,456 +117%
RJA
15
Raymond James & Associates
Florida
$393K -$8.47K -590 -2%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$295K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$272K -$89.4K -6,229 -25%
HCM
18
Hollencrest Capital Management
California
$260K
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$254K
CA
20
Cetera Advisors
Colorado
$226K
GI
21
Glovista Investments
New Jersey
$216K
LSA
22
L & S Advisors
California
$212K +$212K +14,765 New
Millennium Management
23
Millennium Management
New York
$198K +$25K +1,744 +14%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$182K -$167K -11,643 -48%
LCM
25
Landscape Capital Management
New Jersey
$182K +$6.77K +472 +4%

BFZ Hedge Fund Activity: Q2 2017 in Review

42 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2017, worth a combined $31.1M — up 6.8% from $29.2M a quarter earlier.

Fund positioning in BFZ was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 10 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $3.53M. The largest seller was LPL Financial, cutting an estimated $2.17M.

  • 42 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2017, down from 43 in Q1 2017.
  • Funds reported $31.1M of BlackRock CA Municipal Income Trust stock for Q2 2017, up 6.8% quarter-over-quarter.
  • 3 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2017 was Laurion Capital Management, an estimated $3.53M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2017 was LPL Financial, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2017.