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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

38 hedge funds and large institutions have $30.8M invested in BlackRock CA Municipal Income Trust in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 6.8%6.66% (-0.13%)

1% less capital invested

Capital invested by funds: $31.1M → $30.8M (-$324K)

10% less funds holding

Funds holding: 4238 (-4)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.5M +$671K +46,210 +11%
UBS Group
2
UBS Group
Switzerland
$6.29M +$1.07M +73,528 +20%
Morgan Stanley
3
Morgan Stanley
New York
$3.77M +$47.2K +3,245 +1%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$2.48M +$2.48M +170,866 New
Invesco
5
Invesco
Georgia
$2.25M -$287K -19,774 -11%
MIC
6
Meridian Investment Counsel
California
$1.28M
AAM
7
Advisors Asset Management
Colorado
$971K +$250K +17,177 +34%
DA
8
Doliver Advisors
Texas
$936K -$203K -13,949 -18%
Wells Fargo
9
Wells Fargo
California
$879K -$121K -8,310 -12%
LCM
10
Laurion Capital Management
New York
$604K -$2.97M -204,218 -83%
Bank of America
11
Bank of America
North Carolina
$542K -$93.9K -6,463 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$410K -$37.3K -2,567 -8%
RJA
13
Raymond James & Associates
Florida
$398K +$552 +38 +0.1%
VCM
14
Vivaldi Capital Management
Illinois
$386K +$387K +26,634 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$324K +$141K +9,697 +77%
HCM
16
Hollencrest Capital Management
California
$312K +$50.1K +3,445 +19%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$298K
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$256K
GI
19
Glovista Investments
New Jersey
$218K
WAM
20
Wolverine Asset Management
Illinois
$184K -$232K -15,987 -56%
LNWWM
21
Laird Norton Wetherby Wealth Management
California
$178K +$179K +12,296 New
Millennium Management
22
Millennium Management
New York
$167K -$33K -2,273 -16%
LPL Financial
23
LPL Financial
California
$158K -$1.37K -94 -0.9%
LWAC
24
Laurel Wealth Advisors (California)
California
$151K -$19.5K -1,341 -11%
LSA
25
L & S Advisors
California
$149K -$65.7K -4,520 -31%

BFZ Hedge Fund Activity: Q3 2017 in Review

38 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2017, worth a combined $30.8M — down 1% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BFZ and 4 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 8 added.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $2.48M. The largest seller was Laurion Capital Management, cutting an estimated $2.97M.

  • 38 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2017, down from 42 in Q2 2017.
  • Funds reported $30.8M of BlackRock CA Municipal Income Trust stock for Q3 2017, down 1% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2017 and 8 closed out, a net change of -4 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2017 was Fiera Capital (Canada), an estimated $2.48M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2017 was Laurion Capital Management, an estimated $2.97M sold.

Based on aggregated 13F filings for Q3 2017.