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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

59 hedge funds and large institutions have $151M invested in BlackRock CA Municipal Income Trust in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $142M → $151M (+$9.1M)

2% more funds holding

Funds holding: 5859 (+1)

1.7% more ownership

Funds ownership: 31.47%33.17% (+1.7%)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
15
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$72M +$8.92M +631,243 +14%
1CP
2
1607 Capital Partners
Virginia
$10.6M +$1.53M +108,254 +17%
RCM
3
Rivernorth Capital Management
Florida
$8.1M +$7.98M +564,287 New
SIA
4
Sit Investment Associates
Minnesota
$8.08M -$18.5K -1,309 -0.2%
GC
5
Guggenheim Capital
Illinois
$5.85M -$92K -6,508 -2%
SCM
6
Saba Capital Management
New York
$4.95M -$5.32M -376,083 -52%
Morgan Stanley
7
Morgan Stanley
New York
$3.84M -$505K -35,740 -12%
Wells Fargo
8
Wells Fargo
California
$2.89M +$31.5K +2,232 +1%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.59M -$2.01M -142,100 -44%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.49M +$37.2K +2,630 +2%
DWM
11
Dakota Wealth Management
Florida
$2.42M +$237K +16,738 +11%
FFA
12
First Foundation Advisors
California
$2.41M -$237K -16,789 -9%
AAM
13
Advisors Asset Management
Colorado
$2.25M +$119K +8,427 +6%
HCM
14
Hollencrest Capital Management
California
$1.88M -$20.5K -1,447 -1%
OIM
15
Oder Investment Management
California
$1.81M -$30.2K -2,137 -2%
VCM
16
Vivaldi Capital Management
Illinois
$1.63M -$14.8K -1,044 -0.9%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.53M +$37.4K +2,644 +3%
UBS Group
18
UBS Group
Switzerland
$1.37M +$28.8K +2,040 +2%
MIC
19
Meridian Investment Counsel
California
$1.05M -$7.07K -500 -0.7%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$1.01M +$243K +17,159 +32%
C
21
Certuity
Florida
$867K
AWS
22
AJ Wealth Strategies
New York
$806K +$793K +56,107 New
MC
23
Matisse Capital
Oregon
$750K
KAS
24
Kestra Advisory Services
Texas
$696K -$388K -27,481 -36%
ACP
25
Aviance Capital Partners
Florida
$613K +$8.78K +621 +1%

BFZ Hedge Fund Activity: Q1 2021 in Review

59 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2021, worth a combined $151M — up 6.4% from $142M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BFZ positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.92M. The largest seller was Saba Capital Management, cutting an estimated $5.32M.

  • 59 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2021, up from 58 in Q4 2020.
  • Funds reported $151M of BlackRock CA Municipal Income Trust stock for Q1 2021, up 6.4% quarter-over-quarter.
  • 7 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2021 and 6 closed out, a net change of +1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2021 was Karpus Investment Management, an estimated $8.92M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2021 was Saba Capital Management, an estimated $5.32M sold.

Based on aggregated 13F filings for Q1 2021.