We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

58 hedge funds and large institutions have $154M invested in BlackRock CA Municipal Income Trust in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $151M → $154M (+$3.48M)

0.23% less ownership

Funds ownership: 33.17%32.94% (-0.23%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

2% less funds holding

Funds holding: 5958 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
16
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$72.4M -$2.69M -182,964 -4%
RCM
2
Rivernorth Capital Management
Florida
$13.5M +$4.94M +335,979 +60%
1CP
3
1607 Capital Partners
Virginia
$11.1M +$103K +7,000 +1%
SIA
4
Sit Investment Associates
Minnesota
$8.43M
GC
5
Guggenheim Capital
Illinois
$6.55M +$433K +29,423 +7%
Morgan Stanley
6
Morgan Stanley
New York
$3.88M -$126K -8,559 -3%
SCM
7
Saba Capital Management
New York
$3.21M -$1.92M -130,872 -38%
Wells Fargo
8
Wells Fargo
California
$3.08M +$59.6K +4,049 +2%
DWM
9
Dakota Wealth Management
Florida
$2.42M -$104K -7,100 -4%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$2.38M -$326K -22,165 -12%
FFA
11
First Foundation Advisors
California
$2.18M -$330K -22,422 -13%
HCM
12
Hollencrest Capital Management
California
$1.96M +$2.88K +196 +0.2%
OIM
13
Oder Investment Management
California
$1.86M -$33.6K -2,281 -2%
VCM
14
Vivaldi Capital Management
Illinois
$1.61M -$47.7K -3,241 -3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.6M
UBS Group
16
UBS Group
Switzerland
$1.22M -$209K -14,215 -15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.11M -$1.46M -99,281 -57%
MIC
18
Meridian Investment Counsel
California
$1.1M
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$1.07M +$12.4K +840 +1%
COLIM
20
City of London Investment Management
United Kingdom
$1.07M +$644K +43,808 +160%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$923K +$442K +30,020 +95%
C
22
Certuity
Florida
$905K
KAS
23
Kestra Advisory Services
Texas
$855K +$126K +8,563 +18%
ACP
24
Aviance Capital Partners
Florida
$772K +$129K +8,765 +21%
MC
25
Matisse Capital
Oregon
$747K -$36K -2,446 -5%

BFZ Hedge Fund Activity: Q2 2021 in Review

58 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2021, worth a combined $154M — up 2.3% from $151M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BFZ and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 16 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.94M. The largest seller was Karpus Investment Management, cutting an estimated $2.69M.

  • 58 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2021, down from 59 in Q1 2021.
  • Funds reported $154M of BlackRock CA Municipal Income Trust stock for Q2 2021, up 2.3% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2021 and 7 closed out, a net change of -1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2021 was Rivernorth Capital Management, an estimated $4.94M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2021 was Karpus Investment Management, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2021.