We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

63 hedge funds and large institutions have $155M invested in BlackRock CA Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

5% more funds holding

Funds holding: 6063 (+3)

1% more capital invested

Capital invested by funds: $153M → $155M (+$1.39M)

0.76% more ownership

Funds ownership: 33.27%34.03% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
20
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$69.4M +$1.1M +75,102 +2%
RCM
2
Rivernorth Capital Management
Florida
$17.5M +$3.85M +263,369 +28%
1CP
3
1607 Capital Partners
Virginia
$10.6M -$167K -11,400 -2%
GC
4
Guggenheim Capital
Illinois
$6.86M -$278 -19 -0%
SIA
5
Sit Investment Associates
Minnesota
$5.38M -$2.56M -175,000 -32%
Wells Fargo
6
Wells Fargo
California
$4.19M -$85.3K -5,838 -2%
Morgan Stanley
7
Morgan Stanley
New York
$4.09M +$160K +10,950 +4%
RCG
8
Regatta Capital Group
California
$3.84M +$3.86M +264,045 New
AAM
9
Advisors Asset Management
Colorado
$2.79M +$64.6K +4,423 +2%
SCM
10
Saba Capital Management
New York
$2.56M -$557K -38,139 -18%
DWM
11
Dakota Wealth Management
Florida
$2.47M +$84.3K +5,772 +4%
OIM
12
Oder Investment Management
California
$2.01M +$167K +11,412 +9%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$1.74M +$270K +18,503 +18%
VCM
14
Vivaldi Capital Management
Illinois
$1.52M -$29K -1,987 -2%
COLIM
15
City of London Investment Management
United Kingdom
$1.47M
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.43M -$123K -8,434 -8%
HCM
17
Hollencrest Capital Management
California
$1.13M +$5.52K +378 +0.5%
MIC
18
Meridian Investment Counsel
California
$999K -$53K -3,625 -5%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$994K +$418K +28,646 +72%
UBS Group
20
UBS Group
Switzerland
$973K -$192K -13,122 -16%
RCM
21
Robinson Capital Management
Michigan
$910K +$215K +14,725 +31%
MSL
22
Mackay Shields LLC
New York
$883K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$848K +$85.1K +5,823 +11%
AWS
24
AJ Wealth Strategies
New York
$736K
MC
25
Matisse Capital
Oregon
$725K

BFZ Hedge Fund Activity: Q4 2021 in Review

63 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2021, worth a combined $155M — up 0.9% from $153M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BFZ positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.85M. The largest seller was Sit Investment Associates, cutting an estimated $2.56M.

  • 63 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2021, up from 60 in Q3 2021.
  • Funds reported $155M of BlackRock CA Municipal Income Trust stock for Q4 2021, up 0.9% quarter-over-quarter.
  • 8 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2021 and 5 closed out, a net change of +3 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2021 was Rivernorth Capital Management, an estimated $3.85M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2021 was Sit Investment Associates, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2021.