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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 $116M invested in BlackRock CA Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $103M → $116M (+$13M)

4.56% more ownership

Funds ownership: 30.67%35.22% (+4.6%)

2% more funds holding

Funds holding: 5859 (+1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$52.2M -$5.03M -447,728 -9%
IC
2
IEQ Capital
California
$14.7M +$15M +1,337,109 New
GC
3
Guggenheim Capital
Illinois
$6.2M +$394K +35,071 +7%
AAM
4
Advisors Asset Management
Colorado
$5.37M +$604K +53,781 +12%
Wells Fargo
5
Wells Fargo
California
$3.11M +$168K +14,939 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3M +$2.53M +225,323 +473%
Morgan Stanley
7
Morgan Stanley
New York
$2.85M +$307K +27,319 +12%
LPL Financial
8
LPL Financial
California
$2.51M +$184K +16,406 +8%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$2.35M -$349K -31,014 -13%
RCM
10
Robinson Capital Management
Michigan
$2.14M +$643K +57,164 +41%
UBS Group
11
UBS Group
Switzerland
$1.97M +$300K +26,719 +18%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$1.38M
Bank of America
13
Bank of America
North Carolina
$1.35M +$26.2K +2,335 +2%
TC
14
Trilogy Capital
California
$1.34M +$146K +12,961 +12%
LCM
15
Landscape Capital Management
New Jersey
$1.25M +$1.13M +100,439 +766%
OIM
16
Oder Investment Management
California
$1.18M +$25.7K +2,285 +2%
AF
17
Atala Financial
California
$1.08M +$1.11M +98,356 New
WAM
18
Wolverine Asset Management
Illinois
$980K +$620K +55,201 +162%
LSC
19
Logan Stone Capital
Illinois
$911K +$933K +83,008 New
HCM
20
Hollencrest Capital Management
California
$861K
Ameriprise
21
Ameriprise
Minnesota
$843K +$81.6K +7,258 +10%
MWM
22
Melfa Wealth Management
Massachusetts
$833K +$67 +6 +0%
Allianz Asset Management
23
Allianz Asset Management
Germany
$755K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$569K +$582K +51,800 New
RCM
25
Rivernorth Capital Management
Florida
$556K

BFZ Hedge Fund Activity: Q1 2025 in Review

59 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2025, worth a combined $116M — up 13% from $103M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BFZ positions and 10 closed out — a net gain of 2 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was IEQ Capital, opening a new position worth an estimated $15M. The largest seller was Saba Capital Management, cutting an estimated $5.03M.

  • 59 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $116M of BlackRock CA Municipal Income Trust stock for Q1 2025, up 13% quarter-over-quarter.
  • 12 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2025 and 10 closed out, a net change of +2 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q1 2025 was IEQ Capital, an estimated $15M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q1 2025 was Saba Capital Management, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2025.