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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

69 hedge funds and large institutions have $91.2M invested in BlackRock CA Municipal Income Trust in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

13% more funds holding

Funds holding: 6169 (+8)

6% more capital invested

Capital invested by funds: $86.3M → $91.2M (+$4.89M)

2.02% more ownership

Funds ownership: 26.23%28.25% (+2%)

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
20
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$14M -$16M -1,468,713 -53%
RCM
2
Rivernorth Capital Management
Florida
$10.5M +$7.08M +650,601 +199%
Morgan Stanley
3
Morgan Stanley
New York
$7.72M +$400K +36,721 +5%
RCM
4
Robinson Capital Management
Michigan
$5.97M +$6.05M +555,262 New
GC
5
Guggenheim Capital
Illinois
$5.38M -$1.31M -120,212 -19%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$5.31M +$1.82M +167,341 +51%
AAM
7
Advisors Asset Management
Colorado
$4.92M -$1.39M -127,668 -22%
KIM
8
Karpus Investment Management
New York
$3.07M +$3.11M +285,799 New
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.88M +$2.92M +268,230 New
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.71M +$26.7K +2,449 +1%
LPL Financial
11
LPL Financial
California
$2.7M -$231K -21,249 -8%
Wells Fargo
12
Wells Fargo
California
$2.47M -$304K -27,876 -11%
TC
13
Trilogy Capital
California
$1.81M -$310K -28,496 -14%
AF
14
Atala Financial
California
$1.42M
UBS Group
15
UBS Group
Switzerland
$1.29M -$227K -20,827 -15%
Bank of America
16
Bank of America
North Carolina
$1.28M +$367K +33,681 +39%
SIA
17
Sit Investment Associates
Minnesota
$1.28M +$1.28M +117,873 +10,250%
OIM
18
Oder Investment Management
California
$1.19M -$73.3K -6,730 -6%
WAM
19
Wolverine Asset Management
Illinois
$1.16M +$384K +35,226 +48%
IC
20
IEQ Capital
California
$986K +$16.8K +1,543 +2%
HCM
21
Hollencrest Capital Management
California
$842K
MWM
22
Melfa Wealth Management
Massachusetts
$815K +$131 +12 +0%
Allianz Asset Management
23
Allianz Asset Management
Germany
$738K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$736K +$560K +51,418 +300%
Raymond James Financial
25
Raymond James Financial
Florida
$653K +$139K +12,794 +27%

BFZ Hedge Fund Activity: Q4 2025 in Review

69 of the 8,245 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2025, worth a combined $91.2M — up 5.7% from $86.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BFZ positions and 8 closed out — a net gain of 10 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.08M. The largest seller was Saba Capital Management, cutting an estimated $16M.

  • 69 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $91.2M of BlackRock CA Municipal Income Trust stock for Q4 2025, up 5.7% quarter-over-quarter.
  • 18 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2025 and 8 closed out, a net change of +10 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2025 was Rivernorth Capital Management, an estimated $7.08M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2025 was Saba Capital Management, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2025.