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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

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
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
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$17.5M
2
KIM
Karpus Investment Management
New York
$69.4M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$994K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$1.74M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$400K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$5.38M
2
FFA
First Foundation Advisors
California
$311K
3
KAS
Kestra Advisory Services
Texas
$0
4
C
Certuity
Florida
$0
5
SCM
Saba Capital Management
New York
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$624K +$22.5K +1,549 +4%
ACP
27
Aviance Capital Partners
Florida
$580K +$6.77K +465 +1%
CMI
28
Clare Market Investments
Texas
$546K +$3.51K +241 +0.6%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$538K +$73 +5 +0%
RJA
30
Raymond James & Associates
Florida
$500K – – –
Bank of America
31
Bank of America
North Carolina
$483K -$84.9K -5,835 -15%
TIM
32
Tortoise Investment Management
New York
$463K -$11.6K -800 -2%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$432K +$432K +29,695 New
MGIA
34
Moneta Group Investment Advisors
Missouri
$404K +$538 +37 +0.1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$400K +$244K +16,769 +156%
Ameriprise
36
Ameriprise
Minnesota
$352K -$98K -6,735 -22%
FFA
37
First Foundation Advisors
California
$311K -$1.67M -114,893 -84%
DADC
38
D.A. Davidson & Co
Montana
$300K -$32.8K -2,257 -10%
CA
39
Cetera Advisors
Colorado
$269K – – –
WFA
40
Wellspring Financial Advisors
Ohio
$260K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$237K -$20.4K -1,403 -8%
Stifel Financial
42
Stifel Financial
Missouri
$232K +$11.3K +776 +5%
MWA
43
Monograph Wealth Advisors
California
$220K +$220K +15,152 New
LPL Financial
44
LPL Financial
California
$204K +$2.9K +199 +1%
MA
45
MKT Advisors
California
$190K +$190K +13,986 New
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$183K +$685 +47 +0.4%
DI
47
Diligent Investors
California
$170K – – –
EWM
48
Empirical Wealth Management
Washington
$163K +$163K +11,220 New
VIM
49
Vista Investment Management
Pennsylvania
$154K – – –
SW
50
SteelPeak Wealth
California
$152K – – –
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