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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

61 hedge funds and large institutions have $137M invested in BlackRock CA Municipal Income Trust in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
21
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
$8.75M
2
COLIM
City of London Investment Management
United Kingdom
$7.43M
3
SCM
Saba Capital Management
New York
$41.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.42M
5
VCM
Vivaldi Capital Management
Illinois
$668K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$13.2M
2
LSC
Logan Stone Capital
Illinois
$0
3
Wells Fargo
Wells Fargo
California
$5.58M
4
RCM
Robinson Capital Management
Michigan
$0
5
OFG
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
SkyView Investment Advisors
New Jersey
$585K +$585K +50,000 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$448K +$24.3K +2,081 +6%
LPL Financial
28
LPL Financial
California
$399K +$292 +25 +0.1%
GRP
29
Global Retirement Partners
California
$383K +$178K +15,000 +87%
ACP
30
Aviance Capital Partners
Florida
$347K +$503 +43 +0.1%
DI
31
Diligent Investors
California
$325K – – –
Stifel Financial
32
Stifel Financial
Missouri
$312K +$74.6K +6,374 +31%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$277K +$180K +15,410 +187%
BRWA
34
B. Riley Wealth Advisors
Florida
$267K -$55.1K -4,699 -17%
Bank of America
35
Bank of America
North Carolina
$266K -$219K -18,686 -45%
Ameriprise
36
Ameriprise
Minnesota
$234K -$14K -1,200 -6%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$219K +$8.19K +700 +4%
CA
38
Cetera Advisors
Colorado
$216K – – –
SCA
39
Snowden Capital Advisors
New York
$211K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$208K +$5.25K +449 +3%
Osaic Holdings
41
Osaic Holdings
Arizona
$201K -$11.5K -987 -5%
WP
42
Woodline Partners
California
$181K +$181K +15,478 New
CWP
43
Core Wealth Partners
California
$179K +$179K +15,320 New
MA
44
MKT Advisors
California
$165K – – –
RJA
45
Raymond James & Associates
Florida
$149K – – –
FFA
46
First Foundation Advisors
California
$136K +$948 +81 +0.7%
SW
47
SteelPeak Wealth
California
$122K – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$122K -$18.4K -1,576 -13%
SG
49
Stonnington Group
California
$118K – – –
PCIA
50
Prime Capital Investment Advisors
Kansas
$117K +$117K +10,000 New
1
2
3