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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

57 hedge funds and large institutions have $132M invested in BlackRock CA Municipal Income Trust in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$12.7M
2
SCM
Saba Capital Management
New York
$61.8M
3
LPL Financial
LPL Financial
California
$1.79M
4
Allianz Asset Management
Allianz Asset Management
Germany
$813K
5
AAM
Advisors Asset Management
Colorado
$5.63M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.51M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.73M
3
COLIM
City of London Investment Management
United Kingdom
$4.03M
4
BI
Bulldog Investors
New Jersey
$1.67M
5
Wells Fargo
Wells Fargo
California
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
26
Sanders Morris Harris
Texas
$479K +$479K +40,502 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$463K +$263K +22,253 +131%
QL
28
Quarry LP
New York
$408K – – –
AIA
29
Absolute Investment Advisers
Florida
$408K +$408K +34,536 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$405K -$393K -33,213 -49%
Bank of America
31
Bank of America
North Carolina
$374K +$238K +20,125 +175%
NWM
32
Napa Wealth Management
California
$374K – – –
DI
33
Diligent Investors
California
$328K – – –
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$298K +$75.8K +6,413 +34%
LCM
35
Landscape Capital Management
New Jersey
$254K -$107K -9,037 -30%
HI
36
HBK Investments
Texas
$245K – – –
Ameriprise
37
Ameriprise
Minnesota
$236K -$5.62K -475 -2%
SPIA
38
Steward Partners Investment Advisory
New York
$235K – – –
Millennium Management
39
Millennium Management
New York
$184K – – –
CA
40
Cetera Advisors
Colorado
$182K – – –
CWP
41
Core Wealth Partners
California
$181K – – –
BRWA
42
B. Riley Wealth Advisors
Florida
$168K +$168K +16,290 New
Nomura Holdings
43
Nomura Holdings
Japan
$148K +$148K +12,547 New
IWC
44
Integrated Wealth Concepts
Massachusetts
$129K – – –
GRP
45
Global Retirement Partners
California
$120K – – –
PCIA
46
Prime Capital Investment Advisors
Kansas
$118K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$113K -$24.8K -2,094 -18%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
AF
49
Allworth Financial
California
$44.6K – – –
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$33.5K +$1.18K +100 +4%
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