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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

55 hedge funds and large institutions have $130M invested in BlackRock CA Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.36M
2
SIA
Sit Investment Associates
Minnesota
$13.6M
3
RCM
Robinson Capital Management
Michigan
$1.28M
4
TC
Trilogy Capital
California
$327K
5
Corient Private Wealth
Corient Private Wealth
Florida
$295K

Top Sellers

1
AC
Almitas Capital
California
$1.98M
2
COLIM
City of London Investment Management
United Kingdom
$2.69M
3
BI
Bulldog Investors
New Jersey
$753K
4
RCM
Rivernorth Capital Management
Florida
$2.13M
5
AAM
Advisors Asset Management
Colorado
$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$509K +$509K +44,012 New
SMH
27
Sanders Morris Harris
Texas
$485K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$468K -$1.53K -128 -0.3%
QL
29
Quarry LP
New York
$413K – – –
AIA
30
Absolute Investment Advisers
Florida
$413K – – –
TC
31
Trilogy Capital
California
$327K +$327K +27,309 New
Corient Private Wealth
32
Corient Private Wealth
Florida
$295K +$295K +24,654 New
RJA
33
Raymond James & Associates
Florida
$282K -$272K -22,700 -49%
AA
34
Apriem Advisors
California
$263K +$263K +22,000 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$247K -$164K -13,664 -40%
SPIA
36
Steward Partners Investment Advisory
New York
$243K +$4.79K +400 +2%
Ameriprise
37
Ameriprise
Minnesota
$239K – – –
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$211K -$91.5K -7,646 -30%
Millennium Management
39
Millennium Management
New York
$186K – – –
CWP
40
Core Wealth Partners
California
$183K – – –
NWM
41
Napa Wealth Management
California
$181K -$197K -16,456 -52%
Nomura Holdings
42
Nomura Holdings
Japan
$153K +$2.39K +200 +2%
IWC
43
Integrated Wealth Concepts
Massachusetts
$131K – – –
GRP
44
Global Retirement Partners
California
$122K – – –
PCIA
45
Prime Capital Investment Advisors
Kansas
$120K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
AF
47
Allworth Financial
California
$45K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$26.4K – – –
Bessemer Group
49
Bessemer Group
New Jersey
$18K +$18K +1,500 New
OIA
50
Optimum Investment Advisors
Illinois
$15.6K – – –
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