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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

52 hedge funds and large institutions have $117M invested in BlackRock CA Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$1.3M
2
LPL Financial
LPL Financial
California
$2.8M
3
AWS
Atria Wealth Solutions
New York
$577K
4
RCM
Robinson Capital Management
Michigan
$1.68M
5
WAM
Wolverine Asset Management
Illinois
$309K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$4.87M
2
COLIM
City of London Investment Management
United Kingdom
$0
3
AC
Almitas Capital
California
$537K
4
RCM
Rivernorth Capital Management
Florida
$1.09M
5
BI
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Absolute Investment Advisers
Florida
$418K – – –
WAM
27
Wolverine Asset Management
Illinois
$309K +$309K +25,565 New
RJA
28
Raymond James & Associates
Florida
$285K – – –
AA
29
Apriem Advisors
California
$266K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$264K -$208K -17,196 -44%
RCG
31
Regatta Capital Group
California
$254K -$367K -30,365 -59%
CWS
32
Cypress Wealth Services
California
$250K +$250K +20,700 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$249K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$246K +$1.21K +100 +0.5%
Ameriprise
35
Ameriprise
Minnesota
$242K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$190K +$190K +15,700 New
Millennium Management
37
Millennium Management
New York
$188K – – –
CWP
38
Core Wealth Partners
California
$185K – – –
FFA
39
Farther Finance Advisors
California
$170K +$170K +14,084 New
NWM
40
Napa Wealth Management
California
$165K -$18.1K -1,500 -10%
IWC
41
Integrated Wealth Concepts
Massachusetts
$132K – – –
GRP
42
Global Retirement Partners
California
$123K – – –
PCIA
43
Prime Capital Investment Advisors
Kansas
$121K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
AF
45
Allworth Financial
California
$45.6K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$26.7K – – –
OIA
47
Optimum Investment Advisors
Illinois
$15.7K – – –
Comerica Bank
48
Comerica Bank
Texas
$14K – – –
OC
49
Oarsman Capital
Wisconsin
$12.1K +$12.1K +1,000 New
MWM
50
Mascoma Wealth Management
New Hampshire
$8.35K – – –
1
2
3