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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

70 hedge funds and large institutions have $130M invested in BlackRock CA Municipal Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
24
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.68M
2
Wells Fargo
Wells Fargo
California
$6.08M
3
SCM
Saba Capital Management
New York
$5.24M
4
RCM
Rivernorth Capital Management
Florida
$17.9M
5
AAM
Advisors Asset Management
Colorado
$3.24M

Top Sellers

1
KIM
Karpus Investment Management
New York
$46.1M
2
MCA
Magnolia Capital Advisors
Mississippi
$0
3
RCG
Regatta Capital Group
California
$1.72M
4
1CP
1607 Capital Partners
Virginia
$7.18M
5
AWS
AJ Wealth Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
MKT Advisors
California
$160K – – –
RCA
52
Resonant Capital Advisors
Wisconsin
$151K +$151K +13,300 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$130K +$352 +31 +0.3%
SW
54
SteelPeak Wealth
California
$119K – – –
WWM
55
Western Wealth Management
Colorado
$119K +$119K +10,450 New
SG
56
Stonnington Group
California
$114K – – –
WAM
57
Wolverine Asset Management
Illinois
$99K +$99K +8,757 New
GRP
58
Global Retirement Partners
California
$80K +$296 +26 +0.4%
AF
59
Allworth Financial
California
$43K -$17.1K -1,500 -28%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$25K – – –
WT
61
Whittier Trust
California
$23K – – –
SWM
62
SeaCrest Wealth Management
New York
$20K +$20K +1,800 New
US Bancorp
63
US Bancorp
Minnesota
$17K – – –
FWM
64
Focused Wealth Management
New York
$17K – – –
OIA
65
Optimum Investment Advisors
Illinois
$15K – – –
UB
66
UMB Bank
Missouri
$12K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
MWM
68
Mascoma Wealth Management
New Hampshire
$8K +$8K +691 New
FIA
69
FNY Investment Advisers
New York
$3K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$171 +$1 +108 +0.8%
MCA
71
Magnolia Capital Advisors
Mississippi
– -$1.93M -157,090 Closed
AWS
72
AJ Wealth Strategies
New York
– -$621K -50,562 Closed
DADC
73
D.A. Davidson & Co
Montana
– -$263K -21,386 Closed
FFA
74
First Foundation Advisors
California
– -$208K -16,942 Closed
MGIA
75
Moneta Group Investment Advisors
Missouri
– -$205K -16,694 Closed
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