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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

30 hedge funds and large institutions have $34.3M invested in BlackRock CA Municipal Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
6
Closed
1
Calls
–
Puts
$128K
Net Calls
-$128K
Net Calls Change
-$128K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.74M
2
GC
2
Guggenheim Capital
Illinois
$5.58M
3
Invesco
3
Invesco
Georgia
$2.66M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$620K
5
GI
5
Glovista Investments
New Jersey
$407K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
RFA
2
Reilly Financial Advisors
California
$0
3
AAM
3
Advisors Asset Management
Colorado
$1.88M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$328K
5
Bank of America
5
Bank of America
North Carolina
$941K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$10.3M -$159K -9,977 -2%
GC
2
Guggenheim Capital
Illinois
$5.58M +$1.54M +96,579 +38%
LPL Financial
3
LPL Financial
California
$4.74M +$2.68M +167,998 +130%
Morgan Stanley
4
Morgan Stanley
New York
$2.79M +$308K +19,324 +12%
Invesco
5
Invesco
Georgia
$2.66M +$1.1M +68,918 +70%
AAM
6
Advisors Asset Management
Colorado
$1.88M -$135K -8,454 -7%
Wells Fargo
7
Wells Fargo
California
$1.03M +$260K +16,315 +34%
Bank of America
8
Bank of America
North Carolina
$941K -$66K -4,139 -7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$620K +$620K +38,895 New
MIC
10
Meridian Investment Counsel
California
$566K – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$448K +$25.4K +1,593 +6%
Deutsche Bank
12
Deutsche Bank
Germany
$419K +$23.9K +1,500 +6%
GI
13
Glovista Investments
New Jersey
$407K +$407K +25,500 New
VKH
14
Virtu KCG Holdings
New York
$395K +$395K +24,793 New
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$328K -$72.2K -4,526 -18%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$282K – – –
HCM
17
Hollencrest Capital Management
California
$258K – – –
IWM
18
Integrated Wealth Management
California
$236K – – –
IA
19
IFP Advisors
Florida
$148K +$148K +9,295 New
Creative Planning
20
Creative Planning
Kansas
$103K +$71.2K +4,448 +224%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$57K +$25.2K +1,590 +80%
FWM
22
Focused Wealth Management
New York
$43K +$43K +2,700 New
Citigroup
23
Citigroup
New York
$40K -$9.29K -576 -19%
AF
24
Allworth Financial
California
$40K – – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$24K – – –
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