BlackRock California Municipal Income Trust
BFZDelisted Feb 9, 2026- SEC CIK
- 0001137391
BlackRock California Municipal Income Trust was delisted on Feb 9, 2026; its insiders filed their last Form 4 on Feb 11, 2026; 69 institutions reported holding it in 13F filings for Q4 2025, worth $91.2M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in BlackRock California Municipal Income Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 58
- −1 vs. Q1 2021
- Shares held
- 10.3M
- −184.7K (−1.8%) vs. Q1 2021
- Total value
- $154.4M
- +$3.48M (+2.3%) vs. Q1 2021
- New holders
- 6
- 16 more added
- Sold out
- 7
- 17 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BFZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 69 | $91.2M |
| Q3 2025 | 61 | $86.3M |
| Q2 2025 | 53 | $97.3M |
| Q1 2025 | 59 | $116.3M |
| Q4 2024 | 58 | $103.3M |
| Q3 2024 | 52 | $117.1M |
| Q2 2024 | 55 | $129.8M |
| Q1 2024 | 56 | $131.8M |
| Q4 2023 | 57 | $136.3M |
| Q3 2023 | 58 | $116.0M |
| Q2 2023 | 61 | $138.6M |
| Q1 2023 | 61 | $137.4M |
| Q4 2022 | 62 | $117.1M |
| Q3 2022 | 65 | $118.7M |
| Q2 2022 | 70 | $130.6M |
| Q1 2022 | 68 | $135.7M |
| Q4 2021 | 63 | $154.9M |
| Q3 2021 | 60 | $153.5M |
| Q2 2021 | 58 | $154.4M |
| Q1 2021 | 59 | $151.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,830,586 | $72.4M | 2.15% | −182,964−3.6% | Reduced |
| Rivernorth Capital Management, LLC | 900,266 | $13.5M | 0.77% | +335,979+59.5% | Added |
| 1607 Capital Partners, LLC | 742,971 | $11.1M | 0.54% | +7,000+1.0% | Added |
| Sit Investment Associates Inc | 562,661 | $8.43M | 0.21% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 436,980 | $6.55M | 0.04% | +29,423+7.2% | Added |
| Morgan Stanley | 259,045 | $3.88M | 0.00% | −8,559−3.2% | Reduced |
| Saba Capital Management, L.P. | 213,980 | $3.21M | 0.12% | −130,872−38.0% | Reduced |
| Wells Fargo & Company | 205,502 | $3.08M | 0.00% | +4,049+2.0% | Added |
| Dakota Wealth Management | 161,116 | $2.42M | 0.29% | −7,100−4.2% | Reduced |
| Fiera Capital Corp | 158,463 | $2.38M | 0.01% | −22,165−12.3% | Reduced |
| First Foundation Advisors | 145,505 | $2.18M | 0.08% | −22,422−13.4% | Reduced |
| Hollencrest Capital Management | 130,804 | $1.96M | 0.18% | +196+0.2% | Added |
| Oder Investment Management, LLC | 123,935 | $1.86M | 2.42% | −2,281−1.8% | Reduced |
| Vivaldi Capital Management, LLC | 107,261 | $1.61M | 0.32% | −3,241−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 106,444 | $1.60M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 81,289 | $1.22M | 0.00% | −14,215−14.9% | Reduced |
| Royal Bank of Canada | 74,263 | $1.11M | 0.00% | −99,281−57.2% | Reduced |
| Meridian Investment Counsel Inc. | 73,300 | $1.10M | 0.39% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 71,111 | $1.07M | 0.44% | +840+1.2% | Added |
| City of London Investment Management Co Ltd | 71,205 | $1.07M | 0.06% | +43,808+159.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 61,598 | $923.0K | 0.05% | +30,020+95.1% | Added |
| Camden Capital, LLC | 60,391 | $905.0K | 0.21% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 57,052 | $855.0K | 0.01% | +8,563+17.7% | Added |
| Aviance Capital Partners, LLC | 51,472 | $772.0K | 0.14% | +8,765+20.5% | Added |
| Matisse Capital | 49,815 | $747.0K | 0.24% | −2,446−4.7% | Reduced |
| Aj Wealth Strategies, LLC | 49,262 | $738.0K | 0.04% | −6,845−12.2% | Reduced |
| Cetera Investment Advisers | 37,392 | $561.0K | 0.01% | −112−0.3% | Reduced |
| Raymond James & Associates | 36,752 | $551.0K | 0.00% | −4,920−11.8% | Reduced |
| Bank of America Corp | 36,305 | $544.0K | 0.00% | +304+0.8% | Added |
| Clare Market Investments LLC | 35,629 | $534.1K | 0.17% | +2,120+6.3% | Added |
| Robinson Capital Management, LLC | 35,000 | $525.0K | 0.29% | +35,000 | New |
| Tortoise Investment Management, LLC | 32,910 | $493.0K | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 30,335 | $455.0K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 27,752 | $416.0K | 0.02% | +15,356+123.9% | Added |
| Sanders Morris Harris LLC | 25,500 | $383.0K | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 22,379 | $335.0K | 0.00% | −9,635−30.1% | Reduced |
| Advisor Group Holdings, Inc. | 20,507 | $307.0K | 0.00% | −5,863−22.2% | Reduced |
| Cetera Advisors LLC | 18,478 | $277.0K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 17,900 | $268.0K | 0.08% | +17,900 | New |
| Cetera Advisor Networks LLC | 17,177 | $257.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,049 | $225.0K | 0.00% | +14+0.1% | Added |
| Stifel Financial Corp | 13,173 | $197.0K | 0.00% | +13,173 | New |
| D.A. Davidson & Co. | 12,837 | $192.0K | 0.00% | −4,826−27.3% | Reduced |
| Diligent Investors, LLC | 11,714 | $176.0K | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,021 | $165.0K | 0.00% | +11,021 | New |
| Vista Investment Management | 10,600 | $159.0K | 0.09% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $156.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 10,171 | $152.0K | 0.00% | +20.0% | Added |
| Stonnington Group, LLC | 10,000 | $151.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,000 | $60.0K | 0.01% | +2,000+100.0% | Added |
| Joseph P. Lucia & Associates, LLC | 3,850 | $58.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 2,524 | $38.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $33.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $22.0K | 0.00% | +1,500 | New |
| Optimum Investment Advisors | 1,300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,030 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 21,750 | $3.00K | 0.00% | +21,750 | New |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −156,977−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −39,254−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −26,664−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −6,837−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |