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, Q3 2021
Institutional positions in BlackRock California Municipal Income Trust as of Sep 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
- 60
- +2 vs. Q2 2021
- Shares held
- 10.4M
- +101.5K (+1.0%) vs. Q2 2021
- Total value
- $153.5M
- −$980.4K (−0.6%) vs. Q2 2021
- New holders
- 4
- 17 more added
- Sold out
- 2
- 19 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,695,212 | $69.3M | 2.06% | −135,374−2.8% | Reduced |
| Rivernorth Capital Management, LLC | 938,440 | $13.8M | 0.73% | +38,174+4.2% | Added |
| 1607 Capital Partners, LLC | 742,971 | $11.0M | 0.55% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 544,724 | $8.04M | 0.21% | −17,937−3.2% | Reduced |
| Guggenheim Capital LLC | 471,490 | $6.96M | 0.04% | +34,510+7.9% | Added |
| Wells Fargo & Company | 293,676 | $4.33M | 0.00% | +88,174+42.9% | Added |
| Morgan Stanley | 270,198 | $3.98M | 0.00% | +11,153+4.3% | Added |
| Saba Capital Management, L.P. | 213,980 | $3.16M | 0.10% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 187,569 | $2.77M | 0.04% | +187,569 | New |
| Dakota Wealth Management | 163,916 | $2.42M | 0.28% | +2,800+1.7% | Added |
| First Foundation Advisors | 136,237 | $2.01M | 0.07% | −9,268−6.4% | Reduced |
| Oder Investment Management, LLC | 126,755 | $1.87M | 2.74% | +2,820+2.3% | Added |
| Vivaldi Capital Management, LLC | 106,512 | $1.57M | 0.34% | −749−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 106,444 | $1.57M | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 101,091 | $1.49M | 0.08% | +39,493+64.1% | Added |
| City of London Investment Management Co Ltd | 101,157 | $1.49M | 0.09% | +29,952+42.1% | Added |
| UBS Group AG | 79,996 | $1.18M | 0.00% | −1,293−1.6% | Reduced |
| Hollencrest Capital Management | 77,423 | $1.14M | 0.10% | −53,381−40.8% | Reduced |
| Kestra Advisory Services, LLC | 73,804 | $1.09M | 0.01% | +16,752+29.4% | Added |
| Meridian Investment Counsel Inc. | 72,300 | $1.07M | 0.39% | −1,000−1.4% | Reduced |
| Mackay Shields LLC | 60,663 | $895.0K | 0.01% | +60,663 | New |
| Camden Capital, LLC | 60,391 | $891.0K | 0.18% | 00.0% | Unchanged |
| Royal Bank of Canada | 52,447 | $774.0K | 0.00% | −21,816−29.4% | Reduced |
| Aj Wealth Strategies, LLC | 50,562 | $746.0K | 0.04% | +1,300+2.6% | Added |
| Matisse Capital | 49,815 | $735.0K | 0.27% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 47,521 | $701.0K | 0.63% | +12,521+35.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 41,321 | $609.0K | 0.27% | −29,790−41.9% | Reduced |
| Fiera Capital Corp | 39,671 | $585.0K | 0.00% | −118,792−75.0% | Reduced |
| Aviance Capital Partners, LLC | 39,382 | $581.0K | 0.10% | −12,090−23.5% | Reduced |
| Bank of America Corp | 39,022 | $576.0K | 0.00% | +2,717+7.5% | Added |
| Clare Market Investments LLC | 37,267 | $549.7K | 0.16% | +1,638+4.6% | Added |
| Cetera Investment Advisers | 36,945 | $545.0K | 0.01% | −447−1.2% | Reduced |
| Raymond James & Associates | 34,366 | $507.0K | 0.00% | −2,386−6.5% | Reduced |
| Tortoise Investment Management, LLC | 32,610 | $481.0K | 0.10% | −300−0.9% | Reduced |
| Ameriprise Financial Inc | 30,935 | $456.0K | 0.00% | +600+2.0% | Added |
| Moneta Group Investment Advisors LLC | 27,729 | $409.0K | 0.02% | −23−0.1% | Reduced |
| D.A. Davidson & Co. | 22,877 | $337.0K | 0.00% | +10,040+78.2% | Added |
| Cetera Advisors LLC | 18,478 | $273.0K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 17,900 | $264.0K | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,719 | $262.0K | 0.00% | −2,788−13.6% | Reduced |
| Invesco Ltd. | 17,384 | $256.0K | 0.00% | −4,995−22.3% | Reduced |
| Stifel Financial Corp | 15,163 | $224.0K | 0.00% | +1,990+15.1% | Added |
| LPL Financial LLC | 13,787 | $203.0K | 0.00% | +3,616+35.6% | Added |
| Mercer Global Advisors Inc | 12,504 | $184.0K | 0.00% | +12,504 | New |
| Diligent Investors, LLC | 11,714 | $176.0K | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,944 | $161.0K | 0.00% | −77−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 10,745 | $158.0K | 0.00% | −4,304−28.6% | Reduced |
| Vista Investment Management | 10,600 | $156.0K | 0.09% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $154.0K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $146.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 3,850 | $57.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 2,524 | $37.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,986 | $29.0K | 0.00% | +1,986 | New |
| US Bancorp | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −17,177−100.0% | Sold out |