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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 21,750 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,030 | $15.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $19.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,986 | $29.0K | 0.00% | +1,986 | New |
| Northwestern Mutual Wealth Management Co | 2,206 | $33.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,524 | $37.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 3,850 | $57.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $146.0K | 0.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $154.0K | 0.01% | 00.0% | Unchanged |
| Vista Investment Management | 10,600 | $156.0K | 0.09% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,745 | $158.0K | 0.00% | −4,304−28.6% | Reduced |
| Goldman Sachs Group Inc | 10,944 | $161.0K | 0.00% | −77−0.7% | Reduced |
| Diligent Investors, LLC | 11,714 | $176.0K | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,504 | $184.0K | 0.00% | +12,504 | New |
| LPL Financial LLC | 13,787 | $203.0K | 0.00% | +3,616+35.6% | Added |
| Stifel Financial Corp | 15,163 | $224.0K | 0.00% | +1,990+15.1% | Added |
| Invesco Ltd. | 17,384 | $256.0K | 0.00% | −4,995−22.3% | Reduced |
| Advisor Group Holdings, Inc. | 17,719 | $262.0K | 0.00% | −2,788−13.6% | Reduced |
| Wellspring Financial Advisors, LLC | 17,900 | $264.0K | 0.08% | 00.0% | Unchanged |
| Cetera Advisors LLC | 18,478 | $273.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 22,877 | $337.0K | 0.00% | +10,040+78.2% | Added |
| Moneta Group Investment Advisors LLC | 27,729 | $409.0K | 0.02% | −23−0.1% | Reduced |
| Ameriprise Financial Inc | 30,935 | $456.0K | 0.00% | +600+2.0% | Added |
| Tortoise Investment Management, LLC | 32,610 | $481.0K | 0.10% | −300−0.9% | Reduced |
| Raymond James & Associates | 34,366 | $507.0K | 0.00% | −2,386−6.5% | Reduced |
| Cetera Investment Advisers | 36,945 | $545.0K | 0.01% | −447−1.2% | Reduced |
| Clare Market Investments LLC | 37,267 | $549.7K | 0.16% | +1,638+4.6% | Added |
| Bank of America Corp | 39,022 | $576.0K | 0.00% | +2,717+7.5% | Added |
| Aviance Capital Partners, LLC | 39,382 | $581.0K | 0.10% | −12,090−23.5% | Reduced |
| Fiera Capital Corp | 39,671 | $585.0K | 0.00% | −118,792−75.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 41,321 | $609.0K | 0.27% | −29,790−41.9% | Reduced |
| Robinson Capital Management, LLC | 47,521 | $701.0K | 0.63% | +12,521+35.8% | Added |
| Matisse Capital | 49,815 | $735.0K | 0.27% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 50,562 | $746.0K | 0.04% | +1,300+2.6% | Added |
| Royal Bank of Canada | 52,447 | $774.0K | 0.00% | −21,816−29.4% | Reduced |
| Camden Capital, LLC | 60,391 | $891.0K | 0.18% | 00.0% | Unchanged |
| Mackay Shields LLC | 60,663 | $895.0K | 0.01% | +60,663 | New |
| Meridian Investment Counsel Inc. | 72,300 | $1.07M | 0.39% | −1,000−1.4% | Reduced |
| Kestra Advisory Services, LLC | 73,804 | $1.09M | 0.01% | +16,752+29.4% | Added |
| Hollencrest Capital Management | 77,423 | $1.14M | 0.10% | −53,381−40.8% | Reduced |
| UBS Group AG | 79,996 | $1.18M | 0.00% | −1,293−1.6% | Reduced |
| City of London Investment Management Co Ltd | 101,157 | $1.49M | 0.09% | +29,952+42.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 101,091 | $1.49M | 0.08% | +39,493+64.1% | Added |
| The PNC Financial Services Group, Inc. | 106,444 | $1.57M | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 106,512 | $1.57M | 0.34% | −749−0.7% | Reduced |
| Oder Investment Management, LLC | 126,755 | $1.87M | 2.74% | +2,820+2.3% | Added |
| First Foundation Advisors | 136,237 | $2.01M | 0.07% | −9,268−6.4% | Reduced |
| Dakota Wealth Management | 163,916 | $2.42M | 0.28% | +2,800+1.7% | Added |
| Advisors Asset Management, Inc. | 187,569 | $2.77M | 0.04% | +187,569 | New |
| Saba Capital Management, L.P. | 213,980 | $3.16M | 0.10% | 00.0% | Unchanged |
| Morgan Stanley | 270,198 | $3.98M | 0.00% | +11,153+4.3% | Added |
| Wells Fargo & Company | 293,676 | $4.33M | 0.00% | +88,174+42.9% | Added |
| Guggenheim Capital LLC | 471,490 | $6.96M | 0.04% | +34,510+7.9% | Added |
| Sit Investment Associates Inc | 544,724 | $8.04M | 0.21% | −17,937−3.2% | Reduced |
| 1607 Capital Partners, LLC | 742,971 | $11.0M | 0.55% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 938,440 | $13.8M | 0.73% | +38,174+4.2% | Added |
| Karpus Management, Inc. | 4,695,212 | $69.3M | 2.06% | −135,374−2.8% | Reduced |
| 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 |