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, Q4 2021
Institutional positions in BlackRock California Municipal Income Trust as of Dec 31, 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
- 63
- +3 vs. Q3 2021
- Shares held
- 10.7M
- +238.9K (+2.3%) vs. Q3 2021
- Total value
- $154.9M
- +$1.39M (+0.9%) vs. Q3 2021
- New holders
- 8
- 20 more added
- Sold out
- 5
- 15 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,770,314 | $69.4M | 1.99% | +75,102+1.6% | Added |
| Rivernorth Capital Management, LLC | 1,201,809 | $17.5M | 0.71% | +263,369+28.1% | Added |
| 1607 Capital Partners, LLC | 731,571 | $10.6M | 0.57% | −11,400−1.5% | Reduced |
| Guggenheim Capital LLC | 471,471 | $6.86M | 0.04% | −190.0% | Reduced |
| Sit Investment Associates Inc | 369,724 | $5.38M | 0.13% | −175,000−32.1% | Reduced |
| Wells Fargo & Company | 287,838 | $4.19M | 0.00% | −5,838−2.0% | Reduced |
| Morgan Stanley | 281,148 | $4.09M | 0.00% | +10,950+4.1% | Added |
| Regatta Capital Group, LLC | 264,045 | $3.84M | 1.34% | +264,045 | New |
| Advisors Asset Management, Inc. | 191,992 | $2.79M | 0.04% | +4,423+2.4% | Added |
| Saba Capital Management, L.P. | 175,841 | $2.56M | 0.05% | −38,139−17.8% | Reduced |
| Dakota Wealth Management | 169,688 | $2.47M | 0.26% | +5,772+3.5% | Added |
| Oder Investment Management, LLC | 138,167 | $2.01M | 2.83% | +11,412+9.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 119,594 | $1.74M | 0.09% | +18,503+18.3% | Added |
| Vivaldi Capital Management, LLC | 104,525 | $1.52M | 0.35% | −1,987−1.9% | Reduced |
| City of London Investment Management Co Ltd | 101,157 | $1.47M | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 98,010 | $1.43M | 0.00% | −8,434−7.9% | Reduced |
| Hollencrest Capital Management | 77,801 | $1.13M | 0.09% | +378+0.5% | Added |
| Meridian Investment Counsel Inc. | 68,675 | $999.0K | 0.33% | −3,625−5.0% | Reduced |
| Fiera Capital Corp | 68,317 | $994.0K | 0.00% | +28,646+72.2% | Added |
| UBS Group AG | 66,874 | $973.0K | 0.00% | −13,122−16.4% | Reduced |
| Robinson Capital Management, LLC | 62,246 | $910.0K | 0.57% | +14,725+31.0% | Added |
| Mackay Shields LLC | 60,663 | $883.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 58,270 | $848.0K | 0.00% | +5,823+11.1% | Added |
| Aj Wealth Strategies, LLC | 50,562 | $736.0K | 0.03% | 00.0% | Unchanged |
| Matisse Capital | 49,815 | $725.0K | 0.50% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 42,870 | $624.0K | 0.23% | +1,549+3.7% | Added |
| Aviance Capital Partners, LLC | 39,847 | $580.0K | 0.10% | +465+1.2% | Added |
| Clare Market Investments LLC | 37,508 | $545.7K | 0.15% | +241+0.6% | Added |
| Cetera Investment Advisers | 36,950 | $538.0K | 0.01% | +50.0% | Added |
| Raymond James & Associates | 34,366 | $500.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 33,187 | $483.0K | 0.00% | −5,835−15.0% | Reduced |
| Tortoise Investment Management, LLC | 31,810 | $463.0K | 0.09% | −800−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 29,695 | $432.0K | 0.00% | +29,695 | New |
| Moneta Group Investment Advisors LLC | 27,766 | $404.0K | 0.02% | +37+0.1% | Added |
| Commonwealth Equity Services, LLC | 27,514 | $400.0K | 0.00% | +16,769+156.1% | Added |
| Ameriprise Financial Inc | 24,200 | $352.0K | 0.00% | −6,735−21.8% | Reduced |
| First Foundation Advisors | 21,344 | $311.0K | 0.01% | −114,893−84.3% | Reduced |
| D.A. Davidson & Co. | 20,620 | $300.0K | 0.00% | −2,257−9.9% | Reduced |
| Cetera Advisors LLC | 18,478 | $269.0K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 17,900 | $260.0K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,316 | $237.0K | 0.00% | −1,403−7.9% | Reduced |
| Stifel Financial Corp | 15,939 | $232.0K | 0.00% | +776+5.1% | Added |
| Monograph Wealth Advisors, LLC | 15,152 | $220.0K | 0.06% | +15,152 | New |
| LPL Financial LLC | 13,986 | $204.0K | 0.00% | +199+1.4% | Added |
| MKT Advisors LLC | 13,986 | $190.0K | 0.15% | +13,986 | New |
| Mercer Global Advisors Inc | 12,551 | $183.0K | 0.00% | +47+0.4% | Added |
| Diligent Investors, LLC | 11,714 | $170.0K | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,220 | $163.0K | 0.01% | +11,220 | New |
| Vista Investment Management | 10,600 | $154.0K | 0.08% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $152.0K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $142.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,000 | $58.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 2,524 | $37.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $32.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,986 | $29.0K | 0.00% | 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 |
| 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 |
| Snowden Capital Advisors LLC | 950 | $13.0K | 0.00% | +950 | New |
| Umb Bank N A | 320 | $5.00K | 0.00% | +320 | New |
| Northern Trust Corp | 21,750 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 190 | $3.00K | 0.00% | +190 | New |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −73,804−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −60,391−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −17,384−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,944−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |