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, Q1 2022
Institutional positions in BlackRock California Municipal Income Trust as of Mar 31, 2022. 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
- 68
- +5 vs. Q4 2021
- Shares held
- 11.1M
- +395.9K (+3.7%) vs. Q4 2021
- Total value
- $135.7M
- −$19.1M (−12.3%) vs. Q4 2021
- New holders
- 13
- 21 more added
- Sold out
- 8
- 17 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 4,821,767 | $59.2M | 1.80% | +51,453+1.1% | Added |
| Rivernorth Capital Management, LLC | 1,400,331 | $17.2M | 0.65% | +198,522+16.5% | Added |
| 1607 Capital Partners, LLC | 712,971 | $8.76M | 0.51% | −18,600−2.5% | Reduced |
| Guggenheim Capital LLC | 474,692 | $5.83M | 0.04% | +3,221+0.7% | Added |
| Bulldog Investors, LLP | 278,909 | $3.42M | 0.88% | +278,909 | New |
| Morgan Stanley | 276,311 | $3.39M | 0.00% | −4,837−1.7% | Reduced |
| Regatta Capital Group, LLC | 265,984 | $3.27M | 1.13% | +1,939+0.7% | Added |
| Wells Fargo & Company | 214,405 | $2.63M | 0.00% | −73,433−25.5% | Reduced |
| Fiera Capital Corp | 196,656 | $2.42M | 0.01% | +128,339+187.9% | Added |
| Saba Capital Management, L.P. | 184,535 | $2.27M | 0.04% | +8,694+4.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 169,941 | $2.09M | 0.11% | +50,347+42.1% | Added |
| Dakota Wealth Management | 167,900 | $2.06M | 0.17% | −1,788−1.1% | Reduced |
| Magnolia Capital Advisors LLC | 157,090 | $1.93M | 0.76% | +157,090 | New |
| Robinson Capital Management, LLC | 151,225 | $1.85M | 1.27% | +88,979+142.9% | Added |
| Oder Investment Management, LLC | 137,899 | $1.69M | 1.92% | −268−0.2% | Reduced |
| City of London Investment Management Co Ltd | 101,157 | $1.24M | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 98,010 | $1.20M | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 77,950 | $957.0K | 0.09% | +149+0.2% | Added |
| Matisse Capital | 73,008 | $897.0K | 0.83% | +23,193+46.6% | Added |
| Meridian Investment Counsel Inc. | 68,675 | $843.0K | 0.29% | 00.0% | Unchanged |
| UBS Group AG | 63,595 | $781.0K | 0.00% | −3,279−4.9% | Reduced |
| Mackay Shields LLC | 60,663 | $745.0K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 64,387 | $711.0K | 0.19% | −40,138−38.4% | Reduced |
| Royal Bank of Canada | 55,570 | $682.0K | 0.00% | −2,700−4.6% | Reduced |
| Aj Wealth Strategies, LLC | 50,562 | $621.0K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 43,601 | $535.0K | 0.10% | +43,601 | New |
| Bank of America Corp | 41,775 | $513.0K | 0.00% | +8,588+25.9% | Added |
| Aviance Capital Partners, LLC | 38,673 | $475.0K | 0.09% | −1,174−2.9% | Reduced |
| Cetera Investment Advisers | 36,453 | $448.0K | 0.01% | −497−1.3% | Reduced |
| Logan Stone Capital, LLC | 34,044 | $418.0K | 0.30% | +34,044 | New |
| Commonwealth Equity Services, LLC | 32,225 | $395.0K | 0.00% | +4,711+17.1% | Added |
| Tortoise Investment Management, LLC | 31,810 | $391.0K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 29,950 | $367.0K | 0.01% | +29,000+3,052.6% | Added |
| Diligent Investors, LLC | 27,742 | $341.0K | 0.10% | +16,028+136.8% | Added |
| Raymond James & Associates | 26,760 | $329.0K | 0.00% | −7,606−22.1% | Reduced |
| Quantedge Capital Pte Ltd | 26,109 | $321.0K | 0.09% | +26,109 | New |
| Chemistry Wealth Management LLC | 25,725 | $316.0K | 0.11% | +25,725 | New |
| Almitas Capital LLC | 25,144 | $309.0K | 0.18% | +25,144 | New |
| D.A. Davidson & Co. | 21,386 | $263.0K | 0.00% | +766+3.7% | Added |
| Ameriprise Financial Inc | 21,200 | $260.0K | 0.00% | −3,000−12.4% | Reduced |
| Cetera Advisors LLC | 18,478 | $227.0K | 0.00% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 17,900 | $220.0K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 16,942 | $208.0K | 0.01% | −4,402−20.6% | Reduced |
| Moneta Group Investment Advisors LLC | 16,694 | $205.0K | 0.01% | −11,072−39.9% | Reduced |
| Stifel Financial Corp | 16,524 | $203.0K | 0.00% | +585+3.7% | Added |
| LPL Financial LLC | 16,227 | $199.0K | 0.00% | +2,241+16.0% | Added |
| Advisor Group Holdings, Inc. | 15,612 | $191.0K | 0.00% | −704−4.3% | Reduced |
| Monograph Wealth Advisors, LLC | 15,152 | $187.0K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 13,335 | $185.0K | 0.00% | +13,335 | New |
| Running Point Capital Advisors, LLC | 15,000 | $184.0K | 0.11% | +15,000 | New |
| Clare Market Investments LLC | 13,969 | $171.5K | 0.05% | −23,539−62.8% | Reduced |
| MKT Advisors LLC | 13,986 | $156.0K | 0.12% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,226 | $150.0K | 0.02% | +12,226 | New |
| Steward Partners Investment Advisory, LLC | 11,718 | $144.0K | 0.00% | +10,688+1,037.7% | Added |
| Mercer Global Advisors Inc | 11,434 | $140.0K | 0.00% | −1,117−8.9% | Reduced |
| Steel Peak Wealth Management LLC | 10,433 | $128.0K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $118.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $78.0K | 0.01% | +3,000+75.0% | Added |
| Lindbrook Capital, LLC | 5,757 | $71.0K | 0.01% | +5,757 | New |
| Allworth Financial LP | 5,274 | $65.0K | 0.00% | +2,750+109.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,206 | $27.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,986 | $24.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,061 | $13.0K | 0.00% | +741+231.6% | Added |
| CWM, LLC | 964 | $12.0K | 0.00% | +964 | New |
| FNY Investment Advisers, LLC | 300 | $3.00K | 0.00% | +300 | New |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −369,724−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −191,992−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −42,870−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −29,695−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −11,220−100.0% | Sold out |
| Vista Investment Management | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −21,750−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −190−100.0% | Sold out |