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