Skip to main content

BlackRock California Municipal Income Trust

BFZDelisted Feb 9, 2026

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 2022

Institutional positions in BlackRock California Municipal Income Trust as of Sep 30, 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
65
−5 vs. Q2 2022
Shares held
11.5M
−11.3K (−0.1%) vs. Q2 2022
Total value
$118.7M
−$11.9M (−9.1%) vs. Q2 2022
New holders
4
24 more added
Sold out
9
12 more reduced

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 65 institutions
Q1 2021: 59 institutionsQ2 2021: 58 institutionsQ3 2021: 60 institutionsQ4 2021: 63 institutionsQ1 2022: 68 institutionsQ2 2022: 70 institutionsQ3 2022: 65 institutionsQ4 2022: 62 institutionsQ1 2023: 61 institutionsQ2 2023: 61 institutionsQ3 2023: 58 institutionsQ4 2023: 57 institutionsQ1 2024: 56 institutionsQ2 2024: 55 institutionsQ3 2024: 52 institutionsQ4 2024: 58 institutionsQ1 2025: 59 institutionsQ2 2025: 53 institutionsQ3 2025: 61 institutionsQ4 2025: 69 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $118.7M
Q1 2021: $151.0MQ2 2021: $154.4MQ3 2021: $153.5MQ4 2021: $154.9MQ1 2022: $135.7MQ2 2022: $130.6MQ3 2022: $118.7MQ4 2022: $117.1MQ1 2023: $137.4MQ2 2023: $138.6MQ3 2023: $116.0MQ4 2023: $136.3MQ1 2024: $131.8MQ2 2024: $129.8MQ3 2024: $117.1MQ4 2024: $103.3MQ1 2025: $116.3MQ2 2025: $97.3MQ3 2025: $86.3MQ4 2025: $91.2MQ1 2026: $0Q2 2026: $0
Institutions holding BFZ and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 202569$91.2M
Q3 202561$86.3M
Q2 202553$97.3M
Q1 202559$116.3M
Q4 202458$103.3M
Q3 202452$117.1M
Q2 202455$129.8M
Q1 202456$131.8M
Q4 202357$136.3M
Q3 202358$116.0M
Q2 202361$138.6M
Q1 202361$137.4M
Q4 202262$117.1M
Q3 202265$118.7M
Q2 202270$130.6M
Q1 202268$135.7M
Q4 202163$154.9M
Q3 202160$153.5M
Q2 202158$154.4M
Q1 202159$151.0M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q2 2022.

Institutions holding BFZ in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Karpus Management, Inc.3,443,248$35.4M1.24%−629,777−15.5%Reduced
Rivernorth Capital Management, LLC1,495,199$15.4M0.69%−80,487−5.1%Reduced
Saba Capital Management, L.P.753,770$7.75M0.10%+291,498+63.1%Added
Wells Fargo & Company675,502$6.94M0.00%+139,154+25.9%Added
1607 Capital Partners, LLC629,463$6.47M0.50%−4,100−0.6%Reduced
Guggenheim Capital LLC506,165$5.20M0.05%+31,510+6.6%Added
Allspring Global Investments Holdings, LLC413,400$4.25M0.01%+88,457+27.2%Added
Morgan Stanley370,153$3.81M0.00%+48,161+15.0%Added
Bulldog Investors, LLP359,894$3.70M1.08%+46,492+14.8%Added
Advisors Asset Management, Inc.332,591$3.42M0.07%+47,043+16.5%Added
Regatta Capital Group, LLC267,979$3.04M1.24%+116,017+76.3%Added
Hennion & Walsh Asset Management, Inc.233,938$2.40M0.16%+31,942+15.8%Added
Fiera Capital Corp205,487$2.10M0.01%−1,166−0.6%Reduced
Robinson Capital Management, LLC184,282$1.90M1.51%00.0%Unchanged
Dakota Wealth Management163,400$1.68M0.14%−3,000−1.8%Reduced
Oder Investment Management, LLC139,502$1.43M1.68%+6,897+5.2%Added
City of London Investment Management Co Ltd127,457$1.31M0.11%+26,300+26.0%Added
The PNC Financial Services Group, Inc.98,010$1.01M0.00%00.0%Unchanged
Mariner Investment Group LLC96,770$995.0K1.13%+31,270+47.7%Added
Hollencrest Capital Management78,466$807.0K0.10%+265+0.3%Added
UBS Group AG72,743$748.0K0.00%+18,238+33.5%Added
Royal Bank of Canada71,694$737.0K0.00%+16,355+29.6%Added
Meridian Investment Counsel Inc.68,675$706.0K0.31%00.0%Unchanged
Vivaldi Capital Management, LLC49,358$512.0K0.14%−12,629−20.4%Reduced
Logan Stone Capital, LLC44,764$460.0K0.30%+14,792+49.4%Added
Quantedge Capital Pte Ltd39,209$403.0K0.12%−2,800−6.7%Reduced
Chemistry Wealth Management LLC39,180$403.0K0.16%00.0%Unchanged
Aviance Capital Partners, LLC39,023$401.0K0.10%+655+1.7%Added
Tortoise Investment Management, LLC37,210$383.0K0.07%+5,400+17.0%Added
Cetera Investment Advisers35,661$367.0K0.01%−296−0.8%Reduced
Bank of America Corp34,826$358.0K0.00%−7,225−17.2%Reduced
Snowden Capital Advisors LLC29,000$298.0K0.01%−600−2.0%Reduced
Diligent Investors, LLC27,742$285.0K0.10%00.0%Unchanged
LPL Financial LLC26,803$276.0K0.00%+10,217+61.6%Added
Advisor Group Holdings, Inc.24,773$254.0K0.00%+830+3.5%Added
Raymond James & Associates22,700$233.0K0.00%00.0%Unchanged
Ameriprise Financial Inc21,200$218.0K0.00%00.0%Unchanged
Wellspring Financial Advisors, LLC20,400$210.0K0.08%00.0%Unchanged
Stifel Financial Corp20,145$207.0K0.00%+2,308+12.9%Added
Cetera Advisors LLC18,478$190.0K0.01%00.0%Unchanged
Bank of Montreal14,794$176.0K0.00%+1,351+10.0%Added
Commonwealth Equity Services, LLC16,983$174.0K0.00%−1,542−8.3%Reduced
Atria Wealth Solutions, Inc.16,600$171.4K0.00%+16,600New
Captrust Financial Advisors16,004$165.0K0.00%+16,004New
Steward Partners Investment Advisory, LLC15,218$156.0K0.00%00.0%Unchanged
Running Point Capital Advisors, LLC15,000$154.0K0.10%00.0%Unchanged
MKT Advisors LLC13,986$144.0K0.13%00.0%Unchanged
Envestnet Asset Management Inc11,965$123.0K0.00%+11,965New
Mercer Global Advisors Inc11,497$118.0K0.00%+32+0.3%Added
Steel Peak Wealth Management LLC10,433$108.0K0.01%00.0%Unchanged
Western Wealth Management, LLC10,450$106.0K0.01%00.0%Unchanged
Clare Market Investments LLC10,106$103.9K0.04%−4,017−28.4%Reduced
Stonnington Group, LLC10,000$103.0K0.03%00.0%Unchanged
Global Retirement Partners, LLC7,135$72.0K0.01%+109+1.6%Added
Allworth Financial LP3,774$39.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,206$23.0K0.00%00.0%Unchanged
Whittier Trust Co1,986$20.0K0.00%00.0%Unchanged
US Bancorp1,500$15.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc1,500$15.0K0.00%00.0%Unchanged
Optimum Investment Advisors1,300$13.0K0.01%00.0%Unchanged
Umb Bank N A1,061$11.0K0.00%00.0%Unchanged
CWM, LLC964$10.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC691$7.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC300$3.00K0.00%00.0%Unchanged
JPMorgan Chase & Co78$1.00K0.00%+78New
Matisse Capital0$00.00%−73,008−100.0%Sold out
Mackay Shields LLC0$00.00%−60,663−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−43,601−100.0%Sold out
Next Level Private LLC0$00.00%−39,180−100.0%Sold out
Almitas Capital LLC0$00.00%−29,133−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−14,175−100.0%Sold out
Resonant Capital Advisors, LLC0$00.00%−13,300−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−8,757−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−1,800−100.0%Sold out