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 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.
| 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 2022
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 78 | $1.00K | 0.00% | +78 | New |
| FNY Investment Advisers, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 964 | $10.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,061 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $13.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,986 | $20.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $23.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $39.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,135 | $72.0K | 0.01% | +109+1.6% | Added |
| Stonnington Group, LLC | 10,000 | $103.0K | 0.03% | 00.0% | Unchanged |
| Clare Market Investments LLC | 10,106 | $103.9K | 0.04% | −4,017−28.4% | Reduced |
| Western Wealth Management, LLC | 10,450 | $106.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $108.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,497 | $118.0K | 0.00% | +32+0.3% | Added |
| Envestnet Asset Management Inc | 11,965 | $123.0K | 0.00% | +11,965 | New |
| MKT Advisors LLC | 13,986 | $144.0K | 0.13% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $154.0K | 0.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,218 | $156.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,004 | $165.0K | 0.00% | +16,004 | New |
| Atria Wealth Solutions, Inc. | 16,600 | $171.4K | 0.00% | +16,600 | New |
| Commonwealth Equity Services, LLC | 16,983 | $174.0K | 0.00% | −1,542−8.3% | Reduced |
| Bank of Montreal | 14,794 | $176.0K | 0.00% | +1,351+10.0% | Added |
| Cetera Advisors LLC | 18,478 | $190.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,145 | $207.0K | 0.00% | +2,308+12.9% | Added |
| Wellspring Financial Advisors, LLC | 20,400 | $210.0K | 0.08% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 21,200 | $218.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 22,700 | $233.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,773 | $254.0K | 0.00% | +830+3.5% | Added |
| LPL Financial LLC | 26,803 | $276.0K | 0.00% | +10,217+61.6% | Added |
| Diligent Investors, LLC | 27,742 | $285.0K | 0.10% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 29,000 | $298.0K | 0.01% | −600−2.0% | Reduced |
| Bank of America Corp | 34,826 | $358.0K | 0.00% | −7,225−17.2% | Reduced |
| Cetera Investment Advisers | 35,661 | $367.0K | 0.01% | −296−0.8% | Reduced |
| Tortoise Investment Management, LLC | 37,210 | $383.0K | 0.07% | +5,400+17.0% | Added |
| Aviance Capital Partners, LLC | 39,023 | $401.0K | 0.10% | +655+1.7% | Added |
| Quantedge Capital Pte Ltd | 39,209 | $403.0K | 0.12% | −2,800−6.7% | Reduced |
| Chemistry Wealth Management LLC | 39,180 | $403.0K | 0.16% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 44,764 | $460.0K | 0.30% | +14,792+49.4% | Added |
| Vivaldi Capital Management, LLC | 49,358 | $512.0K | 0.14% | −12,629−20.4% | Reduced |
| Meridian Investment Counsel Inc. | 68,675 | $706.0K | 0.31% | 00.0% | Unchanged |
| Royal Bank of Canada | 71,694 | $737.0K | 0.00% | +16,355+29.6% | Added |
| UBS Group AG | 72,743 | $748.0K | 0.00% | +18,238+33.5% | Added |
| Hollencrest Capital Management | 78,466 | $807.0K | 0.10% | +265+0.3% | Added |
| Mariner Investment Group LLC | 96,770 | $995.0K | 1.13% | +31,270+47.7% | Added |
| The PNC Financial Services Group, Inc. | 98,010 | $1.01M | 0.00% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 127,457 | $1.31M | 0.11% | +26,300+26.0% | Added |
| Oder Investment Management, LLC | 139,502 | $1.43M | 1.68% | +6,897+5.2% | Added |
| Dakota Wealth Management | 163,400 | $1.68M | 0.14% | −3,000−1.8% | Reduced |
| Robinson Capital Management, LLC | 184,282 | $1.90M | 1.51% | 00.0% | Unchanged |
| Fiera Capital Corp | 205,487 | $2.10M | 0.01% | −1,166−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 233,938 | $2.40M | 0.16% | +31,942+15.8% | Added |
| Regatta Capital Group, LLC | 267,979 | $3.04M | 1.24% | +116,017+76.3% | Added |
| Advisors Asset Management, Inc. | 332,591 | $3.42M | 0.07% | +47,043+16.5% | Added |
| Bulldog Investors, LLP | 359,894 | $3.70M | 1.08% | +46,492+14.8% | Added |
| Morgan Stanley | 370,153 | $3.81M | 0.00% | +48,161+15.0% | Added |
| Allspring Global Investments Holdings, LLC | 413,400 | $4.25M | 0.01% | +88,457+27.2% | Added |
| Guggenheim Capital LLC | 506,165 | $5.20M | 0.05% | +31,510+6.6% | Added |
| 1607 Capital Partners, LLC | 629,463 | $6.47M | 0.50% | −4,100−0.6% | Reduced |
| Wells Fargo & Company | 675,502 | $6.94M | 0.00% | +139,154+25.9% | Added |
| Saba Capital Management, L.P. | 753,770 | $7.75M | 0.10% | +291,498+63.1% | Added |
| Rivernorth Capital Management, LLC | 1,495,199 | $15.4M | 0.69% | −80,487−5.1% | Reduced |
| Karpus Management, Inc. | 3,443,248 | $35.4M | 1.24% | −629,777−15.5% | Reduced |
| Matisse Capital | 0 | $0 | 0.00% | −73,008−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −60,663−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −43,601−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −39,180−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −29,133−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,175−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,757−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |