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 2022
Institutional positions in BlackRock California Municipal Income Trust as of Dec 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
- 62
- −3 vs. Q3 2022
- Shares held
- 10.8M
- −704.9K (−6.1%) vs. Q3 2022
- Total value
- $117.1M
- −$1.59M (−1.3%) vs. Q3 2022
- New holders
- 10
- 23 more added
- Sold out
- 13
- 16 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,068,324 | $33.2M | 0.56% | +2,314,554+307.1% | Added |
| Rivernorth Capital Management, LLC | 1,421,150 | $15.4M | 0.69% | −74,049−5.0% | Reduced |
| Wells Fargo & Company | 701,821 | $7.60M | 0.00% | +26,319+3.9% | Added |
| 1607 Capital Partners, LLC | 625,863 | $6.78M | 0.47% | −3,600−0.6% | Reduced |
| Guggenheim Capital LLC | 596,698 | $6.46M | 0.06% | +90,533+17.9% | Added |
| Karpus Management, Inc. | 459,940 | $4.98M | 0.17% | −2,983,308−86.6% | Reduced |
| Bulldog Investors, LLP | 435,994 | $4.72M | 1.42% | +76,100+21.1% | Added |
| Allspring Global Investments Holdings, LLC | 422,300 | $4.57M | 0.01% | +8,900+2.2% | Added |
| Morgan Stanley | 373,705 | $4.05M | 0.00% | +3,552+1.0% | Added |
| Advisors Asset Management, Inc. | 369,173 | $4.00M | 0.08% | +36,582+11.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 287,006 | $3.11M | 0.19% | +53,068+22.7% | Added |
| Logan Stone Capital, LLC | 254,971 | $2.76M | 1.03% | +210,207+469.6% | Added |
| Robinson Capital Management, LLC | 184,482 | $2.01M | 1.03% | +200+0.1% | Added |
| City of London Investment Management Co Ltd | 131,957 | $1.43M | 0.11% | +4,500+3.5% | Added |
| Oder Investment Management, LLC | 111,702 | $1.21M | 1.50% | −27,800−19.9% | Reduced |
| Melfa Wealth Management, LLC | 101,993 | $1.10M | 1.15% | +101,993 | New |
| Regatta Capital Group, LLC | 100,917 | $1.09M | 0.39% | −167,062−62.3% | Reduced |
| Dakota Wealth Management | 79,501 | $861.0K | 0.06% | −83,899−51.3% | Reduced |
| UBS Group AG | 78,557 | $850.8K | 0.00% | +5,814+8.0% | Added |
| Hollencrest Capital Management | 77,780 | $842.4K | 0.10% | −686−0.9% | Reduced |
| Royal Bank of Canada | 68,886 | $746.0K | 0.00% | −2,808−3.9% | Reduced |
| Meridian Investment Counsel Inc. | 66,675 | $722.0K | 0.29% | −2,000−2.9% | Reduced |
| OTA Financial Group L.P. | 55,637 | $602.0K | 0.60% | +55,637 | New |
| CNH Partners LLC | 52,470 | $568.3K | 0.01% | +52,470 | New |
| Atria Wealth Solutions, Inc. | 42,103 | $455.4K | 0.01% | +25,503+153.6% | Added |
| Bank of America Corp | 41,401 | $448.4K | 0.00% | +6,575+18.9% | Added |
| Weiss Asset Management LP | 41,280 | $447.1K | 0.02% | +41,280 | New |
| Millennium Management LLC | 38,152 | $413.0K | 0.00% | +38,152 | New |
| Cetera Investment Advisers | 36,236 | $392.4K | 0.00% | +575+1.6% | Added |
| LPL Financial LLC | 34,106 | $369.4K | 0.00% | +7,303+27.2% | Added |
| Aviance Capital Partners, LLC | 29,599 | $320.6K | 0.07% | −9,424−24.1% | Reduced |
| Diligent Investors, LLC | 27,742 | $300.4K | 0.10% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 27,607 | $299.0K | 0.04% | +27,607 | New |
| National Asset Management, Inc. | 27,503 | $297.9K | 0.01% | +27,503 | New |
| Tortoise Investment Management, LLC | 26,710 | $289.3K | 0.05% | −10,500−28.2% | Reduced |
| Ameriprise Financial Inc | 21,200 | $230.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,285 | $219.7K | 0.00% | +140+0.7% | Added |
| Cetera Advisors LLC | 18,478 | $200.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,152 | $196.0K | 0.00% | −6,621−26.7% | Reduced |
| Captrust Financial Advisors | 18,022 | $195.2K | 0.00% | +2,018+12.6% | Added |
| Snowden Capital Advisors LLC | 18,000 | $194.9K | 0.01% | −11,000−37.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,318 | $187.6K | 0.00% | +2,100+13.8% | Added |
| Global Retirement Partners, LLC | 17,159 | $185.8K | 0.01% | +10,024+140.5% | Added |
| Commonwealth Equity Services, LLC | 16,863 | $182.0K | 0.00% | −120−0.7% | Reduced |
| Running Point Capital Advisors, LLC | 15,000 | $162.4K | 0.10% | 00.0% | Unchanged |
| MKT Advisors LLC | 13,986 | $155.5K | 0.12% | 00.0% | Unchanged |
| Raymond James & Associates | 12,700 | $137.5K | 0.00% | −10,000−44.1% | Reduced |
| Envestnet Asset Management Inc | 12,013 | $130.1K | 0.00% | +48+0.4% | Added |
| Susquehanna International Group, LLP | 11,622 | $125.9K | 0.00% | +11,622 | New |
| First Foundation Advisors | 11,547 | $125.1K | 0.01% | +11,547 | New |
| Quantedge Capital Pte Ltd | 11,476 | $124.3K | 0.04% | −27,733−70.7% | Reduced |
| Jane Street Group, LLC | 11,096 | $120.2K | 0.00% | +11,096 | New |
| Steel Peak Wealth Management LLC | 10,433 | $113.0K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $110.9K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,250 | $89.0K | 0.00% | +8,172+10,476.9% | Added |
| CWM, LLC | 3,848 | $42.0K | 0.00% | +2,884+299.2% | Added |
| Allworth Financial LP | 3,774 | $40.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $23.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,986 | $21.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $14.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $7.48K | 0.00% | 00.0% | Unchanged |
| Fiera Capital Corp | 0 | $0 | 0.00% | −205,487−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −98,010−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −96,770−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −49,358−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −39,180−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −14,794−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,497−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,450−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −10,106−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |