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 2023
Institutional positions in BlackRock California Municipal Income Trust as of Mar 31, 2023. 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
- 61
- −1 vs. Q4 2022
- Shares held
- 11.8M
- +942.6K (+8.7%) vs. Q4 2022
- Total value
- $137.4M
- +$20.3M (+17.4%) vs. Q4 2022
- New holders
- 10
- 21 more added
- Sold out
- 11
- 14 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 116 | $1.35K | 0.00% | +116 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Nalls Sherbakoff Group, LLC | 400 | $4.61K | 0.00% | +400 | New |
| Mascoma Wealth Management LLC | 691 | $8.16K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $15.2K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $17.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $25.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $44.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,848 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9,560 | $111.9K | 0.02% | −17,150−64.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,000 | $117.0K | 0.00% | +10,000 | New |
| Stonnington Group, LLC | 10,000 | $117.9K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,437 | $122.1K | 0.00% | −1,576−13.1% | Reduced |
| Steel Peak Wealth Management LLC | 10,433 | $122.5K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 11,628 | $136.0K | 0.01% | +81+0.7% | Added |
| Raymond James & Associates | 12,700 | $148.6K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 13,986 | $164.6K | 0.12% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 15,320 | $179.2K | 0.18% | +15,320 | New |
| Woodline Partners LP | 15,478 | $181.1K | 0.00% | +15,478 | New |
| Commonwealth Equity Services, LLC | 16,874 | $197.0K | 0.00% | +11+0.1% | Added |
| Advisor Group Holdings, Inc. | 17,165 | $200.8K | 0.00% | −987−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,767 | $207.9K | 0.00% | +449+2.6% | Added |
| Snowden Capital Advisors LLC | 18,000 | $210.6K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 18,478 | $216.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 18,722 | $219.0K | 0.00% | +700+3.9% | Added |
| Ameriprise Financial Inc | 20,000 | $234.0K | 0.00% | −1,200−5.7% | Reduced |
| Bank of America Corp | 22,715 | $265.8K | 0.00% | −18,686−45.1% | Reduced |
| National Asset Management, Inc. | 22,804 | $267.4K | 0.01% | −4,699−17.1% | Reduced |
| JPMorgan Chase & Co | 23,660 | $277.0K | 0.00% | +15,410+186.8% | Added |
| Stifel Financial Corp | 26,659 | $311.9K | 0.00% | +6,374+31.4% | Added |
| Diligent Investors, LLC | 27,742 | $324.6K | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 29,642 | $346.8K | 0.08% | +43+0.1% | Added |
| Global Retirement Partners, LLC | 32,159 | $382.7K | 0.02% | +15,000+87.4% | Added |
| LPL Financial LLC | 34,131 | $399.3K | 0.00% | +25+0.1% | Added |
| Cetera Investment Advisers | 38,317 | $448.3K | 0.00% | +2,081+5.7% | Added |
| SkyView Investment Advisors, LLC | 50,000 | $585.0K | 0.14% | +50,000 | New |
| Vivaldi Capital Management, LLC | 57,089 | $667.9K | 0.20% | +57,089 | New |
| Millennium Management LLC | 57,670 | $675.0K | 0.00% | +19,518+51.2% | Added |
| Royal Bank of Canada | 62,904 | $736.0K | 0.00% | −5,982−8.7% | Reduced |
| Meridian Investment Counsel Inc. | 66,675 | $780.1K | 0.30% | 00.0% | Unchanged |
| UBS Group AG | 66,852 | $782.2K | 0.00% | −11,705−14.9% | Reduced |
| CNH Partners LLC | 67,622 | $791.2K | 0.02% | +15,152+28.9% | Added |
| Dakota Wealth Management | 77,601 | $907.9K | 0.06% | −1,900−2.4% | Reduced |
| Hollencrest Capital Management | 77,934 | $911.8K | 0.10% | +154+0.2% | Added |
| Melfa Wealth Management, LLC | 89,652 | $1.05M | 1.05% | −12,341−12.1% | Reduced |
| Regatta Capital Group, LLC | 100,917 | $1.09M | 0.39% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 119,250 | $1.40M | 1.63% | +7,548+6.8% | Added |
| Rockefeller Capital Management L.P. | 121,655 | $1.42M | 0.01% | +121,655 | New |
| Hennion & Walsh Asset Management, Inc. | 334,300 | $3.91M | 0.24% | +47,294+16.5% | Added |
| Morgan Stanley | 375,427 | $4.39M | 0.00% | +1,722+0.5% | Added |
| Advisors Asset Management, Inc. | 414,201 | $4.85M | 0.10% | +45,028+12.2% | Added |
| Allspring Global Investments Holdings, LLC | 422,300 | $4.94M | 0.01% | 00.0% | Unchanged |
| Karpus Management, Inc. | 456,465 | $5.34M | 0.17% | −3,475−0.8% | Reduced |
| Bulldog Investors, LLP | 458,946 | $5.37M | 1.73% | +22,952+5.3% | Added |
| Wells Fargo & Company | 476,883 | $5.58M | 0.00% | −224,938−32.1% | Reduced |
| 1607 Capital Partners, LLC | 595,146 | $6.96M | 0.49% | −30,717−4.9% | Reduced |
| City of London Investment Management Co Ltd | 634,113 | $7.43M | 0.57% | +502,156+380.5% | Added |
| Guggenheim Capital LLC | 643,136 | $7.52M | 0.06% | +46,438+7.8% | Added |
| Almitas Capital LLC | 748,173 | $8.75M | 4.18% | +748,173 | New |
| Rivernorth Capital Management, LLC | 1,131,801 | $13.2M | 0.64% | −289,349−20.4% | Reduced |
| Saba Capital Management, L.P. | 3,526,322 | $41.3M | 1.00% | +457,998+14.9% | Added |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −254,971−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −184,482−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −55,637−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −42,103−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −41,280−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −27,607−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,622−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −11,476−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,096−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |