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, Q2 2023
Institutional positions in BlackRock California Municipal Income Trust as of Jun 30, 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. Q1 2023
- Shares held
- 11.7M
- −40.7K (−0.3%) vs. Q1 2023
- Total value
- $138.6M
- +$1.27M (+0.9%) vs. Q1 2023
- New holders
- 8
- 13 more added
- Sold out
- 7
- 23 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 200 | $2.37K | 0.00% | +200 | New |
| Nalls Sherbakoff Group, LLC | 400 | $4.62K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $7.86K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $15.4K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $26.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $44.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,848 | $46.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,000 | $118.6K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,433 | $124.1K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,514 | $124.7K | 0.00% | +77+0.7% | Added |
| Miracle Mile Advisors, LLC | 11,000 | $130.5K | 0.00% | +11,000 | New |
| Raymond James & Associates | 11,700 | $138.8K | 0.00% | −1,000−7.9% | Reduced |
| Integrated Wealth Concepts LLC | 11,919 | $141.4K | 0.00% | +11,919 | New |
| Clough Capital Partners L P | 12,536 | $148.7K | 0.01% | +12,536 | New |
| Quarry LP | 12,536 | $148.7K | 0.10% | +12,536 | New |
| Captrust Financial Advisors | 13,064 | $154.9K | 0.00% | −5,658−30.2% | Reduced |
| MKT Advisors LLC | 13,986 | $162.1K | 0.11% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,099 | $167.2K | 0.00% | +14,099 | New |
| Core Wealth Partners LLC | 15,320 | $181.7K | 0.17% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,832 | $187.8K | 0.00% | −1,333−7.8% | Reduced |
| Commonwealth Equity Services, LLC | 16,891 | $200.0K | 0.00% | +17+0.1% | Added |
| Snowden Capital Advisors LLC | 18,000 | $213.5K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,419 | $218.5K | 0.00% | −8,240−30.9% | Reduced |
| Cetera Advisors LLC | 18,478 | $219.1K | 0.00% | 00.0% | Unchanged |
| CNH Partners LLC | 19,298 | $228.9K | 0.01% | −48,324−71.5% | Reduced |
| Bank of America Corp | 19,319 | $229.1K | 0.00% | −3,396−15.0% | Reduced |
| Ameriprise Financial Inc | 20,000 | $237.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,067 | $238.0K | 0.00% | +2,300+12.9% | Added |
| National Asset Management, Inc. | 22,955 | $272.9K | 0.01% | +151+0.7% | Added |
| Alpine Global Management, LLC | 25,096 | $297.6K | 0.08% | +25,096 | New |
| SkyView Investment Advisors, LLC | 27,337 | $324.0K | 0.08% | −22,663−45.3% | Reduced |
| Diligent Investors, LLC | 27,742 | $329.0K | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 31,134 | $369.2K | 0.00% | −26,536−46.0% | Reduced |
| Global Retirement Partners, LLC | 32,159 | $381.4K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 38,322 | $454.5K | 0.00% | +50.0% | Added |
| LPL Financial LLC | 42,342 | $502.2K | 0.00% | +8,211+24.1% | Added |
| Vivaldi Capital Management, LLC | 57,061 | $676.7K | 0.21% | −280.0% | Reduced |
| Royal Bank of Canada | 61,572 | $730.0K | 0.00% | −1,332−2.1% | Reduced |
| UBS Group AG | 64,211 | $761.5K | 0.00% | −2,641−4.0% | Reduced |
| Meridian Investment Counsel Inc. | 64,675 | $767.0K | 0.27% | −2,000−3.0% | Reduced |
| Regatta Capital Group, LLC | 68,449 | $811.8K | 0.26% | −32,468−32.2% | Reduced |
| Hollencrest Capital Management | 78,176 | $927.2K | 0.10% | +242+0.3% | Added |
| Melfa Wealth Management, LLC | 79,111 | $938.3K | 0.95% | −10,541−11.8% | Reduced |
| Oder Investment Management, LLC | 119,300 | $1.41M | 1.55% | +500.0% | Added |
| Rockefeller Capital Management L.P. | 125,101 | $1.48M | 0.01% | +3,446+2.8% | Added |
| Woodline Partners LP | 202,382 | $2.40M | 0.03% | +186,904+1,207.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 336,659 | $3.99M | 0.24% | +2,359+0.7% | Added |
| Morgan Stanley | 371,828 | $4.41M | 0.00% | −3,599−1.0% | Reduced |
| Bulldog Investors, LLP | 389,941 | $4.62M | 1.53% | −69,005−15.0% | Reduced |
| Advisors Asset Management, Inc. | 409,988 | $4.86M | 0.10% | −4,213−1.0% | Reduced |
| Wells Fargo & Company | 437,536 | $5.19M | 0.00% | −39,347−8.3% | Reduced |
| Sit Investment Associates Inc | 446,718 | $5.30M | 0.14% | +446,718 | New |
| Allspring Global Investments Holdings, LLC | 465,287 | $5.52M | 0.01% | +42,987+10.2% | Added |
| 1607 Capital Partners, LLC | 523,296 | $6.21M | 0.44% | −71,850−12.1% | Reduced |
| Guggenheim Capital LLC | 568,294 | $6.74M | 0.05% | −74,842−11.6% | Reduced |
| City of London Investment Management Co Ltd | 617,585 | $7.33M | 0.59% | −16,528−2.6% | Reduced |
| Rivernorth Capital Management, LLC | 696,799 | $8.26M | 0.41% | −435,002−38.4% | Reduced |
| Almitas Capital LLC | 738,499 | $8.56M | 3.66% | −9,674−1.3% | Reduced |
| Saba Capital Management, L.P. | 4,203,612 | $49.9M | 1.64% | +677,290+19.2% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −456,465−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −77,601−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −29,642−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −23,660−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −11,628−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −9,560−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Stonnington Group, LLC | – | – | – | – | Not filed |