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 2023
Institutional positions in BlackRock California Municipal Income Trust as of Dec 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
- 57
- −1 vs. Q3 2023
- Shares held
- 11.3M
- +64.2K (+0.6%) vs. Q3 2023
- Total value
- $136.3M
- +$20.4M (+17.6%) vs. Q3 2023
- New holders
- 8
- 11 more added
- Sold out
- 9
- 20 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,094,028 | $61.3M | 1.51% | +580,400+12.9% | Added |
| Sit Investment Associates Inc | 912,493 | $11.0M | 0.27% | +386,184+73.4% | Added |
| Guggenheim Capital LLC | 593,872 | $7.14M | 0.05% | +45,640+8.3% | Added |
| City of London Investment Management Co Ltd | 536,808 | $6.46M | 0.53% | −80,777−13.1% | Reduced |
| Almitas Capital LLC | 468,805 | $5.64M | 1.94% | −59,570−11.3% | Reduced |
| Advisors Asset Management, Inc. | 430,659 | $5.18M | 0.11% | +7,093+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 414,521 | $4.99M | 0.01% | −50,766−10.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 358,087 | $4.31M | 0.25% | −371−0.1% | Reduced |
| Morgan Stanley | 356,566 | $4.29M | 0.00% | −9,789−2.7% | Reduced |
| Wells Fargo & Company | 354,795 | $4.27M | 0.00% | −9,820−2.7% | Reduced |
| Bulldog Investors, LLP | 229,380 | $2.76M | 0.91% | −64,346−21.9% | Reduced |
| Rivernorth Capital Management, LLC | 219,178 | $2.64M | 0.13% | −310,119−58.6% | Reduced |
| UBS Group AG | 141,776 | $1.71M | 0.00% | +71,776+102.5% | Added |
| Oder Investment Management, LLC | 105,352 | $1.27M | 1.25% | −16,768−13.7% | Reduced |
| Hollencrest Capital Management | 78,421 | $943.4K | 0.09% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 75,692 | $910.6K | 0.86% | +187+0.2% | Added |
| Rockefeller Capital Management L.P. | 67,492 | $811.9K | 0.00% | −58,142−46.3% | Reduced |
| Robinson Capital Management, LLC | 64,173 | $773.3K | 0.28% | 00.0% | Unchanged |
| LPL Financial LLC | 58,126 | $699.3K | 0.00% | +14,698+33.8% | Added |
| Regatta Capital Group, LLC | 54,536 | $656.1K | 0.17% | −9,820−15.3% | Reduced |
| Royal Bank of Canada | 53,803 | $647.0K | 0.00% | −3,559−6.2% | Reduced |
| Vivaldi Capital Management, LLC | 54,153 | $633.6K | 0.19% | −2,943−5.2% | Reduced |
| Meridian Investment Counsel Inc. | 50,775 | $610.8K | 0.21% | −2,700−5.0% | Reduced |
| Karpus Management, Inc. | 46,618 | $560.8K | 0.02% | +46,618 | New |
| Raymond James & Associates | 46,279 | $556.7K | 0.00% | +27,500+146.4% | Added |
| Cetera Investment Advisers | 38,085 | $458.2K | 0.00% | +1,059+2.9% | Added |
| Clough Capital Partners L P | 34,536 | $415.5K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 34,536 | $415.5K | 0.21% | 00.0% | Unchanged |
| Napa Wealth Management | 31,614 | $380.3K | 0.21% | +31,614 | New |
| Landscape Capital Management, L.L.C. | 30,537 | $367.4K | 0.03% | +30,537 | New |
| Diligent Investors, LLC | 27,742 | $333.7K | 0.09% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 22,437 | $270.0K | 0.07% | −4,900−17.9% | Reduced |
| HBK Investments L P | 20,700 | $249.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,475 | $246.3K | 0.00% | +475+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 19,867 | $239.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 18,830 | $226.5K | 0.08% | +18,830 | New |
| Commonwealth Equity Services, LLC | 16,936 | $204.0K | 0.00% | +27+0.2% | Added |
| Millennium Management LLC | 15,567 | $187.3K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 15,381 | $185.0K | 0.00% | −6,497−29.7% | Reduced |
| Core Wealth Partners LLC | 15,320 | $184.3K | 0.15% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,628 | $164.0K | 0.00% | −3,724−21.5% | Reduced |
| JPMorgan Chase & Co | 12,866 | $154.8K | 0.00% | +12,866 | New |
| Advisor Group Holdings, Inc. | 11,615 | $139.7K | 0.00% | −5,634−32.7% | Reduced |
| Bank of America Corp | 11,531 | $138.7K | 0.00% | −23,581−67.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,919 | $131.4K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,000 | $120.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,159 | $119.1K | 0.00% | −22,000−68.4% | Reduced |
| Truvestments Capital LLC | 7,960 | $95.8K | 0.04% | +7,960 | New |
| CWM, LLC | 3,848 | $46.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $45.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,738 | $32.9K | 0.01% | +2,738 | New |
| Northwestern Mutual Wealth Management Co | 2,206 | $26.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $15.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,158 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $8.31K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 400 | $4.81K | 0.00% | +400 | New |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −317,277−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −74,995−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −18,514−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −13,986−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,895−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,433−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |