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