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 2024
Institutional positions in BlackRock California Municipal Income Trust as of Mar 31, 2024. 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
- 56
- 0 vs. Q4 2023
- Shares held
- 11.2M
- −181.6K (−1.6%) vs. Q4 2023
- Total value
- $131.8M
- −$4.55M (−3.3%) vs. Q4 2023
- New holders
- 8
- 17 more added
- Sold out
- 8
- 14 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,225,100 | $61.8M | 1.35% | +131,072+2.6% | Added |
| Sit Investment Associates Inc | 1,073,934 | $12.7M | 0.29% | +161,441+17.7% | Added |
| Guggenheim Capital LLC | 626,976 | $7.41M | 0.05% | +33,104+5.6% | Added |
| Advisors Asset Management, Inc. | 476,270 | $5.63M | 0.11% | +45,611+10.6% | Added |
| Almitas Capital LLC | 463,705 | $5.48M | 2.26% | −5,100−1.1% | Reduced |
| Morgan Stanley | 381,167 | $4.51M | 0.00% | +24,601+6.9% | Added |
| City of London Investment Management Co Ltd | 341,227 | $4.03M | 0.33% | −195,581−36.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 285,446 | $3.37M | 0.18% | −72,641−20.3% | Reduced |
| Wells Fargo & Company | 273,140 | $3.23M | 0.00% | −81,655−23.0% | Reduced |
| Rivernorth Capital Management, LLC | 212,941 | $2.52M | 0.12% | −6,237−2.8% | Reduced |
| UBS Group AG | 153,338 | $1.81M | 0.00% | +11,562+8.2% | Added |
| LPL Financial LLC | 151,618 | $1.79M | 0.00% | +93,492+160.8% | Added |
| Allspring Global Investments Holdings, LLC | 146,445 | $1.73M | 0.00% | −268,076−64.7% | Reduced |
| Bulldog Investors, LLP | 141,453 | $1.67M | 0.55% | −87,927−38.3% | Reduced |
| Oder Investment Management, LLC | 108,097 | $1.28M | 1.19% | +2,745+2.6% | Added |
| Hollencrest Capital Management | 78,421 | $926.9K | 0.04% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 75,799 | $895.9K | 0.65% | +107+0.1% | Added |
| Allianz Asset Management GmbH | 68,750 | $812.6K | 0.00% | +68,750 | New |
| Robinson Capital Management, LLC | 64,573 | $749.7K | 0.27% | +400+0.6% | Added |
| Vivaldi Capital Management, LLC | 54,175 | $636.6K | 0.19% | +220.0% | Added |
| Cetera Investment Advisers | 53,250 | $629.4K | 0.00% | +15,165+39.8% | Added |
| Regatta Capital Group, LLC | 52,786 | $623.9K | 0.14% | −1,750−3.2% | Reduced |
| Royal Bank of Canada | 50,731 | $600.0K | 0.00% | −3,072−5.7% | Reduced |
| Meridian Investment Counsel Inc. | 46,775 | $552.9K | 0.18% | −4,000−7.9% | Reduced |
| Raymond James & Associates | 46,279 | $547.0K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 40,502 | $478.7K | 0.09% | +40,502 | New |
| Commonwealth Equity Services, LLC | 39,189 | $463.0K | 0.00% | +22,253+131.4% | Added |
| Quarry LP | 34,536 | $408.2K | 0.17% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 34,536 | $408.2K | 0.06% | +34,536 | New |
| Rockefeller Capital Management L.P. | 34,279 | $405.2K | 0.00% | −33,213−49.2% | Reduced |
| Bank of America Corp | 31,656 | $374.2K | 0.00% | +20,125+174.5% | Added |
| Napa Wealth Management | 31,614 | $373.7K | 0.20% | 00.0% | Unchanged |
| Diligent Investors, LLC | 27,742 | $327.9K | 0.08% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 25,243 | $298.4K | 0.11% | +6,413+34.1% | Added |
| Landscape Capital Management, L.L.C. | 21,500 | $254.1K | 0.02% | −9,037−29.6% | Reduced |
| HBK Investments L P | 20,700 | $244.7K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,000 | $236.4K | 0.00% | −475−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,867 | $234.8K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 15,567 | $184.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 15,320 | $181.1K | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,290 | $168.3K | 0.00% | +16,290 | New |
| Nomura Holdings Inc | 12,547 | $148.3K | 0.00% | +12,547 | New |
| Integrated Wealth Concepts LLC | 10,919 | $129.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,159 | $120.1K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,000 | $118.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,521 | $112.5K | 0.00% | −2,094−18.0% | Reduced |
| CWM, LLC | 3,848 | $45.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $44.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,838 | $33.5K | 0.01% | +100+3.7% | Added |
| Wolverine Asset Management LLC | 2,300 | $27.2K | 0.00% | +2,300 | New |
| Northwestern Mutual Wealth Management Co | 2,206 | $26.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,958 | $23.1K | 0.00% | +800+69.1% | Added |
| Optimum Investment Advisors | 1,300 | $15.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $8.17K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| FMR LLC | 1 | $12 | 0.00% | +1 | New |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −46,618−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −34,536−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −22,437−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −15,381−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −13,628−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −12,866−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −7,960−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |