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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $12 | 0.00% | +1 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Mascoma Wealth Management LLC | 691 | $8.17K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $15.4K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,958 | $23.1K | 0.00% | +800+69.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,206 | $26.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,300 | $27.2K | 0.00% | +2,300 | New |
| Blue Bell Private Wealth Management, LLC | 2,838 | $33.5K | 0.01% | +100+3.7% | Added |
| Allworth Financial LP | 3,774 | $44.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,848 | $45.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,521 | $112.5K | 0.00% | −2,094−18.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,000 | $118.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,159 | $120.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,919 | $129.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,547 | $148.3K | 0.00% | +12,547 | New |
| National Asset Management, Inc. | 16,290 | $168.3K | 0.00% | +16,290 | New |
| Core Wealth Partners LLC | 15,320 | $181.1K | 0.14% | 00.0% | Unchanged |
| Millennium Management LLC | 15,567 | $184.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,867 | $234.8K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,000 | $236.4K | 0.00% | −475−2.3% | Reduced |
| HBK Investments L P | 20,700 | $244.7K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 21,500 | $254.1K | 0.02% | −9,037−29.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 25,243 | $298.4K | 0.11% | +6,413+34.1% | Added |
| Diligent Investors, LLC | 27,742 | $327.9K | 0.08% | 00.0% | Unchanged |
| Napa Wealth Management | 31,614 | $373.7K | 0.20% | 00.0% | Unchanged |
| Bank of America Corp | 31,656 | $374.2K | 0.00% | +20,125+174.5% | Added |
| Rockefeller Capital Management L.P. | 34,279 | $405.2K | 0.00% | −33,213−49.2% | Reduced |
| Quarry LP | 34,536 | $408.2K | 0.17% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 34,536 | $408.2K | 0.06% | +34,536 | New |
| Commonwealth Equity Services, LLC | 39,189 | $463.0K | 0.00% | +22,253+131.4% | Added |
| Sanders Morris Harris LLC | 40,502 | $478.7K | 0.09% | +40,502 | New |
| Raymond James & Associates | 46,279 | $547.0K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 46,775 | $552.9K | 0.18% | −4,000−7.9% | Reduced |
| Royal Bank of Canada | 50,731 | $600.0K | 0.00% | −3,072−5.7% | Reduced |
| Regatta Capital Group, LLC | 52,786 | $623.9K | 0.14% | −1,750−3.2% | Reduced |
| Cetera Investment Advisers | 53,250 | $629.4K | 0.00% | +15,165+39.8% | Added |
| Vivaldi Capital Management, LLC | 54,175 | $636.6K | 0.19% | +220.0% | Added |
| Robinson Capital Management, LLC | 64,573 | $749.7K | 0.27% | +400+0.6% | Added |
| Allianz Asset Management GmbH | 68,750 | $812.6K | 0.00% | +68,750 | New |
| Melfa Wealth Management, LLC | 75,799 | $895.9K | 0.65% | +107+0.1% | Added |
| Hollencrest Capital Management | 78,421 | $926.9K | 0.04% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 108,097 | $1.28M | 1.19% | +2,745+2.6% | Added |
| Bulldog Investors, LLP | 141,453 | $1.67M | 0.55% | −87,927−38.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 146,445 | $1.73M | 0.00% | −268,076−64.7% | Reduced |
| LPL Financial LLC | 151,618 | $1.79M | 0.00% | +93,492+160.8% | Added |
| UBS Group AG | 153,338 | $1.81M | 0.00% | +11,562+8.2% | Added |
| Rivernorth Capital Management, LLC | 212,941 | $2.52M | 0.12% | −6,237−2.8% | Reduced |
| Wells Fargo & Company | 273,140 | $3.23M | 0.00% | −81,655−23.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 285,446 | $3.37M | 0.18% | −72,641−20.3% | Reduced |
| City of London Investment Management Co Ltd | 341,227 | $4.03M | 0.33% | −195,581−36.4% | Reduced |
| Morgan Stanley | 381,167 | $4.51M | 0.00% | +24,601+6.9% | Added |
| Almitas Capital LLC | 463,705 | $5.48M | 2.26% | −5,100−1.1% | Reduced |
| Advisors Asset Management, Inc. | 476,270 | $5.63M | 0.11% | +45,611+10.6% | Added |
| Guggenheim Capital LLC | 626,976 | $7.41M | 0.05% | +33,104+5.6% | Added |
| Sit Investment Associates Inc | 1,073,934 | $12.7M | 0.29% | +161,441+17.7% | Added |
| Saba Capital Management, L.P. | 5,225,100 | $61.8M | 1.35% | +131,072+2.6% | Added |
| 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 |