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 2024
Institutional positions in BlackRock California Municipal Income Trust as of Jun 30, 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
- 55
- −1 vs. Q1 2024
- Shares held
- 10.8M
- −307.6K (−2.8%) vs. Q1 2024
- Total value
- $129.8M
- −$1.99M (−1.5%) vs. Q1 2024
- New holders
- 6
- 12 more added
- Sold out
- 7
- 20 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 608 | $7.28K | 0.00% | −8,913−93.6% | Reduced |
| Mascoma Wealth Management LLC | 691 | $8.27K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 700 | $8.42K | 0.00% | +700 | New |
| Blue Bell Private Wealth Management, LLC | 1,138 | $13.6K | 0.00% | −1,700−59.9% | Reduced |
| Comerica Bank | 1,158 | $13.9K | 0.00% | −800−40.9% | Reduced |
| Optimum Investment Advisors | 1,300 | $15.6K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,500 | $18.0K | 0.00% | +1,500 | New |
| Northwestern Mutual Wealth Management Co | 2,206 | $26.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $45.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,848 | $46.0K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,000 | $119.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,159 | $121.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,919 | $130.7K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,747 | $152.6K | 0.00% | +200+1.6% | Added |
| Napa Wealth Management | 15,158 | $181.4K | 0.12% | −16,456−52.1% | Reduced |
| Core Wealth Partners LLC | 15,320 | $183.4K | 0.13% | 00.0% | Unchanged |
| Millennium Management LLC | 15,567 | $186.3K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 17,597 | $210.6K | 0.07% | −7,646−30.3% | Reduced |
| Ameriprise Financial Inc | 20,000 | $239.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20,267 | $242.6K | 0.00% | +400+2.0% | Added |
| Rockefeller Capital Management L.P. | 20,615 | $246.8K | 0.00% | −13,664−39.9% | Reduced |
| Apriem Advisors | 22,000 | $263.3K | 0.03% | +22,000 | New |
| Raymond James & Associates | 23,579 | $282.2K | 0.00% | −22,700−49.1% | Reduced |
| CI Private Wealth, LLC | 24,654 | $295.1K | 0.00% | +24,654 | New |
| Trilogy Capital Inc. | 27,309 | $326.9K | 0.02% | +27,309 | New |
| Absolute Investment Advisers LLC | 34,536 | $413.4K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 34,536 | $413.4K | 0.17% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 39,061 | $468.0K | 0.00% | −128−0.3% | Reduced |
| Sanders Morris Harris LLC | 40,502 | $484.8K | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 44,012 | $509.5K | 0.00% | +44,012 | New |
| Meridian Investment Counsel Inc. | 43,400 | $519.5K | 0.16% | −3,375−7.2% | Reduced |
| Regatta Capital Group, LLC | 51,386 | $615.1K | 0.13% | −1,400−2.7% | Reduced |
| Cetera Investment Advisers | 51,840 | $620.5K | 0.00% | −1,410−2.6% | Reduced |
| Bank of America Corp | 52,656 | $630.3K | 0.00% | +21,000+66.3% | Added |
| Vivaldi Capital Management, LLC | 54,183 | $648.6K | 0.18% | +80.0% | Added |
| Bulldog Investors, LLP | 62,920 | $753.2K | 0.28% | −78,533−55.5% | Reduced |
| Allianz Asset Management GmbH | 68,750 | $822.9K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 75,857 | $908.0K | 0.63% | +58+0.1% | Added |
| Hollencrest Capital Management | 78,421 | $938.7K | 0.04% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 106,994 | $1.28M | 0.46% | +42,421+65.7% | Added |
| Oder Investment Management, LLC | 107,671 | $1.29M | 1.17% | −426−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 146,445 | $1.75M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 148,384 | $1.78M | 0.00% | −4,954−3.2% | Reduced |
| Almitas Capital LLC | 165,065 | $1.98M | 0.82% | −298,640−64.4% | Reduced |
| LPL Financial LLC | 168,942 | $2.02M | 0.00% | +17,324+11.4% | Added |
| Rivernorth Capital Management, LLC | 178,358 | $2.13M | 0.10% | −34,583−16.2% | Reduced |
| Royal Bank of Canada | 197,199 | $2.36M | 0.00% | +146,468+288.7% | Added |
| City of London Investment Management Co Ltd | 224,833 | $2.69M | 0.23% | −116,394−34.1% | Reduced |
| Wells Fargo & Company | 264,773 | $3.17M | 0.00% | −8,367−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 265,342 | $3.18M | 0.16% | −20,104−7.0% | Reduced |
| Morgan Stanley | 385,985 | $4.62M | 0.00% | +4,818+1.3% | Added |
| Advisors Asset Management, Inc. | 446,556 | $5.35M | 0.10% | −29,714−6.2% | Reduced |
| Guggenheim Capital LLC | 645,853 | $7.73M | 0.06% | +18,877+3.0% | Added |
| Sit Investment Associates Inc | 1,138,749 | $13.6M | 0.31% | +64,815+6.0% | Added |
| Saba Capital Management, L.P. | 5,239,568 | $62.7M | 1.38% | +14,468+0.3% | Added |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −27,742−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |