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 2024
Institutional positions in BlackRock California Municipal Income Trust as of Dec 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
- 58
- +8 vs. Q3 2024
- Shares held
- 9.22M
- −426.4K (−4.4%) vs. Q3 2024
- Total value
- $103.3M
- −$13.4M (−11.5%) vs. Q3 2024
- New holders
- 12
- 10 more added
- Sold out
- 4
- 14 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,200,088 | $58.2M | 1.46% | −39,480−0.8% | Reduced |
| Guggenheim Capital LLC | 529,491 | $5.93M | 0.05% | −120,758−18.6% | Reduced |
| Advisors Asset Management, Inc. | 435,148 | $4.87M | 0.09% | −28,552−6.2% | Reduced |
| City of London Investment Management Co Ltd | 320,930 | $3.59M | 0.36% | +320,930 | New |
| Wells Fargo & Company | 268,187 | $3.00M | 0.00% | −5,611−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 245,074 | $2.74M | 0.12% | −14,984−5.8% | Reduced |
| Morgan Stanley | 232,129 | $2.60M | 0.00% | −145,595−38.5% | Reduced |
| LPL Financial LLC | 211,996 | $2.37M | 0.00% | −19,474−8.4% | Reduced |
| UBS Group AG | 152,304 | $1.71M | 0.00% | +4,923+3.3% | Added |
| Robinson Capital Management, LLC | 137,994 | $1.55M | 0.62% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 125,286 | $1.40M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 120,469 | $1.35M | 0.00% | +67,829+128.9% | Added |
| Trilogy Capital Inc. | 108,637 | $1.22M | 0.06% | +1,376+1.3% | Added |
| Oder Investment Management, LLC | 104,854 | $1.17M | 0.98% | +699+0.7% | Added |
| Hollencrest Capital Management | 78,421 | $878.3K | 0.04% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 75,876 | $849.8K | 0.57% | +110.0% | Added |
| Ameriprise Financial Inc | 69,484 | $778.2K | 0.00% | +49,484+247.4% | Added |
| Allianz Asset Management GmbH | 68,750 | $770.0K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 50,601 | $566.7K | 0.03% | −39,657−43.9% | Reduced |
| Royal Bank of Canada | 47,676 | $534.0K | 0.00% | −146,057−75.4% | Reduced |
| Raymond James Financial Inc | 47,210 | $528.8K | 0.00% | +47,210 | New |
| Vivaldi Capital Management, LLC | 44,295 | $498.3K | 0.08% | +35+0.1% | Added |
| Sit Investment Associates Inc | 38,669 | $433.0K | 0.01% | −364,030−90.4% | Reduced |
| Readystate Asset Management LP | 38,489 | $431.1K | 0.02% | +38,489 | New |
| Absolute Investment Advisers LLC | 34,536 | $386.8K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 34,536 | $386.8K | 0.08% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 34,070 | $381.6K | 0.01% | +8,505+33.3% | Added |
| Meridian Investment Counsel Inc. | 31,700 | $355.0K | 0.11% | −9,700−23.4% | Reduced |
| Commonwealth Equity Services, LLC | 22,902 | $257.0K | 0.00% | +1,037+4.7% | Added |
| Apriem Advisors | 22,000 | $246.4K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 21,083 | $236.1K | 0.00% | +21,083 | New |
| Regatta Capital Group, LLC | 21,021 | $235.4K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 20,615 | $230.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,713 | $220.8K | 0.00% | −654−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 17,510 | $196.1K | 0.00% | −30,000−63.1% | Reduced |
| Millennium Management LLC | 15,567 | $174.3K | 0.00% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 15,320 | $171.6K | 0.10% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 15,096 | $169.1K | 0.17% | +15,096 | New |
| Farther Finance Advisors, LLC | 14,084 | $157.7K | 0.01% | 00.0% | Unchanged |
| Napa Wealth Management | 13,658 | $153.0K | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 13,423 | $150.3K | 0.00% | +13,423 | New |
| Landscape Capital Management, L.L.C. | 13,108 | $146.8K | 0.02% | +13,108 | New |
| Jane Street Group, LLC | 12,281 | $137.5K | 0.00% | +12,281 | New |
| Susquehanna International Group, LLP | 12,152 | $136.1K | 0.00% | +12,152 | New |
| Integrated Wealth Concepts LLC | 10,919 | $122.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10,572 | $118.4K | 0.02% | +10,572 | New |
| Prime Capital Investment Advisors, LLC | 10,000 | $112.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,000 | $89.6K | 0.00% | −2,159−21.3% | Reduced |
| CWM, LLC | 6,153 | $69.0K | 0.00% | +2,305+59.9% | Added |
| Elequin Capital LP | 4,666 | $52.3K | 0.01% | +4,666 | New |
| Allworth Financial LP | 3,774 | $42.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $24.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $14.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,158 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 900 | $10.1K | 0.01% | +900 | New |
| Mascoma Wealth Management LLC | 691 | $7.74K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 608 | $6.81K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 0 | $0 | 0.00% | −44,416−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −40,502−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |