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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 608 | $6.81K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $7.74K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 900 | $10.1K | 0.01% | +900 | New |
| Oarsman Capital, Inc. | 1,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,158 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $14.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $24.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $42.6K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 4,666 | $52.3K | 0.01% | +4,666 | New |
| CWM, LLC | 6,153 | $69.0K | 0.00% | +2,305+59.9% | Added |
| Global Retirement Partners, LLC | 8,000 | $89.6K | 0.00% | −2,159−21.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,000 | $112.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10,572 | $118.4K | 0.02% | +10,572 | New |
| Integrated Wealth Concepts LLC | 10,919 | $122.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,152 | $136.1K | 0.00% | +12,152 | New |
| Jane Street Group, LLC | 12,281 | $137.5K | 0.00% | +12,281 | New |
| Landscape Capital Management, L.L.C. | 13,108 | $146.8K | 0.02% | +13,108 | New |
| Nomura Holdings Inc | 13,423 | $150.3K | 0.00% | +13,423 | New |
| Napa Wealth Management | 13,658 | $153.0K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14,084 | $157.7K | 0.01% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 15,096 | $169.1K | 0.17% | +15,096 | New |
| Core Wealth Partners LLC | 15,320 | $171.6K | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 15,567 | $174.3K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 17,510 | $196.1K | 0.00% | −30,000−63.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,713 | $220.8K | 0.00% | −654−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 20,615 | $230.9K | 0.00% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 21,021 | $235.4K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 21,083 | $236.1K | 0.00% | +21,083 | New |
| Apriem Advisors | 22,000 | $246.4K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,902 | $257.0K | 0.00% | +1,037+4.7% | Added |
| Meridian Investment Counsel Inc. | 31,700 | $355.0K | 0.11% | −9,700−23.4% | Reduced |
| Wolverine Asset Management LLC | 34,070 | $381.6K | 0.01% | +8,505+33.3% | Added |
| Absolute Investment Advisers LLC | 34,536 | $386.8K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 34,536 | $386.8K | 0.08% | 00.0% | Unchanged |
| Readystate Asset Management LP | 38,489 | $431.1K | 0.02% | +38,489 | New |
| Sit Investment Associates Inc | 38,669 | $433.0K | 0.01% | −364,030−90.4% | Reduced |
| Vivaldi Capital Management, LLC | 44,295 | $498.3K | 0.08% | +35+0.1% | Added |
| Raymond James Financial Inc | 47,210 | $528.8K | 0.00% | +47,210 | New |
| Royal Bank of Canada | 47,676 | $534.0K | 0.00% | −146,057−75.4% | Reduced |
| Rivernorth Capital Management, LLC | 50,601 | $566.7K | 0.03% | −39,657−43.9% | Reduced |
| Allianz Asset Management GmbH | 68,750 | $770.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 69,484 | $778.2K | 0.00% | +49,484+247.4% | Added |
| Melfa Wealth Management, LLC | 75,876 | $849.8K | 0.57% | +110.0% | Added |
| Hollencrest Capital Management | 78,421 | $878.3K | 0.04% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 104,854 | $1.17M | 0.98% | +699+0.7% | Added |
| Trilogy Capital Inc. | 108,637 | $1.22M | 0.06% | +1,376+1.3% | Added |
| Bank of America Corp | 120,469 | $1.35M | 0.00% | +67,829+128.9% | Added |
| Allspring Global Investments Holdings, LLC | 125,286 | $1.40M | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 137,994 | $1.55M | 0.62% | 00.0% | Unchanged |
| UBS Group AG | 152,304 | $1.71M | 0.00% | +4,923+3.3% | Added |
| LPL Financial LLC | 211,996 | $2.37M | 0.00% | −19,474−8.4% | Reduced |
| Morgan Stanley | 232,129 | $2.60M | 0.00% | −145,595−38.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 245,074 | $2.74M | 0.12% | −14,984−5.8% | Reduced |
| Wells Fargo & Company | 268,187 | $3.00M | 0.00% | −5,611−2.0% | Reduced |
| City of London Investment Management Co Ltd | 320,930 | $3.59M | 0.36% | +320,930 | New |
| Advisors Asset Management, Inc. | 435,148 | $4.87M | 0.09% | −28,552−6.2% | Reduced |
| Guggenheim Capital LLC | 529,491 | $5.93M | 0.05% | −120,758−18.6% | Reduced |
| Saba Capital Management, L.P. | 5,200,088 | $58.2M | 1.46% | −39,480−0.8% | Reduced |
| 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 |