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 2025
Institutional positions in BlackRock California Municipal Income Trust as of Mar 31, 2025. 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
- 59
- +2 vs. Q4 2024
- Shares held
- 10.6M
- +1.38M (+15.0%) vs. Q4 2024
- Total value
- $116.3M
- +$13.1M (+12.7%) vs. Q4 2024
- New holders
- 12
- 20 more added
- Sold out
- 10
- 7 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BlackRock California Municipal Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,752,360 | $52.2M | 1.43% | −447,728−8.6% | Reduced |
| Ieq Capital, LLC | 1,337,109 | $14.7M | 0.12% | +1,337,109 | New |
| Guggenheim Capital LLC | 564,562 | $6.20M | 0.06% | +35,071+6.6% | Added |
| Advisors Asset Management, Inc. | 488,929 | $5.37M | 0.10% | +53,781+12.4% | Added |
| Wells Fargo & Company | 283,126 | $3.11M | 0.00% | +14,939+5.6% | Added |
| Royal Bank of Canada | 272,999 | $3.00M | 0.00% | +225,323+472.6% | Added |
| Morgan Stanley | 259,448 | $2.85M | 0.00% | +27,319+11.8% | Added |
| LPL Financial LLC | 228,402 | $2.51M | 0.00% | +16,406+7.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 214,060 | $2.35M | 0.10% | −31,014−12.7% | Reduced |
| Robinson Capital Management, LLC | 195,158 | $2.14M | 0.87% | +57,164+41.4% | Added |
| UBS Group AG | 179,023 | $1.97M | 0.00% | +26,719+17.5% | Added |
| Allspring Global Investments Holdings, LLC | 125,286 | $1.38M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 122,804 | $1.35M | 0.00% | +2,335+1.9% | Added |
| Trilogy Capital Inc. | 121,598 | $1.34M | 0.07% | +12,961+11.9% | Added |
| Landscape Capital Management, L.L.C. | 113,547 | $1.25M | 0.11% | +100,439+766.2% | Added |
| Oder Investment Management, LLC | 107,139 | $1.18M | 1.00% | +2,285+2.2% | Added |
| Atala Financial Inc | 98,356 | $1.08M | 0.81% | +98,356 | New |
| Wolverine Asset Management LLC | 89,271 | $980.2K | 0.02% | +55,201+162.0% | Added |
| Logan Stone Capital, LLC | 83,008 | $911.4K | 0.42% | +83,008 | New |
| Hollencrest Capital Management | 78,421 | $861.1K | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 76,742 | $842.6K | 0.00% | +7,258+10.4% | Added |
| Melfa Wealth Management, LLC | 75,882 | $833.2K | 0.56% | +60.0% | Added |
| Allianz Asset Management GmbH | 68,750 | $754.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 51,800 | $568.8K | 0.00% | +51,800 | New |
| Rivernorth Capital Management, LLC | 50,601 | $555.6K | 0.03% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 44,313 | $486.6K | 0.08% | +180.0% | Added |
| Raymond James Financial Inc | 43,710 | $479.9K | 0.00% | −3,500−7.4% | Reduced |
| Fisher Asset Management, LLC | 39,619 | $435.0K | 0.00% | +39,619 | New |
| Sit Investment Associates Inc | 38,669 | $425.0K | 0.01% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 34,536 | $379.2K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 34,536 | $379.2K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 34,199 | $375.5K | 0.00% | +34,199 | New |
| Readystate Asset Management LP | 31,295 | $343.6K | 0.02% | −7,194−18.7% | Reduced |
| Meridian Investment Counsel Inc. | 29,200 | $320.6K | 0.09% | −2,500−7.9% | Reduced |
| Commonwealth Equity Services, LLC | 22,922 | $252.0K | 0.00% | +20+0.1% | Added |
| Regatta Capital Group, LLC | 21,021 | $230.8K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,713 | $216.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 15,567 | $170.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,206 | $168.6K | 0.00% | +1,122+8.0% | Added |
| Core Wealth Partners LLC | 15,320 | $168.2K | 0.10% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 15,096 | $165.8K | 0.17% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,467 | $147.9K | 0.00% | +13,467 | New |
| Susquehanna International Group, LLP | 12,889 | $141.5K | 0.00% | +737+6.1% | Added |
| Napa Wealth Management | 12,871 | $141.3K | 0.08% | −787−5.8% | Reduced |
| Golden State Wealth Management, LLC | 10,572 | $116.1K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,000 | $109.8K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 10,000 | $109.8K | 0.01% | +10,000 | New |
| Elequin Capital LP | 6,866 | $75.4K | 0.01% | +2,200+47.1% | Added |
| CWM, LLC | 6,153 | $68.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $40.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,206 | $24.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,755 | $19.3K | 0.00% | +1,755 | New |
| Optimum Investment Advisors | 1,300 | $14.3K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,158 | $12.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 691 | $7.59K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 500 | $5.49K | 0.00% | −108−17.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 500 | $5.49K | 0.00% | +500 | New |
| Nalls Sherbakoff Group, LLC | 400 | $4.39K | 0.00% | +400 | New |
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −320,930−100.0% | Sold out |
| Apriem Advisors | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −21,083−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −20,615−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −17,510−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,423−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,281−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |