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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Nalls Sherbakoff Group, LLC | 400 | $4.39K | 0.00% | +400 | New |
| 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 |
| Mascoma Wealth Management LLC | 691 | $7.59K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,158 | $12.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,300 | $14.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,755 | $19.3K | 0.00% | +1,755 | New |
| Northwestern Mutual Wealth Management Co | 2,206 | $24.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,774 | $40.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,153 | $68.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 6,866 | $75.4K | 0.01% | +2,200+47.1% | Added |
| 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 |
| Golden State Wealth Management, LLC | 10,572 | $116.1K | 0.02% | 00.0% | Unchanged |
| Napa Wealth Management | 12,871 | $141.3K | 0.08% | −787−5.8% | Reduced |
| Susquehanna International Group, LLP | 12,889 | $141.5K | 0.00% | +737+6.1% | Added |
| Stifel Financial Corp | 13,467 | $147.9K | 0.00% | +13,467 | New |
| North Berkeley Wealth Management, LLC | 15,096 | $165.8K | 0.17% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 15,320 | $168.2K | 0.10% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,206 | $168.6K | 0.00% | +1,122+8.0% | Added |
| Millennium Management LLC | 15,567 | $170.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,713 | $216.4K | 0.00% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 21,021 | $230.8K | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,922 | $252.0K | 0.00% | +20+0.1% | Added |
| Meridian Investment Counsel Inc. | 29,200 | $320.6K | 0.09% | −2,500−7.9% | Reduced |
| Readystate Asset Management LP | 31,295 | $343.6K | 0.02% | −7,194−18.7% | Reduced |
| D.A. Davidson & Co. | 34,199 | $375.5K | 0.00% | +34,199 | New |
| Absolute Investment Advisers LLC | 34,536 | $379.2K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 34,536 | $379.2K | 0.10% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 38,669 | $425.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 39,619 | $435.0K | 0.00% | +39,619 | New |
| Raymond James Financial Inc | 43,710 | $479.9K | 0.00% | −3,500−7.4% | Reduced |
| Vivaldi Capital Management, LLC | 44,313 | $486.6K | 0.08% | +180.0% | Added |
| Rivernorth Capital Management, LLC | 50,601 | $555.6K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 51,800 | $568.8K | 0.00% | +51,800 | New |
| Allianz Asset Management GmbH | 68,750 | $754.9K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 75,882 | $833.2K | 0.56% | +60.0% | Added |
| Ameriprise Financial Inc | 76,742 | $842.6K | 0.00% | +7,258+10.4% | Added |
| Hollencrest Capital Management | 78,421 | $861.1K | 0.04% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 83,008 | $911.4K | 0.42% | +83,008 | New |
| Wolverine Asset Management LLC | 89,271 | $980.2K | 0.02% | +55,201+162.0% | Added |
| Atala Financial Inc | 98,356 | $1.08M | 0.81% | +98,356 | New |
| Oder Investment Management, LLC | 107,139 | $1.18M | 1.00% | +2,285+2.2% | Added |
| Landscape Capital Management, L.L.C. | 113,547 | $1.25M | 0.11% | +100,439+766.2% | Added |
| Trilogy Capital Inc. | 121,598 | $1.34M | 0.07% | +12,961+11.9% | Added |
| Bank of America Corp | 122,804 | $1.35M | 0.00% | +2,335+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 125,286 | $1.38M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 179,023 | $1.97M | 0.00% | +26,719+17.5% | Added |
| Robinson Capital Management, LLC | 195,158 | $2.14M | 0.87% | +57,164+41.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 214,060 | $2.35M | 0.10% | −31,014−12.7% | Reduced |
| LPL Financial LLC | 228,402 | $2.51M | 0.00% | +16,406+7.7% | Added |
| Morgan Stanley | 259,448 | $2.85M | 0.00% | +27,319+11.8% | Added |
| Royal Bank of Canada | 272,999 | $3.00M | 0.00% | +225,323+472.6% | Added |
| Wells Fargo & Company | 283,126 | $3.11M | 0.00% | +14,939+5.6% | Added |
| Advisors Asset Management, Inc. | 488,929 | $5.37M | 0.10% | +53,781+12.4% | Added |
| Guggenheim Capital LLC | 564,562 | $6.20M | 0.06% | +35,071+6.6% | Added |
| Ieq Capital, LLC | 1,337,109 | $14.7M | 0.12% | +1,337,109 | New |
| Saba Capital Management, L.P. | 4,752,360 | $52.2M | 1.43% | −447,728−8.6% | Reduced |
| 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 |