BLACKROCK CALIF MUN INCOME T (BFZ)
Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.
66
Reporting holders
$94.5M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | $14.0M | 1,299,311 | 0.41% | 29q | -53.1%-$15.8M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.5M | 977,578 | 0.50% | 2q | +199.0%+$7.0M |
| Advisors Asset Management, Inc. | $9.8M | 915,998 | 0.08% | 18q | +56.4%+$3.5M |
| MORGAN STANLEY | $7.7M | 718,538 | 0.00% | 33q | +5.4%+$394.4K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $6.0M | 555,262 | 2.44% | new | NEW |
| GUGGENHEIM CAPITAL LLC | $5.4M | 500,651 | 0.04% | 29q | -19.4%-$1.3M |
| Allspring Global Investments Holdings, LLC | $5.3M | 494,599 | 0.01% | 15q | +51.1%+$1.8M |
| Karpus Management, Inc. | $3.1M | 285,799 | 0.09% | new | NEW |
| Fiera Capital Corp | $2.9M | 268,230 | 0.01% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $2.7M | 252,580 | 0.09% | 20q | +1.0%+$26.3K |
| LPL Financial LLC | $2.7M | 251,285 | 0.00% | 22q | -7.8%-$228.2K |
| WELLS FARGO & COMPANY/MN | $2.5M | 230,209 | 0.00% | 29q | -10.8%-$299.4K |
| Trilogy Capital Inc. | $1.8M | 168,123 | 0.08% | 7q | -14.5%-$306.0K |
| Atala Financial Inc | $1.4M | 132,180 | 0.91% | 4q | HELD |
| UBS Group AG | $1.3M | 119,820 | 0.00% | 29q | -14.8%-$223.7K |
| BANK OF AMERICA CORP /DE/ | $1.3M | 119,199 | 0.00% | 29q | +39.4%+$361.7K |
| Oder Investment Management, LLC | $1.2M | 110,929 | 0.86% | 21q | -5.7%-$72.3K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.2M | 108,119 | 0.01% | 2q | +48.3%+$378.3K |
| IEQ CAPITAL, LLC | $986.2K | 91,821 | 0.00% | 4q | +1.7%+$16.6K |
| HOLLENCREST CAPITAL MANAGEMENT | $842.2K | 78,421 | 0.03% | 30q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $815.3K | 75,913 | 0.47% | 13q | HELD |
| Allianz Asset Management GmbH | $738.4K | 68,750 | 0.00% | 8q | HELD |
| Bank of New York Mellon Corp | $736.1K | 68,537 | 0.00% | 2q | +300.4%+$552.2K |
| RAYMOND JAMES FINANCIAL INC | $653.2K | 60,820 | 0.00% | 5q | +26.6%+$137.4K |
| Cypress Wealth Services, LLC | $604.6K | 56,298 | 0.08% | 3q | +2.1%+$12.4K |
| Baird Financial Group, Inc. | $511.9K | 47,662 | 0.00% | new | NEW |
| Logan Stone Capital, LLC | $498.4K | 46,406 | 0.12% | 2q | +30.5%+$116.4K |
| MYECFO, LLC | $479.0K | 44,600 | 0.20% | new | NEW |
| Vivaldi Capital Management LP | $474.1K | 44,146 | 0.06% | 12q | -0.5%-$2.4K |
| ROYAL BANK OF CANADA | $444.0K | 41,345 | 0.00% | 29q | -20.5%-$114.8K |
| D.A. DAVIDSON & CO. | $412.5K | 38,412 | 0.00% | 4q | +17.2%+$60.5K |
| Prospera Financial Services Inc | $389.4K | 36,254 | 0.01% | new | NEW |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $362.7K | 33,773 | 0.02% | 5q | +10.6%+$34.6K |
| AMERIPRISE FINANCIAL INC | $361.4K | 33,650 | 0.00% | 29q | +16.6%+$51.4K |
| JANE STREET GROUP, LLC | $342.2K | 31,861 | 0.00% | new | NEW |
| Tortuga Wealth Management, Inc | $320.1K | 29,800 | 0.34% | new | FIRST |
| READYSTATE ASSET MANAGEMENT LP | $316.7K | 29,492 | 0.01% | 2q | +101.4%+$159.5K |
| Dakota Wealth Management | $290.0K | 27,000 | 0.01% | new | NEW |
| Cetera Investment Advisers | $240.2K | 22,365 | 0.00% | 4q | -31.6%-$110.8K |
| EVOLVE PRIVATE WEALTH, LLC | $233.4K | 21,734 | 0.01% | new | FIRST |
| TWO SIGMA SECURITIES, LLC | $225.7K | 21,018 | 0.03% | new | NEW |
| REGATTA CAPITAL GROUP, LLC | $222.0K | 20,673 | 0.03% | 17q | HELD |
| BANK OF MONTREAL /CAN/ | $221.8K | 20,572 | 0.00% | new | NEW |
| MERIDIAN INVESTMENT COUNSEL INC. | $220.4K | 20,525 | 0.05% | 29q | -20.9%-$58.3K |
| Farther Finance Advisors, LLC | $176.5K | 16,431 | 0.00% | 6q | +15.7%+$23.9K |
| MILLENNIUM MANAGEMENT LLC | $167.2K | 15,567 | 0.00% | 13q | HELD |
| Core Wealth Partners LLC | $164.5K | 15,320 | 0.07% | 12q | HELD |
| Cerity Partners LLC | $164.0K | 15,271 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $161.2K | 15,012 | 0.00% | 29q | +3.7%+$5.8K |
| CITADEL ADVISORS LLC | $159.0K | 14,806 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $154.9K | 14,425 | 0.00% | 27q | HELD |
| XTX Topco Ltd | $124.2K | 11,564 | 0.00% | new | NEW |
| Mariner, LLC | $117.9K | 10,976 | 0.00% | new | NEW |
| FIRST FOUNDATION ADVISORS | $108.8K | 10,126 | 0.00% | 2q | HELD |
| SHUFRO ROSE & CO LLC | $107.4K | 10,000 | 0.01% | 4q | HELD |
| Prime Capital Investment Advisors, LLC | $107.4K | 10,000 | 0.00% | 12q | HELD |
| OSAIC HOLDINGS, INC. | $81.7K | 7,608 | 0.00% | 24q | -39.7%-$53.7K |
| Elyxium Wealth, LLC | $42.8K | 3,987 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $25.2K | 2,350 | 0.01% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.7K | 2,206 | 0.00% | 29q | HELD |
| Navalign, LLC | $21.7K | 2,023 | 0.01% | new | NEW |
| US BANCORP \DE\ | $18.8K | 1,755 | 0.00% | 4q | HELD |
| Root Financial Partners, LLC | $11.8K | 1,100 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $10.7K | 1,000 | 0.00% | 2q | HELD |
| Mascoma Wealth Management LLC | $7.4K | 691 | 0.00% | 15q | HELD |
| Nalls Sherbakoff Group, LLC | $4.3K | 400 | 0.00% | 5q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $1.3K | 119,023 | 0.03% | 2q | +10249.8%+$1.3K |
| WEDBUSH SECURITIES INC | $256 | 23,800 | 0.01% | 2q | +76.3% |
| CWM, LLC | $66 | 6,153 | 0.00% | 16q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 66 | $94.5M | 8,802,876 | 16 | 18 | 12 | 0.0% |
| Q3 2025 | 56 | $86.0M | 7,850,435 | 12 | 14 | 12 | 0.0% |
| Q2 2025 | 50 | $100.0M | 9,250,833 | 4 | 10 | 13 | 0.0% |
| Q1 2025 | 55 | $115.5M | 10,520,661 | 10 | 16 | 8 | 0.0% |
| Q4 2024 | 55 | $107.4M | 9,585,804 | 9 | 6 | 13 | 0.0% |
| Q3 2024 | 48 | $117.5M | 9,719,162 | 6 | 6 | 13 | 0.0% |
| Q2 2024 | 51 | $121.4M | 10,143,525 | 4 | 9 | 18 | 0.0% |
| Q1 2024 | 52 | $127.6M | 10,798,362 | 7 | 13 | 14 | 0.0% |
| Q4 2023 | 53 | $129.3M | 10,748,962 | 7 | 9 | 17 | 0.0% |
| Q3 2023 | 53 | $110.1M | 10,696,455 | 3 | 14 | 19 | 0.0% |
| Q2 2023 | 55 | $129.0M | 10,894,140 | 7 | 8 | 21 | 0.0% |
| Q1 2023 | 54 | $130.6M | 11,166,899 | 6 | 14 | 14 | 0.0% |
| Q4 2022 | 55 | $111.9M | 10,332,415 | 7 | 18 | 14 | 0.0% |
| Q3 2022 | 65 | $118.7M | 11,513,791 | 4 | 22 | 12 | 0.0% |
| Q2 2022 | 70 | $130.6M | 11,525,107 | 8 | 21 | 14 | 0.0% |
| Q1 2022 | 69 | $138.4M | 11,276,986 | 13 | 21 | 16 | 0.0% |
| Q4 2021 | 62 | $154.9M | 10,643,575 | 4 | 16 | 14 | 0.0% |
| Q3 2021 | 59 | $153.5M | 10,404,686 | 4 | 17 | 18 | 0.0% |
| Q2 2021 | 57 | $154.4M | 10,303,201 | 5 | 13 | 17 | 0.0% |
| Q1 2021 | 59 | $151.7M | 10,562,945 | 5 | 16 | 21 | 0.0% |
| Q4 2020 | 58 | $141.9M | 9,971,019 | 4 | 21 | 15 | 0.0% |
| Q3 2020 | 61 | $126.0M | 9,555,124 | 6 | 14 | 20 | 0.0% |
| Q2 2020 | 59 | $118.4M | 8,981,500 | 7 | 14 | 16 | 0.0% |
| Q1 2020 | 56 | $105.2M | 8,287,349 | 6 | 24 | 10 | 0.0% |
| Q4 2019 | 61 | $98.2M | 7,239,137 | 5 | 18 | 16 | 0.0% |
| Q3 2019 | 61 | $93.7M | 6,848,776 | 8 | 20 | 13 | 0.0% |
| Q2 2019 | 57 | $85.5M | 6,452,356 | 8 | 17 | 14 | 0.0% |
| Q1 2019 | 53 | $88.0M | 6,853,999 | 5 | 21 | 12 | 0.0% |
| Q4 2018 | 57 | $80.2M | 6,699,456 | 1 | 2 | 1 | 0.0% |