BLACKROCK CALIF MUN INCOME T (BFZ)
Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.
69
Reporting holders
$96.1M
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| SIT INVESTMENT ASSOCIATES INC | $1.3M | 119,023 | 0.03% | 2q | +10249.8%+$1.3M |
| 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 |
| WEDBUSH SECURITIES INC | $256.0K | 23,800 | 0.01% | 2q | +76.3%+$110.8K |
| 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 |
| CWM, LLC | $66.0K | 6,153 | 0.00% | 16q | HELD |
| 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 |
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 | 69 | $96.1M | 8,951,852 | 16 | 20 | 12 | 0.0% |
| Q3 2025 | 61 | $86.3M | 7,885,914 | 14 | 14 | 13 | 0.0% |
| Q2 2025 | 53 | $100.3M | 9,277,140 | 4 | 10 | 14 | 0.0% |
| Q1 2025 | 59 | $116.3M | 10,588,605 | 11 | 16 | 8 | 0.0% |
| Q4 2024 | 58 | $108.1M | 9,653,528 | 9 | 8 | 14 | 0.0% |
| Q3 2024 | 52 | $122.7M | 10,147,774 | 7 | 6 | 15 | 0.0% |
| Q2 2024 | 55 | $135.6M | 11,326,683 | 5 | 10 | 18 | 0.0% |
| Q1 2024 | 56 | $140.8M | 11,915,533 | 8 | 15 | 14 | 0.0% |
| Q4 2023 | 57 | $140.8M | 11,704,676 | 7 | 10 | 18 | 0.0% |
| Q3 2023 | 58 | $116.0M | 11,271,058 | 3 | 15 | 19 | 0.0% |
| Q2 2023 | 61 | $138.9M | 11,725,793 | 8 | 9 | 22 | 0.0% |
| Q1 2023 | 61 | $137.4M | 11,751,446 | 9 | 16 | 14 | 0.0% |
| Q4 2022 | 62 | $117.1M | 10,808,846 | 9 | 21 | 16 | 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% |