BLACKROCK CA MUNI INC TR (BFZ) Institutional Ownership Changes & 13F Activity
BLACKROCK CA MUNI INC TR (BFZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Rivernorth Capital Management, Llc, Morgan Stanley, Advisors Asset Management, Inc., and Robinson Capital Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -585,667 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Buy | +27,000 | — | 27,000 | $289.98K | Q4 2025 | Aug 26, 2026 |
| Tortuga Wealth Management, Inc | Buy | +29,800 | — | 29,800 | $320.05K | Q4 2025 | Apr 16, 2026 |
| Raymond James Financial Inc | Buy | +60,820 | — | 60,820 | $653.21K | Q4 2025 | Feb 18, 2026 |
| Saba Capital Management, L.P. | Buy | +1,299,311 | — | 1,299,311 | $13.95M | Q4 2025 | Feb 17, 2026 |
| Rivernorth Capital Management, Llc | Buy | +977,578 | — | 977,578 | $10.50M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +500,651 | — | 500,651 | $5.38M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +119,199 | — | 119,199 | $1.28M | Q4 2025 | Feb 17, 2026 |
| Logan Stone Capital, Llc | Buy | +46,406 | — | 46,406 | $498.40K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +41,345 | — | 41,345 | $444.00K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +33,650 | — | 33,650 | $361.40K | Q4 2025 | Feb 17, 2026 |
| Readystate Asset Management Lp | Buy | +29,492 | — | 29,492 | $316.74K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +22,365 | — | 22,365 | $240.20K | Q4 2025 | Feb 17, 2026 |
| Evolve Private Wealth, Llc | Buy | +21,734 | — | 21,734 | $233.42K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Securities, Llc | Buy | +21,018 | — | 21,018 | $225.73K | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +15,567 | — | 15,567 | $167.19K | Q4 2025 | Feb 17, 2026 |
| Core Wealth Partners Llc | Buy | +15,320 | — | 15,320 | $164.54K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +14,806 | — | 14,806 | $159.02K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +11,564 | — | 11,564 | $124.20K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +7,608 | — | 7,608 | $81.71K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +718,538 | — | 718,538 | $7.72M | Q4 2025 | Feb 13, 2026 |
| Robinson Capital Management, Llc | Buy | +555,262 | — | 555,262 | $5.97M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +230,209 | — | 230,209 | $2.47M | Q4 2025 | Feb 13, 2026 |
| Ieq Capital, Llc | Buy | +91,821 | — | 91,821 | $986.16K | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | Buy | +47,662 | — | 47,662 | $511.89K | Q4 2025 | Feb 13, 2026 |
| Vivaldi Capital Management Lp | Buy | +44,146 | — | 44,146 | $474.12K | Q4 2025 | Feb 13, 2026 |
| Landscape Capital Management, L.L.C. | Buy | +33,773 | — | 33,773 | $362.72K | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +10,976 | — | 10,976 | $117.88K | Q4 2025 | Feb 13, 2026 |
| Sit Investment Associates Inc | Buy | +119,023 | — | 119,023 | $1.28M | Q4 2025 | Feb 12, 2026 |
| Oder Investment Management, Llc | Buy | +110,929 | — | 110,929 | $1.19M | Q4 2025 | Feb 12, 2026 |
Frequently asked questions about BFZ activity
Which institutional owners are buying BFZ?
Institutional owners buying BFZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BFZ activity?
"Buy" means an investor increased their reported position in BFZ compared to the prior reporting period. This reflects growing exposure to BLACKROCK CA MUNI INC TR (BFZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BFZ increasing?
Institutional interest in BFZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related BFZ Institutional Insights
- BFZ Overview
- BFZ 13F Institutional Holders
- BFZ Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- Most Sold Financial Services Stocks By Institutional Investors
- BFZ Insider Trading & SEC Form 4 Activity
- BFZ Articles
- Top Institutional Investor Stock Rankings