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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-585,667-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+27,00027,000$289.98KQ4 2025Aug 26, 2026
Tortuga Wealth Management, IncBuy+29,80029,800$320.05KQ4 2025Apr 16, 2026
Raymond James Financial IncBuy+60,82060,820$653.21KQ4 2025Feb 18, 2026
Saba Capital Management, L.P.Buy+1,299,3111,299,311$13.95MQ4 2025Feb 17, 2026
Rivernorth Capital Management, LlcBuy+977,578977,578$10.50MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+500,651500,651$5.38MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+119,199119,199$1.28MQ4 2025Feb 17, 2026
Logan Stone Capital, LlcBuy+46,40646,406$498.40KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+41,34541,345$444.00KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+33,65033,650$361.40KQ4 2025Feb 17, 2026
Readystate Asset Management LpBuy+29,49229,492$316.74KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+22,36522,365$240.20KQ4 2025Feb 17, 2026
Evolve Private Wealth, LlcBuy+21,73421,734$233.42KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+21,01821,018$225.73KQ4 2025Feb 17, 2026
Millennium Management LlcBuy+15,56715,567$167.19KQ4 2025Feb 17, 2026
Core Wealth Partners LlcBuy+15,32015,320$164.54KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+14,80614,806$159.02KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+11,56411,564$124.20KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+7,6087,608$81.71KQ4 2025Feb 17, 2026
Morgan StanleyBuy+718,538718,538$7.72MQ4 2025Feb 13, 2026
Robinson Capital Management, LlcBuy+555,262555,262$5.97MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+230,209230,209$2.47MQ4 2025Feb 13, 2026
Ieq Capital, LlcBuy+91,82191,821$986.16KQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+47,66247,662$511.89KQ4 2025Feb 13, 2026
Vivaldi Capital Management LpBuy+44,14644,146$474.12KQ4 2025Feb 13, 2026
Landscape Capital Management, L.L.C.Buy+33,77333,773$362.72KQ4 2025Feb 13, 2026
Mariner, LlcBuy+10,97610,976$117.88KQ4 2025Feb 13, 2026
Sit Investment Associates IncBuy+119,023119,023$1.28MQ4 2025Feb 12, 2026
Oder Investment Management, LlcBuy+110,929110,929$1.19MQ4 2025Feb 12, 2026
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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.