BFZ Institutional Ownership & Shareholders
BLACKROCK CA MUNI INC TR (BFZ) is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.79M based on the latest available SEC Form 13F filings for the quarter ended December 31, 2021.
Advisors Asset Management, Inc. is currently the largest disclosed institutional shareholder of BFZ tracked by InsiderSet, reporting ownership valued at approximately $2.79M in its December 31, 2021 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.14M, representing an estimated loss of -23.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BFZ value among the investors covered in this analysis. Major shareholders include Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in BLACKROCK CA MUNI INC TR (BFZ).
This page ranks the largest institutional BFZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1
Total Reported Value
$2.79M
Largest Holder
Advisors Asset Management, Inc.
Largest Position
$2.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q4 2021
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 0.04% | 191,992 | $2,793,484 | $2,140,711 | -$652,773 | -23.37% |
Frequently asked questions about BFZ
Who are the largest institutional holders of BFZ?
The largest institutional holders of BFZ reported in the latest SEC Form 13F filings include Advisors Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported BFZ position.
What is BFZ institutional ownership?
This page tracks BFZ positions reported by institutional investment managers through SEC Form 13F. BLACKROCK CA MUNI INC TR (BFZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BFZ?
InsiderSet currently tracks 1 institutional managers reporting BFZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BFZ shareholders.
How much BFZ stock do institutions own?
Institutional investment managers disclosed approximately $2.79M in BFZ holdings for Q4 2021. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BFZ institutional ownership last updated?
The latest BFZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended December 31, 2021. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BFZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BFZ position after the reporting date.
Are institutions buying or selling BFZ?
Institutional buying and selling can be analyzed by comparing BFZ positions across consecutive 13F reporting periods. InsiderSet's BFZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BFZ ownership changes.
How has BFZ institutional ownership changed over time?
InsiderSet tracks BFZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.