BLACKROCK CALIF MUN INCOME T XBFZX
SH BEN INT · Closed-End Fund · CUSIP 09248E102
56
institutional holders
-1 vs Q1 2024
10.9m
shares reported held*
$130.2mreported value*
5 new
12 added
21 reduced
6 sold out
net sold ≈ $12.6m (-1.1m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.97.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 66 |
| Q4 2022 | 63 |
| Q1 2023 | 61 |
| Q2 2023 | 62 |
| Q3 2023 | 59 |
| Q4 2023 | 58 |
| Q1 2024 | 57 |
| Q2 2024 | 56 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 32 | 28 |
| Q1 2023 | 29 | 25 |
| Q2 2023 | 20 | 30 |
| Q3 2023 | 21 | 25 |
| Q4 2023 | 19 | 28 |
| Q1 2024 | 25 | 22 |
| Q2 2024 | 17 | 27 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +146.5k |
| SIT INVESTMENT ASSOCIATES INC | Added | +64.8k |
| ROBINSON CAPITAL MANAGEMENT, LLC | Added | +42.4k |
| Quarry LP | Added | +34.5k |
| Trilogy Capital Inc. | New | +27.3k |
| Corient Private Wealth LP | New | +24.7k |
| Apriem Advisors | New | +22.0k |
| BANK OF AMERICA CORP /DE/ | Added | +21.0k |
| GUGGENHEIM CAPITAL LLC | Added | +18.9k |
| LPL Financial LLC | Added | +17.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -757.5k |
| Almitas Capital LLC | Reduced | -298.6k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Reduced | -116.4k |
| Bulldog Investors, LLP | Reduced | -78.5k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Reduced | -34.6k |
| Advisors Asset Management, Inc. | Reduced | -29.7k |
| Diligent Investors, LLC | Sold out | -27.7k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -22.7k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Sold out | -21.5k |
| Hennion & Walsh Asset Management, Inc. | Reduced | -20.1k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: Saba Capital Management, L.P. (4.8%, 2025-12-12)
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Saba Capital Management, L.P. 1.38% of their portfolio | 5.2m $62.7m | Added +14.5k |
| SIT INVESTMENT ASSOCIATES INC 0.31% of their portfolio | 1.1m $13.6m | Added +64.8k |
| GUGGENHEIM CAPITAL LLC 0.06% of their portfolio | 645.9k $7.7m | Added +18.9k |
| Advisors Asset Management, Inc. 0.10% of their portfolio | 446.6k $5.3m | Reduced -29.7k |
| MORGAN STANLEY 0.00% of their portfolio | 386.0k $4.6m | Reduced -757.5k |
| Hennion & Walsh Asset Management, Inc. 0.16% of their portfolio | 265.3k $3.2m | Reduced -20.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 264.8k $3.2m | Reduced -8.4k |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.23% of their portfolio | 224.8k $2.7m | Reduced -116.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 197.2k $2.4m | Added +146.5k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 178.4k $2.1m | Reduced -34.6k |
| LPL Financial LLC 0.00% of their portfolio | 168.9k $2.0m | Added +17.3k |
| Almitas Capital LLC 0.82% of their portfolio | 165.1k $2.0m | Reduced -298.6k |
| UBS Group AG 0.00% of their portfolio | 148.4k $1.8m | Reduced -5.0k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 146.4k $1.8m | Unchanged |
| Oder Investment Management, LLC 1.17% of their portfolio | 107.7k $1.3m | Reduced -426 |
| ROBINSON CAPITAL MANAGEMENT, LLC 0.46% of their portfolio | 107.0k $1.3m | Added +42.4k |
| HOLLENCREST CAPITAL MANAGEMENT 0.04% of their portfolio | 78.4k $938.7k | Unchanged |
| MELFA WEALTH MANAGEMENT, INC. 0.63% of their portfolio | 75.9k $908.0k | Added +58 |
| Quarry LP 0.17% of their portfolio | 69.1k $826.8k | Added +34.5k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 68.8k $822.9k | Unchanged |
| Bulldog Investors, LLP 0.28% of their portfolio | 62.9k $753.2k | Reduced -78.5k |
| DEBUSSY CAPITAL MANAGEMENT LP 0.18% of their portfolio | 54.2k $648.6k | Added +8 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 52.7k $630.3k | Added +21.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 51.8k $620.5k | Reduced -1.4k |
| REGATTA CAPITAL GROUP, LLC 0.13% of their portfolio | 51.4k $615.1k | Reduced -1.4k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 44.0k $509.5k | First filing |
| MERIDIAN INVESTMENT COUNSEL INC. 0.16% of their portfolio | 43.4k $519.5k | Reduced -3.4k |
| SANDERS MORRIS HARRIS LLC 0.08% of their portfolio | 40.5k $484.8k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 39.1k $468.0k | Reduced -128 |
| ABSOLUTE INVESTMENT ADVISERS, LLC 0.06% of their portfolio | 34.5k $413.4k | Unchanged |
| Trilogy Capital Inc. 0.02% of their portfolio | 27.3k $326.9k | New |
| Corient Private Wealth LP 0.00% of their portfolio | 24.7k $295.1k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 23.6k $282.2k | Reduced -22.7k |
| Apriem Advisors 0.03% of their portfolio | 22.0k $263.3k | New |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 20.6k $246.8k | Reduced -13.7k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 20.3k $242.6k | Added +400 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 20.0k $239.4k | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. 0.07% of their portfolio | 17.6k $210.6k | Reduced -7.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 15.6k $186.3k | Unchanged |
| Core Wealth Partners LLC 0.13% of their portfolio | 15.3k $183.4k | Unchanged |
| NAPA WEALTH MANAGEMENT 0.12% of their portfolio | 15.2k $181.4k | Reduced -16.5k |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 12.7k $152.6k | Added +200 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 10.9k $130.7k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 10.2k $121.6k | Unchanged |
| Prime Capital Investment Advisors, LLC 0.00% of their portfolio | 10.0k $119.7k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 3.8k $46.0k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 3.8k $45.0k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 2.2k $26.4k | Unchanged |
| BESSEMER GROUP INC 0.00% of their portfolio | 1.5k $18.0k | New |
| OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio | 1.3k $15.6k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 1.2k $13.9k | Reduced -800 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 1.1k $13.6k | Reduced -1.7k |
| Great Lakes Retirement, Inc. 0.00% of their portfolio | 700 $8.4k | New |
| Mascoma Wealth Management LLC 0.00% of their portfolio | 691 $8.3k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 608 $7.3k | Reduced -8.9k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |