Vault-13

BLACKROCK CALIF MUN INCOME T XBFZX

SH BEN INT · Closed-End Fund · CUSIP 09248E102

54 institutional holders -6 vs Q1 2025
9,277,1409.3m shares reported held*
$100.3mreported value*
4 new 11 added 14 reduced 11 sold out net sold ≈ $14.4m (-1.3m 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 ≈ $10.81.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 66Q4 22: 63Q1 23: 61Q2 23: 62Q3 23: 59Q4 23: 58Q1 24: 57Q2 24: 56Q3 24: 53Q4 24: 60Q1 25: 60Q2 25: 5454Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202266
Q4 202263
Q1 202361
Q2 202362
Q3 202359
Q4 202358
Q1 202457
Q2 202456
Q3 202453
Q4 202460
Q1 202560
Q2 202554

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 21 bought or addedQ3 23: 25 cut or sold outQ4 23: 19 bought or addedQ4 23: 28 cut or sold outQ4 23Q1 24: 25 bought or addedQ1 24: 22 cut or sold outQ2 24: 17 bought or addedQ2 24: 27 cut or sold outQ2 24Q3 24: 15 bought or addedQ3 24: 26 cut or sold outQ4 24: 18 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 31 bought or addedQ1 25: 17 cut or sold outQ2 25: 15 bought or addedQ2 25: 25 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232125
Q4 20231928
Q1 20242522
Q2 20241727
Q3 20241526
Q4 20241818
Q1 20253117
Q2 20251525

Biggest buyers

ROYAL BANK OF CANADA Added +284,787+284.8k
GUGGENHEIM CAPITAL LLC Added +87,599+87.6k
Advisors Asset Management, Inc. Added +79,735+79.7k
Cypress Wealth Services, LLC New +54,227+54.2k
Hennion & Walsh Asset Management, Inc. Added +41,996+42.0k
Atala Financial Inc Added +28,824+28.8k
JANE STREET GROUP, LLC New +18,786+18.8k
Trilogy Capital Inc. Added +16,738+16.7k
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. New +11,946+11.9k
NewEdge Advisors, LLC New +11,437+11.4k

Biggest sellers

IEQ CAPITAL, LLC Reduced -1,320,234-1.3m
WOLVERINE ASSET MANAGEMENT LLC Sold out -89,271-89.3k
Logan Stone Capital, LLC Sold out -83,008-83.0k
MORGAN STANLEY Reduced -64,012-64.0k
Saba Capital Management, L.P. Reduced -59,643-59.6k
RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -50,601-50.6k
AMERIPRISE FINANCIAL INC Reduced -40,096-40.1k
Fisher Asset Management, LLC Sold out -39,619-39.6k
SIT INVESTMENT ASSOCIATES INC Sold out -38,669-38.7k
BANK OF AMERICA CORP /DE/ Reduced -33,552-33.6k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 1.38% of their portfolio NEW YORK, NY 4,692,7174.7m $50.7m $50.7m 1.38% Reduced -59.6k -59,643
2 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 652,161652.2k $7.0m $7.0m 0.06% Added +87.6k +87,599
3 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 568,664568.7k $6.1m $6.1m 0.11% Added +79.7k +79,735
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 557,786557.8k $6.0m $6.0m 0.00% Added +284.8k +284,787
5 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 280,356280.4k $3.0m $3.0m 0.00% Reduced -2.8k -2,770
6 Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio Parsippany, NJ 256,056256.1k $2.8m $2.8m 0.11% Added +42.0k +41,996
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 230,540230.5k $2.5m $2.5m 0.00% Added +2.1k +2,138
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 195,436195.4k $2.1m $2.1m 0.00% Reduced -64.0k -64,012
9 ROBINSON CAPITAL MANAGEMENT, LLC 0.88% of their portfolio GROSSE POINTE FARMS, MI 195,158195.2k $2.1m $2.1m 0.88% Unchanged
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 163,670163.7k $1.8m $1.8m 0.00% Reduced -15.4k -15,353
11 Trilogy Capital Inc. 0.07% of their portfolio IRVINE, CA 138,336138.3k $1.5m $1.5m 0.07% Added +16.7k +16,738
12 Atala Financial Inc 0.95% of their portfolio CALABASAS, CA 127,180127.2k $1.4m $1.4m 0.95% Added +28.8k +28,824
13 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 125,286125.3k $1.4m $1.4m 0.00% Unchanged
14 Oder Investment Management, LLC 0.95% of their portfolio WOODLAND HILLS, CA 116,767116.8k $1.3m $1.3m 0.95% Added +9.6k +9,628
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 89,25289.3k $964.8k $964.8k 0.00% Reduced -33.6k -33,552
16 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio Englewood, NJ 85,44985.4k $923.7k $923.7k 0.07% Reduced -28.1k -28,098
17 HOLLENCREST CAPITAL MANAGEMENT 0.04% of their portfolio NEWPORT BEACH, CA 78,42178.4k $847.7k $847.7k 0.04% Unchanged
18 MELFA WEALTH MANAGEMENT, INC. 0.52% of their portfolio WESTBOROUGH, MA 75,89175.9k $820.4k $820.4k 0.52% Added +9 +9
19 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 68,75068.8k $743.2k $743.2k 0.00% Unchanged
20 Cypress Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 54,22754.2k $586.2k $586.2k 0.10% New
21 DEBUSSY CAPITAL MANAGEMENT LP 0.07% of their portfolio CHICAGO, IL 44,34244.3k $479.3k $479.3k 0.07% Added +29 +29
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 43,71043.7k $472.5k $472.5k 0.00% Unchanged
23 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 36,64636.6k $396.1k $396.1k 0.00% Reduced -40.1k -40,096
24 ABSOLUTE INVESTMENT ADVISERS, LLC 0.05% of their portfolio ROSEMARY BEACH, FL 34,53634.5k $373.3k $373.3k 0.05% Unchanged
25 Quarry LP 0.09% of their portfolio NEW YORK, NY 34,53634.5k $373.3k $373.3k 0.09% Unchanged
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 32,65732.7k $353.0k $353.0k 0.00% Reduced -19.1k -19,143
27 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 32,00332.0k $346.0k $346.0k 0.00% Reduced -2.2k -2,196
28 MERIDIAN INVESTMENT COUNSEL INC. 0.09% of their portfolio LAFAYETTE, CA 29,20029.2k $315.7k $315.7k 0.09% Unchanged
29 REGATTA CAPITAL GROUP, LLC 0.04% of their portfolio EL SEGUNDO, CA 21,02121.0k $227.2k $227.2k 0.04% Unchanged
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 19,95420.0k $216.0k $216.0k 0.00% Reduced -3.0k -2,968
31 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 19,37019.4k $209.4k $209.4k 0.01% First filing
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,78618.8k $203.1k $203.1k 0.00% New
33 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 16,87516.9k $182.4k $182.4k 0.00% Reduced -1.3m -1,320,234
34 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 15,56715.6k $168.3k $168.3k 0.00% Unchanged
35 Core Wealth Partners LLC 0.08% of their portfolio SANTA ROSA, CA 15,32015.3k $165.6k $165.6k 0.08% Unchanged
36 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 15,20615.2k $164.4k $164.4k 0.00% Unchanged
37 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 13,62513.6k $147.3k $147.3k 0.00% Reduced -6.1k -6,088
38 DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 0.09% of their portfolio Singapore, U0 11,94611.9k $129.1k $129.1k 0.09% New
39 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,43711.4k $123.6k $123.6k 0.00% New
40 NAPA WEALTH MANAGEMENT 0.06% of their portfolio Napa, CA 11,39111.4k $123.1k $123.1k 0.06% Reduced -1.5k -1,480
41 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 10,57210.6k $114.3k $114.3k 0.01% Unchanged
42 SHUFRO ROSE & CO LLC 0.01% of their portfolio NEW YORK, NY 10,00010.0k $109.8k $109.8k 0.01% Unchanged
43 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 10,00010.0k $108.1k $108.1k 0.00% Unchanged
44 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,1536.2k $67.0k $67.0k 0.00% Unchanged
45 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,5242.5k $27.3k $27.3k 0.00% Reduced -1.2k -1,250
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,2062.2k $23.8k $23.8k 0.00% Unchanged
47 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,7551.8k $19.0k $19.0k 0.00% Unchanged
48 OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio Chicago, IL 1,3001.3k $14.1k $14.1k 0.01% Unchanged
49 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 691691 $7.5k $7.5k 0.00% Unchanged
50 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 608608 $6.6k $6.6k 0.00% Added +108 +108
51 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 500500 $5.4k $5.4k 0.00% Unchanged
52 Nalls Sherbakoff Group, LLC 0.00% of their portfolio KNOXVILLE, TN 400400 $4.3k $4.3k 0.00% Unchanged
53 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 200200 $2.0k $2.0k 0.00% Unchanged
54 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged