BlackRock Ca Muni Inc. TRXBFZX
13F holders, Q2 2024 (June 30)55holders −1
5new positions
7sold out
1famous investor
$11.97avg. 13F price*
At the end of Q2 2024, 55 institutions reported holding BlackRock Ca Muni Inc. TR (XBFZX) in their 13F filings, down 1 from Q1 2024. 5 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($62.7M), Sit Investment Associates Inc. ($13.6M) and Guggenheim Capital LLC ($7.7M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- BlackRock Ca Muni Inc. TR
- CUSIP
- 09248E102
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $912K |
| Exits | 7 | $1.0M |
All 13F filers, Q1 2024 → Q2 2024: 407,020 shares bought and 758,640 shares sold, net −351,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Saba Capital Management, L.P. | 1.39% | Add +0.3% | 5,239,568 | $62.7M |
| Sit Investment Associates Inc. | 0.31% | Add +6.0% | 1,138,749 | $13.6M |
| Guggenheim Capital LLC | 0.06% | Add +3.0% | 645,853 | $7.7M |
| Advisors Asset Management, Inc. | 0.10% | Reduce -6.2% | 446,556 | $5.3M |
| Morgan Stanley | 0.00% | Add +1.3% | 385,985 | $4.6M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Reduce -7.0% | 265,342 | $3.2M |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 264,773 | $3.2M |
| City of London Investment Management Co. Ltd. | 0.23% | Reduce -34.1% | 224,833 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +288.7% | 197,199 | $2.4M |
| Rivernorth Capital Management, LLC | 0.10% | Reduce -16.2% | 178,358 | $2.1M |
| LPL Financial LLC | 0.00% | Add +11.4% | 168,942 | $2.0M |
| Almitas Capital LLC | 0.83% | Reduce -64.4% | 165,065 | $2.0M |
| UBS Group AG | 0.00% | Reduce -3.2% | 148,384 | $1.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 146,445 | $1.8M |
| Oder Investment Management, LLC | 1.17% | Reduce -0.4% | 107,671 | $1.3M |
| Robinson Capital Management, LLC | 0.46% | Add +65.7% | 106,994 | $1.3M |
| Hollencrest Capital Management | 0.04% | No change | 78,421 | $939K |
| Melfa Wealth Management, Inc. | 0.63% | Add +0.1% | 75,857 | $908K |
| Allianz Asset Management GmbH | 0.00% | No change | 68,750 | $823K |
| Bulldog Investors, LLP | 0.28% | Reduce -55.5% | 62,920 | $753K |
| Debussy Capital Management LP | 0.18% | Add +0.0% | 54,183 | $649K |
| Bank of America Corp. | 0.00% | Add +66.3% | 52,656 | $630K |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 51,840 | $621K |
| Regatta Capital Group, LLC | 0.13% | Reduce -2.6% | 51,386 | $615K |
| Meridian Investment Counsel Inc. | 0.16% | Reduce -7.2% | 43,400 | $519K |
| Sanctuary Advisors, LLC | 0.00% | — | 44,012 | $509K |
| Sanders Morris Harris LLC | 0.08% | No change | 40,502 | $485K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 39,061 | $468K |
| Quarry LP | 0.18% | No change | 34,536 | $413K |
| Absolute Investment Advisers, LLC | 0.06% | No change | 34,536 | $413K |
| Trilogy Capital Inc. | 0.02% | New | 27,309 | $327K |
| Corient Private Wealth LP | 0.00% | New | 24,654 | $295K |
| Raymond James & Associates | 0.00% | Reduce -49.0% | 23,579 | $282K |
| Apriem Advisors | 0.03% | New | 22,000 | $263K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -39.9% | 20,615 | $247K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.0% | 20,267 | $243K |
| Ameriprise Financial Inc. | 0.00% | No change | 20,000 | $239K |
| Thomas J. Herzfeld Advisors, Inc. | 0.07% | Reduce -30.3% | 17,597 | $211K |
| Millennium Management | 0.00% | No change | 15,567 | $186K |
| Core Wealth Partners LLC | 0.13% | No change | 15,320 | $183K |
| Napa Wealth Management | 0.12% | Reduce -52.0% | 15,158 | $181K |
| Nomura Holdings Inc. | 0.00% | Add +1.6% | 12,747 | $153K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,919 | $131K |
| Global Retirement Partners, LLC | 0.00% | No change | 10,159 | $122K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 10,000 | $120K |
| Cwm, LLC | 0.00% | No change | 3,848 | $46K |
| Allworth Financial LP | 0.00% | No change | 3,774 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,206 | $26K |
| Bessemer Group Inc. | 0.00% | New | 1,500 | $18K |
| Optimum Investment Advisors | 0.01% | No change | 1,300 | $16K |
| Comerica Bank | 0.00% | Reduce -40.9% | 1,158 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -59.9% | 1,138 | $14K |
| Great Lakes Retirement, Inc. | 0.00% | New | 700 | $8K |
| Mascoma Wealth Management LLC | 0.00% | No change | 691 | $8K |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.6% | 608 | $7K |
"% of holder's portfolio" is XBFZX's weight in each manager's 13F, not the share of BlackRock Ca Muni Inc. TR the manager owns.