Skip to content
Disclosery

XBFZX BLACKROCK CA MUNI INC TR

Follow

SH BEN INT (fund)

54 managers (54 13F filers) reported a position in XBFZX shares at 2025-06-30, 8,998,247 shares in all. 4 filers opened a position and 11 filers sold out during the quarter.

Managers
54
13F filers
54
New
4
Added
11
Reduced
14
Sold out
11
Shares held by filers
8,998,247

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.4,692,717$50.7M1.38%-59,64313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC652,161$7.05M0.06%+87,59913F-HRTimelineGroup
Advisors Asset Management, Inc.568,664$6.15M0.11%+79,73513F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN280,356$3.03M<0.01%-2,77013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA278,893$3.02M<0.01%+5,89413F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.256,056$2.77M0.11%+41,99613F-HRTimeline
LPL Financial LLC230,540$2.49M<0.01%+2,13813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY195,436$2.11M<0.01%-64,01213F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC195,158$2.11M0.88%013F-HRTimeline
UBS Group AGin group UBS Group AG163,670$1.77M<0.01%-15,35313F-HRTimelineGroup
Trilogy Capital Inc.138,336$1.5M0.07%+16,73813F-HRTimeline
Atala Financial Inc127,180$1.37M0.95%+28,82413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …125,286$1.35M<0.01%013F-HRTimelineGroup
Oder Investment Management, LLC116,767$1.26M0.95%+9,62813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,252$965K<0.01%-33,55213F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…85,449$924K0.07%-28,09813F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT78,421$848K0.04%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.75,891$820K0.52%+913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE68,750$743K<0.01%013F-HRTimelineGroup
Cypress Wealth Services, LLC54,227$586K0.1%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP44,342$479K0.07%+2913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,710$473K<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,646$396K<0.01%-40,09613F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC34,536$373K0.05%013F-HRTimeline
Quarry LP34,536$373K0.09%013F-HRTimeline
Cetera Investment Advisers32,657$353K<0.01%-19,14313F-HRTimeline
D.A. DAVIDSON & CO.32,003$346K<0.01%-2,19613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.29,200$316K0.09%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,021$227K0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,954$216K<0.01%-2,96813F-HRTimeline
Global Retirement Partners, LLC19,370$209K0.01%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,786$203K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC16,875$182K<0.01%-1,320,23413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,567$168K<0.01%013F-HRTimelineGroup
Core Wealth Partners LLC15,320$166K0.08%013F-HRTimeline
Farther Finance Advisors, LLC15,206$164K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…13,625$147K<0.01%-6,08813F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…11,946$129K0.09%new13F-HRTimelineGroup
NewEdge Advisors, LLC11,437$124K<0.01%new13F-HRTimeline
NAPA WEALTH MANAGEMENT11,391$123K0.06%-1,48013F-HRTimeline
Golden State Wealth Management, LLC10,572$114K0.01%013F-HRTimeline
SHUFRO ROSE & CO LLC10,000$110K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC10,000$108K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,153$67K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,524$27.3K<0.01%-1,25013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,206$23.8K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,755$19K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,300$14.1K0.01%013F-HRTimeline
Mascoma Wealth Management LLC691$7.47K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.608$6.57K<0.01%+10813F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC500$5.41K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC400$4.32K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC200$2K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.