BFZ — BLACKROCK CALIFOR MUNI IN TR
BFZ (BLACKROCK CALIFOR MUNI IN TR) is tracked on HoldingsHub across five years of quarterly 13F filings. 14 funds have reported positions historically, with the sum of their latest reported stakes valued at $15.96M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q4 2025 | 718.54K | $7.72M | 0.00% | Add |
| Wells Fargo & Co history | Q4 2025 | 230.21K | $2.47M | 0.00% | Reduce |
| UBS Group AG history | Q4 2025 | 119.82K | $1.29M | 0.00% | Reduce |
| Bank of America Corp history | Q4 2025 | 119.20K | $1.28M | 0.00% | Add |
| PNC Financial Services history | Q3 2022 | 98.01K | $1.01M | 0.00% | Hold |
| BNY Mellon history | Q4 2025 | 68.54K | $736.09K | 0.00% | Add |
| Balyasny Asset Management history | Q3 2025 | 51.23K | $560.98K | 0.00% | New |
| Invesco Ltd history | Q3 2021 | 17.38K | $256.00K | 0.00% | New |
| Millennium Management history | Q4 2025 | 15.57K | $167.19K | 0.00% | Hold |
| Goldman Sachs Group history | Q3 2021 | 10.94K | $161.00K | 0.00% | New |
| Citadel Advisors history | Q4 2025 | 14.81K | $159.02K | 0.00% | New |
| JPMorgan Chase & Co history | Q4 2023 | 12.87K | $154.78K | 0.00% | New |
| Northern Trust Corp history | Q4 2021 | 21.75K | $3.00K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q1 2024 | 1 | $12 | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 14 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 270.20K | 281.15K | 276.31K | 321.99K | 370.15K | 373.70K | 375.43K | 371.83K | 366.36K | 356.57K | 381.17K | 385.99K | 377.72K | 232.13K | 259.45K | 195.44K | 681.82K | 718.54K |
| Wells Fargo & Co | 293.68K | 287.84K | 214.41K | 536.35K | 675.50K | 701.82K | 476.88K | 437.54K | 364.62K | 354.80K | 273.14K | 264.77K | 273.80K | 268.19K | 283.13K | 280.36K | 258.08K | 230.21K |
| UBS Group AG | 80.00K | 66.87K | 63.59K | 54.51K | 72.74K | 78.56K | 66.85K | 64.21K | 70.00K | 141.78K | 153.34K | 148.38K | 147.38K | 152.30K | 179.02K | 163.67K | 140.65K | 119.82K |
| Bank of America Corp | 39.02K | 33.19K | 41.77K | 42.05K | 34.83K | 41.40K | 22.71K | 19.32K | 35.11K | 11.53K | 31.66K | 52.66K | 52.64K | 120.47K | 122.80K | 89.25K | 85.52K | 119.20K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.12K | 68.54K |
| Millennium Management | — | — | — | — | — | 38.15K | 57.67K | 31.13K | 15.57K | 15.57K | 15.57K | 15.57K | 15.57K | 15.57K | 15.57K | 15.57K | 15.57K | 15.57K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.81K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 51.23K | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | 1 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | 78 | 8.25K | 23.66K | — | — | 12.87K | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 10.94K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 17.38K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 21.75K | 21.75K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 106.44K | 98.01K | 98.01K | 98.01K | 98.01K | — | — | — | — | — | — | — | — | — | — | — | — | — |