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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

136 hedge funds and large institutions have $463M invested in BlackRock Credit Allocation Income Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
50
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$19.2M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.1M
4
PPA
4
Parametric Portfolio Associates
Washington
$67.9M
5
BI
5
Bramshill Investments
Florida
$12.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.3M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$5.73M
4
NL
4
NWAM LLC
Washington
$719K
5
SFS
5
Sowell Financial Services
Arkansas
$5.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.51M +$111K +7,360 +5%
Stifel Financial
27
Stifel Financial
Missouri
$2.23M -$47.9K -3,183 -2%
JG
28
Jefferies Group
New York
$2.21M +$98.7K +6,555 +5%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$2.08M -$72.2K -4,800 -3%
ECM
30
Evergreen Capital Management
Washington
$1.99M -$11.3K -750 -0.6%
PMG
31
ProVise Management Group
Florida
$1.87M +$55.1K +3,661 +3%
CIA
32
Capital Investment Advisors
Georgia
$1.67M -$168K -11,186 -9%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$1.42M +$37.9K +2,515 +3%
CPIG
34
Chicago Partners Investment Group
Illinois
$1.39M +$86.4K +6,701 +7%
Ameriprise
35
Ameriprise
Minnesota
$1.35M +$109K +7,263 +9%
TCA
36
Transcend Capital Advisors
New Jersey
$1.34M +$1.52K +101 +0.1%
WW
37
Waterfront Wealth
Kansas
$1.2M +$254K +16,865 +27%
EIP
38
Ellis Investment Partners
Pennsylvania
$1.07M +$65.6K +4,361 +7%
SDAM
39
Shulman DeMeo Asset Management
New York
$952K -$2.05K -136 -0.2%
PGFC
40
Peapack-Gladstone Financial Corp
New Jersey
$894K +$1.13K +75 +0.1%
SC
41
Stolper & Co
Oklahoma
$878K +$55.8K +3,708 +7%
SI
42
Stephens Inc
Arkansas
$843K -$56.3K -3,743 -6%
WS
43
Wela Strategies
Georgia
$840K +$722 +48 +0.1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$835K +$29.2K +1,939 +4%
WS
45
Wedbush Securities
California
$754K +$55.8K +3,708 +8%
NL
46
NWAM LLC
Washington
$719K -$1.52M -100,675 -68%
UCI
47
Uncommon Cents Investing
Wisconsin
$677K -$28.2K -1,875 -4%
HKAM
48
Horizon Kinetics Asset Management
New York
$671K – – –
Baird Financial Group
49
Baird Financial Group
Wisconsin
$590K +$306K +20,300 +107%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$580K -$3.13K -208 -0.5%
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