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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

136 hedge funds and large institutions have $331M invested in BlackRock Credit Allocation Income Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
56
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.57M
2
ACP
Arcus Capital Partners
Georgia
+$3.65M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.1M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
TW
Transform Wealth
Colorado
+$1.5M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$6.67M
2
PCM
Penserra Capital Management
California
-$5.41M
3
Morgan Stanley
Morgan Stanley
New York
-$2.92M
4
FM
Family Management
New York
-$2.74M
5
BI
Bramshill Investments
Florida
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.6M -$10.3K -1,000 -0.4%
TW
27
Transform Wealth
Colorado
$1.8M +$1.5M +146,100 +499%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$1.68M -$32K -3,105 -2%
WW
29
Waterfront Wealth
Kansas
$1.52M -$14.6K -1,417 -1%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.33M -$17.7K -1,716 -1%
DADC
31
D.A. Davidson & Co
Montana
$1.14M +$463K +45,020 +69%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.06M -$286K -27,834 -21%
TCA
33
Transcend Capital Advisors
New Jersey
$1.02M +$169K +16,423 +20%
MGWM
34
Marks Group Wealth Management
Minnesota
$949K +$949K +92,245 New
WS
35
Wela Strategies
Georgia
$930K +$930K +90,352 New
CPIG
36
Chicago Partners Investment Group
Illinois
$917K +$8.6K +826 +0.9%
AA
37
AQR Arbitrage
Connecticut
$835K -$120K -11,710 -13%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$829K -$109K -10,589 -12%
Ameriprise
39
Ameriprise
Minnesota
$768K -$1.04K -101 -0.1%
WAM
40
Wolverine Asset Management
Illinois
$682K +$258K +25,037 +61%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$669K -$3.21K -312 -0.5%
EIP
42
Ellis Investment Partners
Pennsylvania
$656K -$119K -11,573 -15%
SC
43
Stolper & Co
Oklahoma
$650K -$15.7K -1,529 -2%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$594K -$3.05K -296 -0.5%
SDAM
45
Shulman DeMeo Asset Management
New York
$587K -$1.69K -164 -0.3%
LSC
46
Logan Stone Capital
Illinois
$571K +$571K +55,521 New
UCI
47
Uncommon Cents Investing
Wisconsin
$507K +$5.61K +545 +1%
SI
48
Stephens Inc
Arkansas
$500K -$15.3K -1,487 -3%
HKAM
49
Horizon Kinetics Asset Management
New York
$456K – – –
LCM
50
Landscape Capital Management
New Jersey
$439K -$132K -12,853 -23%
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