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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

138 hedge funds and large institutions have $334M invested in BlackRock Credit Allocation Income Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
39
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Arcus Capital Partners
Georgia
$6.55M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.4M
3
EWA
3
EP Wealth Advisors
California
$1.44M
4
CW
4
Connectus Wealth
Ohio
$1.32M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$24.2M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.82M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.57M
3
Bank of America
3
Bank of America
North Carolina
$34.5M
4
LSC
4
Logan Stone Capital
Illinois
$0
5
WAM
5
Wolverine Asset Management
Illinois
$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.53M -$40.6K -4,000 -2%
TW
27
Transform Wealth
Colorado
$1.78M – – –
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$1.66M – – –
EWA
29
EP Wealth Advisors
California
$1.44M +$1.44M +10,000 New
WW
30
Waterfront Wealth
Kansas
$1.44M -$57.6K -5,674 -4%
CW
31
Connectus Wealth
Ohio
$1.32M +$1.32M +129,740 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.3M -$13K -1,277 -1%
Ameriprise
33
Ameriprise
Minnesota
$1.23M +$474K +46,684 +63%
DADC
34
D.A. Davidson & Co
Montana
$1.2M +$82.3K +8,108 +7%
AA
35
AQR Arbitrage
Connecticut
$1.11M +$288K +28,404 +35%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.02M -$34K -3,353 -3%
TCA
37
Transcend Capital Advisors
New Jersey
$1.01M +$1.24K +122 +0.1%
MGWM
38
Marks Group Wealth Management
Minnesota
$936K – – –
WS
39
Wela Strategies
Georgia
$896K -$21.4K -2,111 -2%
CPIG
40
Chicago Partners Investment Group
Illinois
$884K -$8.37K -826 -0.9%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$845K +$27.3K +2,691 +3%
Stifel Financial
42
Stifel Financial
Missouri
$677K +$279K +27,516 +70%
SC
43
Stolper & Co
Oklahoma
$626K -$15K -1,479 -2%
EIP
44
Ellis Investment Partners
Pennsylvania
$616K -$30.4K -2,996 -5%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$580K -$80.3K -7,906 -12%
SDAM
46
Shulman DeMeo Asset Management
New York
$576K -$2.99K -295 -0.5%
Lazard Asset Management
47
Lazard Asset Management
New York
$507K -$370K – –
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$503K -$82.8K -8,161 -14%
UCI
49
Uncommon Cents Investing
Wisconsin
$501K +$924 +91 +0.2%
SI
50
Stephens Inc
Arkansas
$494K +$355 +35 +0.1%
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