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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

134 hedge funds and large institutions have $355M invested in BlackRock Credit Allocation Income Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
42
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$13.7M
2
RC
2
Rareview Capital
Nevada
$1.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.7M
4
PTC
4
Private Trust Company
Ohio
$848K
5
Millennium Management
5
Millennium Management
New York
$796K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$36.1M
3
LPL Financial
3
LPL Financial
California
$6.13M
4
SIA
4
Sit Investment Associates
Minnesota
$55.8M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
RC
26
Rareview Capital
Nevada
$1.61M 142,518 +142,518 New
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.54M 136,634 -805 -0.6%
WW
28
Waterfront Wealth
Kansas
$1.5M 139,907 -20,526 -13%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.38M 122,121 -4,976 -4%
PS
30
Principal Securities
Iowa
$1.34M 118,749 +505 +0.4%
EWA
31
EP Wealth Advisors
California
$1.32M 117,293 -2,129 -2%
MGWM
32
Marks Group Wealth Management
Minnesota
$1.1M 97,838 +446 +0.5%
Lido Advisors
33
Lido Advisors
California
$1.02M 90,000 – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$974K 86,351 -443 -0.5%
CPIG
35
Chicago Partners Investment Group
Illinois
$944K 87,232 – –
TCA
36
Transcend Capital Advisors
New Jersey
$900K 79,800 -1,051 -1%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$865K 76,649 +19,105 +33%
SC
38
Stolper & Co
Oklahoma
$851K 75,437 +191 +0.3%
PTC
39
Private Trust Company
Ohio
$848K 75,180 +74,436 +10,005%
Millennium Management
40
Millennium Management
New York
$796K 70,539 +70,539 New
LCM
41
Landscape Capital Management
New Jersey
$772K 68,408 -58,582 -46%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$692K 61,317 -9,066 -13%
POIA
43
Pin Oak Investment Advisors
Texas
$672K 59,583 +12,165 +26%
SDAM
44
Shulman DeMeo Asset Management
New York
$635K 56,266 +27 +0%
RP
45
Riverbridge Partners
Minnesota
$633K 56,153 +791 +1%
WP
46
WealthShield Partners
North Carolina
$579K 51,346 -1,005 -2%
UCI
47
Uncommon Cents Investing
Wisconsin
$577K 51,130 +19 +0%
HKAM
48
Horizon Kinetics Asset Management
New York
$576K 51,023 +10,389 +26%
Osaic Holdings
49
Osaic Holdings
Arizona
$574K 50,879 +9,248 +22%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$474K 42,013 +19,906 +90%
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