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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

154 hedge funds and large institutions have $349M invested in BlackRock Credit Allocation Income Trust in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+20
Holders Change %
+14.93%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
37
Increased
42
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$37.9M
2
LPL Financial
LPL Financial
California
$8.14M
3
GC
Guggenheim Capital
Illinois
$15.1M
4
SIA
Sit Investment Associates
Minnesota
$54M
5
IWA
IBEX Wealth Advisors
New Jersey
$1.23M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$29.3M
2
IAIM
International Assets Investment Management
Florida
$325K
3
KIM
Karpus Investment Management
New York
$5.5M
4
Millennium Management
Millennium Management
New York
$194K
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
26
Rareview Capital
Nevada
$1.77M +$159K +14,086 +10%
WW
27
Waterfront Wealth
Kansas
$1.47M +$7.98K +763 +0.5%
PTC
28
Private Trust Company
Ohio
$1.26M +$477K +45,640 +61%
IWA
29
IBEX Wealth Advisors
New Jersey
$1.23M +$1.23M +117,247 New
PS
30
Principal Securities
Iowa
$1.16M -$86.3K -8,246 -7%
EWA
31
EP Wealth Advisors
California
$1.13M -$99.2K -9,481 -8%
MGWM
32
Marks Group Wealth Management
Minnesota
$1.02M – – –
ACP
33
Arcus Capital Partners
Georgia
$1.02M +$1.02M +95,604 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.02M -$256K -24,450 -20%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K -$506K -46,837 -34%
Lido Advisors
36
Lido Advisors
California
$943K +$1.55K +148 +0.2%
CPIG
37
Chicago Partners Investment Group
Illinois
$918K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$906K +$104K +9,984 +13%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$879K -$23.8K -2,275 -3%
TCA
40
Transcend Capital Advisors
New Jersey
$873K +$38.7K +3,701 +5%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$834K +$421K +40,262 +102%
SC
42
Stolper & Co
Oklahoma
$780K -$8.73K -835 -1%
SG
43
StoneX Group
New York
$678K +$678K +64,808 New
POIA
44
Pin Oak Investment Advisors
Texas
$672K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$603K -$38.1K -3,643 -6%
RP
46
Riverbridge Partners
Minnesota
$593K +$5.72K +547 +1%
PMWMG
47
Parr McKnight Wealth Management Group
Minnesota
$591K +$591K +56,499 New
SDAM
48
Shulman DeMeo Asset Management
New York
$589K +$115 +11 +0%
First Trust Advisors
49
First Trust Advisors
Illinois
$568K +$568K +54,339 New
Osaic Holdings
50
Osaic Holdings
Arizona
$558K +$25.5K +2,438 +5%
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