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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

128 hedge funds and large institutions have $516M invested in BlackRock Credit Allocation Income Trust in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
43
Reduced
33
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$61.4M
2
SIA
Sit Investment Associates
Minnesota
+$28.7M
3
Bank of America
Bank of America
North Carolina
+$4.31M
4
GC
Guggenheim Capital
Illinois
+$2.24M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$988K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$15.2M
2
Wells Fargo
Wells Fargo
California
-$12.1M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$3.01M
4
Invesco
Invesco
Georgia
-$2.56M
5
AA
Apriem Advisors
California
-$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Poehling Capital Management
Wisconsin
$483K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$476K +$31.5K +2,383 +7%
Truist Financial
53
Truist Financial
North Carolina
$461K +$18.4K +1,395 +4%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$409K +$12.7K +963 +3%
PAG
55
Private Advisor Group
New Jersey
$405K +$58.8K +4,447 +17%
Ameriprise
56
Ameriprise
Minnesota
$395K -$57.3K -4,361 -13%
BC
57
Burney Company
Virginia
$392K – – –
MCP
58
Mirador Capital Partners
California
$376K +$12K +909 +3%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$374K +$34.3K +2,597 +10%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$362K +$79.5K +6,034 +28%
PAS
61
Park Avenue Securities
New York
$359K +$11.3K +854 +3%
ASN
62
Advisory Services Network
Georgia
$358K – – –
WIA
63
Westbourne Investment Advisors
Maryland
$357K -$39.2K -2,967 -10%
SCA
64
SMH Capital Advisors
Texas
$348K -$4.52K -342 -1%
WS
65
Wedbush Securities
California
$344K -$2.72K -206 -0.8%
SWP
66
Stratos Wealth Partners
Ohio
$338K – – –
EGA
67
E&G Advisors
Texas
$313K – – –
MOS
68
MGO One Seven
Ohio
$312K +$85.7K +6,486 +38%
SVWAG
69
Sound View Wealth Advisors Group
Georgia
$309K – – –
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$252K +$47.4K +3,597 +23%
SPIA
71
Steward Partners Investment Advisory
New York
$243K +$78.9K +5,981 +48%
PWA
72
Physician Wealth Advisors
Utah
$225K +$225K +15,611 New
IAMOG
73
Investors Asset Management of Georgia
Georgia
$205K – – –
DWM
74
Dakota Wealth Management
Florida
$203K -$56.1K -4,250 -22%
Millennium Management
75
Millennium Management
New York
$201K -$134K -10,158 -40%
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