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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

133 hedge funds and large institutions have $489M invested in BlackRock Credit Allocation Income Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$44.6M
2
SFS
Sowell Financial Services
Arkansas
+$5.83M
3
Cohen & Steers
Cohen & Steers
New York
+$3.83M
4
SIA
Sit Investment Associates
Minnesota
+$1.38M
5
Bank of America
Bank of America
North Carolina
+$1.28M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.88M
2
Morgan Stanley
Morgan Stanley
New York
-$4.49M
3
PCM
Penserra Capital Management
California
-$4.12M
4
KIM
Karpus Investment Management
New York
-$3.61M
5
NL
NWAM LLC
Washington
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
51
Horizon Kinetics Asset Management
New York
$654K -$15.2K -1,035 -2%
HWAM
52
Hennion & Walsh Asset Management
New Jersey
$628K +$628K +42,766 New
PCM
53
Poehling Capital Management
Wisconsin
$537K – – –
Ameriprise
54
Ameriprise
Minnesota
$479K +$30.9K +2,106 +7%
MCP
55
Mirador Capital Partners
California
$463K -$1.69K -115 -0.4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$462K -$14.5K -988 -3%
OA
57
Oxbow Advisors
Texas
$450K -$16.3K -1,110 -3%
PAS
58
Park Avenue Securities
New York
$433K -$14.1K -961 -3%
Truist Financial
59
Truist Financial
North Carolina
$426K -$56.2K -3,836 -12%
WS
60
Wedbush Securities
California
$421K +$37.9K +2,578 +10%
SCA
61
SMH Capital Advisors
Texas
$391K +$26.4K +1,796 +7%
PAG
62
Private Advisor Group
New Jersey
$384K -$8.89K -605 -2%
EGA
63
E&G Advisors
Texas
$358K -$2.93K -200 -0.8%
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$357K +$16.8K +1,142 +5%
ASN
65
Advisory Services Network
Georgia
$356K -$1.1K -75 -0.3%
VBCG
66
Valley Brook Capital Group
Pennsylvania
$328K -$60.4K -4,124 -16%
MOS
67
MGO One Seven
Ohio
$317K +$13.5K +919 +4%
SPIA
68
Steward Partners Investment Advisory
New York
$315K +$32.3K +2,203 +11%
Creative Planning
69
Creative Planning
Kansas
$310K -$31.9K -2,173 -9%
SVWAG
70
Sound View Wealth Advisors Group
Georgia
$308K -$16.7K -1,135 -5%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$297K +$45.5K +3,100 +18%
WIA
72
Westbourne Investment Advisors
Maryland
$294K -$95.5K -6,508 -25%
HighTower Advisors
73
HighTower Advisors
Illinois
$285K +$2.53K +173 +0.9%
HIP
74
HUB Investment Partners
Texas
$278K -$936K -63,690 -77%
KAS
75
Kestra Advisory Services
Texas
$268K -$1.21M -82,700 -82%
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