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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

149 hedge funds and large institutions have $333M invested in BlackRock Credit Allocation Income Trust in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
36
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$8.79M
2
SFS
2
Sowell Financial Services
Arkansas
$4.68M
3
SIA
3
Sit Investment Associates
Minnesota
$52.6M
4
CIA
4
Capital Investment Advisors
Georgia
$6.14M
5
ECM
5
Evergreen Capital Management
Washington
$5.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.4M
2
GC
2
Guggenheim Capital
Illinois
$13.3M
3
RCM
3
Rivernorth Capital Management
Florida
$5.03M
4
Franklin Resources
4
Franklin Resources
California
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$920K
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
51
Wolverine Asset Management
Illinois
$417K 41,267 +13,762 +50%
Stifel Financial
52
Stifel Financial
Missouri
$413K 40,900 +1,655 +4%
SIG
53
Spinnaker Investment Group
California
$380K 37,640 +2,640 +8%
SWP
54
Semus Wealth Partners
Florida
$378K 37,442 +37,442 New
SCA
55
SMH Capital Advisors
Texas
$371K 36,710 -287 -0.8%
NL
56
NWAM LLC
Washington
$368K 36,476 +3,058 +9%
NA
57
NewEdge Advisors
Louisiana
$358K 35,490 +2,640 +8%
WAM
58
Weiss Asset Management
Massachusetts
$352K 34,847 +34,847 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$323K 32,029 – –
Truist Financial
60
Truist Financial
North Carolina
$319K 31,611 -9,849 -24%
AAM
61
Advisors Asset Management
Colorado
$319K 31,591 -55,822 -64%
PAS
62
Park Avenue Securities
New York
$316K 31,301 -2,526 -7%
TW
63
Transform Wealth
Colorado
$296K 29,300 +29,300 New
SFS
64
Shaker Financial Services
Virginia
$293K 29,040 +6,161 +27%
MML Investors Services
65
MML Investors Services
Massachusetts
$290K 28,711 +3,644 +15%
Mariner
66
Mariner
Kansas
$289K 28,655 -3,193 -10%
WS
67
Wedbush Securities
California
$286K 28,299 -880 -3%
MCP
68
Mirador Capital Partners
California
$275K 27,212 -1,063 -4%
IAIM
69
International Assets Investment Management
Florida
$272K 26,948 +14,663 +119%
PMG
70
ProVise Management Group
Florida
$262K 25,944 -16,897 -39%
MSL
71
Mackay Shields LLC
New York
$248K 24,596 – –
SPIA
72
Steward Partners Investment Advisory
New York
$247K 24,408 -2,250 -8%
1WA
73
180 Wealth Advisors
Washington
$240K 21,544 +42 +0.2%
9WM
74
9258 Wealth Management
Ohio
$227K 22,490 -2,475 -10%
KPWS
75
Kestra Private Wealth Services
Texas
$224K 22,199 +10,004 +82%
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