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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

136 hedge funds and large institutions have $331M invested in BlackRock Credit Allocation Income Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
56
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.57M
2
ACP
Arcus Capital Partners
Georgia
+$3.65M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.1M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
TW
Transform Wealth
Colorado
+$1.5M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$6.67M
2
PCM
Penserra Capital Management
California
-$5.41M
3
Morgan Stanley
Morgan Stanley
New York
-$2.92M
4
FM
Family Management
New York
-$2.74M
5
BI
Bramshill Investments
Florida
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$403K -$18K -1,745 -4%
SWP
52
Semus Wealth Partners
Florida
$374K -$11.1K -1,080 -3%
Lazard Asset Management
53
Lazard Asset Management
New York
$370K -$111K – –
NA
54
NewEdge Advisors
Louisiana
$361K -$3.75K -365 -1%
PVM
55
Palogic Value Management
Texas
$357K -$206K -20,000 -37%
SPIA
56
Steward Partners Investment Advisory
New York
$330K +$78.6K +7,634 +31%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$330K – – –
CC
58
Claybrook Capital
Massachusetts
$320K +$320K +31,065 New
SCA
59
SMH Capital Advisors
Texas
$318K -$64.1K -6,159 -17%
Truist Financial
60
Truist Financial
North Carolina
$313K -$12.2K -1,186 -4%
PAG
61
Private Advisor Group
New Jersey
$311K +$823 +80 +0.3%
NL
62
NWAM LLC
Washington
$300K -$75K -7,288 -20%
Mariner
63
Mariner
Kansas
$295K -$330 -32 -0.1%
OFG
64
OTA Financial Group
New York
$291K +$291K +28,325 New
PAS
65
Park Avenue Securities
New York
$269K -$52.6K -5,123 -16%
MCP
66
Mirador Capital Partners
California
$266K -$14.4K -1,399 -5%
PMG
67
ProVise Management Group
Florida
$257K -$10.1K -983 -4%
MSL
68
Mackay Shields LLC
New York
$250K -$2.63K -256 -1%
WS
69
Wedbush Securities
California
$233K -$58.4K -5,670 -20%
IAIM
70
International Assets Investment Management
Florida
$233K -$44.5K -4,320 -16%
1WA
71
180 Wealth Advisors
Washington
$222K +$422 +41 +0.2%
Jane Street
72
Jane Street
New York
$219K +$219K +21,285 New
EGA
73
E&G Advisors
Texas
$218K – – –
9WM
74
9258 Wealth Management
Ohio
$218K -$13.4K -1,305 -6%
PWPS
75
Pinnacle Wealth Planning Services
Ohio
$207K -$9.98K -970 -5%
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