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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

138 hedge funds and large institutions have $334M invested in BlackRock Credit Allocation Income Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
39
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
1
Arcus Capital Partners
Georgia
$6.55M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.4M
3
EWA
3
EP Wealth Advisors
California
$1.44M
4
CW
4
Connectus Wealth
Ohio
$1.32M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$24.2M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.82M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.57M
3
Bank of America
3
Bank of America
North Carolina
$34.5M
4
LSC
4
Logan Stone Capital
Illinois
$0
5
WAM
5
Wolverine Asset Management
Illinois
$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$454K +$454K +44,759 New
HKAM
52
Horizon Kinetics Asset Management
New York
$450K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$413K +$87.4K +8,607 +27%
CC
54
Claybrook Capital
Massachusetts
$381K +$65.7K +6,470 +21%
NA
55
NewEdge Advisors
Louisiana
$377K +$20.3K +2,000 +6%
LCM
56
Landscape Capital Management
New Jersey
$369K -$64.4K -6,343 -15%
BRWA
57
B. Riley Wealth Advisors
Florida
$367K +$367K +36,138 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$337K +$8.88K +874 +3%
PVM
59
Palogic Value Management
Texas
$336K -$16.1K -1,589 -5%
SWP
60
Semus Wealth Partners
Florida
$330K -$39.2K -3,862 -11%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$325K – – –
NL
62
NWAM LLC
Washington
$315K +$18.9K +1,858 +6%
Truist Financial
63
Truist Financial
North Carolina
$309K -$102 -10 -0%
SCA
64
SMH Capital Advisors
Texas
$307K -$2.64K -260 -0.9%
IAIM
65
International Assets Investment Management
Florida
$294K +$64.2K +6,321 +28%
Mariner
66
Mariner
Kansas
$279K -$11.9K -1,171 -4%
MML Investors Services
67
MML Investors Services
Massachusetts
$272K +$272K +26,777 New
PAS
68
Park Avenue Securities
New York
$266K +$81 +8 +0%
PAG
69
Private Advisor Group
New Jersey
$256K -$50.9K -5,014 -17%
PMG
70
ProVise Management Group
Florida
$252K -$1.35K -133 -0.5%
MSL
71
Mackay Shields LLC
New York
$247K – – –
1WA
72
180 Wealth Advisors
Washington
$242K +$22.5K +2,211 +10%
OC
73
Oppenheimer & Co
New York
$237K +$237K +23,329 New
CGA
74
Crescent Grove Advisors
Illinois
$228K +$228K +22,500 New
WS
75
Wedbush Securities
California
$223K -$6.58K -649 -3%
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3
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