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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

134 hedge funds and large institutions have $355M invested in BlackRock Credit Allocation Income Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
42
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$13.7M
2
RC
2
Rareview Capital
Nevada
$1.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.7M
4
PTC
4
Private Trust Company
Ohio
$848K
5
Millennium Management
5
Millennium Management
New York
$796K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$36.1M
3
LPL Financial
3
LPL Financial
California
$6.13M
4
SIA
4
Sit Investment Associates
Minnesota
$55.8M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
51
Ellis Investment Partners
Pennsylvania
$465K -$28.4K -2,519 -6%
WS
52
Wela Strategies
Georgia
$463K -$255K -22,588 -36%
CL
53
Choreo LLC
Illinois
$419K -$5.95K -529 -1%
Mariner
54
Mariner
Kansas
$411K +$36.5K +3,236 +10%
1CP
55
1607 Capital Partners
Virginia
$378K -$1.39M -123,075 -79%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$376K +$4.09K +363 +1%
PVM
57
Palogic Value Management
Texas
$374K – – –
Truist Financial
58
Truist Financial
North Carolina
$331K -$5.3K -470 -2%
MML Investors Services
59
MML Investors Services
Massachusetts
$320K +$45 +4 +0%
NL
60
NWAM LLC
Washington
$302K -$16.9K -1,500 -5%
OC
61
Oppenheimer & Co
New York
$281K +$406 +36 +0.1%
NA
62
NewEdge Advisors
Louisiana
$281K +$16.3K +1,445 +6%
KAS
63
Kestra Advisory Services
Texas
$279K -$100K -8,875 -26%
CCG
64
Catalina Capital Group
California
$272K -$12.5K -1,109 -4%
PAG
65
Private Advisor Group
New Jersey
$256K +$981 +87 +0.4%
SCA
66
SMH Capital Advisors
Texas
$253K -$15.8K -1,402 -6%
FHA
67
Flagship Harbor Advisors
Massachusetts
$253K +$253K +22,390 New
9WM
68
9258 Wealth Management
Ohio
$248K – – –
VBCG
69
Valley Brook Capital Group
Pennsylvania
$248K +$17.7K +1,570 +8%
PMG
70
ProVise Management Group
Florida
$234K -$4.51K -400 -2%
WS
71
Wedbush Securities
California
$218K +$745 +66 +0.3%
1WA
72
180 Wealth Advisors
Washington
$218K -$7.9K -700 -4%
PAS
73
Park Avenue Securities
New York
$201K -$90 -8 -0%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$198K -$26.8K -2,378 -12%
DWM
75
Dakota Wealth Management
Florida
$194K – – –
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3
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