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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

154 hedge funds and large institutions have $349M invested in BlackRock Credit Allocation Income Trust in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+20
Holders Change %
+14.93%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
37
Increased
42
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
LPL Financial
2
LPL Financial
California
$8.14M
3
GC
3
Guggenheim Capital
Illinois
$15.1M
4
SIA
4
Sit Investment Associates
Minnesota
$54M
5
IWA
5
IBEX Wealth Advisors
New Jersey
$1.23M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$29.3M
2
IAIM
2
International Assets Investment Management
Florida
$325K
3
KIM
3
Karpus Investment Management
New York
$5.5M
4
Millennium Management
4
Millennium Management
New York
$194K
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$557K +$118K +11,250 +27%
WP
52
WealthShield Partners
North Carolina
$541K +$3.73K +357 +0.7%
RAM
53
Readystate Asset Management
Illinois
$539K +$539K +51,509 New
HKAM
54
Horizon Kinetics Asset Management
New York
$534K – – –
UCI
55
Uncommon Cents Investing
Wisconsin
$516K -$18.6K -1,779 -3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$506K +$506K +48,341 New
GS
57
GWN Securities
Florida
$463K +$463K +43,472 New
GCM
58
Generation Capital Management
New York
$445K +$445K +42,500 New
EIP
59
Ellis Investment Partners
Pennsylvania
$419K -$12.3K -1,176 -3%
AW
60
Alteri Wealth
California
$406K +$406K +38,842 New
CL
61
Choreo LLC
Illinois
$387K -$1.46K -140 -0.4%
MA
62
Mezzasalma Advisors
New Jersey
$358K +$358K +34,258 New
BAM
63
Broyhill Asset Management
North Carolina
$340K +$340K +32,500 New
Mariner
64
Mariner
Kansas
$334K -$47.3K -4,520 -12%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$328K -$20.9K -1,999 -6%
PVM
66
Palogic Value Management
Texas
$325K -$21.2K -2,029 -6%
IAIM
67
International Assets Investment Management
Florida
$325K -$3.69M -351,716 -92%
Truist Financial
68
Truist Financial
North Carolina
$291K -$16K -1,529 -5%
LCM
69
Landscape Capital Management
New Jersey
$290K -$426K -40,680 -59%
NL
70
NWAM LLC
Washington
$281K – – –
WAM
71
Wolverine Asset Management
Illinois
$279K +$279K +26,661 New
NA
72
NewEdge Advisors
Louisiana
$251K -$9.41K -900 -4%
WA
73
Waverly Advisors
Alabama
$247K +$247K +23,595 New
PAG
74
Private Advisor Group
New Jersey
$238K +$889 +85 +0.4%
SCA
75
SMH Capital Advisors
Texas
$236K +$931 +89 +0.4%
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