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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

136 hedge funds and large institutions have $455M invested in BlackRock Credit Allocation Income Trust in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
48
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.57M
2
Morgan Stanley
Morgan Stanley
New York
+$1.52M
3
Cohen & Steers
Cohen & Steers
New York
+$1.41M
4
BI
Bramshill Investments
Florida
+$1.34M
5
TCA
Transcend Capital Advisors
New Jersey
+$1.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$10.9M
2
KIM
Karpus Investment Management
New York
-$10.6M
3
Invesco
Invesco
Georgia
-$3.01M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.36M
5
SIA
Sit Investment Associates
Minnesota
-$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$284K -$2.36M -160,304 -89%
SPIA
77
Steward Partners Investment Advisory
New York
$283K – – –
Fiera Capital (Canada)
78
Fiera Capital (Canada)
Quebec, Canada
$272K -$131K -8,943 -33%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$267K +$267K +18,167 New
Baird Financial Group
80
Baird Financial Group
Wisconsin
$252K +$80.8K +5,500 +47%
PWA
81
Physician Wealth Advisors
Utah
$233K – – –
SPC
82
Sigma Planning Corp
Michigan
$228K +$30.6K +2,078 +15%
P
83
&Partners
Tennessee
$214K +$1.31K +89 +0.6%
9WM
84
9258 Wealth Management
Ohio
$209K +$50K +3,400 +31%
TNB
85
TCF National Bank
South Dakota
$206K – – –
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$197K +$14.7K +1,000 +8%
CST
87
Charles Schwab Trust
Nevada
$181K – – –
RCM
88
RB Capital Management
Nevada
$176K -$984 -67 -0.6%
Lido Advisors
89
Lido Advisors
California
$174K +$174K +11,786 New
Goldman Sachs
90
Goldman Sachs
New York
$172K +$172K +11,659 New
IAMOG
91
Investors Asset Management of Georgia
Georgia
$169K -$58.8K -4,000 -26%
HA
92
Harborview Advisors
Maine
$159K +$4.69K +318 +3%
CFG
93
Cooper Financial Group
California
$155K +$7.59K +515 +5%
SFS
94
Shaker Financial Services
Virginia
$151K +$151K +10,263 New
Citigroup
95
Citigroup
New York
$136K +$819 +56 +0.6%
CF
96
Centaurus Financial
California
$128K +$7.03K +477 +6%
BAM
97
Belpointe Asset Management
Nevada
$122K -$1.47K -100 -1%
POIA
98
Pin Oak Investment Advisors
Texas
$89K – – –
EP
99
Eudaimonia Partners
Tennessee
$78K – – –
NFG
100
Next Financial Group
Texas
$64K -$14.7K -1,000 -19%
2 3
4
5 6