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BlackRock Credit Allocation Income Trust
BTZ

135 hedge funds and large institutions have $481M invested in BlackRock Credit Allocation Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

1% more funds holding

Funds holding: 134 → 135 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.3% less ownership

Funds ownership: 34.22% → 33.92% (-0.3%)

4% less capital invested

Capital invested by funds: $500M → $481M (-$19M)

Holders
135
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
45
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$13M
2
SIA
Sit Investment Associates
Minnesota
+$4.02M
3
PPA
Parametric Portfolio Associates
Washington
+$2.85M
4
KAS
Kestra Advisory Services
Texas
+$1.85M
5
NL
NWAM LLC
Washington
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$14.3M
2
CIA
Capital Investment Advisors
Georgia
-$6.53M
3
Cohen & Steers
Cohen & Steers
New York
-$2.64M
4
FFA
First Foundation Advisors
California
-$2.22M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
76
Certuity
Florida
$252K +$258K +16,636 New
RCM
77
RB Capital Management
Nevada
$236K +$26.6K +1,713 +12%
IAMOG
78
Investors Asset Management of Georgia
Georgia
$235K – – –
PWA
79
Physician Wealth Advisors
Utah
$235K – – –
1WA
80
180 Wealth Advisors
Washington
$228K +$70.9K +4,567 +43%
CYG
81
Clean Yield Group
Vermont
$227K – – –
P
82
&Partners
Tennessee
$224K +$915 +59 +0.4%
OFA
83
Oak Family Advisors
Illinois
$219K – – –
FFA
84
First Foundation Advisors
California
$215K -$2.22M -142,893 -91%
HNB
85
Huntington National Bank
Ohio
$212K – – –
LWAC
86
Laurel Wealth Advisors (California)
California
$208K +$1.66K +107 +0.8%
WIA
87
Westbourne Investment Advisors
Maryland
$200K -$88.4K -5,695 -30%
KPWS
88
Kestra Private Wealth Services
Texas
$181K +$2.68K +173 +1%
RJT
89
Raymond James Trust
Florida
$168K – – –
EDRIA
90
Edmonds Duncan Registered Investment Advisors
Kansas
$165K -$760 -49 -0.4%
UCFA
91
United Capital Financial Advisors
Texas
$155K -$16.8K -1,085 -10%
CAN
92
Cetera Advisor Networks
California
$154K +$158K +10,198 New
CFG
93
Cooper Financial Group
California
$152K -$8.27K -533 -5%
Citigroup
94
Citigroup
New York
$135K -$42.1K -2,714 -23%
POIA
95
Pin Oak Investment Advisors
Texas
$92K – – –
GWSG
96
GPS Wealth Strategies Group
Colorado
$87K – – –
CIA
97
Cascade Investment Advisors
Oregon
$83.2K +$85.2K +5,493 New
HI
98
Harbour Investments
Wisconsin
$80K – – –
FIA
99
FNY Investment Advisers
New York
$75K -$62.1K -4,000 -44%
APA
100
American Portfolios Advisors
New York
$66K +$496 +32 +0.7%
2 3
4
5 6

BTZ Hedge Fund Activity: Q3 2021 in Review

135 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q3 2021, worth a combined $481M — down 3.8% from $500M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BTZ positions and 8 closed out — a net gain of 2 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $13M. The largest seller was Wells Fargo, cutting an estimated $14.3M.

  • 135 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q3 2021, up from 134 in Q2 2021.
  • Funds reported $481M of BlackRock Credit Allocation Income Trust stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 10 funds opened new BlackRock Credit Allocation Income Trust positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q3 2021 was Penserra Capital Management, an estimated $13M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q3 2021 was Wells Fargo, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2021.