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BlackRock Credit Allocation Income Trust
BTZ

136 hedge funds and large institutions have $399M invested in BlackRock Credit Allocation Income Trust in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.12% more ownership

Funds ownership: 32.89% → 34% (+1.1%)

0% more funds holding

Funds holding: 136 → 136 (0)

14% less capital invested

Capital invested by funds: $463M → $399M (-$63.7M)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
37
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$12.9M
2
GC
Guggenheim Capital
Illinois
+$8.34M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.38M
4
RCM
Rivernorth Capital Management
Florida
+$3.01M
5
CIA
Capital Investment Advisors
Georgia
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$7.44M
2
SIA
Sit Investment Associates
Minnesota
-$5.7M
3
SFS
Sowell Financial Services
Arkansas
-$5.09M
4
BI
Bramshill Investments
Florida
-$5.02M
5
Morgan Stanley
Morgan Stanley
New York
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$230K +$686 +52 +0.3%
ASN
77
Advisory Services Network
Georgia
$222K -$6.6K -500 -3%
HIP
78
HUB Investment Partners
Texas
$210K -$7.23K -548 -3%
IAMOG
79
Investors Asset Management of Georgia
Georgia
$195K – – –
RCM
80
RB Capital Management
Nevada
$188K -$11.8K -892 -6%
P
81
&Partners
Tennessee
$188K +$911 +69 +0.5%
OFA
82
Oak Family Advisors
Illinois
$181K – – –
PWA
83
Physician Wealth Advisors
Utah
$181K – – –
HNB
84
Huntington National Bank
Ohio
$176K – – –
Millennium Management
85
Millennium Management
New York
$170K +$179K +13,567 New
KPWS
86
Kestra Private Wealth Services
Texas
$155K +$2.79K +211 +2%
WIA
87
Westbourne Investment Advisors
Maryland
$153K -$13.5K -1,023 -8%
CYG
88
Clean Yield Group
Vermont
$138K -$52.8K -4,000 -27%
EDRIA
89
Edmonds Duncan Registered Investment Advisors
Kansas
$137K – – –
Creative Planning
90
Creative Planning
Kansas
$136K – – –
RPCA
91
Running Point Capital Advisors
California
$126K +$132K +10,000 New
IA
92
IFP Advisors
Florida
$106K +$113K +8,549 New
APA
93
American Portfolios Advisors
New York
$75.8K -$97.2K -7,365 -55%
GWSG
94
GPS Wealth Strategies Group
Colorado
$72K – – –
FFWM
95
Future Financial Wealth Management
Ohio
$63K – – –
US Bancorp
96
US Bancorp
Minnesota
$52K – – –
CT
97
Cambridge Trust
Massachusetts
$44K – – –
TRCT
98
Tower Research Capital (TRC)
New York
$43K +$45.4K +3,436 New
CIA
99
Cascade Investment Advisors
Oregon
$37.6K -$33K -2,500 -46%
FAG
100
Fortitude Advisory Group
Washington
$35K – – –
2 3
4
5 6

BTZ Hedge Fund Activity: Q1 2022 in Review

136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q1 2022, worth a combined $399M — down 14% from $463M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BTZ positions and 17 closed out — a net gain of 3 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $12.9M. The largest seller was Penserra Capital Management, cutting an estimated $7.44M.

  • 136 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $399M of BlackRock Credit Allocation Income Trust stock for Q1 2022, down 14% quarter-over-quarter.
  • 20 funds opened new BlackRock Credit Allocation Income Trust positions in Q1 2022 and 17 closed out, a net change of +3 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q1 2022 was Allspring Global Investments, an estimated $12.9M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q1 2022 was Penserra Capital Management, an estimated $7.44M sold.

Based on aggregated 13F filings for Q1 2022.