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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

149 hedge funds and large institutions have $333M invested in BlackRock Credit Allocation Income Trust in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
36
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$8.79M
2
SFS
2
Sowell Financial Services
Arkansas
$4.68M
3
SIA
3
Sit Investment Associates
Minnesota
$52.6M
4
CIA
4
Capital Investment Advisors
Georgia
$6.14M
5
ECM
5
Evergreen Capital Management
Washington
$5.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.4M
2
GC
2
Guggenheim Capital
Illinois
$13.3M
3
RCM
3
Rivernorth Capital Management
Florida
$5.03M
4
Franklin Resources
4
Franklin Resources
California
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$920K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$220K 21,746 +21,746 New
KAS
77
Kestra Advisory Services
Texas
$219K 21,666 +9,607 +80%
GMA
78
Glassy Mountain Advisors
Maryland
$216K 21,400 +21,400 New
EGA
79
E&G Advisors
Texas
$214K 21,192 -2,900 -12%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$213K 21,134 -7,429 -26%
RVPG
81
Relative Value Partners Group
$195K 19,327 -54,385 -74%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$195K 19,295 +19,295 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$188K 18,613 +1,930 +12%
SPC
84
Sigma Planning Corp
Michigan
$187K 18,466 -242 -1%
VBCG
85
Valley Brook Capital Group
Pennsylvania
$183K 18,155 – –
DWM
86
Dakota Wealth Management
Florida
$180K 17,806 +17,806 New
HIP
87
HUB Investment Partners
Texas
$161K 15,949 -1,079 -6%
SVWAG
88
Sound View Wealth Advisors Group
Georgia
$156K 15,100 -4,000 -21%
FFA
89
First Foundation Advisors
California
$148K 14,615 – –
OFA
90
Oak Family Advisors
Illinois
$146K 14,429 – –
MOS
91
MGO One Seven
Ohio
$145K 14,317 -9,938 -41%
PWA
92
Physician Wealth Advisors
Utah
$142K 12,839 – –
CCB
93
Cutter & Co Brokerage
Missouri
$142K 14,023 +341 +2%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$140K 13,881 +3,360 +32%
IWC
95
Integrated Wealth Concepts
Massachusetts
$139K 13,770 +13,770 New
IAMOG
96
Investors Asset Management of Georgia
Georgia
$136K 13,500 – –
AAS
97
Ameritas Advisory Services
Nebraska
$136K 13,427 +13,427 New
MWM
98
Melfa Wealth Management
Massachusetts
$130K 12,900 +12,900 New
ONB
99
Old National Bancorp
Indiana
$129K 12,808 +12,808 New
CIAS
100
Capital Investment Advisory Services
North Carolina
$129K 12,755 -13,580 -52%
2 3
4
5 6