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BlackRock Credit Allocation Income Trust
BTZ

136 hedge funds and large institutions have $331M invested in BlackRock Credit Allocation Income Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $333M → $331M (-$1.71M)

0.82% less ownership

Funds ownership: 35.2% → 34.38% (-0.82%)

9% less funds holding

Funds holding: 149 → 136 (-13)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

52% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 56

Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
56
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.85M
2
ACP
Arcus Capital Partners
Georgia
+$3.78M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.22M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
TW
Transform Wealth
Colorado
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$6.91M
2
PCM
Penserra Capital Management
California
-$5.61M
3
Morgan Stanley
Morgan Stanley
New York
-$3.02M
4
FM
Family Management
New York
-$2.84M
5
BI
Bramshill Investments
Florida
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
76
Sound View Wealth Advisors Group
Georgia
$207K +$53.3K +5,000 +33%
KPWS
77
Kestra Private Wealth Services
Texas
$202K -$27.2K -2,547 -11%
Millennium Management
78
Millennium Management
New York
$201K +$208K +19,521 New
FM
79
Family Management
New York
$191K -$2.84M -266,007 -93%
DWM
80
Dakota Wealth Management
Florida
$183K – – –
SPC
81
Sigma Planning Corp
Michigan
$181K -$9.24K -867 -5%
VBCG
82
Valley Brook Capital Group
Pennsylvania
$178K -$9.06K -850 -5%
FCH
83
Freestone Capital Holdings
Washington
$165K +$171K +16,000 New
Nomura Holdings
84
Nomura Holdings
Japan
$154K +$160K +15,000 New
FFA
85
First Foundation Advisors
California
$150K – – –
OFA
86
Oak Family Advisors
Illinois
$148K – – –
CCB
87
Cutter & Co Brokerage
Missouri
$148K +$2.95K +277 +2%
HIP
88
HUB Investment Partners
Texas
$147K -$17.2K -1,617 -10%
VF
89
Virtu Financial
New York
$146K +$17.4K +1,634 +13%
MOS
90
MGO One Seven
Ohio
$144K -$2.96K -278 -2%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$143K -$330 -31 -0.2%
IWC
92
Integrated Wealth Concepts
Massachusetts
$142K – – –
IAMOG
93
Investors Asset Management of Georgia
Georgia
$139K – – –
MWM
94
Melfa Wealth Management
Massachusetts
$133K +$672 +63 +0.5%
PWA
95
Physician Wealth Advisors
Utah
$133K – – –
AWM
96
Axxcess Wealth Management
California
$117K – – –
KAS
97
Kestra Advisory Services
Texas
$113K -$114K -10,674 -49%
EDRIA
98
Edmonds Duncan Registered Investment Advisors
Kansas
$112K – – –
P
99
&Partners
Tennessee
$109K -$23K -2,155 -17%
LIG
100
Lokken Investment Group
Delaware
$106K – – –
2 3
4
5 6

BTZ Hedge Fund Activity: Q1 2023 in Review

136 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q1 2023, worth a combined $331M — down 0.51% from $333M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BTZ and 13 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 27 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.85M. The largest seller was Guggenheim Capital, cutting an estimated $6.91M.

  • 136 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q1 2023, down from 149 in Q4 2022.
  • Funds reported $331M of BlackRock Credit Allocation Income Trust stock for Q1 2023, down 0.51% quarter-over-quarter.
  • 13 funds opened new BlackRock Credit Allocation Income Trust positions in Q1 2023 and 23 closed out, a net change of -10 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q1 2023 was Sit Investment Associates, an estimated $7.85M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q1 2023 was Guggenheim Capital, an estimated $6.91M sold.

Based on aggregated 13F filings for Q1 2023.