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BlackRock Credit Allocation Income Trust

138 hedge funds and large institutions have $334M invested in BlackRock Credit Allocation Income Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
39
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
76
E&G Advisors
Texas
$215K
9WM
77
9258 Wealth Management
Ohio
$215K
KPWS
78
Kestra Private Wealth Services
Texas
$204K +$4.67K +460 +2%
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$187K -$17.9K -1,759 -9%
DWM
80
Dakota Wealth Management
Florida
$181K
VBCG
81
Valley Brook Capital Group
Pennsylvania
$176K
SVWAG
82
Sound View Wealth Advisors Group
Georgia
$174K -$30.5K -3,000 -15%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$169K +$169K +16,680 New
MCP
84
Mirador Capital Partners
California
$150K -$112K -10,989 -43%
PWA
85
Physician Wealth Advisors
Utah
$149K +$18.8K +1,845 +14%
FFA
86
First Foundation Advisors
California
$148K
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$148K +$7.15K +704 +5%
OFA
88
Oak Family Advisors
Illinois
$146K
IWC
89
Integrated Wealth Concepts
Massachusetts
$140K +$30 +3 +0%
MOS
90
MGO One Seven
Ohio
$139K -$3.64K -359 -3%
IAMOG
91
Investors Asset Management of Georgia
Georgia
$137K
CCB
92
Cutter & Co Brokerage
Missouri
$137K -$8.32K -820 -6%
MWM
93
Melfa Wealth Management
Massachusetts
$132K +$690 +68 +0.5%
FM
94
Family Management
New York
$123K -$65.2K -6,422 -35%
KAS
95
Kestra Advisory Services
Texas
$123K +$11K +1,086 +10%
HIP
96
HUB Investment Partners
Texas
$122K -$23.5K -2,319 -16%
WAM
97
Wolverine Asset Management
Illinois
$119K -$554K -54,544 -82%
EDRIA
98
Edmonds Duncan Registered Investment Advisors
Kansas
$111K
P
99
&Partners
Tennessee
$109K +$1.58K +156 +1%
SFS
100
Shaker Financial Services
Virginia
$106K +$106K +10,415 New