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BlackRock Credit Allocation Income Trust
BTZ

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

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 136 → 138 (+2)

1% more capital invested

Capital invested by funds: $331M → $334M (+$3.04M)

0.61% more ownership

Funds ownership: 34.38% → 34.99% (+0.61%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.17%
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
–

Top Buyers

1
ACP
Arcus Capital Partners
Georgia
+$2.98M
2
Morgan Stanley
Morgan Stanley
New York
+$1.72M
3
CW
Connectus Wealth
Ohio
+$1.33M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$983K
5
SIA
Sit Investment Associates
Minnesota
+$784K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$938K
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$739K
3
Bank of America
Bank of America
North Carolina
-$692K
4
LSC
Logan Stone Capital
Illinois
-$571K
5
WAM
Wolverine Asset Management
Illinois
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
76
E&G Advisors
Texas
$215K – – –
9WM
77
9258 Wealth Management
Ohio
$215K – – –
KPWS
78
Kestra Private Wealth Services
Texas
$204K +$4.73K +460 +2%
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$187K -$18.1K -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 -$30.9K -3,000 -15%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$169K +$172K +16,680 New
MCP
84
Mirador Capital Partners
California
$150K -$113K -10,989 -43%
PWA
85
Physician Wealth Advisors
Utah
$149K +$19K +1,845 +14%
FFA
86
First Foundation Advisors
California
$148K – – –
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$148K +$7.24K +704 +5%
OFA
88
Oak Family Advisors
Illinois
$146K – – –
IWC
89
Integrated Wealth Concepts
Massachusetts
$140K +$31 +3 +0%
MOS
90
MGO One Seven
Ohio
$139K -$3.69K -359 -3%
IAMOG
91
Investors Asset Management of Georgia
Georgia
$137K – – –
CCB
92
Cutter & Co Brokerage
Missouri
$137K -$8.44K -820 -6%
MWM
93
Melfa Wealth Management
Massachusetts
$132K +$700 +68 +0.5%
FM
94
Family Management
New York
$123K -$66.1K -6,422 -35%
KAS
95
Kestra Advisory Services
Texas
$123K +$11.2K +1,086 +10%
HIP
96
HUB Investment Partners
Texas
$122K -$23.9K -2,319 -16%
WAM
97
Wolverine Asset Management
Illinois
$119K -$561K -54,544 -82%
EDRIA
98
Edmonds Duncan Registered Investment Advisors
Kansas
$111K – – –
P
99
&Partners
Tennessee
$109K +$1.6K +156 +1%
SFS
100
Shaker Financial Services
Virginia
$106K +$107K +10,415 New
2 3
4
5 6

BTZ Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2023, worth a combined $334M — up 0.92% from $331M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BTZ positions and 17 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Arcus Capital Partners, adding an estimated $2.98M. The largest seller was Guggenheim Capital, cutting an estimated $938K.

  • 138 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $334M of BlackRock Credit Allocation Income Trust stock for Q2 2023, up 0.92% quarter-over-quarter.
  • 19 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2023 and 17 closed out, a net change of +2 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2023 was Arcus Capital Partners, an estimated $2.98M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2023 was Guggenheim Capital, an estimated $938K sold.

Based on aggregated 13F filings for Q2 2023.