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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

132 hedge funds and large institutions have $318M invested in BlackRock Credit Allocation Income Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-6
Holders Change %
-4.35%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
44
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$25.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.3M
3
AA
3
AQR Arbitrage
Connecticut
$2.68M
4
EWA
4
EP Wealth Advisors
California
$1.34M
5
SFS
5
Sowell Financial Services
Arkansas
$5.98M

Top Sellers

1
JFGIW
1
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.85M
2
PCM
2
Penserra Capital Management
California
$2.3M
3
CW
3
Connectus Wealth
Ohio
$0
4
BI
4
Bramshill Investments
Florida
$2M
5
TW
5
Transform Wealth
Colorado
$849K
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
76
9258 Wealth Management
Ohio
$200K -$5.08K -525 -2%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$199K +$37.9K +3,928 +24%
WAM
78
Wolverine Asset Management
Illinois
$198K +$83.8K +8,656 +74%
PWPS
79
Pinnacle Wealth Planning Services
Ohio
$190K +$11.7K +1,209 +7%
KPWS
80
Kestra Private Wealth Services
Texas
$187K -$8.16K -843 -4%
MC
81
Moors & Cabot
Massachusetts
$169K +$169K +17,500 New
VBCG
82
Valley Brook Capital Group
Pennsylvania
$168K – – –
DWM
83
Dakota Wealth Management
Florida
$167K -$5.81K -600 -3%
IC
84
IEQ Capital
California
$159K +$159K +16,380 New
RP
85
Riverbridge Partners
Minnesota
$158K +$158K +16,304 New
OC
86
Oarsman Capital
Wisconsin
$147K +$147K +15,185 New
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$146K -$19.4K -2,000 -12%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$144K -$289K -29,878 -67%
MOS
89
MGO One Seven
Ohio
$142K +$9.15K +945 +7%
PWA
90
Physician Wealth Advisors
Utah
$142K – – –
FFA
91
First Foundation Advisors
California
$141K – – –
IWC
92
Integrated Wealth Concepts
Massachusetts
$133K +$48 +5 +0%
CCB
93
Cutter & Co Brokerage
Missouri
$132K +$1.58K +163 +1%
CGA
94
Crescent Grove Advisors
Illinois
$131K -$87.1K -9,000 -40%
IAMOG
95
Investors Asset Management of Georgia
Georgia
$130K – – –
MWM
96
Melfa Wealth Management
Massachusetts
$127K +$687 +71 +0.5%
OFA
97
Oak Family Advisors
Illinois
$125K -$14.5K -1,500 -10%
Millennium Management
98
Millennium Management
New York
$122K +$122K +12,593 New
FM
99
Family Management
New York
$117K – – –
HIP
100
HUB Investment Partners
Texas
$116K +$77 +8 +0.1%
2 3
4
5 6