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BlackRock Credit Allocation Income Trust

149 hedge funds and large institutions have $404M invested in BlackRock Credit Allocation Income Trust in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+17
Holders Change %
+12.88%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
45
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1WA
76
180 Wealth Advisors
Washington
$224K
PMG
77
ProVise Management Group
Florida
$223K -$21.5K -2,080 -9%
9WM
78
9258 Wealth Management
Ohio
$222K +$8.42K +816 +4%
SP
79
Stonebrook Private
Michigan
$220K +$220K +21,334 New
CIA
80
Concurrent Investment Advisors
Florida
$210K +$210K +20,359 New
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$209K +$6.97K +675 +3%
PAS
82
Park Avenue Securities
New York
$208K -$73.8K -7,154 -26%
WS
83
Wedbush Securities
California
$207K -$23.9K -2,309 -10%
OC
84
Oppenheimer & Co
New York
$205K -$19.8K -1,918 -9%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$198K -$14.4K -1,400 -7%
MFA
86
Mayflower Financial Advisors
Massachusetts
$196K +$196K +19,026 New
VBCG
87
Valley Brook Capital Group
Pennsylvania
$179K
DWM
88
Dakota Wealth Management
Florida
$178K
FFWM
89
Future Financial Wealth Management
Ohio
$175K +$175K +17,000 New
EGA
90
E&G Advisors
Texas
$175K -$43.3K -4,200 -20%
EC
91
Elequin Capital
New York
$167K +$96.5K +9,349 +137%
IAMOG
92
Investors Asset Management of Georgia
Georgia
$165K +$25.7K +2,500 +19%
MOS
93
MGO One Seven
Ohio
$157K +$5.91K +573 +4%
PWA
94
Physician Wealth Advisors
Utah
$156K
SVWAG
95
Sound View Wealth Advisors Group
Georgia
$156K
HighTower Advisors
96
HighTower Advisors
Illinois
$155K +$155K +14,951 New
FFA
97
First Foundation Advisors
California
$151K
SFS
98
Shaker Financial Services
Virginia
$150K +$42.2K +4,085 +39%
CAS
99
CTC Alternative Strategies
Illinois
$148K +$148K +14,380 New
CCB
100
Cutter & Co Brokerage
Missouri
$143K +$1.75K +170 +1%