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BlackRock Credit Allocation Income Trust

138 hedge funds and large institutions have $358M invested in BlackRock Credit Allocation Income Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $356M → $358M (+$1.41M)

0.11% more ownership

Funds ownership: 35.68%35.79% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

2% less funds holding

Funds holding: 141138 (-3)

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
44
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
76
180 Wealth Advisors
Washington
$219K -$5.9K -565 -3%
VBCG
77
Valley Brook Capital Group
Pennsylvania
$218K +$742 +71 +0.3%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$216K -$449 -43 -0.2%
PGFC
79
Peapack-Gladstone Financial Corp
New Jersey
$213K -$14.2K -1,355 -6%
WS
80
Wedbush Securities
California
$206K +$3.79K +363 +2%
Lazard Asset Management
81
Lazard Asset Management
New York
$205K
MFA
82
Mayflower Financial Advisors
Massachusetts
$204K
Stifel Financial
83
Stifel Financial
Missouri
$192K -$22K -2,108 -11%
PAS
84
Park Avenue Securities
New York
$191K -$7.79K -746 -4%
DWM
85
Dakota Wealth Management
Florida
$184K
FFWM
86
Future Financial Wealth Management
Ohio
$182K
MG
87
Marex Group
$181K +$177K +16,904 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$180K +$17K +1,630 +11%
EGA
89
E&G Advisors
Texas
$179K -$2.09K -200 -1%
IWC
90
Integrated Wealth Concepts
Massachusetts
$171K +$51.5K +4,926 +44%
CIA
91
Concurrent Investment Advisors
Florida
$167K
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$166K -$41K -3,921 -20%
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$162K
PWA
94
Physician Wealth Advisors
Utah
$158K
SVWAG
95
Sound View Wealth Advisors Group
Georgia
$157K -$4.33K -414 -3%
CP
96
Creekside Partners
California
$156K +$152K +14,540 New
CCB
97
Cutter & Co Brokerage
Missouri
$151K +$1.75K +168 +1%
CGA
98
Crescent Grove Advisors
Illinois
$145K
IAMOG
99
Investors Asset Management of Georgia
Georgia
$145K
Jane Street
100
Jane Street
New York
$142K -$590K -56,506 -81%

BTZ Hedge Fund Activity: Q2 2024 in Review

138 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2024, worth a combined $358M — up 0.39% from $356M a quarter earlier.

Fund positioning in BTZ was balanced in Q2 2024: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 44 trimmed.

The largest buyer was Invesco, adding an estimated $2.57M. The largest seller was AQR Arbitrage, cutting an estimated $2.74M.

  • 138 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2024, down from 141 in Q1 2024.
  • Funds reported $358M of BlackRock Credit Allocation Income Trust stock for Q2 2024, up 0.39% quarter-over-quarter.
  • 12 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2024 and 12 closed out, a net change of 0 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2024 was Invesco, an estimated $2.57M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2024 was AQR Arbitrage, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2024.