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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

134 hedge funds and large institutions have $355M invested in BlackRock Credit Allocation Income Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
42
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$13.7M
2
RC
2
Rareview Capital
Nevada
$1.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.7M
4
PTC
4
Private Trust Company
Ohio
$848K
5
Millennium Management
5
Millennium Management
New York
$796K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$36.1M
3
LPL Financial
3
LPL Financial
California
$6.13M
4
SIA
4
Sit Investment Associates
Minnesota
$55.8M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
MFA
76
Mayflower Financial Advisors
Massachusetts
$192K 17,000 -2,026 -11%
FFWM
77
Future Financial Wealth Management
Ohio
$192K 17,000 – –
Stifel Financial
78
Stifel Financial
Missouri
$189K 16,752 -1,213 -7%
EGA
79
E&G Advisors
Texas
$188K 16,692 – –
IWC
80
Integrated Wealth Concepts
Massachusetts
$185K 16,406 +405 +3%
CIA
81
Concurrent Investment Advisors
Florida
$184K 16,299 +665 +4%
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$175K 15,518 -4,692 -23%
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$171K 15,125 – –
CP
84
Creekside Partners
California
$164K 14,576 +36 +0.2%
CCB
85
Cutter & Co Brokerage
Missouri
$162K 14,339 +199 +1%
HighTower Advisors
86
HighTower Advisors
Illinois
$158K 14,080 -6,644 -32%
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$158K 13,970 -716 -5%
SWP
88
Semus Wealth Partners
Florida
$156K 13,851 -6,914 -33%
Lazard Asset Management
89
Lazard Asset Management
New York
– – – –
CGA
90
Crescent Grove Advisors
Illinois
$152K 13,500 – –
IAMOG
91
Investors Asset Management of Georgia
Georgia
$152K 13,500 – –
MWM
92
Melfa Wealth Management
Massachusetts
$149K 13,245 – –
CA
93
Clearstead Advisors
Ohio
$145K 12,848 -7,820 -38%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$143K 12,660 – –
MC
95
Moors & Cabot
Massachusetts
$135K 12,000 -500 -4%
OFA
96
Oak Family Advisors
Illinois
$135K 11,929 – –
MOS
97
MGO One Seven
Ohio
$132K 11,678 +211 +2%
PWA
98
Physician Wealth Advisors
Utah
$132K 11,845 -2,839 -19%
LFAS
99
Level Four Advisory Services
Texas
$131K 12,119 +12,119 New
MAG
100
MRA Advisory Group
New Jersey
$130K 11,569 +39 +0.3%
2 3
4
5 6