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BlackRock Credit Allocation Income Trust
BTZ

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 11 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $358M → $355M (-$3.11M)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

1.79% less ownership

Funds ownership: 35.79% → 33.99% (-1.8%)

3% less funds holding

Funds holding: 138 → 134 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
43
Reduced
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$3.8M
2
GC
Guggenheim Capital
Illinois
+$2.57M
3
RC
Rareview Capital
Nevada
+$1.56M
4
Morgan Stanley
Morgan Stanley
New York
+$1.15M
5
PTC
Private Trust Company
Ohio
+$813K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$9.07M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$8.18M
3
LPL Financial
LPL Financial
California
-$2.91M
4
SIA
Sit Investment Associates
Minnesota
-$2.18M
5
VCM
Vivaldi Capital Management
Illinois
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
76
Mayflower Financial Advisors
Massachusetts
$192K -$22.1K -2,026 -11%
FFWM
77
Future Financial Wealth Management
Ohio
$192K – – –
Stifel Financial
78
Stifel Financial
Missouri
$189K -$13.2K -1,213 -7%
EGA
79
E&G Advisors
Texas
$188K – – –
IWC
80
Integrated Wealth Concepts
Massachusetts
$185K +$4.42K +405 +3%
CIA
81
Concurrent Investment Advisors
Florida
$184K +$7.26K +665 +4%
PWPS
82
Pinnacle Wealth Planning Services
Ohio
$175K -$51.2K -4,692 -23%
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$171K – – –
CP
84
Creekside Partners
California
$164K +$393 +36 +0.2%
CCB
85
Cutter & Co Brokerage
Missouri
$162K +$2.17K +199 +1%
HighTower Advisors
86
HighTower Advisors
Illinois
$158K -$72.5K -6,644 -32%
SVWAG
87
Sound View Wealth Advisors Group
Georgia
$158K -$7.82K -716 -5%
SWP
88
Semus Wealth Partners
Florida
$156K -$75.5K -6,914 -33%
Lazard Asset Management
89
Lazard Asset Management
New York
$156K – – –
CGA
90
Crescent Grove Advisors
Illinois
$152K – – –
IAMOG
91
Investors Asset Management of Georgia
Georgia
$152K – – –
MWM
92
Melfa Wealth Management
Massachusetts
$149K – – –
CA
93
Clearstead Advisors
Ohio
$145K -$85.4K -7,820 -38%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$143K – – –
MC
95
Moors & Cabot
Massachusetts
$135K -$5.46K -500 -4%
OFA
96
Oak Family Advisors
Illinois
$135K – – –
MOS
97
MGO One Seven
Ohio
$132K +$2.3K +211 +2%
PWA
98
Physician Wealth Advisors
Utah
$132K -$31K -2,839 -19%
LFAS
99
Level Four Advisory Services
Texas
$131K +$132K +12,119 New
MAG
100
MRA Advisory Group
New Jersey
$130K +$426 +39 +0.3%
2 3
4
5 6

BTZ Hedge Fund Activity: Q3 2024 in Review

134 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q3 2024, worth a combined $355M — down 0.87% from $358M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BTZ and 11 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 43 added.

The largest buyer was International Assets Investment Management, adding an estimated $3.8M. The largest seller was Penserra Capital Management, cutting an estimated $9.07M.

  • 134 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q3 2024, down from 138 in Q2 2024.
  • Funds reported $355M of BlackRock Credit Allocation Income Trust stock for Q3 2024, down 0.87% quarter-over-quarter.
  • 11 funds opened new BlackRock Credit Allocation Income Trust positions in Q3 2024 and 15 closed out, a net change of -4 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q3 2024 was International Assets Investment Management, an estimated $3.8M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q3 2024 was Penserra Capital Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q3 2024.