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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

154 hedge funds and large institutions have $349M invested in BlackRock Credit Allocation Income Trust in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+20
Holders Change %
+14.93%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
37
Increased
42
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
LPL Financial
2
LPL Financial
California
$8.14M
3
GC
3
Guggenheim Capital
Illinois
$15.1M
4
SIA
4
Sit Investment Associates
Minnesota
$54M
5
IWA
5
IBEX Wealth Advisors
New Jersey
$1.23M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$29.3M
2
IAIM
2
International Assets Investment Management
Florida
$325K
3
KIM
3
Karpus Investment Management
New York
$5.5M
4
Millennium Management
4
Millennium Management
New York
$194K
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$235K -$26.1K -2,494 -10%
FHA
77
Flagship Harbor Advisors
Massachusetts
$229K -$5.23K -500 -2%
VBCG
78
Valley Brook Capital Group
Pennsylvania
$224K -$5.89K -563 -3%
CIA
79
Concurrent Investment Advisors
Florida
$217K +$46.8K +4,477 +27%
AF
80
Affiance Financial
Minnesota
$209K +$105K +10,000 +100%
Millennium Management
81
Millennium Management
New York
$194K -$543K -51,958 -74%
1WA
82
180 Wealth Advisors
Washington
$193K -$9.11K -871 -5%
Kovitz Investment Group Partners
83
Kovitz Investment Group Partners
Illinois
$192K +$192K +18,400 New
EC
84
Elequin Capital
New York
$184K +$184K +17,613 New
PAS
85
Park Avenue Securities
New York
$180K -$6.09K -583 -3%
FFWM
86
Future Financial Wealth Management
Ohio
$178K – – –
MFA
87
Mayflower Financial Advisors
Massachusetts
$178K – – –
Stifel Financial
88
Stifel Financial
Missouri
$175K +$178 +17 +0.1%
IWC
89
Integrated Wealth Concepts
Massachusetts
$172K +$73 +7 +0%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$171K -$12.7K -1,211 -7%
EGA
91
E&G Advisors
Texas
$169K -$5.23K -500 -3%
HighTower Advisors
92
HighTower Advisors
Illinois
$163K +$15.8K +1,514 +11%
PWPS
93
Pinnacle Wealth Planning Services
Ohio
$163K +$366 +35 +0.2%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$162K +$162K +15,454 New
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$158K – – –
CA
96
Clearstead Advisors
Ohio
$157K +$22.2K +2,124 +17%
WS
97
Wedbush Securities
California
$156K -$45.9K -4,393 -23%
CCB
98
Cutter & Co Brokerage
Missouri
$153K +$3K +287 +2%
NFC
99
Northstar Financial Companies
Pennsylvania
$153K +$153K +14,617 New
CP
100
Creekside Partners
California
$153K +$397 +38 +0.3%
2 3
4
5 6