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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

128 hedge funds and large institutions have $591M invested in BlackRock Credit Allocation Income Trust in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
49
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.99M
2
OA
Oxbow Advisors
Texas
+$5.09M
3
AWA
Arete Wealth Advisors
Illinois
+$4.19M
4
CRC
Curi RMB Capital
Illinois
+$2.81M
5
FIMG
Financial & Investment Management Group
Michigan
+$2.75M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.57M
2
BlackRock
BlackRock
New York
-$3.23M
3
Bank of America
Bank of America
North Carolina
-$2.62M
4
NL
NWAM LLC
Washington
-$432K
5
MRCM
M&R Capital Management
New Jersey
-$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$44K -$24.4K -2,000 -36%
NSIM
102
North Star Investment Management
Illinois
$39K +$498 +41 +1%
First Manhattan
103
First Manhattan
New York
$36K – – –
AWMS
104
Advocacy Wealth Management Services
Georgia
$36K – – –
SEI Investments
105
SEI Investments
Pennsylvania
$36K +$1.48K +124 +4%
Citigroup
106
Citigroup
New York
$36K +$23.6K +1,978 +189%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$32K +$32K +2,651 New
SFM
108
Signet Financial Management
New Jersey
$30K – – –
FPB
109
First PREMIER Bank
South Dakota
$21K – – –
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$21K +$12 +1 +0.1%
AF
111
Advisornet Financial
Minnesota
$16K – – –
TJHA
112
Thomas J. Herzfeld Advisors
Florida
$16K – – –
EWM
113
Endurance Wealth Management
Rhode Island
$14K – – –
BCWM
114
Bartlett & Co Wealth Management
Ohio
$12.3K – – –
AIM
115
Anchor Investment Management
South Carolina
$12.1K – – –
Barclays
116
Barclays
United Kingdom
$12K – – –
BC
117
Bartlett & Co
Ohio
$12K – – –
KL
118
KWMG LLC
Kansas
$11K +$11K +933 New
CTC
119
Central Trust Company
Missouri
$9K – – –
GWM
120
Geneos Wealth Management
Colorado
$6K – – –
BBHC
121
Brown Brothers Harriman & Co
New York
$6K +$6K +500 New
OFW
122
Omnia Family Wealth
Florida
$5K – – –
SIS
123
Sound Income Strategies
Florida
$5K +$2.04K +154 +69%
CAL
124
Capital Analysts LLC
Pennsylvania
$3K – – –
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K +$53 +5 +2%
2 3 4
5
6