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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

149 hedge funds and large institutions have $333M invested in BlackRock Credit Allocation Income Trust in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
36
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$8.79M
2
SFS
2
Sowell Financial Services
Arkansas
$4.68M
3
SIA
3
Sit Investment Associates
Minnesota
$52.6M
4
CIA
4
Capital Investment Advisors
Georgia
$6.14M
5
ECM
5
Evergreen Capital Management
Washington
$5.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.4M
2
GC
2
Guggenheim Capital
Illinois
$13.3M
3
RCM
3
Rivernorth Capital Management
Florida
$5.03M
4
Franklin Resources
4
Franklin Resources
California
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$920K
Name Market Value Shares Shares
Change 		Shares
Change %
P
101
&Partners
Tennessee
$128K 12,708 -2,552 -17%
VF
102
Virtu Financial
New York
$127K 12,564 +12,564 New
AWM
103
Axxcess Wealth Management
California
$115K 11,412 +11,412 New
Lazard Asset Management
104
Lazard Asset Management
New York
– – – –
EDRIA
105
Edmonds Duncan Registered Investment Advisors
Kansas
$110K 10,900 – –
IA
106
IFP Advisors
Florida
$106K 8,521 -26 -0.3%
LIG
107
Lokken Investment Group
Delaware
$104K 10,297 – –
RCM
108
RB Capital Management
Nevada
$102K 10,129 -2,696 -21%
RPCA
109
Running Point Capital Advisors
California
$101K 10,000 – –
CYG
110
Clean Yield Group
Vermont
$80.8K 8,000 – –
US Bancorp
111
US Bancorp
Minnesota
$41.4K 4,103 – –
HI
112
Harbour Investments
Wisconsin
$38.7K 3,827 -200 -5%
MCC
113
Money Concepts Capital
Florida
$35.6K 3,525 +3,525 New
Citigroup
114
Citigroup
New York
$28.3K 2,801 +219 +8%
BAM
115
Belpointe Asset Management
Nevada
$27.8K 2,750 +2,750 New
HBW
116
Hazlett, Burt & Watson
West Virginia
$23K 2,240 – –
HNWAG
117
High Net Worth Advisory Group
Florida
$20.2K 2,000 – –
EAM
118
Eukles Asset Management
Ohio
$17K 1,661 – –
FPB
119
First PREMIER Bank
South Dakota
$17K 1,700 – –
SIC
120
SJS Investment Consulting
Ohio
$16.7K 1,649 +28 +2%
UCB
121
United Community Bank
South Carolina
$15.2K 1,500 +1,500 New
TFP
122
Tilia Fiduciary Partners
North Carolina
$14.8K 1,464 – –
WB
123
Webster Bank
Connecticut
$14K 1,378 – –
NSIM
124
North Star Investment Management
Illinois
$12.5K 1,233 – –
ASN
125
Advisory Services Network
Georgia
$11.6K 1,148 -15,500 -93%
3 4
5
6 7