BTZ icon

BlackRock Credit Allocation Income Trust

149 hedge funds and large institutions have $404M invested in BlackRock Credit Allocation Income Trust in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
149
Holders Change
+17
Holders Change %
+12.88%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
45
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$141K +$141K +13,674 New
CGA
102
Crescent Grove Advisors
Illinois
$139K
MWM
103
Melfa Wealth Management
Massachusetts
$136K +$764 +74 +0.6%
IC
104
IEQ Capital
California
$135K -$34.4K -3,330 -20%
OA
105
Operose Advisors
Wisconsin
$129K +$129K +12,500 New
HIP
106
HUB Investment Partners
Texas
$127K +$2.81K +272 +2%
FM
107
Family Management
New York
$125K
IPAM
108
Investment Partners Asset Management
New Jersey
$125K +$125K +12,073 New
OFA
109
Oak Family Advisors
Illinois
$123K -$10.3K -1,000 -8%
Jane Street
110
Jane Street
New York
$122K +$122K +11,823 New
IWC
111
Integrated Wealth Concepts
Massachusetts
$114K -$27.9K -2,707 -20%
TWP
112
Tyche Wealth Partners
Texas
$114K +$114K +11,000 New
EDRIA
113
Edmonds Duncan Registered Investment Advisors
Kansas
$112K
KAS
114
Kestra Advisory Services
Texas
$108K +$108K +10,431 New
LIG
115
Lokken Investment Group
Delaware
$106K
SPIA
116
Steward Partners Investment Advisory
New York
$62.5K -$509K -49,357 -89%
PA
117
Parallel Advisors
California
$56.8K +$56.8K +5,500 New
BC
118
Bartlett & Co
Ohio
$56K
BCWM
119
Bartlett & Co Wealth Management
Ohio
$55.8K
BI
120
Bramshill Investments
Florida
$49.4K -$2.08M -201,411 -98%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$36K +$36K +36,072 New
Citigroup
122
Citigroup
New York
$34.9K +$1.85K +179 +6%
MSWM
123
McGlone Suttner Wealth Management
Wisconsin
$30.4K +$30.4K +2,941 New
ASN
124
Advisory Services Network
Georgia
$27.3K +$27.3K +2,648 New
Comerica Bank
125
Comerica Bank
Texas
$25K -$2.3K -223 -8%