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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

141 hedge funds and large institutions have $356M invested in BlackRock Credit Allocation Income Trust in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
43
Reduced
41
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$10.5M
2
LPL Financial
LPL Financial
California
+$3.28M
3
AAM
Advisors Asset Management
Colorado
+$1.79M
4
GC
Guggenheim Capital
Illinois
+$1.49M
5
VCM
Vivaldi Capital Management
Illinois
+$1.09M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.3M
2
SIA
Sit Investment Associates
Minnesota
-$5.84M
3
1CP
1607 Capital Partners
Virginia
-$4.03M
4
RCM
Rivernorth Capital Management
Florida
-$3.48M
5
RC
Rareview Capital
Nevada
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
101
Shaker Financial Services
Virginia
$128K -$26.7K -2,500 -17%
Lazard Asset Management
102
Lazard Asset Management
New York
$128K – – –
OFA
103
Oak Family Advisors
Illinois
$128K – – –
MAG
104
MRA Advisory Group
New Jersey
$122K +$122K +11,444 New
SI
105
Stephens Inc
Arkansas
$119K -$240K -22,450 -67%
IWC
106
Integrated Wealth Concepts
Massachusetts
$118K +$43 +4 +0%
TWP
107
Tyche Wealth Partners
Texas
$118K – – –
EDRIA
108
Edmonds Duncan Registered Investment Advisors
Kansas
$117K – – –
KAS
109
Kestra Advisory Services
Texas
$113K +$1.84K +172 +2%
LIG
110
Lokken Investment Group
Delaware
$110K – – –
CAN
111
Cetera Advisor Networks
California
$109K +$109K +10,178 New
PP
112
Patten & Patten
Tennessee
$107K +$107K +10,000 New
AF
113
Affiance Financial
Minnesota
$107K +$107K +10,000 New
SSG
114
Summit Securities Group
New York
$70K +$70K +6,537 New
SPIA
115
Steward Partners Investment Advisory
New York
$60.4K -$4.28K -400 -7%
BCWM
116
Bartlett & Co Wealth Management
Ohio
$57.5K – – –
Citigroup
117
Citigroup
New York
$36.9K +$770 +72 +2%
Comerica Bank
118
Comerica Bank
Texas
$31.9K +$6K +561 +23%
GWSG
119
GPS Wealth Strategies Group
Colorado
$24.1K – – –
US Bancorp
120
US Bancorp
Minnesota
$20.4K – – –
FPB
121
First PREMIER Bank
South Dakota
$18K – – –
SIC
122
SJS Investment Consulting
Ohio
$17.6K – – –
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
WB
124
Webster Bank
Connecticut
$14.7K – – –
HI
125
Harbour Investments
Wisconsin
$14.1K – – –
3 4
5
6 7