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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

134 hedge funds and large institutions have $355M invested in BlackRock Credit Allocation Income Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
42
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$13.7M
2
RC
2
Rareview Capital
Nevada
$1.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.7M
4
PTC
4
Private Trust Company
Ohio
$848K
5
Millennium Management
5
Millennium Management
New York
$796K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$36.1M
3
LPL Financial
3
LPL Financial
California
$6.13M
4
SIA
4
Sit Investment Associates
Minnesota
$55.8M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
101
HUB Investment Partners
Texas
$129K 11,395 -1,041 -8%
SI
102
Stephens Inc
Arkansas
$126K 11,130 – –
TWP
103
Tyche Wealth Partners
Texas
$124K 11,000 – –
LIG
104
Lokken Investment Group
Delaware
$116K 10,297 – –
AF
105
Affiance Financial
Minnesota
$113K 10,000 – –
EB
106
Eastern Bank
Massachusetts
$64K 5,670 +5,670 New
SPIA
107
Steward Partners Investment Advisory
New York
$63.8K 5,654 – –
BCWM
108
Bartlett & Co Wealth Management
Ohio
$60.7K 5,380 – –
Comerica Bank
109
Comerica Bank
Texas
$52.2K 4,629 +2,463 +114%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$49K 4,344 -26,278 -86%
IAIM
111
International Assets Investment Management
Florida
$33.9K 382,636 +348,414 +1,018%
AWM
112
Atticus Wealth Management
Florida
$33.4K 2,964 – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$27K 2,419 +1,057 +78%
GWSG
114
GPS Wealth Strategies Group
Colorado
$25.4K 2,250 – –
ATS
115
Ashton Thomas Securities
New York
$22.6K 2,000 +2,000 New
US Bancorp
116
US Bancorp
Minnesota
$21.5K 1,908 – –
FPB
117
First PREMIER Bank
South Dakota
$19K 1,700 – –
WB
118
Webster Bank
Connecticut
$15.5K 1,378 – –
NSIM
119
North Star Investment Management
Illinois
$13.9K 1,233 – –
HI
120
Harbour Investments
Wisconsin
$13.8K 1,223 – –
CA
121
CoreCap Advisors
Michigan
$12.3K 1,086 +1,086 New
OC
122
Oarsman Capital
Wisconsin
$12.2K 1,085 +1,085 New
PP
123
Pacifica Partners
Canada
$11.7K 1,034 +24 +2%
NS
124
NBC Securities
Alabama
$11K 1,000 – –
PWA
125
Provenance Wealth Advisors
Florida
$9.09K 806 +806 New
3 4
5
6 7