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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

154 hedge funds and large institutions have $349M invested in BlackRock Credit Allocation Income Trust in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+20
Holders Change %
+14.93%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
37
Increased
42
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
LPL Financial
2
LPL Financial
California
$8.14M
3
GC
3
Guggenheim Capital
Illinois
$15.1M
4
SIA
4
Sit Investment Associates
Minnesota
$54M
5
IWA
5
IBEX Wealth Advisors
New Jersey
$1.23M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$29.3M
2
IAIM
2
International Assets Investment Management
Florida
$325K
3
KIM
3
Karpus Investment Management
New York
$5.5M
4
Millennium Management
4
Millennium Management
New York
$194K
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$147K -$156K – –
SVWAG
102
Sound View Wealth Advisors Group
Georgia
$146K – – –
CGA
103
Crescent Grove Advisors
Illinois
$141K – – –
IAMOG
104
Investors Asset Management of Georgia
Georgia
$141K – – –
VF
105
Virtu Financial
New York
$141K +$141K +13,448 New
IAA
106
Independent Advisor Alliance
North Carolina
$140K +$140K +13,378 New
MWM
107
Melfa Wealth Management
Massachusetts
$139K – – –
MFS
108
Miller Financial Services
Michigan
$136K +$136K +13,000 New
PMG
109
ProVise Management Group
Florida
$131K -$85.6K -8,180 -39%
SWP
110
Semus Wealth Partners
Florida
$131K -$14.3K -1,369 -10%
EFG
111
Elm3 Financial Group
Georgia
$130K +$130K +12,400 New
MOS
112
MGO One Seven
Ohio
$128K +$5.5K +526 +5%
MC
113
Moors & Cabot
Massachusetts
$126K – – –
OFA
114
Oak Family Advisors
Illinois
$125K – – –
MAG
115
MRA Advisory Group
New Jersey
$121K +$429 +41 +0.4%
Jane Street
116
Jane Street
New York
$119K +$119K +11,344 New
Baird Financial Group
117
Baird Financial Group
Wisconsin
$116K +$116K +11,080 New
TWP
118
Tyche Wealth Partners
Texas
$115K – – –
NWMP
119
Noble Wealth Management PBC
Colorado
$110K +$110K +10,474 New
P
120
&Partners
Tennessee
$109K +$109K +10,324 New
A
121
Argentarii
Ohio
$108K +$108K +10,324 New
LIG
122
Lokken Investment Group
Delaware
$108K – – –
PWA
123
Physician Wealth Advisors
Utah
$105K -$19.3K -1,845 -16%
HNB
124
Huntington National Bank
Ohio
$95.8K -$23 – –
MCM
125
MAI Capital Management
Ohio
$63.7K +$63.7K +6,092 New
3 4
5
6 7