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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

133 hedge funds and large institutions have $489M invested in BlackRock Credit Allocation Income Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$44.6M
2
SFS
Sowell Financial Services
Arkansas
+$5.83M
3
Cohen & Steers
Cohen & Steers
New York
+$3.83M
4
SIA
Sit Investment Associates
Minnesota
+$1.38M
5
Bank of America
Bank of America
North Carolina
+$1.28M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.88M
2
Morgan Stanley
Morgan Stanley
New York
-$4.49M
3
PCM
Penserra Capital Management
California
-$4.12M
4
KIM
Karpus Investment Management
New York
-$3.61M
5
NL
NWAM LLC
Washington
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
126
Sound Income Strategies
Florida
$3.29K – – –
SL
127
Savior LLC
Massachusetts
$3K – – –
WWM
128
Wolff Wiese Magana
California
$3K – – –
NFSG
129
Newbridge Financial Services Group
Florida
$3K – – –
BFC
130
Bedel Financial Consulting
Indiana
$2K – – –
GRP
131
Global Retirement Partners
California
$1K -$30.2K -2,993 -97%
SN
132
Sittner & Nelson
Oregon
$1K +$1K +57 New
PCM
133
Penserra Capital Management
California
– -$4.12M -279,759 Closed
KIM
134
Karpus Investment Management
New York
– -$3.61M -245,539 Closed
FM
135
Family Management
New York
– -$1.24M -83,980 Closed
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
– -$539K -36,636 Closed
Citadel Advisors
137
Citadel Advisors
Florida
– -$452K -30,733 Closed
SWP
138
Stratos Wealth Partners
Ohio
– -$377K -25,613 Closed
Lido Advisors
139
Lido Advisors
California
– -$174K -11,786 Closed
Goldman Sachs
140
Goldman Sachs
New York
– -$172K -11,659 Closed
SFS
141
Shaker Financial Services
Virginia
– -$151K -10,263 Closed
CF
142
Centaurus Financial
California
– -$128K -8,687 Closed
D
143
Diversified
Delaware
– -$23K -1,585 Closed
CB
144
Community Bank
New York
– -$16K -1,060 Closed
AIM
145
Anchor Investment Management
South Carolina
– -$7.36K -500 Closed
ICP
146
Interchange Capital Partners
Pennsylvania
– -$2K -200 Closed
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