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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

136 hedge funds and large institutions have $331M invested in BlackRock Credit Allocation Income Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
56
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.57M
2
ACP
Arcus Capital Partners
Georgia
+$3.65M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.1M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
TW
Transform Wealth
Colorado
+$1.5M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$6.67M
2
PCM
Penserra Capital Management
California
-$5.41M
3
Morgan Stanley
Morgan Stanley
New York
-$2.92M
4
FM
Family Management
New York
-$2.74M
5
BI
Bramshill Investments
Florida
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGI
126
Godsey & Gibb Inc
Virginia
$4.12K – – –
GWM
127
Geneos Wealth Management
Colorado
$3.21K – – –
SC
128
Stephens Consulting
Michigan
$3.09K – – –
SWM
129
Spire Wealth Management
Virginia
$2.91K – – –
SL
130
Savior LLC
Massachusetts
$2.37K – – –
SIS
131
Sound Income Strategies
Florida
$2.31K – – –
LSA
132
Lansing Street Advisors
Pennsylvania
$2.06K – – –
WWM
133
Wolff Wiese Magana
California
$2.06K – – –
CM
134
Cornerstone Management
Georgia
$1.85K – – –
HCM
135
Hollencrest Capital Management
California
$1.38K – – –
GRP
136
Global Retirement Partners
California
$1.03K – – –
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$332 -$340 -33,130 -51%
HNB
138
Huntington National Bank
Ohio
$21 -$20 – –
IWA
139
IBEX Wealth Advisors
New Jersey
– -$1.51M -149,094 Closed
EC
140
Elequin Capital
New York
– -$678K -67,166 Closed
SIG
141
Spinnaker Investment Group
California
– -$380K -37,640 Closed
WAM
142
Weiss Asset Management
Massachusetts
– -$352K -34,847 Closed
AAM
143
Advisors Asset Management
Colorado
– -$319K -31,591 Closed
SFS
144
Shaker Financial Services
Virginia
– -$293K -29,040 Closed
MML Investors Services
145
MML Investors Services
Massachusetts
– -$290K -28,711 Closed
Creative Planning
146
Creative Planning
Kansas
– -$220K -21,746 Closed
GMA
147
Glassy Mountain Advisors
Maryland
– -$216K -21,400 Closed
RVPG
148
Relative Value Partners Group
– -$195K -19,327 Closed
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
– -$195K -19,295 Closed
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
– -$188K -18,613 Closed
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