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BlackRock Credit Allocation Income Trust
BTZ

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

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $333M → $331M (-$1.71M)

0.82% less ownership

Funds ownership: 35.2% → 34.38% (-0.82%)

9% less funds holding

Funds holding: 149 → 136 (-13)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

52% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 56

Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.17%
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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.85M
2
ACP
Arcus Capital Partners
Georgia
+$3.78M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.22M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
TW
Transform Wealth
Colorado
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$6.91M
2
PCM
Penserra Capital Management
California
-$5.61M
3
Morgan Stanley
Morgan Stanley
New York
-$3.02M
4
FM
Family Management
New York
-$2.84M
5
BI
Bramshill Investments
Florida
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
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
$1.02K – – –
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$332 -$353K -33,130 -51%
HNB
138
Huntington National Bank
Ohio
$21 – – –
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
3 4 5
6
7

BTZ Hedge Fund Activity: Q1 2023 in Review

136 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q1 2023, worth a combined $331M — down 0.51% from $333M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of BTZ and 13 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 27 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.85M. The largest seller was Guggenheim Capital, cutting an estimated $6.91M.

  • 136 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q1 2023, down from 149 in Q4 2022.
  • Funds reported $331M of BlackRock Credit Allocation Income Trust stock for Q1 2023, down 0.51% quarter-over-quarter.
  • 13 funds opened new BlackRock Credit Allocation Income Trust positions in Q1 2023 and 23 closed out, a net change of -10 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q1 2023 was Sit Investment Associates, an estimated $7.85M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q1 2023 was Guggenheim Capital, an estimated $6.91M sold.

Based on aggregated 13F filings for Q1 2023.