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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

138 hedge funds and large institutions have $334M invested in BlackRock Credit Allocation Income Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
39
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
Arcus Capital Partners
Georgia
$6.55M
2
Morgan Stanley
Morgan Stanley
New York
$45.4M
3
EWA
EP Wealth Advisors
California
$1.44M
4
CW
Connectus Wealth
Ohio
$1.32M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$24.2M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$5.82M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.57M
3
Bank of America
Bank of America
North Carolina
$34.5M
4
LSC
Logan Stone Capital
Illinois
$0
5
WAM
Wolverine Asset Management
Illinois
$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
126
Pin Oak Investment Advisors
Texas
$5K – – –
GGI
127
Godsey & Gibb Inc
Virginia
$4.06K – – –
SC
128
Stephens Consulting
Michigan
$3.05K – – –
SWM
129
Spire Wealth Management
Virginia
$2.87K – – –
SWM
130
Sanctuary Wealth Management
Idaho
$2.85K +$2.85K +281 New
SL
131
Savior LLC
Massachusetts
$2.34K – – –
SIS
132
Sound Income Strategies
Florida
$2.27K – – –
LSA
133
Lansing Street Advisors
Pennsylvania
$2.05K +$20 +2 +1%
TIM
134
Tortoise Investment Management
New York
$2.05K +$2.05K +202 New
WWM
135
Wolff Wiese Magana
California
$2.03K – – –
GWM
136
Geneos Wealth Management
Colorado
$1.77K -$1.4K -138 -44%
HCM
137
Hollencrest Capital Management
California
$1.36K – – –
GRP
138
Global Retirement Partners
California
$1.01K – – –
HNB
139
Huntington National Bank
Ohio
$20 -$21 – –
Fidelity Investments
140
Fidelity Investments
Massachusetts
$10 +$10 +1 New
LSC
141
Logan Stone Capital
Illinois
– -$571K -55,521 Closed
OFG
142
OTA Financial Group
New York
– -$291K -28,325 Closed
Jane Street
143
Jane Street
New York
– -$219K -21,285 Closed
Millennium Management
144
Millennium Management
New York
– -$201K -19,521 Closed
SPC
145
Sigma Planning Corp
Michigan
– -$181K -17,599 Closed
FCH
146
Freestone Capital Holdings
Washington
– -$165K -16,000 Closed
Nomura Holdings
147
Nomura Holdings
Japan
– -$154K -15,000 Closed
VF
148
Virtu Financial
New York
– -$146K -14,198 Closed
AWM
149
Axxcess Wealth Management
California
– -$117K -11,412 Closed
AAS
150
Ameritas Advisory Services
Nebraska
– -$79.9K -7,763 Closed
3 4 5
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