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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

141 hedge funds and large institutions have $356M invested in BlackRock Credit Allocation Income Trust in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
43
Reduced
41
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$10.5M
2
LPL Financial
LPL Financial
California
+$3.28M
3
AAM
Advisors Asset Management
Colorado
+$1.79M
4
GC
Guggenheim Capital
Illinois
+$1.49M
5
VCM
Vivaldi Capital Management
Illinois
+$1.09M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.3M
2
SIA
Sit Investment Associates
Minnesota
-$5.84M
3
1CP
1607 Capital Partners
Virginia
-$4.03M
4
RCM
Rivernorth Capital Management
Florida
-$3.48M
5
RC
Rareview Capital
Nevada
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
126
North Star Investment Management
Illinois
$13.2K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$12K +$12K +1,126 New
CA
128
CoreCap Advisors
Michigan
$11.6K +$11.6K +1,086 New
NS
129
NBC Securities
Alabama
$11K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$11K +$11K +1,025 New
AWM
131
Atticus Wealth Management
Florida
$10.7K – – –
PP
132
Pacifica Partners
Canada
$10.4K +$245 +23 +2%
PTC
133
Private Trust Company
Ohio
$7.95K – – –
GWP
134
Gen-Wealth Partners
Michigan
$6.15K +$6.15K +575 New
GWM
135
Geneos Wealth Management
Colorado
$4.43K – – –
SC
136
Stephens Consulting
Michigan
$3.21K – – –
SWM
137
Spire Wealth Management
Virginia
$3.03K – – –
SWM
138
Sanctuary Wealth Management
Idaho
$3K – – –
TIM
139
Tortoise Investment Management
New York
$2.32K +$53 +5 +2%
GRP
140
Global Retirement Partners
California
$2.2K – – –
WWM
141
Wolff Wiese Magana
California
$2.14K – – –
AssetMark Inc
142
AssetMark Inc
California
$1.55K +$1.55K +145 New
HNB
143
Huntington National Bank
Ohio
$21 -$21 – –
RCM
144
Rivernorth Capital Management
Florida
– -$3.48M -337,313 Closed
RC
145
Rareview Capital
Nevada
– -$3.02M -292,204 Closed
TW
146
Transform Wealth
Colorado
– -$884K -85,700 Closed
WAM
147
Wolverine Asset Management
Illinois
– -$611K -59,175 Closed
FSI
148
Flow State Investments
Illinois
– -$550K -53,275 Closed
AC
149
Almitas Capital
California
– -$440K -42,622 Closed
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
– -$36K -36,072 Closed
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