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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

136 hedge funds and large institutions have $358M invested in BlackRock Credit Allocation Income Trust in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
41
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$13.1M
2
Bank of America
Bank of America
North Carolina
$35.7M
3
GC
Guggenheim Capital
Illinois
$10.5M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$42.3M
5
Wells Fargo
Wells Fargo
California
$9.23M

Top Sellers

1
AA
AQR Arbitrage
Connecticut
$1.24M
2
SIA
Sit Investment Associates
Minnesota
$55.1M
3
UBS Group
UBS Group
Switzerland
$5.57M
4
RJA
Raymond James & Associates
Florida
$3.26M
5
Jane Street
Jane Street
New York
$142K
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
126
NBC Securities
Alabama
$10K – – –
BHWM
127
Beaird Harris Wealth Management
Texas
$9.35K +$9.35K +873 New
PTC
128
Private Trust Company
Ohio
$7.97K – – –
CP
129
Camelot Portfolios
Ohio
$7.97K +$7.97K +744 New
GWP
130
Gen-Wealth Partners
Michigan
$6.16K – – –
GWM
131
Geneos Wealth Management
Colorado
$4.43K – – –
SC
132
Stephens Consulting
Michigan
$3.21K – – –
SWM
133
Spire Wealth Management
Virginia
$3.03K – – –
SWM
134
Sanctuary Wealth Management
Idaho
$3.01K – – –
TIM
135
Tortoise Investment Management
New York
$2.38K +$54 +5 +2%
GRP
136
Global Retirement Partners
California
$2.21K – – –
WWM
137
Wolff Wiese Magana
California
$2.14K – – –
HNB
138
Huntington National Bank
Ohio
$21 -$21 – –
HF
139
HRT Financial
New York
– -$523K -49,012 Closed
SP
140
Stonebrook Private
Michigan
– -$195K -18,239 Closed
Goldman Sachs
141
Goldman Sachs
New York
– -$147K -13,705 Closed
IPAM
142
Investment Partners Asset Management
New Jersey
– -$129K -12,073 Closed
SFS
143
Shaker Financial Services
Virginia
– -$128K -12,000 Closed
EDRIA
144
Edmonds Duncan Registered Investment Advisors
Kansas
– -$117K -10,900 Closed
SSG
145
Summit Securities Group
New York
– -$70K -6,537 Closed
SIC
146
SJS Investment Consulting
Ohio
– -$17.6K -1,649 Closed
TRCT
147
Tower Research Capital (TRC)
New York
– -$12K -1,126 Closed
CA
148
CoreCap Advisors
Michigan
– -$11.6K -1,086 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
– -$11K -1,025 Closed
AssetMark Inc
150
AssetMark Inc
California
– -$1.55K -145 Closed
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