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

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.82M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.57M
3
Bank of America
3
Bank of America
North Carolina
$34.5M
4
LSC
4
Logan Stone Capital
Illinois
$0
5
WAM
5
Wolverine Asset Management
Illinois
$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
– -$41K -4,000 Closed
CIA
152
Cascade Investment Advisors
Oregon
– -$30.8K -2,993 Closed
BAM
153
Belpointe Asset Management
Nevada
– -$28.3K -2,750 Closed
ASN
154
Advisory Services Network
Georgia
– -$11.8K -1,148 Closed
RA
155
Rise Advisors
New York
– -$8K -777 Closed
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$7.84K -762 Closed
CM
157
Cornerstone Management
Georgia
– -$1.85K -180 Closed
3 4 5 6
7