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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

154 hedge funds and large institutions have $349M invested in BlackRock Credit Allocation Income Trust in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+20
Holders Change %
+14.93%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
37
Increased
42
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
LPL Financial
2
LPL Financial
California
$8.14M
3
GC
3
Guggenheim Capital
Illinois
$15.1M
4
SIA
4
Sit Investment Associates
Minnesota
$54M
5
IWA
5
IBEX Wealth Advisors
New Jersey
$1.23M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$29.3M
2
IAIM
2
International Assets Investment Management
Florida
$325K
3
KIM
3
Karpus Investment Management
New York
$5.5M
4
Millennium Management
4
Millennium Management
New York
$194K
5
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Sanctuary Wealth Management
Idaho
$2.94K – – –
GWM
152
Geneos Wealth Management
Colorado
$2.51K -$1.82K -174 -42%
WWM
153
Wolff Wiese Magana
California
$2.09K – – –
GRP
154
Global Retirement Partners
California
$1.04K – – –
TRCT
155
Tower Research Capital (TRC)
New York
$188 +$188 +18 New
NS
156
NBC Securities
Alabama
$10 -$9.99K -999 -100%
1CP
157
1607 Capital Partners
Virginia
– -$378K -33,504 Closed
MML Investors Services
158
MML Investors Services
Massachusetts
– -$320K -28,354 Closed
KAS
159
Kestra Advisory Services
Texas
– -$279K -24,772 Closed
CCG
160
Catalina Capital Group
California
– -$272K -24,105 Closed
DWM
161
Dakota Wealth Management
Florida
– -$194K -17,206 Closed
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
– -$143K -12,660 Closed
LFAS
163
Level Four Advisory Services
Texas
– -$131K -12,119 Closed
HIP
164
HUB Investment Partners
Texas
– -$129K -11,395 Closed
SI
165
Stephens Inc
Arkansas
– -$126K -11,130 Closed
ATS
166
Ashton Thomas Securities
New York
– -$22.6K -2,000 Closed
US Bancorp
167
US Bancorp
Minnesota
– -$21.5K -1,908 Closed
TCOV
168
Trust Company of Vermont
Vermont
– -$8.46K -750 Closed
CAS
169
Coppell Advisory Solutions
Texas
– -$1.53K -142 Closed
CS
170
Clear Street
New York
– -$632 -56 Closed
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