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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

134 hedge funds and large institutions have $355M invested in BlackRock Credit Allocation Income Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
42
Reduced
46
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$13.7M
2
RC
2
Rareview Capital
Nevada
$1.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$55.7M
4
PTC
4
Private Trust Company
Ohio
$848K
5
Millennium Management
5
Millennium Management
New York
$796K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$4.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$36.1M
3
LPL Financial
3
LPL Financial
California
$6.13M
4
SIA
4
Sit Investment Associates
Minnesota
$55.8M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$55.8M 4,947,390 -200,128 -4%
Morgan Stanley
2
Morgan Stanley
New York
$55.7M 4,935,394 +105,761 +2%
Bank of America
3
Bank of America
North Carolina
$37.3M 3,310,009 -22,105 -0.7%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$36.1M 3,198,642 -749,543 -19%
Invesco
5
Invesco
Georgia
$14.5M 1,281,502 +60,041 +5%
GC
6
Guggenheim Capital
Illinois
$13.7M 1,215,036 +235,207 +24%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$11.4M 1,010,587 +48,798 +5%
CIA
8
Capital Investment Advisors
Georgia
$10.8M 954,311 +47,124 +5%
Wells Fargo
9
Wells Fargo
California
$10.5M 930,022 +68,604 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.72M 861,536 +30,575 +4%
KIM
11
Karpus Investment Management
New York
$9.14M 809,960 -100,402 -11%
SFS
12
Sowell Financial Services
Arkansas
$7.08M 628,009 -23,059 -4%
LPL Financial
13
LPL Financial
California
$6.13M 543,641 -266,769 -33%
UBS Group
14
UBS Group
Switzerland
$5.88M 521,112 +1,343 +0.3%
PCM
15
Penserra Capital Management
California
$4.93M 437,420 -830,555 -66%
ECM
16
Evergreen Capital Management
Washington
$4.74M 420,630 -30,854 -7%
AAM
17
Advisors Asset Management
Colorado
$4.32M 382,831 +3,160 +0.8%
Cohen & Steers
18
Cohen & Steers
New York
$3.73M 331,022 – –
RJA
19
Raymond James & Associates
Florida
$3.17M 281,281 -22,844 -8%
EIA
20
Edgemoor Investment Advisors
Maryland
$3.17M 281,022 -6,529 -2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.92M 259,111 +3,353 +1%
Ameriprise
22
Ameriprise
Minnesota
$2.37M 209,897 +8,098 +4%
DADC
23
D.A. Davidson & Co
Montana
$2.32M 205,601 -550 -0.3%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.97M 174,503 +10,475 +6%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.65M 39,426 -43,074 -52%
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