BTZ icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$54M 5,161,376 +213,986 +4%
Morgan Stanley
2
Morgan Stanley
New York
$51.8M 4,953,373 +17,979 +0.4%
Bank of America
3
Bank of America
North Carolina
$37.9M 3,619,300 +309,291 +9%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$29.3M 2,802,458 -396,184 -12%
GC
5
Guggenheim Capital
Illinois
$15.1M 1,440,215 +225,179 +19%
Raymond James Financial
6
Raymond James Financial
Florida
$14.2M 1,354,874 +1,354,874 New
Invesco
7
Invesco
Georgia
$13.6M 1,303,897 +22,395 +2%
Wells Fargo
8
Wells Fargo
California
$10.6M 1,012,548 +82,526 +9%
CIA
9
Capital Investment Advisors
Georgia
$10.5M 1,004,445 +50,134 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.17M 876,514 +14,978 +2%
LPL Financial
11
LPL Financial
California
$8.14M 778,180 +234,539 +43%
SFS
12
Sowell Financial Services
Arkansas
$6.9M 660,122 +32,113 +5%
KIM
13
Karpus Investment Management
New York
$5.5M 525,740 -284,220 -35%
UBS Group
14
UBS Group
Switzerland
$5.32M 509,050 -12,062 -2%
WS
15
Wela Strategies
Georgia
$5.24M 39,799 -1,210 -3%
PCM
16
Penserra Capital Management
California
$4.91M 469,007 +31,587 +7%
ECM
17
Evergreen Capital Management
Washington
$4.31M 412,237 -8,393 -2%
AAM
18
Advisors Asset Management
Colorado
$3.99M 434,253 +51,422 +13%
Cohen & Steers
19
Cohen & Steers
New York
$3.46M 331,022 – –
SAM
20
Smith Asset Management
Florida
$3.17M 303,351 +303,351 New
EIA
21
Edgemoor Investment Advisors
Maryland
$2.86M 273,243 -7,779 -3%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.48M 237,111 -22,000 -8%
DADC
23
D.A. Davidson & Co
Montana
$2.14M 204,390 -1,211 -0.6%
Ameriprise
24
Ameriprise
Minnesota
$2.09M 199,969 -9,928 -5%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$1.83M 174,503 – –
1
2 3 4 5