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BlackRock Credit Allocation Income Trust

154 hedge funds and large institutions have $345M invested in BlackRock Credit Allocation Income Trust in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0.17% less ownership

Funds ownership: 36.63%36.46% (-0.17%)

1% less funds holding

Funds holding: 155154 (-1)

7% less capital invested

Capital invested by funds: $371M → $345M (-$26.1M)

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

Holders
154
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
44
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$70.1M +$5.36M +511,552 +8%
Morgan Stanley
2
Morgan Stanley
New York
$51.7M +$814K +77,628 +2%
Bank of America
3
Bank of America
North Carolina
$46.4M -$7.56M -721,396 -14%
GC
4
Guggenheim Capital
Illinois
$19.4M -$730K -69,651 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$15.3M -$10.7K -1,018 -0.1%
Invesco
6
Invesco
Georgia
$12.6M +$2.63M +251,117 +25%
Wells Fargo
7
Wells Fargo
California
$10.2M -$891K -85,009 -8%
LPL Financial
8
LPL Financial
California
$8.76M -$1.34M -127,886 -13%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.7M -$1.13M -107,606 -12%
CIA
10
Capital Investment Advisors
Georgia
$7.37M -$1.2M -114,840 -14%
SFS
11
Sowell Financial Services
Arkansas
$7.19M +$606K +57,759 +9%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$6.23M +$1.74M +165,959 +37%
UBS Group
13
UBS Group
Switzerland
$6.01M -$797K -75,980 -11%
RC
14
Rareview Capital
Nevada
$4.02M +$2.36M +225,471 +158%
DADC
15
D.A. Davidson & Co
Montana
$3.87M +$1.51M +144,213 +60%
Ameriprise
16
Ameriprise
Minnesota
$3.75M +$478K +45,632 +14%
Cohen & Steers
17
Cohen & Steers
New York
$3.34M
SPIA
18
Steward Partners Investment Advisory
New York
$3.24M -$110K -10,509 -3%
CSP
19
Cary Street Partners
Virginia
$3.05M +$497K +47,403 +19%
EWL
20
Emissary Wealth LLC
New Jersey
$2.82M +$161K +15,339 +6%
SAM
21
Smith Asset Management
Florida
$2.79M -$31.8K -3,028 -1%
EIA
22
Edgemoor Investment Advisors
Maryland
$2.6M -$26.3K -2,512 -1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.43M +$133K +12,638 +6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.38M +$284K +27,038 +13%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.12M +$823K +78,497 +60%