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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

142 hedge funds and large institutions have $364M invested in BlackRock Credit Allocation Income Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
39
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.9M
2
SIA
2
Sit Investment Associates
Minnesota
$63M
3
CSP
3
Cary Street Partners
Virginia
$1.83M
4
Raymond James Financial
4
Raymond James Financial
Florida
$16.2M
5
GC
5
Guggenheim Capital
Illinois
$19M

Top Sellers

1
ECM
1
Evergreen Capital Management
Washington
$296K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$23.1M
3
LPL Financial
3
LPL Financial
California
$7.34M
4
TCA
4
Transcend Capital Advisors
New Jersey
$0
5
CIA
5
Capital Investment Advisors
Georgia
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WW
26
Waterfront Wealth
Kansas
$1.42M 129,990 -3,120 -2%
KIM
27
Karpus Investment Management
New York
$1.38M 126,780 -36,359 -22%
PTC
28
Private Trust Company
Ohio
$1.31M 119,849 -3,976 -3%
IWA
29
IBEX Wealth Advisors
New Jersey
$1.25M 114,752 +1,196 +1%
MGWM
30
Marks Group Wealth Management
Minnesota
$1.07M 97,838 – –
Lido Advisors
31
Lido Advisors
California
$983K 90,002 – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$964K 88,322 +4,158 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$963K 88,168 +3,052 +4%
PS
34
Principal Securities
Iowa
$886K 81,108 -29,395 -27%
SC
35
Stolper & Co
Oklahoma
$879K 80,493 +4,944 +7%
EWA
36
EP Wealth Advisors
California
$868K 79,470 -4,718 -6%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$826K 75,647 +361 +0.5%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$814K 74,498 – –
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$743K 68,000 -12,195 -15%
RP
40
Riverbridge Partners
Minnesota
$715K 65,486 +2,218 +4%
CPIG
41
Chicago Partners Investment Group
Illinois
$626K 57,056 – –
SDAM
42
Shulman DeMeo Asset Management
New York
$594K 54,367 -1,290 -2%
HKAM
43
Horizon Kinetics Asset Management
New York
$557K 51,023 – –
WP
44
WealthShield Partners
North Carolina
$556K 50,937 -6,500 -11%
POIA
45
Pin Oak Investment Advisors
Texas
$532K 49,680 -483 -1%
UCI
46
Uncommon Cents Investing
Wisconsin
$529K 48,465 -167 -0.3%
AW
47
Alteri Wealth
California
$527K 48,216 +7,286 +18%
Osaic Holdings
48
Osaic Holdings
Arizona
$503K 48,053 -11,544 -19%
WS
49
Wela Strategies
Georgia
$474K 43,406 -43 -0.1%
MWM
50
MGB Wealth Management
Texas
$420K 38,424 +38,424 New
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