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BlackRock Credit Allocation Income Trust
BTZ

155 hedge funds and large institutions have $350M invested in BlackRock Credit Allocation Income Trust in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

16% more funds holding

Funds holding: 134 → 155 (+21)

1.37% more ownership

Funds ownership: 33.99% → 35.36% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

1% less capital invested

Capital invested by funds: $355M → $350M (-$4.84M)

Holders
155
Holders Change
+21
Holders Change %
+15.67%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
42
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.37M
2
LPL Financial
LPL Financial
California
+$2.55M
3
GC
Guggenheim Capital
Illinois
+$2.45M
4
SIA
Sit Investment Associates
Minnesota
+$2.33M
5
IWA
IBEX Wealth Advisors
New Jersey
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.31M
2
IAIM
International Assets Investment Management
Florida
-$3.83M
3
KIM
Karpus Investment Management
New York
-$3.09M
4
Millennium Management
Millennium Management
New York
-$565K
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
26
Rareview Capital
Nevada
$1.77M +$153K +14,086 +10%
WW
27
Waterfront Wealth
Kansas
$1.47M +$8.3K +763 +0.5%
PTC
28
Private Trust Company
Ohio
$1.26M +$497K +45,640 +61%
IWA
29
IBEX Wealth Advisors
New Jersey
$1.23M +$1.28M +117,247 New
PS
30
Principal Securities
Iowa
$1.16M -$89.7K -8,246 -7%
EWA
31
EP Wealth Advisors
California
$1.13M -$103K -9,481 -8%
MGWM
32
Marks Group Wealth Management
Minnesota
$1.02M – – –
ACP
33
Arcus Capital Partners
Georgia
$1.02M +$1.04M +95,604 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.02M -$266K -24,450 -20%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K -$510K -46,837 -34%
Lido Advisors
36
Lido Advisors
California
$943K +$1.61K +148 +0.2%
CPIG
37
Chicago Partners Investment Group
Illinois
$918K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$906K +$109K +9,984 +13%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$879K -$24.8K -2,275 -3%
TCA
40
Transcend Capital Advisors
New Jersey
$873K +$40.3K +3,701 +5%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$834K +$438K +40,262 +102%
SC
42
Stolper & Co
Oklahoma
$780K -$9.09K -835 -1%
MG
43
Marex Group
$745K +$775K +71,200 New
SG
44
StoneX Group
New York
$678K +$705K +64,808 New
POIA
45
Pin Oak Investment Advisors
Texas
$672K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$603K -$39.6K -3,643 -6%
RP
47
Riverbridge Partners
Minnesota
$593K +$5.95K +547 +1%
PMWMG
48
Parr McKnight Wealth Management Group
Minnesota
$591K +$615K +56,499 New
SDAM
49
Shulman DeMeo Asset Management
New York
$589K +$120 +11 +0%
First Trust Advisors
50
First Trust Advisors
Illinois
$568K +$591K +54,339 New
1
2
3 4 5

BTZ Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2024, worth a combined $350M — down 1.4% from $355M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BTZ positions and 14 closed out — a net gain of 24 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $3.37M. The largest seller was Allspring Global Investments, cutting an estimated $4.31M.

  • 155 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $350M of BlackRock Credit Allocation Income Trust stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 38 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2024 and 14 closed out, a net change of +24 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2024 was Bank of America, an estimated $3.37M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2024 was Allspring Global Investments, an estimated $4.31M sold.

Based on aggregated 13F filings for Q4 2024.