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BlackRock Credit Allocation Income Trust
BTZ

145 hedge funds and large institutions have $357M invested in BlackRock Credit Allocation Income Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

2% more capital invested

Capital invested by funds: $350M → $357M (+$7.44M)

0.38% more ownership

Funds ownership: 35.36% → 35.74% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 155 → 145 (-10)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
47
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.49M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
Bank of America
Bank of America
North Carolina
+$2.24M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.14M
5
GC
Guggenheim Capital
Illinois
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.88M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.38M
3
ACP
Arcus Capital Partners
Georgia
-$1.02M
4
AAM
Advisors Asset Management
Colorado
-$872K
5
MG
Marex Group
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
26
Rareview Capital
Nevada
$1.65M -$27.4K -2,556 -2%
WW
27
Waterfront Wealth
Kansas
$1.43M -$80.9K -7,560 -5%
PTC
28
Private Trust Company
Ohio
$1.33M +$32.2K +3,005 +2%
IWA
29
IBEX Wealth Advisors
New Jersey
$1.22M -$39.5K -3,691 -3%
PS
30
Principal Securities
Iowa
$1.16M – – –
MGWM
31
Marks Group Wealth Management
Minnesota
$1.05M – – –
Lido Advisors
32
Lido Advisors
California
$965K -$1.56K -146 -0.2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$953K +$23.9K +2,230 +3%
First Trust Advisors
34
First Trust Advisors
Illinois
$912K +$329K +30,777 +57%
EWA
35
EP Wealth Advisors
California
$902K -$253K -23,624 -22%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$902K -$145K -13,507 -14%
TCA
37
Transcend Capital Advisors
New Jersey
$895K – – –
JFGIW
38
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$860K -$103K -9,602 -11%
SC
39
Stolper & Co
Oklahoma
$810K +$10.1K +947 +1%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$807K -$94.1K -8,790 -10%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$799K -$55.5K -5,190 -7%
SG
42
StoneX Group
New York
$720K +$25.5K +2,380 +4%
RP
43
Riverbridge Partners
Minnesota
$678K +$70.3K +6,568 +12%
Osaic Holdings
44
Osaic Holdings
Arizona
$639K +$67.2K +6,280 +12%
WP
45
WealthShield Partners
North Carolina
$616K +$61.4K +5,734 +11%
CPIG
46
Chicago Partners Investment Group
Illinois
$604K -$323K -30,176 -35%
SDAM
47
Shulman DeMeo Asset Management
New York
$597K -$6.63K -620 -1%
HKAM
48
Horizon Kinetics Asset Management
New York
$547K – – –
POIA
49
Pin Oak Investment Advisors
Texas
$531K -$101K -9,420 -16%
UCI
50
Uncommon Cents Investing
Wisconsin
$521K -$7.69K -719 -1%
1
2
3 4 5

BTZ Hedge Fund Activity: Q1 2025 in Review

145 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q1 2025, worth a combined $357M — up 2.1% from $350M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BTZ and 14 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 47 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.49M. The largest seller was Karpus Investment Management, cutting an estimated $3.88M.

  • 145 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q1 2025, down from 155 in Q4 2024.
  • Funds reported $357M of BlackRock Credit Allocation Income Trust stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 14 funds opened new BlackRock Credit Allocation Income Trust positions in Q1 2025 and 21 closed out, a net change of -7 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $4.49M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q1 2025 was Karpus Investment Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2025.