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BlackRock Credit Allocation Income Trust

143 hedge funds and large institutions have $367M 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, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

22% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Rareview Capital
Nevada
$1.74M
WW
27
Waterfront Wealth
Kansas
$1.42M
KIM
28
Karpus Investment Management
New York
$1.38M
PTC
29
Private Trust Company
Ohio
$1.31M
IWA
30
IBEX Wealth Advisors
New Jersey
$1.25M
MGWM
31
Marks Group Wealth Management
Minnesota
$1.07M
Lido Advisors
32
Lido Advisors
California
$983K
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$964K
First Trust Advisors
34
First Trust Advisors
Illinois
$963K
PS
35
Principal Securities
Iowa
$886K
SC
36
Stolper & Co
Oklahoma
$879K
EWA
37
EP Wealth Advisors
California
$868K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$826K
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$814K
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$743K
RP
41
Riverbridge Partners
Minnesota
$715K
CPIG
42
Chicago Partners Investment Group
Illinois
$626K
Osaic Holdings
43
Osaic Holdings
Arizona
$611K
SDAM
44
Shulman DeMeo Asset Management
New York
$594K
HKAM
45
Horizon Kinetics Asset Management
New York
$557K
WP
46
WealthShield Partners
North Carolina
$556K
POIA
47
Pin Oak Investment Advisors
Texas
$532K
UCI
48
Uncommon Cents Investing
Wisconsin
$529K
AW
49
Alteri Wealth
California
$527K
WS
50
Wela Strategies
Georgia
$474K