BTZ icon

BlackRock Credit Allocation Income Trust

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.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
142
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
WW
26
Waterfront Wealth
Kansas
$1.42M
KIM
27
Karpus Investment Management
New York
$1.38M
PTC
28
Private Trust Company
Ohio
$1.31M
IWA
29
IBEX Wealth Advisors
New Jersey
$1.25M
MGWM
30
Marks Group Wealth Management
Minnesota
$1.07M
Lido Advisors
31
Lido Advisors
California
$983K
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$964K
First Trust Advisors
33
First Trust Advisors
Illinois
$963K
PS
34
Principal Securities
Iowa
$886K
SC
35
Stolper & Co
Oklahoma
$879K
EWA
36
EP Wealth Advisors
California
$868K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$826K
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$814K
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$743K
RP
40
Riverbridge Partners
Minnesota
$715K
CPIG
41
Chicago Partners Investment Group
Illinois
$626K
SDAM
42
Shulman DeMeo Asset Management
New York
$594K
HKAM
43
Horizon Kinetics Asset Management
New York
$557K
WP
44
WealthShield Partners
North Carolina
$556K
POIA
45
Pin Oak Investment Advisors
Texas
$532K
UCI
46
Uncommon Cents Investing
Wisconsin
$529K
AW
47
Alteri Wealth
California
$527K
Osaic Holdings
48
Osaic Holdings
Arizona
$503K
WS
49
Wela Strategies
Georgia
$474K
MWM
50
MGB Wealth Management
Texas
$420K