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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
Holders
142
Holders Change
-3
Holders Change %
-2.07%
% of All Funds
1.9%
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
Name Holding Trade Value Shares
Change
Shares
Change %
WW
26
Waterfront Wealth
Kansas
$1.42M -$34.1K -3,120 -2%
KIM
27
Karpus Investment Management
New York
$1.38M -$397K -36,359 -22%
PTC
28
Private Trust Company
Ohio
$1.31M -$43.4K -3,976 -3%
IWA
29
IBEX Wealth Advisors
New Jersey
$1.25M +$13.1K +1,196 +1%
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 +$45.4K +4,158 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$963K +$33.3K +3,052 +4%
PS
34
Principal Securities
Iowa
$886K -$321K -29,395 -27%
SC
35
Stolper & Co
Oklahoma
$879K +$54K +4,944 +7%
EWA
36
EP Wealth Advisors
California
$868K -$51.5K -4,718 -6%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$826K +$3.94K +361 +0.5%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$814K
JFGIW
39
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$743K -$133K -12,195 -15%
RP
40
Riverbridge Partners
Minnesota
$715K +$24.2K +2,218 +4%
CPIG
41
Chicago Partners Investment Group
Illinois
$626K
SDAM
42
Shulman DeMeo Asset Management
New York
$594K -$14.1K -1,290 -2%
HKAM
43
Horizon Kinetics Asset Management
New York
$557K
WP
44
WealthShield Partners
North Carolina
$556K -$71K -6,500 -11%
POIA
45
Pin Oak Investment Advisors
Texas
$532K -$5.17K -483 -1%
UCI
46
Uncommon Cents Investing
Wisconsin
$529K -$1.82K -167 -0.3%
AW
47
Alteri Wealth
California
$527K +$79.6K +7,286 +18%
Osaic Holdings
48
Osaic Holdings
Arizona
$503K -$121K -11,544 -19%
WS
49
Wela Strategies
Georgia
$474K -$470 -43 -0.1%
MWM
50
MGB Wealth Management
Texas
$420K +$420K +38,424 New