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BlackRock Credit Allocation Income Trust
BTZ

150 hedge funds and large institutions have $367M invested in BlackRock Credit Allocation Income Trust in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

5% more funds holding

Funds holding: 143 → 150 (+7)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

0% more capital invested

Capital invested by funds: $367M → $367M (+$359K)

0.38% less ownership

Funds ownership: 35.96% → 35.58% (-0.38%)

Holders
150
Holders Change
+7
Holders Change %
+4.9%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
44
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.66M
2
LPL Financial
LPL Financial
California
+$3.3M
3
SIA
Sit Investment Associates
Minnesota
+$1.84M
4
GC
Guggenheim Capital
Illinois
+$1.84M
5
UBS Group
UBS Group
Switzerland
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$15M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.87M
3
KIM
Karpus Investment Management
New York
-$1.38M
4
Morgan Stanley
Morgan Stanley
New York
-$951K
5
CIA
Capital Investment Advisors
Georgia
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
26
Private Trust Company
Ohio
$1.49M +$165K +15,000 +13%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.39M +$415K +37,723 +43%
IWA
28
IBEX Wealth Advisors
New Jersey
$1.28M +$14.9K +1,351 +1%
WW
29
Waterfront Wealth
Kansas
$1.22M -$221K -20,135 -15%
MGWM
30
Marks Group Wealth Management
Minnesota
$1.08M – – –
SC
31
Stolper & Co
Oklahoma
$887K -$2.17K -197 -0.2%
MYIA
32
Mount Yale Investment Advisors
Colorado
$886K +$882K +80,226 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$884K -$91.7K -8,335 -9%
PS
34
Principal Securities
Iowa
$858K -$37.9K -3,444 -4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$840K +$3.93K +357 +0.5%
Jane Street
36
Jane Street
New York
$815K +$811K +73,791 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$804K -$19K -1,727 -2%
Lido Advisors
38
Lido Advisors
California
$738K -$255K -23,186 -26%
CPIG
39
Chicago Partners Investment Group
Illinois
$634K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$616K -$671 -61 -0.1%
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$613K -$137K -12,500 -18%
SDAM
42
Shulman DeMeo Asset Management
New York
$598K -$3K -273 -0.5%
PIWA
43
Prevail Innovative Wealth Advisors
Kansas
$575K +$572K +52,055 New
WP
44
WealthShield Partners
North Carolina
$556K -$6.86K -624 -1%
AW
45
Alteri Wealth
California
$551K +$17.9K +1,628 +3%
POIA
46
Pin Oak Investment Advisors
Texas
$549K – – –
UCI
47
Uncommon Cents Investing
Wisconsin
$533K -$2.89K -263 -0.5%
WS
48
Wela Strategies
Georgia
$492K +$12.3K +1,118 +3%
RP
49
Riverbridge Partners
Minnesota
$482K -$240K -21,859 -33%
HKAM
50
Horizon Kinetics Asset Management
New York
$448K -$115K -10,489 -21%
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BTZ Hedge Fund Activity: Q3 2025 in Review

150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q3 2025, worth a combined $367M — up 0.1% from $367M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BTZ positions and 12 closed out — a net gain of 8 holders — while 44 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $3.66M. The largest seller was Allspring Global Investments, cutting an estimated $15M.

  • 150 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q3 2025, up from 143 in Q2 2025.
  • Funds reported $367M of BlackRock Credit Allocation Income Trust stock for Q3 2025, up 0.1% quarter-over-quarter.
  • 20 funds opened new BlackRock Credit Allocation Income Trust positions in Q3 2025 and 12 closed out, a net change of +8 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q3 2025 was Bank of America, an estimated $3.66M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q3 2025 was Allspring Global Investments, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2025.