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BlackRock Credit Allocation Income Trust

155 hedge funds and large institutions have $371M invested in BlackRock Credit Allocation Income Trust in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

3% more funds holding

Funds holding: 150155 (+5)

1.05% more ownership

Funds ownership: 35.58%36.63% (+1.1%)

1% more capital invested

Capital invested by funds: $367M → $371M (+$3.36M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
155
Holders Change
+5
Holders Change %
+3.33%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$1.69M +$1.71M +156,012 New
RC
27
Rareview Capital
Nevada
$1.56M -$415K -37,853 -21%
PTC
28
Private Trust Company
Ohio
$1.46M
First Trust Advisors
29
First Trust Advisors
Illinois
$1.42M +$58K +5,295 +4%
WW
30
Waterfront Wealth
Kansas
$1.18M +$22.5K +2,057 +2%
DG
31
Diesslin Group
Texas
$1.17M +$1.18M +108,167 New
IWA
32
IBEX Wealth Advisors
New Jersey
$1.17M -$92.6K -8,455 -7%
MGWM
33
Marks Group Wealth Management
Minnesota
$1.06M
PIWA
34
Prevail Innovative Wealth Advisors
Kansas
$988K +$429K +39,136 +75%
FCM
35
Fell Capital Management
California
$917K +$928K +84,684 New
SC
36
Stolper & Co
Oklahoma
$889K +$19.5K +1,783 +2%
MYIA
37
Mount Yale Investment Advisors
Colorado
$883K +$14.6K +1,332 +2%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$883K +$893K +81,558 New
Jane Street
39
Jane Street
New York
$847K +$47.9K +4,373 +6%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$841K +$17.6K +1,610 +2%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$839K -$27.2K -2,483 -3%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$785K -$2.97K -271 -0.4%
PS
43
Principal Securities
Iowa
$759K -$83.4K -7,611 -10%
Lido Advisors
44
Lido Advisors
California
$738K
Osaic Holdings
45
Osaic Holdings
Arizona
$671K +$66K +6,026 +11%
CPIG
46
Chicago Partners Investment Group
Illinois
$603K
SDAM
47
Shulman DeMeo Asset Management
New York
$585K -$986 -90 -0.2%
JFGIW
48
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K -$19.6K -1,793 -3%
SFS
49
Shaker Financial Services
Virginia
$580K +$225K +20,561 +62%
AW
50
Alteri Wealth
California
$561K +$21.9K +2,001 +4%