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BlackRock Credit Allocation Income Trust
BTZ

154 hedge funds and large institutions have $354M invested in BlackRock Credit Allocation Income Trust in 2026 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

3% more capital invested

Capital invested by funds: $345M → $354M (+$9.29M)

0.6% more ownership

Funds ownership: 36.49% → 37.09% (+0.6%)

0% more funds holding

Funds holding: 154 → 154 (0)

Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
49
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.16M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.65M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.51M
4
Morgan Stanley
Morgan Stanley
New York
+$2.01M
5
Bank of America
Bank of America
North Carolina
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.06M
2
EWL
Emissary Wealth LLC
New Jersey
-$1.49M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.42M
4
RAM
Readystate Asset Management
Illinois
-$1.02M
5
PTC
Private Trust Company
Ohio
-$817K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$1.67M -$317K -31,081 -16%
EWL
27
Emissary Wealth LLC
New Jersey
$1.37M -$1.49M -146,053 -52%
WW
28
Waterfront Wealth
Kansas
$1.25M +$61.9K +6,066 +5%
KIM
29
Karpus Investment Management
New York
$1.23M -$11K -1,075 -0.9%
IWA
30
IBEX Wealth Advisors
New Jersey
$1.08M -$26.1K -2,551 -2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$988K -$1.42M -139,441 -59%
RP
32
Riverbridge Partners
Minnesota
$952K +$952K +93,180 New
MGWM
33
Marks Group Wealth Management
Minnesota
$912K – – –
SC
34
Stolper & Co
Oklahoma
$897K +$225K +22,002 +33%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$825K +$65.4K +6,401 +9%
FCM
36
Fell Capital Management
California
$819K -$10.2K -1,000 -1%
MYIA
37
Mount Yale Investment Advisors
Colorado
$812K -$21.4K -2,100 -3%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$804K -$29.6K -2,899 -4%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$797K +$5.75K +563 +0.7%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$771K -$310K -30,400 -29%
AAM
41
Advisors Asset Management
Colorado
$739K -$571K -55,884 -44%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$690K +$151K +14,798 +28%
CL
43
Choreo LLC
Illinois
$661K +$339K +33,211 +106%
PS
44
Principal Securities
Iowa
$658K -$46.1K -4,515 -7%
CPIG
45
Chicago Partners Investment Group
Illinois
$576K +$7.77K +761 +1%
Osaic Holdings
46
Osaic Holdings
Arizona
$561K +$14K +1,369 +3%
PTC
47
Private Trust Company
Ohio
$561K -$817K -80,000 -59%
1CP
48
1607 Capital Partners
Virginia
$550K -$380K -37,202 -41%
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$549K – – –
NWMP
50
Noble Wealth Management PBC
Colorado
$537K +$189K +18,500 +54%
1
2
3 4 5

BTZ Hedge Fund Activity: Q2 2026 in Review

154 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2026, worth a combined $354M — up 2.7% from $345M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BTZ positions and 18 closed out — a net gain of 2 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.16M. The largest seller was LPL Financial, cutting an estimated $3.06M.

  • 154 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $354M of BlackRock Credit Allocation Income Trust stock for Q2 2026, up 2.7% quarter-over-quarter.
  • 20 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2026 and 18 closed out, a net change of +2 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2026 was Envestnet Asset Management, an estimated $3.16M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2026 was LPL Financial, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2026.