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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

145 hedge funds and large institutions have $357M invested in BlackRock Credit Allocation Income Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
47
Reduced
40
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.5M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
Bank of America
Bank of America
North Carolina
+$2.25M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.14M
5
GC
Guggenheim Capital
Illinois
+$2.03M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.89M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.39M
3
ACP
Arcus Capital Partners
Georgia
-$1.02M
4
AAM
Advisors Asset Management
Colorado
-$873K
5
PMWMG
Parr McKnight Wealth Management Group
Minnesota
-$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
51
Landscape Capital Management
New Jersey
$494K +$197K +18,350 +66%
WS
52
Wela Strategies
Georgia
$466K +$39.1K +3,650 +9%
GCM
53
Generation Capital Management
New York
$456K – – –
AW
54
Alteri Wealth
California
$439K +$22.4K +2,088 +5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$417K -$201K -18,757 -33%
CL
56
Choreo LLC
Illinois
$399K +$1.44K +134 +0.4%
MA
57
Mezzasalma Advisors
New Jersey
$376K +$8.63K +805 +2%
EIP
58
Ellis Investment Partners
Pennsylvania
$364K -$65.6K -6,116 -15%
Mariner
59
Mariner
Kansas
$360K +$18.2K +1,702 +5%
BAM
60
Broyhill Asset Management
North Carolina
$348K – – –
IAIM
61
International Assets Investment Management
Florida
$342K +$10.7K +1,000 +3%
GWM
62
Geneos Wealth Management
Colorado
$335K +$332K +31,016 +12,923%
PVM
63
Palogic Value Management
Texas
$333K – – –
OC
64
Oppenheimer & Co
New York
$318K +$77.4K +7,222 +32%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$317K -$18.8K -1,752 -6%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$316K +$316K +29,467 New
Truist Financial
67
Truist Financial
North Carolina
$298K – – –
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$273K -$298K -27,819 -52%
NA
69
NewEdge Advisors
Louisiana
$255K -$2.14K -200 -0.8%
WA
70
Waverly Advisors
Alabama
$252K -$1.07K -100 -0.4%
CIA
71
Concurrent Investment Advisors
Florida
$240K +$17.6K +1,643 +8%
SCA
72
SMH Capital Advisors
Texas
$236K -$5.32K -496 -2%
FHA
73
Flagship Harbor Advisors
Massachusetts
$235K – – –
CP
74
Creekside Partners
California
$232K +$75.5K +7,039 +48%
VBCG
75
Valley Brook Capital Group
Pennsylvania
$230K +$793 +74 +0.3%
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