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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
WIA
51
World Investment Advisors
California
$398K +$396K +36,054 New
MA
52
Mezzasalma Advisors
New Jersey
$388K -$8.32K -757 -2%
EIP
53
Ellis Investment Partners
Pennsylvania
$384K +$4.16K +378 +1%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$373K +$22K +2,002 +6%
MML Investors Services
55
MML Investors Services
Massachusetts
$365K +$5.87K +534 +2%
SFS
56
Shaker Financial Services
Virginia
$365K +$165K +15,000 +83%
BAM
57
Broyhill Asset Management
North Carolina
$359K – – –
CL
58
Choreo LLC
Illinois
$351K -$56.6K -5,148 -14%
IAIM
59
International Assets Investment Management
Florida
$351K – – –
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$350K -$10K -910 -3%
CIA
61
Concurrent Investment Advisors
Florida
$342K +$94.7K +8,611 +38%
NA
62
NewEdge Advisors
Louisiana
$330K +$12.1K +1,100 +4%
PVM
63
Palogic Value Management
Texas
$324K – – –
MWM
64
MGB Wealth Management
Texas
$321K -$103K -9,345 -24%
Truist Financial
65
Truist Financial
North Carolina
$308K – – –
Mariner
66
Mariner
Kansas
$304K -$10.8K -981 -3%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$293K -$49.3K -4,481 -14%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$292K +$291K +26,424 New
PFS
69
Prospera Financial Services
Texas
$283K -$34.3K -3,123 -11%
OC
70
Oppenheimer & Co
New York
$281K -$25K -2,276 -8%
VF
71
Virtu Financial
New York
$265K +$264K +23,970 New
HF
72
HRT Financial
New York
$263K +$262K +23,813 New
ECM
73
Evergreen Capital Management
Washington
$258K -$40.9K -3,721 -14%
SCA
74
SMH Capital Advisors
Texas
$247K +$3.21K +292 +1%
FHA
75
Flagship Harbor Advisors
Massachusetts
$242K – – –
1 2
3
4 5

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.