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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 %
AF
76
Affiance Financial
Minnesota
$214K – – –
1WA
77
180 Wealth Advisors
Washington
$197K – – –
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$197K – – –
SFS
79
Shaker Financial Services
Virginia
$193K +$193K +18,000 New
PAS
80
Park Avenue Securities
New York
$191K +$6.28K +586 +3%
Jane Street
81
Jane Street
New York
$191K +$69.2K +6,455 +57%
FFWM
82
Future Financial Wealth Management
Ohio
$182K – – –
PAG
83
Private Advisor Group
New Jersey
$177K -$66.8K -6,236 -27%
IWC
84
Integrated Wealth Concepts
Massachusetts
$176K +$54 +5 +0%
EGA
85
E&G Advisors
Texas
$174K – – –
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$168K +$2.15K +200 +1%
HighTower Advisors
87
HighTower Advisors
Illinois
$164K -$2.91K -271 -2%
Stifel Financial
88
Stifel Financial
Missouri
$163K -$16.9K -1,576 -9%
WS
89
Wedbush Securities
California
$160K +$481 +45 +0.3%
AIS
90
Accredited Investor Services
Minnesota
$159K +$159K +14,814 New
CCB
91
Cutter & Co Brokerage
Missouri
$159K +$1.88K +175 +1%
NFC
92
Northstar Financial Companies
Pennsylvania
$157K – – –
MFA
93
Mayflower Financial Advisors
Massachusetts
$150K -$32.2K -3,000 -18%
SVWAG
94
Sound View Wealth Advisors Group
Georgia
$150K – – –
IAMOG
95
Investors Asset Management of Georgia
Georgia
$145K – – –
CGA
96
Crescent Grove Advisors
Illinois
$145K – – –
MWM
97
Melfa Wealth Management
Massachusetts
$142K -$96 -9 -0.1%
CA
98
Clearstead Advisors
Ohio
$141K -$19.1K -1,783 -12%
MFG
99
Merit Financial Group
Georgia
$141K +$141K +13,124 New
PWPS
100
Pinnacle Wealth Planning Services
Ohio
$139K -$27.3K -2,544 -16%
2 3
4
5 6