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BlackRock Credit Allocation Income Trust
BTZ

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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

2% more capital invested

Capital invested by funds: $350M → $357M (+$7.44M)

0.38% more ownership

Funds ownership: 35.36% → 35.74% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 155 → 145 (-10)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
1.94%
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
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.49M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
Bank of America
Bank of America
North Carolina
+$2.24M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.14M
5
GC
Guggenheim Capital
Illinois
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.88M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.38M
3
ACP
Arcus Capital Partners
Georgia
-$1.02M
4
AAM
Advisors Asset Management
Colorado
-$872K
5
MG
Marex Group
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$6.27K +586 +3%
Jane Street
81
Jane Street
New York
$191K +$69.1K +6,455 +57%
FFWM
82
Future Financial Wealth Management
Ohio
$182K – – –
PAG
83
Private Advisor Group
New Jersey
$177K -$66.7K -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 +$2.14K +200 +1%
HighTower Advisors
87
HighTower Advisors
Illinois
$164K -$2.9K -271 -2%
Stifel Financial
88
Stifel Financial
Missouri
$163K -$16.9K -1,576 -9%
WS
89
Wedbush Securities
California
$160K +$482 +45 +0.3%
AIS
90
Accredited Investor Services
Minnesota
$159K +$159K +14,814 New
CCB
91
Cutter & Co Brokerage
Missouri
$159K +$1.87K +175 +1%
NFC
92
Northstar Financial Companies
Pennsylvania
$157K – – –
MFA
93
Mayflower Financial Advisors
Massachusetts
$150K -$32.1K -3,000 -18%
SVWAG
94
Sound View Wealth Advisors Group
Georgia
$150K – – –
CGA
95
Crescent Grove Advisors
Illinois
$145K – – –
IAMOG
96
Investors Asset Management of Georgia
Georgia
$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 +$140K +13,124 New
PWPS
100
Pinnacle Wealth Planning Services
Ohio
$139K -$27.2K -2,544 -16%
2 3
4
5 6

BTZ Hedge Fund Activity: Q1 2025 in Review

145 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q1 2025, worth a combined $357M — up 2.1% from $350M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BTZ and 14 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 47 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.49M. The largest seller was Karpus Investment Management, cutting an estimated $3.88M.

  • 145 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q1 2025, down from 155 in Q4 2024.
  • Funds reported $357M of BlackRock Credit Allocation Income Trust stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 14 funds opened new BlackRock Credit Allocation Income Trust positions in Q1 2025 and 21 closed out, a net change of -7 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $4.49M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q1 2025 was Karpus Investment Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2025.