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BlackRock Credit Allocation Income Trust
BTZ

143 hedge funds and large institutions have $367M invested in BlackRock Credit Allocation Income Trust in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $357M → $367M (+$9.7M)

0.22% more ownership

Funds ownership: 35.74% → 35.96% (+0.22%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 145 → 143 (-2)

22% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
143
Holders Change
-2
Holders Change %
-1.38%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
39
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.82M
2
SIA
Sit Investment Associates
Minnesota
+$2M
3
CSP
Cary Street Partners
Virginia
+$1.76M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.24M
5
GC
Guggenheim Capital
Illinois
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
ECM
Evergreen Capital Management
Washington
-$4M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.88M
3
LPL Financial
LPL Financial
California
-$2.97M
4
TCA
Transcend Capital Advisors
New Jersey
-$895K
5
LCM
Landscape Capital Management
New Jersey
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
76
Valley Brook Capital Group
Pennsylvania
$235K +$811 +77 +0.4%
AF
77
Affiance Financial
Minnesota
$218K – – –
MFG
78
Merit Financial Group
Georgia
$218K +$72.2K +6,860 +52%
1WA
79
180 Wealth Advisors
Washington
$201K – – –
SFS
80
Shaker Financial Services
Virginia
$197K – – –
FFWM
81
Future Financial Wealth Management
Ohio
$186K – – –
PAG
82
Private Advisor Group
New Jersey
$181K +$937 +89 +0.5%
IWC
83
Integrated Wealth Concepts
Massachusetts
$179K +$53 +5 +0%
PAS
84
Park Avenue Securities
New York
$179K -$15.3K -1,449 -8%
Stifel Financial
85
Stifel Financial
Missouri
$178K +$11.5K +1,088 +7%
EGA
86
E&G Advisors
Texas
$177K – – –
KFG
87
Kingdom Financial Group
Arizona
$172K +$166K +15,745 New
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$171K – – –
Franklin Resources
89
Franklin Resources
California
$167K +$161K +15,313 New
LNWWM
90
Laird Norton Wetherby Wealth Management
California
$165K +$159K +15,125 New
GWM
91
Geneos Wealth Management
Colorado
$162K -$173K -16,422 -53%
NFC
92
Northstar Financial Companies
Pennsylvania
$160K – – –
WS
93
Wedbush Securities
California
$155K -$8.41K -799 -5%
AIS
94
Accredited Investor Services
Minnesota
$153K -$8.49K -807 -5%
MFA
95
Mayflower Financial Advisors
Massachusetts
$153K – – –
SVWAG
96
Sound View Wealth Advisors Group
Georgia
$153K – – –
HighTower Advisors
97
HighTower Advisors
Illinois
$151K -$15.7K -1,496 -10%
CGA
98
Crescent Grove Advisors
Illinois
$147K – – –
IAMOG
99
Investors Asset Management of Georgia
Georgia
$147K – – –
EFG
100
Elm3 Financial Group
Georgia
$146K +$10.5K +1,000 +8%
2 3
4
5 6

BTZ Hedge Fund Activity: Q2 2025 in Review

143 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2025, worth a combined $367M — up 2.7% from $357M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BTZ and 15 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 39 added.

The largest buyer was Bank of America, adding an estimated $7.82M. The largest seller was Evergreen Capital Management, cutting an estimated $4M.

  • 143 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2025, down from 145 in Q1 2025.
  • Funds reported $367M of BlackRock Credit Allocation Income Trust stock for Q2 2025, up 2.7% quarter-over-quarter.
  • 15 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2025 and 16 closed out, a net change of -1 holder.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2025 was Bank of America, an estimated $7.82M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2025 was Evergreen Capital Management, an estimated $4M sold.

Based on aggregated 13F filings for Q2 2025.