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BlackRock Credit Allocation Income Trust

142 hedge funds and large institutions have $364M 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, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Merit Financial Group
Georgia
$218K
1WA
77
180 Wealth Advisors
Washington
$201K
SFS
78
Shaker Financial Services
Virginia
$197K
FFWM
79
Future Financial Wealth Management
Ohio
$186K
PAG
80
Private Advisor Group
New Jersey
$181K
IWC
81
Integrated Wealth Concepts
Massachusetts
$179K
PAS
82
Park Avenue Securities
New York
$179K
Stifel Financial
83
Stifel Financial
Missouri
$178K
EGA
84
E&G Advisors
Texas
$177K
KFG
85
Kingdom Financial Group
Arizona
$172K
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$171K
Franklin Resources
87
Franklin Resources
California
$167K
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$165K
GWM
89
Geneos Wealth Management
Colorado
$162K
NFC
90
Northstar Financial Companies
Pennsylvania
$160K
WS
91
Wedbush Securities
California
$155K
AIS
92
Accredited Investor Services
Minnesota
$153K
MFA
93
Mayflower Financial Advisors
Massachusetts
$153K
SVWAG
94
Sound View Wealth Advisors Group
Georgia
$153K
HighTower Advisors
95
HighTower Advisors
Illinois
$151K
IAMOG
96
Investors Asset Management of Georgia
Georgia
$147K
CGA
97
Crescent Grove Advisors
Illinois
$147K
EFG
98
Elm3 Financial Group
Georgia
$146K
CA
99
Clearstead Advisors
Ohio
$146K
MWM
100
Melfa Wealth Management
Massachusetts
$145K