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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
CP
76
Creekside Partners
California
$240K +$440 +40 +0.2%
VBCG
77
Valley Brook Capital Group
Pennsylvania
$239K +$836 +76 +0.4%
WA
78
Waverly Advisors
Alabama
$236K -$16.7K -1,523 -7%
NL
79
NWAM LLC
Washington
$235K -$8.8K -800 -4%
MFG
80
Merit Financial Group
Georgia
$219K -$2.03K -185 -0.9%
1WA
81
180 Wealth Advisors
Washington
$203K – – –
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$195K +$22K +2,000 +13%
PAG
83
Private Advisor Group
New Jersey
$190K +$6.52K +593 +4%
PAS
84
Park Avenue Securities
New York
$188K +$6.99K +636 +4%
FFWM
85
Future Financial Wealth Management
Ohio
$188K – – –
Stifel Financial
86
Stifel Financial
Missouri
$184K +$3.69K +336 +2%
IWC
87
Integrated Wealth Concepts
Massachusetts
$182K +$55 +5 +0%
EGA
88
E&G Advisors
Texas
$173K -$5.5K -500 -3%
LNWWM
89
Laird Norton Wetherby Wealth Management
California
$167K – – –
AWA
90
Adapt Wealth Advisors
Georgia
$166K +$165K +15,000 New
NFC
91
Northstar Financial Companies
Pennsylvania
$162K – – –
AF
92
Affiance Financial
Minnesota
$156K -$64.9K -5,900 -30%
MFA
93
Mayflower Financial Advisors
Massachusetts
$155K – – –
SVWAG
94
Sound View Wealth Advisors Group
Georgia
$154K – – –
PWPS
95
Pinnacle Wealth Planning Services
Ohio
$154K +$13.5K +1,231 +10%
CA
96
Clearstead Advisors
Ohio
$150K +$1.94K +176 +1%
CGA
97
Crescent Grove Advisors
Illinois
$149K – – –
IAMOG
98
Investors Asset Management of Georgia
Georgia
$149K – – –
AIS
99
Accredited Investor Services
Minnesota
$149K -$6.18K -562 -4%
EFG
100
Elm3 Financial Group
Georgia
$148K – – –
2 3
4
5 6

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.