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BlackRock Credit Allocation Income Trust

155 hedge funds and large institutions have $371M invested in BlackRock Credit Allocation Income Trust in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

3% more funds holding

Funds holding: 150155 (+5)

1.05% more ownership

Funds ownership: 35.58%36.63% (+1.1%)

1% more capital invested

Capital invested by funds: $367M → $371M (+$3.36M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
155
Holders Change
+5
Holders Change %
+3.33%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$280K +$1.98K +181 +0.7%
ECM
77
Evergreen Capital Management
Washington
$249K -$4.49K -410 -2%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$239K -$106K -9,666 -31%
SCA
79
SMH Capital Advisors
Texas
$237K -$2.78K -254 -1%
CP
80
Creekside Partners
California
$236K +$449 +41 +0.2%
PEA
81
Park Edge Advisors
Ohio
$235K +$115K +10,491 +93%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$217K +$26.1K +2,383 +13%
NL
83
NWAM LLC
Washington
$205K -$21.9K -2,000 -9%
1WA
84
180 Wealth Advisors
Washington
$199K
MFG
85
Merit Financial Group
Georgia
$199K -$15.4K -1,409 -7%
VBCG
86
Valley Brook Capital Group
Pennsylvania
$197K -$37.1K -3,390 -16%
WA
87
Waverly Advisors
Alabama
$192K -$39K -3,562 -17%
Stifel Financial
88
Stifel Financial
Missouri
$180K +$329 +30 +0.2%
FFWM
89
Future Financial Wealth Management
Ohio
$179K
IWC
90
Integrated Wealth Concepts
Massachusetts
$178K +$33 +3 +0%
PAG
91
Private Advisor Group
New Jersey
$174K -$12.4K -1,132 -7%
PAS
92
Park Avenue Securities
New York
$163K -$20.9K -1,906 -11%
MW
93
Mueller Wealth
Wisconsin
$154K +$156K +14,196 New
AF
94
Affiance Financial
Minnesota
$153K
EGA
95
E&G Advisors
Texas
$150K -$19.7K -1,800 -11%
CA
96
Clearstead Advisors
Ohio
$149K +$1.98K +181 +1%
MFA
97
Mayflower Financial Advisors
Massachusetts
$146K -$5.48K -500 -4%
CGA
98
Crescent Grove Advisors
Illinois
$146K
IAMOG
99
Investors Asset Management of Georgia
Georgia
$146K
P
100
&Partners
Tennessee
$144K -$7.49K -684 -5%