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BlackRock Credit Allocation Income Trust
BTZ

155 hedge funds and large institutions have $350M invested in BlackRock Credit Allocation Income Trust in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

16% more funds holding

Funds holding: 134 → 155 (+21)

1.37% more ownership

Funds ownership: 33.99% → 35.36% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

1% less capital invested

Capital invested by funds: $355M → $350M (-$4.84M)

Holders
155
Holders Change
+21
Holders Change %
+15.67%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
42
Reduced
42
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.37M
2
LPL Financial
LPL Financial
California
+$2.55M
3
GC
Guggenheim Capital
Illinois
+$2.45M
4
SIA
Sit Investment Associates
Minnesota
+$2.33M
5
IWA
IBEX Wealth Advisors
New Jersey
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.31M
2
IAIM
International Assets Investment Management
Florida
-$3.83M
3
KIM
Karpus Investment Management
New York
-$3.09M
4
Millennium Management
Millennium Management
New York
-$565K
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
101
Creekside Partners
California
$153K +$414 +38 +0.3%
Lazard Asset Management
102
Lazard Asset Management
New York
$147K – – –
SVWAG
103
Sound View Wealth Advisors Group
Georgia
$146K – – –
CGA
104
Crescent Grove Advisors
Illinois
$141K – – –
IAMOG
105
Investors Asset Management of Georgia
Georgia
$141K – – –
VF
106
Virtu Financial
New York
$141K +$146K +13,448 New
IAA
107
Independent Advisor Alliance
North Carolina
$140K +$146K +13,378 New
MWM
108
Melfa Wealth Management
Massachusetts
$139K – – –
MFS
109
Miller Financial Services
Michigan
$136K +$141K +13,000 New
PMG
110
ProVise Management Group
Florida
$131K -$89K -8,180 -39%
SWP
111
Semus Wealth Partners
Florida
$131K -$14.9K -1,369 -10%
EFG
112
Elm3 Financial Group
Georgia
$130K +$135K +12,400 New
MOS
113
MGO One Seven
Ohio
$128K +$5.72K +526 +5%
MC
114
Moors & Cabot
Massachusetts
$126K – – –
OFA
115
Oak Family Advisors
Illinois
$125K – – –
MAG
116
MRA Advisory Group
New Jersey
$121K +$446 +41 +0.4%
Jane Street
117
Jane Street
New York
$119K +$123K +11,344 New
Baird Financial Group
118
Baird Financial Group
Wisconsin
$116K +$121K +11,080 New
TWP
119
Tyche Wealth Partners
Texas
$115K – – –
NWMP
120
Noble Wealth Management PBC
Colorado
$110K +$114K +10,474 New
P
121
&Partners
Tennessee
$109K +$112K +10,324 New
A
122
Argentarii
Ohio
$108K +$112K +10,324 New
LIG
123
Lokken Investment Group
Delaware
$108K – – –
PWA
124
Physician Wealth Advisors
Utah
$105K -$20.1K -1,845 -16%
HNB
125
Huntington National Bank
Ohio
$95.8K – – –
3 4
5
6 7

BTZ Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2024, worth a combined $350M — down 1.4% from $355M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BTZ positions and 14 closed out — a net gain of 24 holders — while 42 added to existing stakes and 42 trimmed.

The largest buyer was Bank of America, adding an estimated $3.37M. The largest seller was Allspring Global Investments, cutting an estimated $4.31M.

  • 155 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2024, up from 134 in Q3 2024.
  • Funds reported $350M of BlackRock Credit Allocation Income Trust stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 38 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2024 and 14 closed out, a net change of +24 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2024 was Bank of America, an estimated $3.37M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2024 was Allspring Global Investments, an estimated $4.31M sold.

Based on aggregated 13F filings for Q4 2024.