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BlackRock Credit Allocation Income Trust

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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

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: 10 (-1)

Holders
143
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
MWM
101
Melfa Wealth Management
Massachusetts
$145K
MFS
102
Miller Financial Services
Michigan
$142K
P
103
&Partners
Tennessee
$139K
PWPS
104
Pinnacle Wealth Planning Services
Ohio
$138K
CAM
105
Cresset Asset Management
Illinois
$132K
MAG
106
MRA Advisory Group
New Jersey
$128K
OC
107
Oarsman Capital
Wisconsin
$126K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$125K
TWP
109
Tyche Wealth Partners
Texas
$120K
PEA
110
Park Edge Advisors
Ohio
$120K
OFA
111
Oak Family Advisors
Illinois
$119K
PMG
112
ProVise Management Group
Florida
$115K
SWP
113
Stratos Wealth Partners
Ohio
$112K
PWA
114
Physician Wealth Advisors
Utah
$109K
NFSG
115
Newbridge Financial Services Group
Florida
$85.5K
AAS
116
Ameritas Advisory Services
Nebraska
$76.1K
WA
117
WPG Advisers
Maryland
$67.6K
MCM
118
MAI Capital Management
Ohio
$66.3K
EB
119
Eastern Bank
Massachusetts
$61.9K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$48.8K
BCWM
121
Bartlett & Co Wealth Management
Ohio
$48K
SIS
122
Sound Income Strategies
Florida
$42.8K
KTC
123
Kentucky Trust Company
Kentucky
$29.7K
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$26K
GWSG
125
GPS Wealth Strategies Group
Colorado
$24.6K