BlackRock Credit Allocation Income Trust
BTZ
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.
3% more capital invested
Capital invested by funds: $357M → $367M (+$9.7M)
0.22% more ownership
Funds ownership: 35.74% → 35.96% (+0.22%)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
1% less funds holding
Funds holding: 145 → 143 (-2)
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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.82M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2M |
| 3 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$1.76M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.24M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$4M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.88M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.97M |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$895K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$494K |
BTZ Hedge Fund Activity: Q2 2025 in Review
143 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2025, worth a combined $367M — up 2.7% from $357M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of BTZ and 15 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 39 added.
The largest buyer was Bank of America, adding an estimated $7.82M. The largest seller was Evergreen Capital Management, cutting an estimated $4M.
- 143 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2025, down from 145 in Q1 2025.
- Funds reported $367M of BlackRock Credit Allocation Income Trust stock for Q2 2025, up 2.7% quarter-over-quarter.
- 15 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2025 and 16 closed out, a net change of -1 holder.
- The largest BlackRock Credit Allocation Income Trust buyer in Q2 2025 was Bank of America, an estimated $7.82M added.
- The largest BlackRock Credit Allocation Income Trust seller in Q2 2025 was Evergreen Capital Management, an estimated $4M sold.
Based on aggregated 13F filings for Q2 2025.