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BlackRock Credit Allocation Income Trust

142 hedge funds and large institutions have $364M 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, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
142
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
MFS
101
Miller Financial Services
Michigan
$142K
P
102
&Partners
Tennessee
$139K
PWPS
103
Pinnacle Wealth Planning Services
Ohio
$138K
CAM
104
Cresset Asset Management
Illinois
$132K
MAG
105
MRA Advisory Group
New Jersey
$128K
OC
106
Oarsman Capital
Wisconsin
$126K
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$125K
TWP
108
Tyche Wealth Partners
Texas
$120K
PEA
109
Park Edge Advisors
Ohio
$120K
OFA
110
Oak Family Advisors
Illinois
$119K
PMG
111
ProVise Management Group
Florida
$115K
SWP
112
Stratos Wealth Partners
Ohio
$112K
PWA
113
Physician Wealth Advisors
Utah
$109K
NFSG
114
Newbridge Financial Services Group
Florida
$85.5K
AAS
115
Ameritas Advisory Services
Nebraska
$76.1K
WA
116
WPG Advisers
Maryland
$67.6K
MCM
117
MAI Capital Management
Ohio
$66.3K
EB
118
Eastern Bank
Massachusetts
$61.9K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$48.8K
BCWM
120
Bartlett & Co Wealth Management
Ohio
$48K
SIS
121
Sound Income Strategies
Florida
$42.8K
KTC
122
Kentucky Trust Company
Kentucky
$29.7K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$26K
GWSG
124
GPS Wealth Strategies Group
Colorado
$24.6K
AWM
125
Atticus Wealth Management
Florida
$21.4K