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BlackRock Credit Allocation Income Trust
BTZ

150 hedge funds and large institutions have $367M invested in BlackRock Credit Allocation Income Trust in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

5% more funds holding

Funds holding: 143 → 150 (+7)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

0% more capital invested

Capital invested by funds: $367M → $367M (+$359K)

0.38% less ownership

Funds ownership: 35.96% → 35.58% (-0.38%)

Holders
150
Holders Change
+7
Holders Change %
+4.9%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
44
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.66M
2
LPL Financial
LPL Financial
California
+$3.3M
3
SIA
Sit Investment Associates
Minnesota
+$1.84M
4
GC
Guggenheim Capital
Illinois
+$1.84M
5
UBS Group
UBS Group
Switzerland
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$15M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.87M
3
KIM
Karpus Investment Management
New York
-$1.38M
4
Morgan Stanley
Morgan Stanley
New York
-$951K
5
CIA
Capital Investment Advisors
Georgia
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
101
Melfa Wealth Management
Massachusetts
$146K – – –
CCM
102
Canal Capital Management
Virginia
$145K +$144K +13,138 New
MFS
103
Miller Financial Services
Michigan
$144K – – –
P
104
&Partners
Tennessee
$143K +$14.2K +1,292 +10%
MAG
105
MRA Advisory Group
New Jersey
$142K +$11.5K +1,044 +9%
OC
106
Oarsman Capital
Wisconsin
$128K – – –
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$127K – – –
PEA
108
Park Edge Advisors
Ohio
$124K +$2.77K +252 +2%
WS
109
Wedbush Securities
California
$124K -$32.7K -2,971 -21%
TWP
110
Tyche Wealth Partners
Texas
$122K – – –
OFA
111
Oak Family Advisors
Illinois
$121K – – –
PFO
112
PMG Family Office
Texas
$121K +$120K +10,927 New
PMG
113
ProVise Management Group
Florida
$116K – – –
EH
114
Equitable Holdings
New York
$113K +$112K +10,216 New
PWA
115
Physician Wealth Advisors
Utah
$111K – – –
ASN
116
Advisory Services Network
Georgia
$103K +$102K +9,316 New
NFSG
117
Newbridge Financial Services Group
Florida
$86.5K – – –
AAS
118
Ameritas Advisory Services
Nebraska
$77K – – –
NWMP
119
Noble Wealth Management PBC
Colorado
$71.2K +$70.8K +6,441 New
MCM
120
MAI Capital Management
Ohio
$67K -$110 -10 -0.2%
WA
121
WPG Advisers
Maryland
$66.6K -$1.86K -169 -3%
EB
122
Eastern Bank
Massachusetts
$62.7K – – –
CJ
123
Caitlin John
Michigan
$58.6K +$58.3K +5,300 New
Comerica Bank
124
Comerica Bank
Texas
$44.9K +$25.8K +2,345 +136%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$44.2K -$4.4K -400 -9%
3 4
5
6 7

BTZ Hedge Fund Activity: Q3 2025 in Review

150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q3 2025, worth a combined $367M — up 0.1% from $367M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BTZ positions and 12 closed out — a net gain of 8 holders — while 44 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $3.66M. The largest seller was Allspring Global Investments, cutting an estimated $15M.

  • 150 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q3 2025, up from 143 in Q2 2025.
  • Funds reported $367M of BlackRock Credit Allocation Income Trust stock for Q3 2025, up 0.1% quarter-over-quarter.
  • 20 funds opened new BlackRock Credit Allocation Income Trust positions in Q3 2025 and 12 closed out, a net change of +8 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q3 2025 was Bank of America, an estimated $3.66M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q3 2025 was Allspring Global Investments, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2025.