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BlackRock Credit Allocation Income Trust

155 hedge funds and large institutions have $371M invested in BlackRock Credit Allocation Income Trust in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

3% more funds holding

Funds holding: 150155 (+5)

1.05% more ownership

Funds ownership: 35.58%36.63% (+1.1%)

1% more capital invested

Capital invested by funds: $367M → $371M (+$3.36M)

13% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 52

Holders
155
Holders Change
+5
Holders Change %
+3.33%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Melfa Wealth Management
Massachusetts
$143K
Goldman Sachs
102
Goldman Sachs
New York
$143K +$145K +13,205 New
LCM
103
Landscape Capital Management
New Jersey
$143K +$144K +13,190 New
PWPS
104
Pinnacle Wealth Planning Services
Ohio
$143K -$8.14K -743 -5%
MFS
105
Miller Financial Services
Michigan
$141K
CD
106
Chapin Davis
Maryland
$141K +$142K +13,000 New
MAG
107
MRA Advisory Group
New Jersey
$140K +$1.47K +134 +1%
AIS
108
Accredited Investor Services
Minnesota
$137K -$8.72K -796 -6%
Millennium Management
109
Millennium Management
New York
$136K +$138K +12,580 New
EH
110
Equitable Holdings
New York
$128K +$17.7K +1,614 +16%
EFG
111
Elm3 Financial Group
Georgia
$123K -$21.9K -2,000 -15%
WS
112
Wedbush Securities
California
$122K +$613 +56 +0.5%
Citadel Advisors
113
Citadel Advisors
Florida
$122K +$123K +11,258 New
EPW
114
Evolve Private Wealth
California
$122K +$123K +11,253 New
CCM
115
Canal Capital Management
Virginia
$121K -$21.9K -2,000 -15%
TWP
116
Tyche Wealth Partners
Texas
$119K
SVWAG
117
Sound View Wealth Advisors Group
Georgia
$119K -$32.9K -3,000 -21%
OFA
118
Oak Family Advisors
Illinois
$118K
IAS
119
Integrity Advisory Solutions
Texas
$116K +$118K +10,747 New
SWP
120
Stratos Wealth Partners
Ohio
$114K +$115K +10,502 New
PMG
121
ProVise Management Group
Florida
$108K -$5.6K -511 -5%
PWA
122
Physician Wealth Advisors
Utah
$108K
NWMP
123
Noble Wealth Management PBC
Colorado
$69.8K
EB
124
Eastern Bank
Massachusetts
$61.4K
WA
125
WPG Advisers
Maryland
$60.5K -$4.83K -441 -7%