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BlackRock Credit Allocation Income Trust
BTZ

154 hedge funds and large institutions have $354M invested in BlackRock Credit Allocation Income Trust in 2026 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

3% more capital invested

Capital invested by funds: $345M → $354M (+$9.29M)

0.6% more ownership

Funds ownership: 36.49% → 37.09% (+0.6%)

0% more funds holding

Funds holding: 154 → 154 (0)

Holders
154
Holders Change
–
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
49
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.16M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.65M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.51M
4
Morgan Stanley
Morgan Stanley
New York
+$2.01M
5
Bank of America
Bank of America
North Carolina
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.06M
2
EWL
Emissary Wealth LLC
New Jersey
-$1.49M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.42M
4
RAM
Readystate Asset Management
Illinois
-$1.02M
5
PTC
Private Trust Company
Ohio
-$817K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
101
NWAM LLC
Washington
$144K -$53.3K -5,219 -27%
EGA
102
E&G Advisors
Texas
$141K -$1.02K -100 -0.7%
CGA
103
Crescent Grove Advisors
Illinois
$138K – – –
IAMOG
104
Investors Asset Management of Georgia
Georgia
$138K – – –
KA
105
Kovack Advisors
Florida
$136K +$136K +13,348 New
OC
106
Oppenheimer & Co
New York
$136K +$61 +6 +0%
MAG
107
MRA Advisory Group
New Jersey
$135K +$1.54K +151 +1%
MWM
108
Melfa Wealth Management
Massachusetts
$135K – – –
SFS
109
Shaker Financial Services
Virginia
$134K -$643K -62,990 -83%
NFC
110
Northstar Financial Companies
Pennsylvania
$133K – – –
CD
111
Chapin Davis
Maryland
$133K – – –
MFS
112
Miller Financial Services
Michigan
$133K – – –
P
113
&Partners
Tennessee
$126K -$14K -1,373 -10%
WIA
114
World Investment Advisors
California
$126K – – –
BPA
115
Beacon Pointe Advisors
California
$124K +$124K +12,098 New
AIS
116
Accredited Investor Services
Minnesota
$121K +$3.68K +360 +3%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$117K +$118K +11,508 New
AAP
118
Arax Advisory Partners
Colorado
$117K +$117K +11,450 New
PWPS
119
Pinnacle Wealth Planning Services
Ohio
$116K +$4.5K +441 +4%
WS
120
Wedbush Securities
California
$116K +$633 +62 +0.5%
TWP
121
Tyche Wealth Partners
Texas
$112K – – –
OFA
122
Oak Family Advisors
Illinois
$112K – – –
SI
123
Stephens Inc
Arkansas
$108K – – –
SWM
124
SHP Wealth Management
Massachusetts
$107K +$107K +10,477 New
SVWAG
125
Sound View Wealth Advisors Group
Georgia
$106K – – –
3 4
5
6 7

BTZ Hedge Fund Activity: Q2 2026 in Review

154 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2026, worth a combined $354M — up 2.7% from $345M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BTZ positions and 18 closed out — a net gain of 2 holders — while 49 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $3.16M. The largest seller was LPL Financial, cutting an estimated $3.06M.

  • 154 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $354M of BlackRock Credit Allocation Income Trust stock for Q2 2026, up 2.7% quarter-over-quarter.
  • 20 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2026 and 18 closed out, a net change of +2 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2026 was Envestnet Asset Management, an estimated $3.16M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2026 was LPL Financial, an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2026.