We are live on ! Find out more
BTZ icon

BlackRock Credit Allocation Income Trust
BTZ

145 hedge funds and large institutions have $357M invested in BlackRock Credit Allocation Income Trust in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

2% more capital invested

Capital invested by funds: $350M → $357M (+$7.44M)

0.38% more ownership

Funds ownership: 35.36% → 35.74% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 155 → 145 (-10)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
47
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.49M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
Bank of America
Bank of America
North Carolina
+$2.24M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.14M
5
GC
Guggenheim Capital
Illinois
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.88M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.38M
3
ACP
Arcus Capital Partners
Georgia
-$1.02M
4
AAM
Advisors Asset Management
Colorado
-$872K
5
MG
Marex Group
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
126
GPS Wealth Strategies Group
Colorado
$24.1K – – –
FPB
127
First PREMIER Bank
South Dakota
$18K – – –
WB
128
Webster Bank
Connecticut
$14.8K – – –
NSIM
129
North Star Investment Management
Illinois
$13.2K – – –
SWA
130
SOA Wealth Advisors
New York
$13.1K +$140K +13,093 New
GWS
131
Greykasell Wealth Strategies
California
$12.3K +$12.3K +1,150 New
CA
132
CoreCap Advisors
Michigan
$11.6K – – –
PP
133
Pacifica Partners
Canada
$11.4K +$268 +25 +2%
HI
134
Harbour Investments
Wisconsin
$10.2K – – –
NS
135
NBC Securities
Alabama
$10K +$10.7K +999 +99,900%
CAM
136
Costello Asset Management
Pennsylvania
$7.63K +$7.62K +712 New
MFA
137
McClarren Financial Advisors
Pennsylvania
$7K +$107 +10 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$6.19K +$6.17K +577 New
GWP
139
Gen-Wealth Partners
Michigan
$6.16K – – –
HNB
140
Huntington National Bank
Ohio
$5.54K – – –
AG
141
AmeriFlex Group
Nevada
$3.76K – – –
SWM
142
Spire Wealth Management
Virginia
$3.03K – – –
WWM
143
Wolff Wiese Magana
California
$2.14K – – –
KWM
144
Kiker Wealth Management
Georgia
$2.14K +$2.14K +200 New
FFA
145
Farther Finance Advisors
California
$497 +$492 +46 New
TRCT
146
Tower Research Capital (TRC)
New York
$139 -$54 -5 -28%
ACP
147
Arcus Capital Partners
Georgia
– -$1.02M -95,604 Closed
MG
148
Marex Group
– -$745K -71,200 Closed
PMWMG
149
Parr McKnight Wealth Management Group
Minnesota
– -$591K -56,499 Closed
RAM
150
Readystate Asset Management
Illinois
– -$539K -51,509 Closed
3 4 5
6
7

BTZ Hedge Fund Activity: Q1 2025 in Review

145 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q1 2025, worth a combined $357M — up 2.1% from $350M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of BTZ and 14 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 47 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.49M. The largest seller was Karpus Investment Management, cutting an estimated $3.88M.

  • 145 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q1 2025, down from 155 in Q4 2024.
  • Funds reported $357M of BlackRock Credit Allocation Income Trust stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 14 funds opened new BlackRock Credit Allocation Income Trust positions in Q1 2025 and 21 closed out, a net change of -7 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $4.49M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q1 2025 was Karpus Investment Management, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2025.