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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

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 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-9
Holders Change %
-5.84%
% of All Funds
1.97%
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
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.5M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
Bank of America
Bank of America
North Carolina
+$2.25M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.14M
5
GC
Guggenheim Capital
Illinois
+$2.03M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.89M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.39M
3
ACP
Arcus Capital Partners
Georgia
-$1.02M
4
AAM
Advisors Asset Management
Colorado
-$873K
5
PMWMG
Parr McKnight Wealth Management Group
Minnesota
-$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$13.1K +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 +$264 +25 +2%
HI
134
Harbour Investments
Wisconsin
$10.2K – – –
NS
135
NBC Securities
Alabama
$10K +$9.99K +999 +99,900%
CAM
136
Costello Asset Management
Pennsylvania
$7.63K +$7.63K +712 New
MFA
137
McClarren Financial Advisors
Pennsylvania
$7K +$7K +10 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$6.19K +$6.19K +577 New
GWP
139
Gen-Wealth Partners
Michigan
$6.16K – – –
HNB
140
Huntington National Bank
Ohio
$5.54K -$95.8K – –
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 +$497 +46 New
TRCT
146
Tower Research Capital (TRC)
New York
$139 -$53 -5 -28%
ACP
147
Arcus Capital Partners
Georgia
– -$1.02M -95,604 Closed
PMWMG
148
Parr McKnight Wealth Management Group
Minnesota
– -$591K -56,499 Closed
RAM
149
Readystate Asset Management
Illinois
– -$539K -51,509 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
– -$506K -48,341 Closed
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