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BlackRock Credit Allocation Income Trust
BTZ

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: 150 → 155 (+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
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.39M
2
Bank of America
Bank of America
North Carolina
+$4.51M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$1.71M
4
GC
Guggenheim Capital
Illinois
+$904K
5
VAS
Vestmark Advisory Solutions
Massachusetts
+$893K

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.27M
2
Invesco
Invesco
Georgia
-$2.96M
3
Morgan Stanley
Morgan Stanley
New York
-$2.44M
4
AAM
Advisors Asset Management
Colorado
-$1.63M
5
CIA
Capital Investment Advisors
Georgia
-$716K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
126
MAI Capital Management
Ohio
$59.4K -$6.25K -571 -9%
SIS
127
Sound Income Strategies
Florida
$42.1K +$164 +15 +0.4%
Comerica Bank
128
Comerica Bank
Texas
$37.2K -$6.9K -630 -16%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$31K +$4.5K +411 +17%
KTC
130
Kentucky Trust Company
Kentucky
$29.4K – – –
FFA
131
Farther Finance Advisors
California
$19K +$19.3K +1,758 New
FPB
132
First PREMIER Bank
South Dakota
$18K – – –
AssetMark Inc
133
AssetMark Inc
California
$17.8K -$3.25K -297 -15%
T2I
134
Turim 21 Investimentos
Brazil
$17.7K -$2.27K -207 -11%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$17.5K – – –
WB
136
Webster Bank
Connecticut
$14.9K – – –
NSIM
137
North Star Investment Management
Illinois
$13.4K – – –
SWA
138
SOA Wealth Advisors
New York
$12.8K – – –
CA
139
CoreCap Advisors
Michigan
$11.8K – – –
CT
140
Caldwell Trust
Florida
$11.4K +$11.5K +1,049 New
NS
141
NBC Securities
Alabama
$10.8K – – –
MWPCG
142
Measured Wealth Private Client Group
New Hampshire
$8.12K – – –
HI
143
Harbour Investments
Wisconsin
$7.33K -$1.48K -135 -17%
GWP
144
Gen-Wealth Partners
Michigan
$6.23K – – –
GFA
145
Godfrey Financial Associates
New York
$5.42K +$5.48K +500 New
CJ
146
Caitlin John
Michigan
$4.33K -$53.7K -4,900 -92%
SWM
147
Spire Wealth Management
Virginia
$3.07K -$6.96K -635 -69%
GWM
148
Geneos Wealth Management
Colorado
$2.6K – – –
WWM
149
Wolff Wiese Magana
California
$2.17K – – –
SEP
150
Signature Equity Partners
Ohio
$2.17K +$2.19K +200 New
3 4 5
6
7

BTZ Hedge Fund Activity: Q4 2025 in Review

155 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2025, worth a combined $371M — up 0.92% from $367M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BTZ positions and 17 closed out — a net gain of 7 holders — while 45 added to existing stakes and 52 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.39M. The largest seller was Allspring Global Investments, cutting an estimated $3.27M.

  • 155 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2025, up from 150 in Q3 2025.
  • Funds reported $371M of BlackRock Credit Allocation Income Trust stock for Q4 2025, up 0.92% quarter-over-quarter.
  • 24 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2025 and 17 closed out, a net change of +7 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2025 was Sit Investment Associates, an estimated $5.39M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2025 was Allspring Global Investments, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2025.