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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
BFM
126
Boothbay Fund Management
New York
$103K -$77.3K -7,573 -43%
PWA
127
Physician Wealth Advisors
Utah
$102K – – –
WA
128
WPG Advisers
Maryland
$66.5K +$2.63K +258 +4%
BCWM
129
Bartlett & Co Wealth Management
Ohio
$61.3K +$61.3K +6,000 New
EB
130
Eastern Bank
Massachusetts
$57.9K – – –
CS
131
Clear Street
New York
$57.9K +$57.8K +5,664 New
KTC
132
Kentucky Trust Company
Kentucky
$27.8K – – –
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$27.5K -$6.59K -645 -19%
HI
134
Harbour Investments
Wisconsin
$26.7K -$2.03K -199 -7%
IFWM
135
Institute for Wealth Management
Colorado
$22K +$22K +2,150 New
FFA
136
Farther Finance Advisors
California
$18K – – –
FPB
137
First PREMIER Bank
South Dakota
$17K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$16.5K – – –
WB
139
Webster Bank
Connecticut
$14.1K – – –
NSIM
140
North Star Investment Management
Illinois
$12.6K – – –
PP
141
Pacifica Partners
Canada
$11.3K +$276 +27 +3%
NS
142
NBC Securities
Alabama
$10.2K – – –
AIM
143
Axiom Investment Management
New York
$10.2K -$1.77K -173 -15%
MWPCG
144
Measured Wealth Private Client Group
New Hampshire
$7.67K – – –
Bessemer Group
145
Bessemer Group
New Jersey
$6K +$5.65K +553 New
CT
146
Caldwell Trust
Florida
$5.37K -$5.35K -524 -50%
GFA
147
Godfrey Financial Associates
New York
$5.11K – – –
HWP
148
Highline Wealth Partners
California
$2.86K – – –
GWM
149
Geneos Wealth Management
Colorado
$2.45K – – –
WWM
150
Wolff Wiese Magana
California
$2.04K – – –
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.