BlackRock Credit Allocation Income Trust
BTZ
150 hedge funds and large institutions have $367M invested in BlackRock Credit Allocation Income Trust in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 12 closing their positions.
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
5% more funds holding
Funds holding: 143 → 150 (+7)
2% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 43
0% more capital invested
Capital invested by funds: $367M → $367M (+$359K)
0.38% less ownership
Funds ownership: 35.96% → 35.58% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.66M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.3M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.84M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.84M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$15M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$1.87M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.38M |
| 4 |
Morgan Stanley
New York
|
-$951K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$711K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
151
Huntington National Bank
Columbus,
Ohio
| $22 | – | – | – |
|
|
152
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$1.87M | -170,957 | Closed |
|
|
KIM
153
Karpus Investment Management
Pittsford,
New York
| – | -$1.38M | -126,780 | Closed |
|
|
SG
154
StoneX Group
New York
| – | -$324K | -29,631 | Closed |
|
155
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$309K | -28,270 | Closed |
|
|
KFG
156
Kingdom Financial Group
Peoria,
Arizona
| – | -$172K | -15,745 | Closed |
|
157
Franklin Resources
San Mateo,
California
| – | -$167K | -15,313 | Closed |
|
158
HighTower Advisors
Chicago,
Illinois
| – | -$151K | -13,827 | Closed |
|
|
SWP
159
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$112K | -10,280 | Closed |
|
|
AWM
160
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$21.4K | -1,964 | Closed |
|
|
AGWCA
161
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| – | -$4.51K | -413 | Closed |
|
162
Fidelity Investments
Boston,
Massachusetts
| – | -$4.37K | -400 | Closed |
|
|
EWM
163
Evolution Wealth Management
Fort Myers,
Florida
| – | -$710 | -65 | Closed |
|
BTZ Hedge Fund Activity: Q3 2025 in Review
150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q3 2025, worth a combined $367M — up 0.1% from $367M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new BTZ positions and 12 closed out — a net gain of 8 holders — while 44 added to existing stakes and 43 trimmed.
The largest buyer was Bank of America, adding an estimated $3.66M. The largest seller was Allspring Global Investments, cutting an estimated $15M.
- 150 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q3 2025, up from 143 in Q2 2025.
- Funds reported $367M of BlackRock Credit Allocation Income Trust stock for Q3 2025, up 0.1% quarter-over-quarter.
- 20 funds opened new BlackRock Credit Allocation Income Trust positions in Q3 2025 and 12 closed out, a net change of +8 holders.
- The largest BlackRock Credit Allocation Income Trust buyer in Q3 2025 was Bank of America, an estimated $3.66M added.
- The largest BlackRock Credit Allocation Income Trust seller in Q3 2025 was Allspring Global Investments, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2025.