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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
KCM
151
Key Capital Management
Tennessee
$1.12K +$1.12K +110 New
MCA
152
McGuire Capital Advisors
Oklahoma
$1.02K – – –
CTC
153
Central Trust Company
Missouri
$1.02K +$1.02K +100 New
Russell Investments Group
154
Russell Investments Group
United Kingdom
$404 +$408 +40 New
HNB
155
Huntington National Bank
Ohio
$20 – – –
RAM
156
Readystate Asset Management
Illinois
– -$1.02M -100,594 Closed
LSC
157
Logan Stone Capital
Illinois
– -$515K -50,991 Closed
WP
158
WealthShield Partners
North Carolina
– -$415K -41,099 Closed
DG
159
Diesslin Group
Texas
– -$353K -34,928 Closed
SWA
160
SOA Wealth Advisors
New York
– -$12.8K -12,803 Closed
IAS
161
Integrity Advisory Solutions
Texas
– -$123K -12,183 Closed
Northern Trust
162
Northern Trust
Illinois
– -$121K -12,000 Closed
EFG
163
Elm3 Financial Group
Georgia
– -$115K -11,400 Closed
EPW
164
Evolve Private Wealth
California
– -$113K -11,223 Closed
HighTower Advisors
165
HighTower Advisors
Illinois
– -$111K -11,018 Closed
HF
166
HRT Financial
New York
– -$105K -10,459 Closed
ASN
167
Advisory Services Network
Georgia
– -$96.8K -9,586 Closed
MCM
168
MAI Capital Management
Ohio
– -$55.4K -5,489 Closed
SIS
169
Sound Income Strategies
Florida
– -$40.9K -4,025 Closed
SWM
170
Spire Wealth Management
Virginia
– -$2.86K -283 Closed
SEP
171
Signature Equity Partners
Ohio
– -$2.02K -200 Closed
HIC
172
Hamrick Investment Counsel
Washington
– -$355 -35 Closed
TRCT
173
Tower Research Capital (TRC)
New York
– -$293 -29 Closed
3 4 5 6
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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.