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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 %
SIA
1
Sit Investment Associates
Minnesota
$59.8M +$4.5M +419,791 +8%
Morgan Stanley
2
Morgan Stanley
New York
$56.7M +$3.62M +338,033 +7%
Bank of America
3
Bank of America
North Carolina
$41M +$2.25M +209,503 +6%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$26.7M -$3.39M -316,053 -11%
GC
5
Guggenheim Capital
Illinois
$17.5M +$2.03M +189,018 +13%
Raymond James Financial
6
Raymond James Financial
Florida
$14.6M +$122K +11,395 +0.8%
Invesco
7
Invesco
Georgia
$13.6M -$407K -37,964 -3%
Wells Fargo
8
Wells Fargo
California
$11.1M +$239K +22,312 +2%
CIA
9
Capital Investment Advisors
Georgia
$10.9M +$169K +15,742 +2%
LPL Financial
10
LPL Financial
California
$10.2M +$1.88M +175,452 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.53M +$135K +12,607 +1%
SFS
12
Sowell Financial Services
Arkansas
$7.09M +$11.9K +1,109 +0.2%
UBS Group
13
UBS Group
Switzerland
$5.39M -$70.7K -6,595 -1%
PCM
14
Penserra Capital Management
California
$5.11M +$86K +8,022 +2%
ECM
15
Evergreen Capital Management
Washington
$4.36M -$59.1K -5,509 -1%
AAM
16
Advisors Asset Management
Colorado
$3.78M -$873K -81,459 -19%
Cohen & Steers
17
Cohen & Steers
New York
$3.55M – – –
SAM
18
Smith Asset Management
Florida
$3.19M -$59.2K -5,519 -2%
EIA
19
Edgemoor Investment Advisors
Maryland
$2.88M -$50.9K -4,748 -2%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$2.54M – – –
Ameriprise
21
Ameriprise
Minnesota
$2.42M +$275K +25,650 +13%
DADC
22
D.A. Davidson & Co
Montana
$2.41M +$214K +19,958 +10%
SPIA
23
Steward Partners Investment Advisory
New York
$2.2M +$2.14M +199,813 +3,534%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.87M – – –
KIM
25
Karpus Investment Management
New York
$1.75M -$3.89M -362,601 -69%
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