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BlackRock Credit Allocation Income Trust

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: 150155 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$69.6M +$5.39M +492,132 +8%
Bank of America
2
Bank of America
North Carolina
$57.6M +$4.51M +411,927 +8%
Morgan Stanley
3
Morgan Stanley
New York
$54.6M -$2.44M -222,730 -4%
GC
4
Guggenheim Capital
Illinois
$21.5M +$904K +82,506 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$16.4M -$81.2K -7,416 -0.5%
Wells Fargo
6
Wells Fargo
California
$11.8M +$370K +33,774 +3%
LPL Financial
7
LPL Financial
California
$10.8M +$256K +23,333 +2%
Invesco
8
Invesco
Georgia
$10.8M -$2.96M -270,221 -21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.42M +$134K +12,255 +1%
CIA
10
Capital Investment Advisors
Georgia
$9.14M -$716K -65,322 -7%
UBS Group
11
UBS Group
Switzerland
$7.27M +$26.6K +2,425 +0.4%
SFS
12
Sowell Financial Services
Arkansas
$7.09M -$52.7K -4,809 -0.7%
PCM
13
Penserra Capital Management
California
$7.04M +$659K +60,151 +10%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$4.89M -$3.27M -298,746 -40%
Cohen & Steers
15
Cohen & Steers
New York
$3.58M
SPIA
16
Steward Partners Investment Advisory
New York
$3.58M +$533K +48,674 +17%
Ameriprise
17
Ameriprise
Minnesota
$3.53M +$804K +73,382 +29%
SAM
18
Smith Asset Management
Florida
$3.03M -$82.2K -7,502 -3%
EWL
19
Emissary Wealth LLC
New Jersey
$2.86M +$2.9M +264,350 New
EIA
20
Edgemoor Investment Advisors
Maryland
$2.82M -$65K -5,938 -2%
CSP
21
Cary Street Partners
Virginia
$2.75M +$243K +22,229 +10%
DADC
22
D.A. Davidson & Co
Montana
$2.59M +$340K +31,006 +15%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$2.47M -$103K -9,438 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.26M +$356K +32,482 +18%
AAM
25
Advisors Asset Management
Colorado
$2.1M -$1.63M -148,742 -43%