BlackRock Credit Allocation Income Trust
BTZ
155 hedge funds and large institutions have $370M 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.
71% more capital inflows, than outflows
Capital inflows: $25.3M | Capital outflows: $14.8M
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
3% more funds holding
Funds holding: 150 → 155 (+5)
0.97% more ownership
Funds ownership: 35.58% → 36.55% (+0.97%)
13% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.51M |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
+$904K |
| 4 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$893K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$854K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.27M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.96M |
| 3 |
Morgan Stanley
New York
|
-$2.44M |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
-$1.63M |
| 5 |
Capital Investment Advisors
Atlanta,
Georgia
|
-$716K |
BTZ Hedge Fund Activity: Q4 2025 in Review
155 of the 8,294 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2025, worth a combined $370M — up 0.69% from $367M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BTZ positions and 17 closed out — a net gain of 7 holders — while 45 added to existing stakes and 52 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $5.39M. The largest seller was Allspring Global Investments, cutting an estimated $3.27M.
- 155 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2025, up from 150 in Q3 2025.
- Funds reported $370M of BlackRock Credit Allocation Income Trust stock for Q4 2025, up 0.69% quarter-over-quarter.
- 24 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2025 and 17 closed out, a net change of +7 holders.
- The largest BlackRock Credit Allocation Income Trust buyer in Q4 2025 was Sit Investment Associates, an estimated $5.39M added.
- The largest BlackRock Credit Allocation Income Trust seller in Q4 2025 was Allspring Global Investments, an estimated $3.27M sold.
Based on aggregated 13F filings for Q4 2025.