BlackRock Credit Allocation Income Trust
BTZ
154 hedge funds and large institutions have $345M invested in BlackRock Credit Allocation Income Trust in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 19 closing their positions.
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
0.06% less ownership
Funds ownership: 36.55% → 36.49% (-0.06%)
1% less funds holding
Funds holding: 155 → 154 (-1)
6% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 48
7% less capital invested
Capital invested by funds: $370M → $345M (-$25.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.36M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.63M |
| 3 |
RC
Rareview Capital
Las Vegas,
Nevada
|
+$2.36M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.03M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.56M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$7.04M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.34M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$1.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.13M |
BTZ Hedge Fund Activity: Q1 2026 in Review
154 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q1 2026, worth a combined $345M — down 6.8% from $370M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BTZ positions and 19 closed out — a net gain of 2 holders — while 45 added to existing stakes and 48 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $5.36M. The largest seller was Bank of America, cutting an estimated $7.56M.
- 154 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q1 2026, down from 155 in Q4 2025.
- Funds reported $345M of BlackRock Credit Allocation Income Trust stock for Q1 2026, down 6.8% quarter-over-quarter.
- 21 funds opened new BlackRock Credit Allocation Income Trust positions in Q1 2026 and 19 closed out, a net change of +2 holders.
- The largest BlackRock Credit Allocation Income Trust buyer in Q1 2026 was Sit Investment Associates, an estimated $5.36M added.
- The largest BlackRock Credit Allocation Income Trust seller in Q1 2026 was Bank of America, an estimated $7.56M sold.
Based on aggregated 13F filings for Q1 2026.