BlackRock Credit Allocation Income Trust
BTZ
155 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.
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 (+$9.34M)
1% more funds holding
Funds holding: 154 → 155 (+1)
0.6% more ownership
Funds ownership: 36.49% → 37.09% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.16M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.65M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.51M |
| 4 |
Morgan Stanley
New York
|
+$2.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.06M |
| 2 |
EWL
Emissary Wealth LLC
Hackensack,
New Jersey
|
-$1.49M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.42M |
| 4 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$1.02M |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$817K |
BTZ Hedge Fund Activity: Q2 2026 in Review
155 of the 8,345 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.
- 155 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2026, up from 154 in 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.