BlackRock Credit Allocation Income Trust

BTZ • NYSE

BlackRock Credit Allocation Income Trust is a publicly traded company on NYSE. As of Q3 2025, 130 institutional investors hold shares in this company, with total holdings valued at $276.4M. MORGAN STANLEY is the largest holder with a position valued at $58.1M.

Websiteblackrock.com

Overview

Overview of institutional ownership in BTZ as of Q3 2025

All Institutions

Institutions: 130
Value Held: $276.4M
Shares Held: 25.0M
Avg Position: $2.1M
Median Position: $241.0K

Hedge Funds

Hedge Funds: 1
Value Held: $359.1K
Shares Held: 32.5K
Avg Position: $359.1K
Median Position: $359.1K

Biggest Investors

Institutions with the largest positions in BTZ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$58.1M 0.00% of portfolio	0.00% 5.3M shares	Q4 2022 Held for 2y 11m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$54.2M 0.00% of portfolio	0.00% 4.9M shares	Q4 2022 Held for 2y 11m	$1.33T
G GUGGENHEIM CAPITAL LLC Institution	-	$21.1M 0.16% of portfolio	0.00% 1.9M shares	Q4 2022 Held for 2y 11m	$13.4B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$16.8M 0.01% of portfolio	0.00% 1.5M shares	Q4 2024 Held for 11 months	$310.43B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$14.0M 0.00% of portfolio	0.00% 1.3M shares	Q4 2022 Held for 2y 11m	$633.08B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$11.7M 0.00% of portfolio	0.00% 1.1M shares	Q4 2022 Held for 2y 11m	$488.50B
L LPL Financial LLC Institution	-	$10.7M 0.00% of portfolio	0.00% 972.2K shares	Q4 2022 Held for 2y 11m	$340.07B
Capital Investment Advisors, LLC RIA/Wealth	Connor Douglas Miller CIO	$10.0M 0.17% of portfolio	0.00% 909.5K shares	Q1 2023 Held for 2y 8m	$6.1B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$8.3M 0.01% of portfolio	0.00% 750.0K shares	Q4 2022 Held for 2y 11m	$61.5B
UBS Group AG Institution	Sergio P. Ermotti CEO	$7.4M 0.00% of portfolio	0.00% 668.8K shares	Q4 2022 Held for 2y 11m	$511.54B

Net Capital Flow

Institutional buying and selling activity for BTZ in Q3 2025

Traded: −$5.6M
Buyers: 58
Sellers: 48
Total Bought: +$17.8M
Total Sold: −$23.4M
Avg Position: $1.9M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$3.7M +332.7K shares	$54.2M 4.9M shares
L LPL Financial LLC Institution	+$3.3M +300.2K shares	$10.7M 972.2K shares
G GUGGENHEIM CAPITAL LLC Institution	+$1.8M +167.0K shares	$21.1M 1.9M shares
UBS Group AG Institution	+$1.2M +105.0K shares	$7.4M 668.8K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	+$886.5K +80.2K shares	$886.5K 80.2K shares
J JANE STREET GROUP, LLC Institution	+$815.4K +73.8K shares	$815.4K 73.8K shares
C CARY STREET PARTNERS FINANCIAL LLC Institution	+$714.3K +64.6K shares	$2.6M 232.1K shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	+$575.2K +52.1K shares	$575.2K 52.1K shares
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth	+$549.0K +- shares	$549.0K 49.7K shares
FIRST TRUST ADVISORS LP ETF Provider	+$416.8K +37.7K shares	$1.4M 125.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
Allspring Global Investments Holdings, LLC Long Only Manager	−$15.1M −1.4M shares	$8.3M 750.0K shares
F Fiera Capital Corp Institution	−$1.9M −171.0K shares	Sold Off 0 shares
K Karpus Management, Inc. Institution	−$1.4M −126.8K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$955.2K −86.4K shares	$58.1M 5.3M shares
Capital Investment Advisors, LLC RIA/Wealth	−$714.5K −64.7K shares	$10.0M 909.5K shares
INTL FCSTONE INC. Institution	−$323.6K −29.6K shares	Sold Off 0 shares
Kovitz Investment Group Partners, LLC RIA/Wealth	−$308.7K −28.3K shares	Sold Off 0 shares
Lido Advisors, LLC RIA/Wealth	−$256.2K −23.2K shares	$738.3K 66.8K shares
RIVERBRIDGE PARTNERS LLC Long Only Manager	−$241.5K −21.9K shares	$482.1K 43.6K shares
W Waterfront Wealth Inc. RIA/Wealth	−$223.5K −20.1K shares	$1.2M 109.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BTZ in Q3 2025

New Positions: 12
New Value: $3.2M
Exited Positions: 12
Exited Value: $4.6M

New Positions

Institution	Position Value
Mount Yale Investment Advisors, LLC RIA/Wealth	$886.5K 80.2K shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	$575.2K 52.1K shares
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth	$549.0K 49.7K shares
Pensionmark Financial Group, LLC Pension/Endowment	$398.4K 36.1K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$365.0K 33.0K shares
ADAPT WEALTH ADVISORS, LLC RIA/Wealth	$165.8K 15.0K shares
Equitable Holdings, Inc. Institution	$112.9K 10.2K shares
Caitlin John, LLC RIA/Wealth	$58.6K 5.3K shares
Turim 21 Investimentos Ltda. RIA/Wealth	$20.3K 1.8K shares
NBC SECURITIES, INC. RIA/Wealth	$11.1K 1.0K shares

Exited Positions

Institution	Previous Position
F Fiera Capital Corp Institution	$1.9M 171.0K shares
K Karpus Management, Inc. Institution	$1.4M 126.8K shares
INTL FCSTONE INC. Institution	$323.6K 29.6K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	$308.7K 28.3K shares
Kingdom Financial Group LLC. RIA/Wealth	$171.9K 15.7K shares
FRANKLIN RESOURCES INC Institution	$167.2K 15.3K shares
HighTower Advisors, LLC RIA/Wealth	$151.0K 13.8K shares
Cresset Asset Management, LLC RIA/Wealth	$132.0K 12.1K shares
Stratos Wealth Partners, LTD. RIA/Wealth	$112.3K 10.3K shares
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth	$21.4K 2.0K shares

Options Activity

Institutions with the largest Call and Put options positions in BTZ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BTZ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Smith Asset Management Co., LLC RIA/Wealth	Benjamin Larry Smith President	2.70% $3.2M	0.00% 286.8K shares	Q4 2024 Held for 11 months	$117.4M
Rareview Capital LLC ETF Provider	Neil David Azous CIO	1.20% $2.0M	0.00% 180.3K shares	Q3 2024 Held for 1y 2m	$163.8M
SMH CAPITAL ADVISORS INC RIA/Wealth	Dwayne Alan Moyers President	0.98% $247.1K	0.00% 22.1K shares	Q4 2023 Held for 1y 11m	$25.1M
PIN OAK INVESTMENT ADVISORS INC RIA/Wealth	James Barrett Rouse President	0.39% $549.0K	0.00% 49.7K shares	Q3 2025 Held for 2 months	$139.8M
Broyhill Asset Management Hedge Fund•Multi-Strategy	Markham Hunt Broyhill Chairman	0.32% $359.1K	0.00% 32.5K shares	Q4 2024 Held for 11 months	$113.8M
Sowell Financial Services LLC RIA/Wealth	William Chesley Sowell CEO	0.28% $7.3M	0.00% 659.4K shares	Q4 2024 Held for 11 months	$2.6B
W Waterfront Wealth Inc. RIA/Wealth	Roger Carter Ratzlaff CEO	0.25% $1.2M	0.00% 109.9K shares	Q4 2022 Held for 2y 11m	$486.1M
Edgemoor Investment Advisors, Inc. RIA/Wealth	Paul Patrick Meehan President	0.23% $2.9M	0.00% 266.3K shares	Q4 2022 Held for 2y 11m	$1.3B
Alteri Wealth LLC RIA/Wealth	Michelle R Gruber Founder	0.19% $550.8K	0.00% 49.8K shares	Q4 2024 Held for 11 months	$289.0M
Wela Strategies, LLC RIA/Wealth	Matthew Ross Reiner CEO	0.19% $492.0K	0.00% 44.5K shares	Q1 2023 Held for 2y 8m	$263.7M

Hedge Fund Spotlight

Discover hedge funds investing in BTZ

Broyhill Asset Management

Hedge Fund • Multi-Strategy

Portfolio ManagerMarkham Hunt Broyhill

Portfolio Value: $113.8M
Positions: 80
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock Credit Allocation Income Trust

Market Value: $359.1K
Shares Held: 32.5K
Portfolio Weight: 0.32%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$6.7M	5.92%
2 Philip Morris International PM	Tobacco Consumer Defensive	$6.6M	5.82%
3 IQVIA IQV	Medical - Diagnostics & Research Healthcare	$5.1M	4.51%