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BlackRock Credit Allocation Income Trust

BTZ
Exchange
NYSE
SEC CIK
0001379384

No open-market purchases or sales by BlackRock Credit Allocation Income Trust insiders were filed in the last 90 days; 156 institutions reported holding it in 13F filings for Q2 2026, worth $354.0M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in BlackRock Credit Allocation Income Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
134
No complete 13F data for Q4 2020
Shares held
33.3M
No complete 13F data for Q4 2020
Total value
$489.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BTZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 134 institutions
Q1 2021: 134 institutionsQ2 2021: 136 institutionsQ3 2021: 136 institutionsQ4 2021: 138 institutionsQ1 2022: 137 institutionsQ2 2022: 147 institutionsQ3 2022: 149 institutionsQ4 2022: 151 institutionsQ1 2023: 138 institutionsQ2 2023: 140 institutionsQ3 2023: 134 institutionsQ4 2023: 150 institutionsQ1 2024: 141 institutionsQ2 2024: 140 institutionsQ3 2024: 136 institutionsQ4 2024: 157 institutionsQ1 2025: 146 institutionsQ2 2025: 144 institutionsQ3 2025: 151 institutionsQ4 2025: 156 institutionsQ1 2026: 155 institutionsQ2 2026: 156 institutions
Value heldQ1 2021: $489.3M
Q1 2021: $489.3MQ2 2021: $499.8MQ3 2021: $480.8MQ4 2021: $462.9MQ1 2022: $396.9MQ2 2022: $356.8MQ3 2022: $315.1MQ4 2022: $332.5MQ1 2023: $331.1MQ2 2023: $333.8MQ3 2023: $318.2MQ4 2023: $353.6MQ1 2024: $356.2MQ2 2024: $357.9MQ3 2024: $354.8MQ4 2024: $344.7MQ1 2025: $357.2MQ2 2025: $367.1MQ3 2025: $367.4MQ4 2025: $370.0MQ1 2026: $344.7MQ2 2026: $354.0M
Institutions holding BTZ and their total value by quarter
QuarterHoldersValue
Q2 2026156$354.0M
Q1 2026155$344.7M
Q4 2025156$370.0M
Q3 2025151$367.4M
Q2 2025144$367.1M
Q1 2025146$357.2M
Q4 2024157$344.7M
Q3 2024136$354.8M
Q2 2024140$357.9M
Q1 2024141$356.2M
Q4 2023150$353.6M
Q3 2023134$318.2M
Q2 2023140$333.8M
Q1 2023138$331.1M
Q4 2022151$332.5M
Q3 2022149$315.1M
Q2 2022147$356.8M
Q1 2022137$396.9M
Q4 2021138$462.9M
Q3 2021136$480.8M
Q2 2021136$499.8M
Q1 2021134$489.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BTZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc4,967,539$72.9M1.91%––
Bank of America Corp4,886,395$71.7M0.01%––
Parametric Portfolio Associates LLC3,992,293$58.6M0.03%––
Wells Fargo & Company3,870,077$56.8M0.01%––
Morgan Stanley1,422,603$20.9M0.00%––
UBS Group AG1,352,436$19.9M0.01%––
Guggenheim Capital LLC1,221,984$17.9M0.12%––
Invesco Ltd.969,192$14.2M0.00%––
Spectrum Asset Management, Inc.723,135$10.6M16.50%––
Bramshill Investments, LLC696,947$10.2M0.65%––
Royal Bank of Canada680,372$9.99M0.00%––
Johnson Financial Group, Inc.674,567$9.90M0.67%––
Raymond James & Associates651,890$9.57M0.01%––
Capital Investment Advisors, LLC529,669$7.78M0.29%––
Cohen & Steers, Inc.503,489$7.39M0.02%––
Raymond James Financial Services Advisors, Inc.429,760$6.31M0.01%––
Edgemoor Investment Advisors, Inc.424,898$6.24M0.63%––
Sowell Financial Services LLC392,442$5.85M0.20%––
Edmonds Duncan Registered Investment Advisors, LLC284,662$4.18M1.39%––
LPL Financial LLC283,176$4.16M0.00%––
Advisors Asset Management, Inc.277,396$4.07M0.06%––
Ibex Wealth Advisors251,791$3.70M0.91%––
Northwestern Mutual Wealth Management Co207,243$3.04M0.01%––
Lehman & Derafelo Financial Resources LLC206,962$3.04M0.85%––
Nwam LLC200,615$2.94M0.29%––
Stifel Financial Corp192,949$2.83M0.00%––
First Foundation Advisors175,043$2.57M0.11%––
Thrivent Financial for Lutherans169,916$2.50M0.01%––
Jefferies Group LLC142,216$2.09M0.05%––
Evergreen Capital Management LLC138,827$2.04M0.10%––
Rockefeller Capital Management L.P.137,003$2.01M0.01%––
Advisor Group Holdings, Inc.126,500$1.86M0.00%––
Chicago Partners Investment Group LLC92,653$1.36M0.11%––
Carnegie Capital Asset Management, LLC90,875$1.33M0.06%––
Transcend Wealth Collective, LLC87,775$1.29M0.15%––
Oak Family Advisors, LLC76,453$1.12M0.77%––
ProVise Management Group, LLC73,127$1.07M0.12%––
Fiera Capital Corp68,389$1.00M0.00%––
Wela Strategies, Inc.66,377$974.0K0.52%––
Ellis Investment Partners, LLC65,480$961.0K0.27%––
Whitener Capital Management, Inc.64,956$953.0K0.41%––
Waterfront Wealth Inc.64,261$948.0K0.48%––
Shulman DeMeo Asset Management LLC63,786$936.0K0.26%––
Peapack Gladstone Financial Corp59,793$878.0K0.02%––
Stephens Inc59,763$877.0K0.01%––
Aviance Capital Partners, LLC54,626$802.0K0.15%––
Cambridge Investment Research Advisors, Inc.53,082$779.0K0.00%––
Stolper Co50,642$743.0K0.38%––
Uncommon Cents Investing LLC46,620$684.0K0.29%––
The PNC Financial Services Group, Inc.44,885$658.0K0.00%––
Horizon Kinetics Asset Management LLC44,576$654.0K0.01%––
Hennion & Walsh Asset Management, Inc.42,766$628.0K0.04%––
Poehling Capital Management, LLC36,600$537.0K0.19%––
Ameriprise Financial Inc32,605$479.0K0.00%––
Mirador Capital Partners LP31,555$463.0K0.12%––
Commonwealth Equity Services, LLC31,510$462.0K0.00%––
Oxbow Advisors, LLC30,644$450.0K0.05%––
Park Avenue Securities LLC29,468$433.0K0.01%––
Truist Financial Corp29,054$426.0K0.00%––
Wedbush Securities Inc28,645$421.0K0.02%––
SMH Capital Advisors Inc26,614$391.0K0.87%––
Private Advisor Group, LLC26,132$384.0K0.00%––
E&G Advisors, LP24,400$358.0K0.10%––
Pinnacle Wealth Planning Services, Inc.24,314$357.0K0.09%––
Advisory Services Network, LLC24,281$356.0K0.01%––
Valley Brook Capital Group22,404$328.0K0.30%––
We Are One Seven, LLC21,636$317.0K0.05%––
Steward Partners Investment Advisory, LLC21,457$315.0K0.01%––
Creative Planning21,108$310.0K0.00%––
Sound View Wealth Advisors Group, LLC20,965$308.0K0.07%––
Baird Financial Group, Inc.20,250$297.0K0.00%––
Westbourne Investment Advisors, Inc.20,025$294.0K0.15%––
HighTower Advisors, LLC19,459$285.0K0.00%––
TCG Advisory Services, LLC18,908$278.0K0.08%––
Kestra Advisory Services, LLC18,255$268.0K0.00%––
Cetera Investment Advisers18,209$267.0K0.01%––
Sigma Planning Corp16,646$244.0K0.01%––
UMA Financial Services, Inc.15,611$229.0K0.07%––
Investors Asset Management of Georgia Inc15,500$228.0K0.13%––
Mid Atlantic Financial Management Inc15,100$222.0K0.02%––
9258 Wealth Management, LLC14,710$216.0K0.06%––
Wiley Bros.-Aintree Capital, LLC14,615$215.0K0.16%––
TCF National Bank14,000$206.0K0.02%––
Lazard Asset Management LLC–$198.0K0.00%––
Charles Schwab Trust Co12,300$181.0K0.04%––
RB Capital Management, LLC12,185$179.0K0.08%––
Mercer Global Advisors Inc11,441$168.0K0.00%––
Harborview Advisors, LLC11,177$164.0K0.10%––
Citigroup Inc11,056$163.0K0.00%––
Cooper Financial Group10,524$154.0K0.03%––
FNY Investment Advisers, LLC8,798$129.0K0.05%––
Belpointe Asset Management LLC8,300$121.0K0.01%––
Pin Oak Investment Advisors Inc6,044$89.0K0.08%––
GPS Wealth Strategies Group, LLC6,055$88.0K0.03%––
Eudaimonia Partners, LLC5,313$78.0K0.02%––
Harbour Investments, Inc.5,256$77.0K0.00%––
American Portfolios Advisors4,279$62.8K0.00%––
International Assets Investment Management, LLC3,975$58.0K0.01%––
NEXT Financial Group, Inc3,700$54.0K0.00%––
US Bancorp2,500$37.0K0.00%––