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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
FMR LLC2$00.00%––
Global Wealth Management Investment Advisory, Inc.3$00.00%––
Global Retirement Partners, LLC99$1.00K0.00%––
Sittner & Nelson, LLC57$1.00K0.00%––
Bedel Financial Consulting, Inc.139$2.00K0.00%––
Savior LLC230$3.00K0.00%––
Wolff Wiese Magana LLC200$3.00K0.00%––
Newbridge Financial Services Group, Inc.171$3.00K0.00%––
Sound Income Strategies, LLC224$3.29K0.00%––
First Horizon Advisors, Inc.285$4.00K0.00%––
Spire Wealth Management283$4.00K0.00%––
Wealthcare Advisory Partners LLC492$7.00K0.00%––
Princeton Global Asset Management LLC501$7.00K0.00%––
Atlas Private Wealth Management472$7.00K0.00%––
Gemmer Asset Management LLC675$10.0K0.00%––
Central Trust Co750$11.0K0.00%––
Pacifica Partners Inc.761$11.0K0.01%––
Proequities, Inc.794$12.0K0.00%––
Hoover Financial Advisors, Inc.880$13.0K0.00%––
Arkadios Wealth Advisors933$13.0K0.00%––
Hexagon Capital Partners LLC1,000$14.0K0.00%––
Bartlett & Co. Wealth Management LLC1,019$15.0K0.00%––
Bartlett & Co. LLC1,019$15.0K0.00%––
Atticus Wealth Management, LLC1,000$15.0K0.01%––
FourThought Financial, LLC1,200$17.0K0.00%––
North Star Investment Management Corp.1,233$18.0K0.00%––
Rockbridge Investment Management, LCC1,266$19.0K0.00%––
Webster Bank, N. A.1,378$20.0K0.00%––
Eaton Vance Management1,424$21.0K0.00%––
Eukles Asset Management1,661$24.0K0.02%––
Atlas Private Wealth Advisors1,650$24.0K0.01%––
First PREMIER Bank1,700$25.0K0.01%––
Geneos Wealth Management Inc.1,732$25.0K0.00%––
Crescent Capital Consulting, LLC2,000$29.0K0.01%––
US Bancorp2,500$37.0K0.00%––
NEXT Financial Group, Inc3,700$54.0K0.00%––
International Assets Investment Management, LLC3,975$58.0K0.01%––
American Portfolios Advisors4,279$62.8K0.00%––
Harbour Investments, Inc.5,256$77.0K0.00%––
Eudaimonia Partners, LLC5,313$78.0K0.02%––
GPS Wealth Strategies Group, LLC6,055$88.0K0.03%––
Pin Oak Investment Advisors Inc6,044$89.0K0.08%––
Belpointe Asset Management LLC8,300$121.0K0.01%––
FNY Investment Advisers, LLC8,798$129.0K0.05%––
Cooper Financial Group10,524$154.0K0.03%––
Citigroup Inc11,056$163.0K0.00%––
Harborview Advisors, LLC11,177$164.0K0.10%––
Mercer Global Advisors Inc11,441$168.0K0.00%––
RB Capital Management, LLC12,185$179.0K0.08%––
Charles Schwab Trust Co12,300$181.0K0.04%––
Lazard Asset Management LLC–$198.0K0.00%––
TCF National Bank14,000$206.0K0.02%––
Wiley Bros.-Aintree Capital, LLC14,615$215.0K0.16%––
9258 Wealth Management, LLC14,710$216.0K0.06%––
Mid Atlantic Financial Management Inc15,100$222.0K0.02%––
Investors Asset Management of Georgia Inc15,500$228.0K0.13%––
UMA Financial Services, Inc.15,611$229.0K0.07%––
Sigma Planning Corp16,646$244.0K0.01%––
Cetera Investment Advisers18,209$267.0K0.01%––
Kestra Advisory Services, LLC18,255$268.0K0.00%––
TCG Advisory Services, LLC18,908$278.0K0.08%––
HighTower Advisors, LLC19,459$285.0K0.00%––
Westbourne Investment Advisors, Inc.20,025$294.0K0.15%––
Baird Financial Group, Inc.20,250$297.0K0.00%––
Sound View Wealth Advisors Group, LLC20,965$308.0K0.07%––
Creative Planning21,108$310.0K0.00%––
Steward Partners Investment Advisory, LLC21,457$315.0K0.01%––
We Are One Seven, LLC21,636$317.0K0.05%––
Valley Brook Capital Group22,404$328.0K0.30%––
Advisory Services Network, LLC24,281$356.0K0.01%––
Pinnacle Wealth Planning Services, Inc.24,314$357.0K0.09%––
E&G Advisors, LP24,400$358.0K0.10%––
Private Advisor Group, LLC26,132$384.0K0.00%––
SMH Capital Advisors Inc26,614$391.0K0.87%––
Wedbush Securities Inc28,645$421.0K0.02%––
Truist Financial Corp29,054$426.0K0.00%––
Park Avenue Securities LLC29,468$433.0K0.01%––
Oxbow Advisors, LLC30,644$450.0K0.05%––
Commonwealth Equity Services, LLC31,510$462.0K0.00%––
Mirador Capital Partners LP31,555$463.0K0.12%––
Ameriprise Financial Inc32,605$479.0K0.00%––
Poehling Capital Management, LLC36,600$537.0K0.19%––
Hennion & Walsh Asset Management, Inc.42,766$628.0K0.04%––
Horizon Kinetics Asset Management LLC44,576$654.0K0.01%––
The PNC Financial Services Group, Inc.44,885$658.0K0.00%––
Uncommon Cents Investing LLC46,620$684.0K0.29%––
Stolper Co50,642$743.0K0.38%––
Cambridge Investment Research Advisors, Inc.53,082$779.0K0.00%––
Aviance Capital Partners, LLC54,626$802.0K0.15%––
Stephens Inc59,763$877.0K0.01%––
Peapack Gladstone Financial Corp59,793$878.0K0.02%––
Shulman DeMeo Asset Management LLC63,786$936.0K0.26%––
Waterfront Wealth Inc.64,261$948.0K0.48%––
Whitener Capital Management, Inc.64,956$953.0K0.41%––
Ellis Investment Partners, LLC65,480$961.0K0.27%––
Wela Strategies, Inc.66,377$974.0K0.52%––
Fiera Capital Corp68,389$1.00M0.00%––
ProVise Management Group, LLC73,127$1.07M0.12%––
Oak Family Advisors, LLC76,453$1.12M0.77%––
Transcend Wealth Collective, LLC87,775$1.29M0.15%––