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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
Carnegie Capital Asset Management, LLC90,875$1.33M0.06%––
Chicago Partners Investment Group LLC92,653$1.36M0.11%––
Advisor Group Holdings, Inc.126,500$1.86M0.00%––
Rockefeller Capital Management L.P.137,003$2.01M0.01%––
Evergreen Capital Management LLC138,827$2.04M0.10%––
Jefferies Group LLC142,216$2.09M0.05%––
Thrivent Financial for Lutherans169,916$2.50M0.01%––
First Foundation Advisors175,043$2.57M0.11%––
Stifel Financial Corp192,949$2.83M0.00%––
Nwam LLC200,615$2.94M0.29%––
Lehman & Derafelo Financial Resources LLC206,962$3.04M0.85%––
Northwestern Mutual Wealth Management Co207,243$3.04M0.01%––
Ibex Wealth Advisors251,791$3.70M0.91%––
Advisors Asset Management, Inc.277,396$4.07M0.06%––
LPL Financial LLC283,176$4.16M0.00%––
Edmonds Duncan Registered Investment Advisors, LLC284,662$4.18M1.39%––
Sowell Financial Services LLC392,442$5.85M0.20%––
Edgemoor Investment Advisors, Inc.424,898$6.24M0.63%––
Raymond James Financial Services Advisors, Inc.429,760$6.31M0.01%––
Cohen & Steers, Inc.503,489$7.39M0.02%––
Capital Investment Advisors, LLC529,669$7.78M0.29%––
Raymond James & Associates651,890$9.57M0.01%––
Johnson Financial Group, Inc.674,567$9.90M0.67%––
Royal Bank of Canada680,372$9.99M0.00%––
Bramshill Investments, LLC696,947$10.2M0.65%––
Spectrum Asset Management, Inc.723,135$10.6M16.50%––
Invesco Ltd.969,192$14.2M0.00%––
Guggenheim Capital LLC1,221,984$17.9M0.12%––
UBS Group AG1,352,436$19.9M0.01%––
Morgan Stanley1,422,603$20.9M0.00%––
Wells Fargo & Company3,870,077$56.8M0.01%––
Parametric Portfolio Associates LLC3,992,293$58.6M0.03%––
Bank of America Corp4,886,395$71.7M0.01%––
Sit Investment Associates Inc4,967,539$72.9M1.91%––