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, Q2 2021
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 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
- 136
- +3 vs. Q1 2021
- Shares held
- 32.0M
- −1.31M (−3.9%) vs. Q1 2021
- Total value
- $499.8M
- +$10.7M (+2.2%) vs. Q1 2021
- New holders
- 14
- 51 more added
- Sold out
- 11
- 36 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 156 | $354.0M |
| Q1 2026 | 155 | $344.7M |
| Q4 2025 | 156 | $370.0M |
| Q3 2025 | 151 | $367.4M |
| Q2 2025 | 144 | $367.1M |
| Q1 2025 | 146 | $357.2M |
| Q4 2024 | 157 | $344.7M |
| Q3 2024 | 136 | $354.8M |
| Q2 2024 | 140 | $357.9M |
| Q1 2024 | 141 | $356.2M |
| Q4 2023 | 150 | $353.6M |
| Q3 2023 | 134 | $318.2M |
| Q2 2023 | 140 | $333.8M |
| Q1 2023 | 138 | $331.1M |
| Q4 2022 | 151 | $332.5M |
| Q3 2022 | 149 | $315.1M |
| Q2 2022 | 147 | $356.8M |
| Q1 2022 | 137 | $396.9M |
| Q4 2021 | 138 | $462.9M |
| Q3 2021 | 136 | $480.8M |
| Q2 2021 | 136 | $499.8M |
| Q1 2021 | 134 | $489.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 4,701,510 | $73.3M | 0.01% | −184,885−3.8% | Reduced |
| Sit Investment Associates Inc | 4,647,015 | $72.4M | 1.79% | −320,524−6.5% | Reduced |
| Parametric Portfolio Associates LLC | 4,266,045 | $66.5M | 0.04% | +273,752+6.9% | Added |
| Wells Fargo & Company | 3,100,363 | $48.3M | 0.01% | −769,714−19.9% | Reduced |
| UBS Group AG | 1,380,561 | $21.5M | 0.01% | +28,125+2.1% | Added |
| Invesco Ltd. | 1,215,161 | $18.9M | 0.00% | +245,969+25.4% | Added |
| Morgan Stanley | 994,206 | $15.5M | 0.00% | −428,397−30.1% | Reduced |
| Guggenheim Capital LLC | 969,627 | $15.1M | 0.09% | −252,357−20.7% | Reduced |
| Bramshill Investments, LLC | 756,902 | $11.8M | 0.90% | +59,955+8.6% | Added |
| Johnson Financial Group, Inc. | 750,350 | $11.7M | 0.76% | +75,783+11.2% | Added |
| Spectrum Asset Management, Inc. | 723,135 | $11.3M | 18.30% | 00.0% | Unchanged |
| Raymond James & Associates | 689,803 | $10.8M | 0.01% | +37,913+5.8% | Added |
| Cohen & Steers, Inc. | 675,312 | $10.5M | 0.02% | +171,823+34.1% | Added |
| Royal Bank of Canada | 673,584 | $10.5M | 0.00% | −6,788−1.0% | Reduced |
| Capital Investment Advisors, LLC | 542,990 | $8.46M | 0.29% | +13,321+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 435,162 | $6.78M | 0.01% | +5,402+1.3% | Added |
| Edgemoor Investment Advisors, Inc. | 423,472 | $6.60M | 0.62% | −1,426−0.3% | Reduced |
| Sowell Financial Services LLC | 396,044 | $6.17M | 0.41% | +3,602+0.9% | Added |
| LPL Financial LLC | 331,382 | $5.17M | 0.01% | +48,206+17.0% | Added |
| Advisors Asset Management, Inc. | 265,740 | $4.14M | 0.06% | −11,656−4.2% | Reduced |
| Ibex Wealth Advisors | 238,538 | $3.72M | 0.74% | −13,253−5.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 209,556 | $3.27M | 0.01% | +2,313+1.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 202,547 | $3.16M | 0.86% | −4,415−2.1% | Reduced |
| Thrivent Financial for Lutherans | 201,975 | $3.15M | 0.01% | +32,059+18.9% | Added |
| Stifel Financial Corp | 197,100 | $3.07M | 0.00% | +4,151+2.2% | Added |
| Lido Advisors, LLC | 187,531 | $2.92M | 0.07% | +187,531 | New |
| First Foundation Advisors | 157,097 | $2.45M | 0.09% | −17,946−10.3% | Reduced |
| Rockefeller Capital Management L.P. | 141,566 | $2.21M | 0.01% | +4,563+3.3% | Added |
| Jefferies Group LLC | 140,051 | $2.18M | 0.04% | −2,165−1.5% | Reduced |
| Evergreen Capital Management LLC | 136,852 | $2.13M | 0.10% | −1,975−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 134,891 | $2.10M | 0.00% | +8,391+6.6% | Added |
| Chicago Partners Investment Group LLC | 92,659 | $1.43M | 0.11% | +60.0% | Added |
| Fiera Capital Corp | 91,484 | $1.43M | 0.00% | +23,095+33.8% | Added |
| Transcend Wealth Collective, LLC | 88,310 | $1.38M | 0.20% | +535+0.6% | Added |
| Nwam LLC | 73,959 | $1.15M | 0.11% | −126,656−63.1% | Reduced |
| ProVise Management Group, LLC | 71,243 | $1.11M | 0.11% | −1,884−2.6% | Reduced |
| Waterfront Wealth Inc. | 67,406 | $1.05M | 0.50% | +3,145+4.9% | Added |
| Wela Strategies, Inc. | 67,025 | $1.04M | 0.55% | +648+1.0% | Added |
| Ellis Investment Partners, LLC | 67,002 | $1.04M | 0.27% | +1,522+2.3% | Added |
| Aviance Capital Partners, LLC | 64,752 | $1.01M | 0.18% | +10,126+18.5% | Added |
| Ameriprise Financial Inc | 63,531 | $984.0K | 0.00% | +30,926+94.9% | Added |
| Stephens Inc | 59,771 | $932.0K | 0.01% | +80.0% | Added |
| Peapack Gladstone Financial Corp | 59,282 | $924.0K | 0.02% | −511−0.9% | Reduced |
| Whitener Capital Management, Inc. | 53,734 | $837.0K | 0.33% | −11,222−17.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 52,996 | $826.0K | 0.00% | −86−0.2% | Reduced |
| Stolper Co | 50,856 | $793.0K | 0.37% | +214+0.4% | Added |
| Uncommon Cents Investing LLC | 46,620 | $727.0K | 0.29% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 44,576 | $695.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $693.0K | 0.00% | – | – |
| Hennion & Walsh Asset Management, Inc. | 41,492 | $647.0K | 0.03% | −1,274−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 39,803 | $620.0K | 0.00% | −5,082−11.3% | Reduced |
| Commonwealth Equity Services, LLC | 38,315 | $597.0K | 0.00% | +6,805+21.6% | Added |
| Mirador Capital Partners LP | 37,886 | $591.0K | 0.13% | +6,331+20.1% | Added |
| Poehling Capital Management, LLC | 36,600 | $571.0K | 0.18% | 00.0% | Unchanged |
| Truist Financial Corp | 32,922 | $513.0K | 0.00% | +3,868+13.3% | Added |
| Park Avenue Securities LLC | 30,766 | $480.0K | 0.01% | +1,298+4.4% | Added |
| Oxbow Advisors, LLC | 30,644 | $478.0K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 29,514 | $460.0K | 0.00% | +3,382+12.9% | Added |
| Wedbush Securities Inc | 28,699 | $447.0K | 0.02% | +54+0.2% | Added |
| SMH Capital Advisors Inc | 26,454 | $412.0K | 0.83% | −160−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,551 | $399.0K | 0.10% | +1,237+5.1% | Added |
| E&G Advisors, LP | 0 | $380.0K | 0.10% | −24,400−100.0% | Reduced |
| We Are One Seven, LLC | 22,634 | $353.0K | 0.05% | +998+4.6% | Added |
| Virtu Financial LLC | 22,417 | $349.0K | 0.03% | +22,417 | New |
| Valley Brook Capital Group | 21,329 | $332.0K | 0.32% | −1,075−4.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,573 | $321.0K | 0.07% | −392−1.9% | Reduced |
| Advisory Services Network, LLC | 19,281 | $301.0K | 0.01% | −5,000−20.6% | Reduced |
| HighTower Advisors, LLC | 19,245 | $300.0K | 0.00% | −214−1.1% | Reduced |
| TCG Advisory Services, LLC | 19,020 | $297.0K | 0.08% | +112+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 18,982 | $296.0K | 0.01% | −2,475−11.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 18,925 | $295.0K | 0.13% | −1,100−5.5% | Reduced |
| Kestra Advisory Services, LLC | 18,386 | $287.0K | 0.00% | +131+0.7% | Added |
| Cetera Investment Advisers | 18,265 | $285.0K | 0.00% | +56+0.3% | Added |
| Mid Atlantic Financial Management Inc | 18,000 | $281.0K | 0.02% | +2,900+19.2% | Added |
| 9258 Wealth Management, LLC | 17,860 | $278.0K | 0.07% | +3,150+21.4% | Added |
| Sigma Planning Corp | 16,798 | $262.0K | 0.01% | +152+0.9% | Added |
| Baird Financial Group, Inc. | 16,650 | $260.0K | 0.00% | −3,600−17.8% | Reduced |
| UMA Financial Services, Inc. | 15,611 | $247.0K | 0.07% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 15,500 | $242.0K | 0.13% | 00.0% | Unchanged |
| Clean Yield Group | 15,000 | $234.0K | 0.09% | +15,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 14,705 | $229.0K | 0.15% | +90+0.6% | Added |
| Oak Family Advisors, LLC | 14,429 | $225.0K | 0.13% | −62,024−81.1% | Reduced |
| Huntington National Bank | 14,000 | $218.0K | 0.00% | +14,000 | New |
| RB Capital Management, LLC | 13,838 | $216.0K | 0.08% | +1,653+13.6% | Added |
| Laurel Wealth Advisors, Inc. | 13,613 | $212.0K | 0.03% | +13,613 | New |
| Creative Planning | 13,145 | $205.0K | 0.00% | −7,963−37.7% | Reduced |
| Kestra Private Wealth Services, LLC | 11,760 | $183.0K | 0.01% | +11,760 | New |
| Citigroup Inc | 11,678 | $182.0K | 0.00% | +622+5.6% | Added |
| United Capital Financial Advisers, LLC | 11,299 | $176.0K | 0.00% | +11,299 | New |
| Raymond James Trust N.A. | 11,102 | $173.0K | 0.01% | +11,102 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,949 | $171.0K | 0.05% | −273,713−96.2% | Reduced |
| Cooper Financial Group | 10,533 | $164.0K | 0.03% | +9+0.1% | Added |
| 180 Wealth Advisors, LLC | 10,545 | $164.0K | 0.04% | +10,545 | New |
| Charles Schwab Trust Co | 10,000 | $156.0K | 0.03% | −2,300−18.7% | Reduced |
| FNY Investment Advisers, LLC | 9,000 | $140.0K | 0.06% | +202+2.3% | Added |
| Belpointe Asset Management LLC | 7,000 | $110.0K | 0.01% | −1,300−15.7% | Reduced |
| Centaurus Financial, Inc. | 6,584 | $103.0K | 0.01% | +6,584 | New |
| Pin Oak Investment Advisors Inc | 6,044 | $94.0K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,755 | $90.0K | 0.02% | −300−5.0% | Reduced |
| Harbour Investments, Inc. | 5,256 | $82.0K | 0.00% | 00.0% | Unchanged |