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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 41 | $1.00K | 0.00% | +41 | New |
| Bedel Financial Consulting, Inc. | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 184 | $3.00K | 0.00% | +13+7.6% | Added |
| Spire Wealth Management | 283 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 501 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 500 | $8.00K | 0.00% | +500 | New |
| Proequities, Inc. | 794 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 774 | $12.0K | 0.01% | +13+1.7% | Added |
| Hoover Financial Advisors, Inc. | 880 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,019 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,019 | $16.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,175 | $18.0K | 0.00% | +500+74.1% | Added |
| North Star Investment Management Corp. | 1,233 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,266 | $20.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1,661 | $26.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,650 | $26.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,691 | $26.0K | 0.00% | +1,691 | New |
| First PREMIER Bank | 1,700 | $27.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,732 | $27.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 2,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,598 | $56.0K | 0.00% | +1,098+43.9% | Added |
| NEXT Financial Group, Inc | 3,700 | $58.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,327 | $67.5K | 0.00% | +48+1.1% | Added |
| Arkadios Wealth Advisors | 4,618 | $71.0K | 0.01% | +3,685+395.0% | Added |
| Harbour Investments, Inc. | 5,256 | $82.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,755 | $90.0K | 0.02% | −300−5.0% | Reduced |
| Pin Oak Investment Advisors Inc | 6,044 | $94.0K | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,584 | $103.0K | 0.01% | +6,584 | New |
| Belpointe Asset Management LLC | 7,000 | $110.0K | 0.01% | −1,300−15.7% | Reduced |
| FNY Investment Advisers, LLC | 9,000 | $140.0K | 0.06% | +202+2.3% | Added |
| Charles Schwab Trust Co | 10,000 | $156.0K | 0.03% | −2,300−18.7% | 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 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,949 | $171.0K | 0.05% | −273,713−96.2% | Reduced |
| Raymond James Trust N.A. | 11,102 | $173.0K | 0.01% | +11,102 | New |
| United Capital Financial Advisers, LLC | 11,299 | $176.0K | 0.00% | +11,299 | New |
| Citigroup Inc | 11,678 | $182.0K | 0.00% | +622+5.6% | Added |
| Kestra Private Wealth Services, LLC | 11,760 | $183.0K | 0.01% | +11,760 | New |
| Creative Planning | 13,145 | $205.0K | 0.00% | −7,963−37.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 13,613 | $212.0K | 0.03% | +13,613 | New |
| RB Capital Management, LLC | 13,838 | $216.0K | 0.08% | +1,653+13.6% | Added |
| Huntington National Bank | 14,000 | $218.0K | 0.00% | +14,000 | New |
| Oak Family Advisors, LLC | 14,429 | $225.0K | 0.13% | −62,024−81.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,705 | $229.0K | 0.15% | +90+0.6% | Added |
| Clean Yield Group | 15,000 | $234.0K | 0.09% | +15,000 | New |
| Investors Asset Management of Georgia Inc | 15,500 | $242.0K | 0.13% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15,611 | $247.0K | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,650 | $260.0K | 0.00% | −3,600−17.8% | Reduced |
| Sigma Planning Corp | 16,798 | $262.0K | 0.01% | +152+0.9% | Added |
| 9258 Wealth Management, LLC | 17,860 | $278.0K | 0.07% | +3,150+21.4% | Added |
| Mid Atlantic Financial Management Inc | 18,000 | $281.0K | 0.02% | +2,900+19.2% | Added |
| Cetera Investment Advisers | 18,265 | $285.0K | 0.00% | +56+0.3% | Added |
| Kestra Advisory Services, LLC | 18,386 | $287.0K | 0.00% | +131+0.7% | Added |
| Westbourne Investment Advisors, Inc. | 18,925 | $295.0K | 0.13% | −1,100−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,982 | $296.0K | 0.01% | −2,475−11.5% | Reduced |
| TCG Advisory Services, LLC | 19,020 | $297.0K | 0.08% | +112+0.6% | Added |
| HighTower Advisors, LLC | 19,245 | $300.0K | 0.00% | −214−1.1% | Reduced |
| Advisory Services Network, LLC | 19,281 | $301.0K | 0.01% | −5,000−20.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,573 | $321.0K | 0.07% | −392−1.9% | Reduced |
| Valley Brook Capital Group | 21,329 | $332.0K | 0.32% | −1,075−4.8% | Reduced |
| Virtu Financial LLC | 22,417 | $349.0K | 0.03% | +22,417 | New |
| We Are One Seven, LLC | 22,634 | $353.0K | 0.05% | +998+4.6% | Added |
| E&G Advisors, LP | 0 | $380.0K | 0.10% | −24,400−100.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,551 | $399.0K | 0.10% | +1,237+5.1% | Added |
| SMH Capital Advisors Inc | 26,454 | $412.0K | 0.83% | −160−0.6% | Reduced |
| Wedbush Securities Inc | 28,699 | $447.0K | 0.02% | +54+0.2% | Added |
| Private Advisor Group, LLC | 29,514 | $460.0K | 0.00% | +3,382+12.9% | Added |
| Oxbow Advisors, LLC | 30,644 | $478.0K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 30,766 | $480.0K | 0.01% | +1,298+4.4% | Added |
| Truist Financial Corp | 32,922 | $513.0K | 0.00% | +3,868+13.3% | Added |
| Poehling Capital Management, LLC | 36,600 | $571.0K | 0.18% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 37,886 | $591.0K | 0.13% | +6,331+20.1% | Added |
| Commonwealth Equity Services, LLC | 38,315 | $597.0K | 0.00% | +6,805+21.6% | Added |
| The PNC Financial Services Group, Inc. | 39,803 | $620.0K | 0.00% | −5,082−11.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,492 | $647.0K | 0.03% | −1,274−3.0% | Reduced |
| Lazard Asset Management LLC | – | $693.0K | 0.00% | – | – |
| Horizon Kinetics Asset Management LLC | 44,576 | $695.0K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 46,620 | $727.0K | 0.29% | 00.0% | Unchanged |
| Stolper Co | 50,856 | $793.0K | 0.37% | +214+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,996 | $826.0K | 0.00% | −86−0.2% | Reduced |
| Whitener Capital Management, Inc. | 53,734 | $837.0K | 0.33% | −11,222−17.3% | Reduced |
| Peapack Gladstone Financial Corp | 59,282 | $924.0K | 0.02% | −511−0.9% | Reduced |
| Stephens Inc | 59,771 | $932.0K | 0.01% | +80.0% | Added |
| Ameriprise Financial Inc | 63,531 | $984.0K | 0.00% | +30,926+94.9% | Added |
| Aviance Capital Partners, LLC | 64,752 | $1.01M | 0.18% | +10,126+18.5% | Added |
| Ellis Investment Partners, LLC | 67,002 | $1.04M | 0.27% | +1,522+2.3% | Added |
| Wela Strategies, Inc. | 67,025 | $1.04M | 0.55% | +648+1.0% | Added |
| Waterfront Wealth Inc. | 67,406 | $1.05M | 0.50% | +3,145+4.9% | Added |
| ProVise Management Group, LLC | 71,243 | $1.11M | 0.11% | −1,884−2.6% | Reduced |