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 |
|---|---|---|---|---|---|
| Nwam LLC | 73,959 | $1.15M | 0.11% | −126,656−63.1% | Reduced |
| Transcend Wealth Collective, LLC | 88,310 | $1.38M | 0.20% | +535+0.6% | Added |
| Fiera Capital Corp | 91,484 | $1.43M | 0.00% | +23,095+33.8% | Added |
| Chicago Partners Investment Group LLC | 92,659 | $1.43M | 0.11% | +60.0% | Added |
| Advisor Group Holdings, Inc. | 134,891 | $2.10M | 0.00% | +8,391+6.6% | Added |
| Evergreen Capital Management LLC | 136,852 | $2.13M | 0.10% | −1,975−1.4% | Reduced |
| Jefferies Group LLC | 140,051 | $2.18M | 0.04% | −2,165−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 141,566 | $2.21M | 0.01% | +4,563+3.3% | Added |
| First Foundation Advisors | 157,097 | $2.45M | 0.09% | −17,946−10.3% | Reduced |
| Lido Advisors, LLC | 187,531 | $2.92M | 0.07% | +187,531 | New |
| Stifel Financial Corp | 197,100 | $3.07M | 0.00% | +4,151+2.2% | Added |
| Thrivent Financial for Lutherans | 201,975 | $3.15M | 0.01% | +32,059+18.9% | Added |
| Lehman & Derafelo Financial Resources LLC | 202,547 | $3.16M | 0.86% | −4,415−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 209,556 | $3.27M | 0.01% | +2,313+1.1% | Added |
| Ibex Wealth Advisors | 238,538 | $3.72M | 0.74% | −13,253−5.3% | Reduced |
| Advisors Asset Management, Inc. | 265,740 | $4.14M | 0.06% | −11,656−4.2% | Reduced |
| LPL Financial LLC | 331,382 | $5.17M | 0.01% | +48,206+17.0% | Added |
| Sowell Financial Services LLC | 396,044 | $6.17M | 0.41% | +3,602+0.9% | Added |
| Edgemoor Investment Advisors, Inc. | 423,472 | $6.60M | 0.62% | −1,426−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 435,162 | $6.78M | 0.01% | +5,402+1.3% | Added |
| Capital Investment Advisors, LLC | 542,990 | $8.46M | 0.29% | +13,321+2.5% | Added |
| Royal Bank of Canada | 673,584 | $10.5M | 0.00% | −6,788−1.0% | Reduced |
| Cohen & Steers, Inc. | 675,312 | $10.5M | 0.02% | +171,823+34.1% | Added |
| Raymond James & Associates | 689,803 | $10.8M | 0.01% | +37,913+5.8% | Added |
| Spectrum Asset Management, Inc. | 723,135 | $11.3M | 18.30% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 750,350 | $11.7M | 0.76% | +75,783+11.2% | Added |
| Bramshill Investments, LLC | 756,902 | $11.8M | 0.90% | +59,955+8.6% | Added |
| Guggenheim Capital LLC | 969,627 | $15.1M | 0.09% | −252,357−20.7% | Reduced |
| Morgan Stanley | 994,206 | $15.5M | 0.00% | −428,397−30.1% | Reduced |
| Invesco Ltd. | 1,215,161 | $18.9M | 0.00% | +245,969+25.4% | Added |
| UBS Group AG | 1,380,561 | $21.5M | 0.01% | +28,125+2.1% | Added |
| Wells Fargo & Company | 3,100,363 | $48.3M | 0.01% | −769,714−19.9% | Reduced |
| Parametric Portfolio Associates LLC | 4,266,045 | $66.5M | 0.04% | +273,752+6.9% | Added |
| Sit Investment Associates Inc | 4,647,015 | $72.4M | 1.79% | −320,524−6.5% | Reduced |
| Bank of America Corp | 4,701,510 | $73.3M | 0.01% | −184,885−3.8% | Reduced |
| Liberty Wealth Management LLC | 8 | – | – | +8 | New |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −90,875−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −63,786−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,441−100.0% | Sold out |
| Harborview Advisors, LLC | 0 | $0 | 0.00% | −11,177−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −5,313−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,424−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| TCF National Bank | – | – | – | – | Not filed |