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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 4,618 | $71.0K | 0.01% | +3,685+395.0% | Added |
| American Portfolios Advisors | 4,327 | $67.5K | 0.00% | +48+1.1% | Added |
| NEXT Financial Group, Inc | 3,700 | $58.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,598 | $56.0K | 0.00% | +1,098+43.9% | Added |
| Crescent Capital Consulting, LLC | 2,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Webster Bank, N. A. | 1,378 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,266 | $20.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $19.0K | 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 1,019 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 880 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Princeton Global Asset Management LLC | 501 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 500 | $8.00K | 0.00% | +500 | New |
| Spire Wealth Management | 283 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $4.00K | 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 |
| Bedel Financial Consulting, Inc. | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 41 | $1.00K | 0.00% | +41 | New |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |