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, Q3 2021
Institutional positions in BlackRock Credit Allocation Income Trust as of Sep 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
- +1 vs. Q2 2021
- Shares held
- 31.7M
- −282.8K (−0.9%) vs. Q2 2021
- Total value
- $480.8M
- −$18.9M (−3.8%) vs. Q2 2021
- New holders
- 9
- 46 more added
- Sold out
- 8
- 36 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 4,906,031 | $74.3M | 1.92% | +259,016+5.6% | Added |
| Bank of America Corp | 4,674,468 | $70.8M | 0.01% | −27,042−0.6% | Reduced |
| Parametric Portfolio Associates LLC | 4,450,048 | $67.4M | 0.04% | +184,003+4.3% | Added |
| Wells Fargo & Company | 2,177,432 | $33.0M | 0.01% | −922,931−29.8% | Reduced |
| UBS Group AG | 1,309,980 | $19.8M | 0.01% | −70,581−5.1% | Reduced |
| Invesco Ltd. | 1,237,307 | $18.7M | 0.00% | +22,146+1.8% | Added |
| Morgan Stanley | 1,025,676 | $15.5M | 0.00% | +31,470+3.2% | Added |
| Guggenheim Capital LLC | 993,081 | $15.0M | 0.09% | +23,454+2.4% | Added |
| Penserra Capital Management LLC | 838,265 | $12.7M | 0.26% | +838,265 | New |
| Bramshill Investments, LLC | 811,887 | $12.3M | 1.05% | +54,985+7.3% | Added |
| Spectrum Asset Management, Inc. | 723,135 | $11.0M | 19.84% | 00.0% | Unchanged |
| Raymond James & Associates | 701,485 | $10.6M | 0.01% | +11,682+1.7% | Added |
| Johnson Financial Group, Inc. | 636,730 | $9.65M | 0.66% | −113,620−15.1% | Reduced |
| Royal Bank of Canada | 618,196 | $9.37M | 0.00% | −55,388−8.2% | Reduced |
| Cohen & Steers, Inc. | 505,444 | $7.66M | 0.01% | −169,868−25.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 454,024 | $6.88M | 0.01% | +18,862+4.3% | Added |
| Sowell Financial Services LLC | 399,748 | $6.06M | 0.41% | +3,704+0.9% | Added |
| Edgemoor Investment Advisors, Inc. | 383,720 | $5.81M | 0.66% | −39,752−9.4% | Reduced |
| LPL Financial LLC | 376,669 | $5.71M | 0.01% | +45,287+13.7% | Added |
| Ibex Wealth Advisors | 232,753 | $3.53M | 0.68% | −5,785−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 213,150 | $3.23M | 0.01% | +3,594+1.7% | Added |
| Thrivent Financial for Lutherans | 212,357 | $3.22M | 0.01% | +10,382+5.1% | Added |
| Advisors Asset Management, Inc. | 210,254 | $3.19M | 0.05% | −55,486−20.9% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 195,840 | $2.97M | 0.96% | −6,707−3.3% | Reduced |
| Lido Advisors, LLC | 167,269 | $2.53M | 0.06% | −20,262−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 159,179 | $2.41M | 0.01% | +24,288+18.0% | Added |
| Stifel Financial Corp | 150,999 | $2.29M | 0.00% | −46,101−23.4% | Reduced |
| Nwam LLC | 148,448 | $2.25M | 0.20% | +74,489+100.7% | Added |
| Rockefeller Capital Management L.P. | 143,214 | $2.17M | 0.01% | +1,648+1.2% | Added |
| Jefferies Group LLC | 140,051 | $2.12M | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 137,851 | $2.09M | 0.02% | +119,465+649.8% | Added |
| Evergreen Capital Management LLC | 133,182 | $2.02M | 0.09% | −3,670−2.7% | Reduced |
| Capital Investment Advisors, LLC | 122,163 | $1.85M | 0.06% | −420,827−77.5% | Reduced |
| ProVise Management Group, LLC | 120,748 | $1.83M | 0.18% | +49,505+69.5% | Added |
| Chicago Partners Investment Group LLC | 100,969 | $1.54M | 0.11% | +8,310+9.0% | Added |
| Fiera Capital Corp | 91,484 | $1.39M | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 88,607 | $1.36M | 0.12% | +297+0.3% | Added |
| Ameriprise Financial Inc | 82,547 | $1.25M | 0.00% | +19,016+29.9% | Added |
| Ellis Investment Partners, LLC | 66,864 | $1.01M | 0.26% | −138−0.2% | Reduced |
| Whitener Capital Management, Inc. | 68,821 | $1.01M | 0.47% | +15,087+28.1% | Added |
| Shulman DeMeo Asset Management LLC | 63,361 | $960.0K | 0.83% | +63,361 | New |
| Waterfront Wealth Inc. | 62,808 | $952.0K | 0.46% | −4,598−6.8% | Reduced |
| Stephens Inc | 59,777 | $906.0K | 0.01% | +60.0% | Added |
| Peapack Gladstone Financial Corp | 59,356 | $899.0K | 0.02% | +74+0.1% | Added |
| Wela Strategies, Inc. | 55,790 | $845.0K | 0.44% | −11,235−16.8% | Reduced |
| Stolper Co | 54,639 | $828.0K | 0.40% | +3,783+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,516 | $811.0K | 0.00% | +520+1.0% | Added |
| Uncommon Cents Investing LLC | 46,870 | $710.0K | 0.29% | +250+0.5% | Added |
| Wedbush Securities Inc | 46,404 | $703.0K | 0.03% | +17,705+61.7% | Added |
| Horizon Kinetics Asset Management LLC | 44,576 | $675.0K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 40,292 | $610.0K | 0.14% | +2,406+6.4% | Added |
| The PNC Financial Services Group, Inc. | 38,764 | $588.0K | 0.00% | −1,039−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 37,234 | $564.0K | 0.00% | −1,081−2.8% | Reduced |
| Poehling Capital Management, LLC | 36,600 | $554.0K | 0.19% | 00.0% | Unchanged |
| Truist Financial Corp | 34,267 | $519.0K | 0.00% | +1,345+4.1% | Added |
| Lazard Asset Management LLC | – | $493.0K | 0.00% | – | – |
| Park Avenue Securities LLC | 30,476 | $462.0K | 0.01% | −290−0.9% | Reduced |
| Oxbow Advisors, LLC | 30,369 | $460.0K | 0.05% | −275−0.9% | Reduced |
| Private Advisor Group, LLC | 28,332 | $429.0K | 0.00% | −1,182−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 27,168 | $412.0K | 0.09% | +1,617+6.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,101 | $395.0K | 0.02% | −15,391−37.1% | Reduced |
| SMH Capital Advisors Inc | 25,690 | $389.0K | 0.71% | −764−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,432 | $385.0K | 0.01% | +6,450+34.0% | Added |
| E&G Advisors, LP | 24,400 | $370.0K | 0.10% | +24,400 | Added |
| We Are One Seven, LLC | 22,934 | $349.0K | 0.04% | +300+1.3% | Added |
| Valley Brook Capital Group | 21,329 | $323.0K | 0.32% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 21,010 | $318.0K | 0.08% | +3,150+17.6% | Added |
| Mid Atlantic Financial Management Inc | 20,500 | $311.0K | 0.02% | +2,500+13.9% | Added |
| Sound View Wealth Advisors Group, LLC | 20,275 | $307.0K | 0.06% | −298−1.4% | Reduced |
| Advisory Services Network, LLC | 19,281 | $292.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,900 | $286.0K | 0.00% | +2,250+13.5% | Added |
| Cetera Investment Advisers | 18,227 | $276.0K | 0.00% | −38−0.2% | Reduced |
| HighTower Advisors, LLC | 18,166 | $275.0K | 0.00% | −1,079−5.6% | Reduced |
| Sigma Planning Corp | 17,275 | $262.0K | 0.01% | +477+2.8% | Added |
| TCG Advisory Services, LLC | 17,230 | $261.0K | 0.07% | −1,790−9.4% | Reduced |
| Camden Capital, LLC | 16,636 | $252.0K | 0.05% | +16,636 | New |
| RB Capital Management, LLC | 15,551 | $236.0K | 0.09% | +1,713+12.4% | Added |
| UMA Financial Services, Inc. | 15,611 | $235.0K | 0.06% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 15,500 | $235.0K | 0.12% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 15,112 | $228.0K | 0.05% | +4,567+43.3% | Added |
| Clean Yield Group | 15,000 | $227.0K | 0.08% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,764 | $224.0K | 0.14% | +59+0.4% | Added |
| Oak Family Advisors, LLC | 14,429 | $219.0K | 0.12% | 00.0% | Unchanged |
| First Foundation Advisors | 14,204 | $215.0K | 0.01% | −142,893−91.0% | Reduced |
| Huntington National Bank | 14,000 | $212.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 13,720 | $208.0K | 0.04% | +107+0.8% | Added |
| Westbourne Investment Advisors, Inc. | 13,230 | $200.0K | 0.09% | −5,695−30.1% | Reduced |
| Kestra Private Wealth Services, LLC | 11,933 | $181.0K | 0.01% | +173+1.5% | Added |
| Raymond James Trust N.A. | 11,102 | $168.0K | 0.01% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $165.0K | 0.05% | −49−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,214 | $155.0K | 0.00% | −1,085−9.6% | Reduced |
| Cetera Advisor Networks LLC | 10,198 | $154.0K | 0.00% | +10,198 | New |
| Cooper Financial Group | 10,000 | $152.0K | 0.03% | −533−5.1% | Reduced |
| Citigroup Inc | 8,964 | $135.0K | 0.00% | −2,714−23.2% | Reduced |
| Pin Oak Investment Advisors Inc | 6,044 | $92.0K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,755 | $87.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 5,493 | $83.2K | 0.05% | +5,493 | New |
| Harbour Investments, Inc. | 5,256 | $80.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,000 | $75.0K | 0.04% | −4,000−44.4% | Reduced |
| American Portfolios Advisors | 4,359 | $66.0K | 0.00% | +32+0.7% | Added |