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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 91,484 | $1.39M | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 100,969 | $1.54M | 0.11% | +8,310+9.0% | Added |
| ProVise Management Group, LLC | 120,748 | $1.83M | 0.18% | +49,505+69.5% | Added |
| Capital Investment Advisors, LLC | 122,163 | $1.85M | 0.06% | −420,827−77.5% | Reduced |
| Evergreen Capital Management LLC | 133,182 | $2.02M | 0.09% | −3,670−2.7% | Reduced |
| Kestra Advisory Services, LLC | 137,851 | $2.09M | 0.02% | +119,465+649.8% | Added |
| Jefferies Group LLC | 140,051 | $2.12M | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 143,214 | $2.17M | 0.01% | +1,648+1.2% | Added |
| Nwam LLC | 148,448 | $2.25M | 0.20% | +74,489+100.7% | Added |
| Stifel Financial Corp | 150,999 | $2.29M | 0.00% | −46,101−23.4% | Reduced |
| Advisor Group Holdings, Inc. | 159,179 | $2.41M | 0.01% | +24,288+18.0% | Added |
| Lido Advisors, LLC | 167,269 | $2.53M | 0.06% | −20,262−10.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 195,840 | $2.97M | 0.96% | −6,707−3.3% | Reduced |
| Advisors Asset Management, Inc. | 210,254 | $3.19M | 0.05% | −55,486−20.9% | Reduced |
| Thrivent Financial for Lutherans | 212,357 | $3.22M | 0.01% | +10,382+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 213,150 | $3.23M | 0.01% | +3,594+1.7% | Added |
| Ibex Wealth Advisors | 232,753 | $3.53M | 0.68% | −5,785−2.4% | Reduced |
| LPL Financial LLC | 376,669 | $5.71M | 0.01% | +45,287+13.7% | Added |
| Edgemoor Investment Advisors, Inc. | 383,720 | $5.81M | 0.66% | −39,752−9.4% | Reduced |
| Sowell Financial Services LLC | 399,748 | $6.06M | 0.41% | +3,704+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 454,024 | $6.88M | 0.01% | +18,862+4.3% | Added |
| Cohen & Steers, Inc. | 505,444 | $7.66M | 0.01% | −169,868−25.2% | Reduced |
| Royal Bank of Canada | 618,196 | $9.37M | 0.00% | −55,388−8.2% | Reduced |
| Johnson Financial Group, Inc. | 636,730 | $9.65M | 0.66% | −113,620−15.1% | Reduced |
| Raymond James & Associates | 701,485 | $10.6M | 0.01% | +11,682+1.7% | Added |
| Spectrum Asset Management, Inc. | 723,135 | $11.0M | 19.84% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 811,887 | $12.3M | 1.05% | +54,985+7.3% | Added |
| Penserra Capital Management LLC | 838,265 | $12.7M | 0.26% | +838,265 | New |
| Guggenheim Capital LLC | 993,081 | $15.0M | 0.09% | +23,454+2.4% | Added |
| Morgan Stanley | 1,025,676 | $15.5M | 0.00% | +31,470+3.2% | Added |
| Invesco Ltd. | 1,237,307 | $18.7M | 0.00% | +22,146+1.8% | Added |
| UBS Group AG | 1,309,980 | $19.8M | 0.01% | −70,581−5.1% | Reduced |
| Wells Fargo & Company | 2,177,432 | $33.0M | 0.01% | −922,931−29.8% | Reduced |
| Parametric Portfolio Associates LLC | 4,450,048 | $67.4M | 0.04% | +184,003+4.3% | Added |
| Bank of America Corp | 4,674,468 | $70.8M | 0.01% | −27,042−0.6% | Reduced |
| Sit Investment Associates Inc | 4,906,031 | $74.3M | 1.92% | +259,016+5.6% | Added |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −64,752−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,417−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −13,145−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −6,584−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |