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, Q4 2021
Institutional positions in BlackRock Credit Allocation Income Trust as of Dec 31, 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
- 138
- +4 vs. Q3 2021
- Shares held
- 30.7M
- −216.6K (−0.7%) vs. Q3 2021
- Total value
- $462.9M
- −$6.60M (−1.4%) vs. Q3 2021
- New holders
- 21
- 50 more added
- Sold out
- 17
- 29 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 4,886,632 | $73.5M | 1.73% | −19,399−0.4% | Reduced |
| Bank of America Corp | 4,689,575 | $70.6M | 0.01% | +15,107+0.3% | Added |
| Parametric Portfolio Associates LLC | 4,514,321 | $67.9M | 0.03% | +64,273+1.4% | Added |
| UBS Group AG | 1,313,744 | $19.8M | 0.01% | +3,764+0.3% | Added |
| Guggenheim Capital LLC | 1,277,445 | $19.2M | 0.10% | +284,364+28.6% | Added |
| Invesco Ltd. | 1,274,472 | $19.2M | 0.00% | +37,165+3.0% | Added |
| Morgan Stanley | 1,134,382 | $17.1M | 0.00% | +108,706+10.6% | Added |
| Bramshill Investments, LLC | 856,507 | $12.9M | 1.26% | +44,620+5.5% | Added |
| Penserra Capital Management LLC | 850,056 | $12.8M | 0.27% | +11,791+1.4% | Added |
| Johnson Financial Group, Inc. | 796,990 | $12.0M | 0.76% | +160,260+25.2% | Added |
| Allspring Global Investments Holdings, LLC | 765,039 | $11.5M | 0.01% | +765,039 | New |
| Wells Fargo & Company | 751,078 | $11.3M | 0.00% | −1,426,354−65.5% | Reduced |
| Raymond James & Associates | 707,128 | $10.6M | 0.01% | +5,643+0.8% | Added |
| Royal Bank of Canada | 634,093 | $9.54M | 0.00% | +15,897+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 468,005 | $7.04M | 0.01% | +13,981+3.1% | Added |
| LPL Financial LLC | 400,408 | $6.03M | 0.01% | +23,739+6.3% | Added |
| Edgemoor Investment Advisors, Inc. | 383,013 | $5.76M | 0.59% | −707−0.2% | Reduced |
| Cohen & Steers, Inc. | 381,022 | $5.73M | 0.01% | −124,422−24.6% | Reduced |
| Sowell Financial Services LLC | 336,388 | $5.09M | 0.29% | −63,360−15.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 234,121 | $3.52M | 0.01% | +20,971+9.8% | Added |
| Thrivent Financial for Lutherans | 230,856 | $3.47M | 0.01% | +18,499+8.7% | Added |
| Advisors Asset Management, Inc. | 201,692 | $3.04M | 0.04% | −8,562−4.1% | Reduced |
| Ibex Wealth Advisors | 201,633 | $3.04M | 0.54% | −31,120−13.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 194,819 | $2.93M | 0.89% | −1,021−0.5% | Reduced |
| Lido Advisors, LLC | 184,894 | $2.78M | 0.05% | +17,625+10.5% | Added |
| Advisor Group Holdings, Inc. | 166,539 | $2.51M | 0.00% | +7,360+4.6% | Added |
| Stifel Financial Corp | 147,816 | $2.23M | 0.00% | −3,183−2.1% | Reduced |
| Jefferies Group LLC | 146,606 | $2.21M | 0.04% | +6,555+4.7% | Added |
| Rockefeller Capital Management L.P. | 138,414 | $2.08M | 0.01% | −4,800−3.4% | Reduced |
| Evergreen Capital Management LLC | 132,432 | $1.99M | 0.08% | −750−0.6% | Reduced |
| ProVise Management Group, LLC | 124,409 | $1.87M | 0.17% | +3,661+3.0% | Added |
| Capital Investment Advisors, LLC | 110,977 | $1.67M | 0.05% | −11,186−9.2% | Reduced |
| Fiera Capital Corp | 93,999 | $1.42M | 0.00% | +2,515+2.7% | Added |
| Chicago Partners Investment Group LLC | 107,670 | $1.39M | 0.10% | +6,701+6.6% | Added |
| Ameriprise Financial Inc | 89,810 | $1.35M | 0.00% | +7,263+8.8% | Added |
| Transcend Wealth Collective, LLC | 88,708 | $1.33M | 0.12% | +101+0.1% | Added |
| Waterfront Wealth Inc. | 79,673 | $1.20M | 0.47% | +16,865+26.9% | Added |
| Ellis Investment Partners, LLC | 71,225 | $1.07M | 0.25% | +4,361+6.5% | Added |
| Shulman DeMeo Asset Management LLC | 63,225 | $952.0K | 0.25% | −136−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 59,431 | $894.0K | 0.02% | +75+0.1% | Added |
| Stolper Co | 58,347 | $878.0K | 0.39% | +3,708+6.8% | Added |
| Stephens Inc | 56,034 | $843.0K | 0.01% | −3,743−6.3% | Reduced |
| Wela Strategies, Inc. | 55,838 | $840.0K | 0.42% | +48+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,455 | $835.0K | 0.00% | +1,939+3.6% | Added |
| Wedbush Securities Inc | 50,112 | $754.0K | 0.03% | +3,708+8.0% | Added |
| Nwam LLC | 47,773 | $719.0K | 0.06% | −100,675−67.8% | Reduced |
| Uncommon Cents Investing LLC | 44,995 | $677.0K | 0.25% | −1,875−4.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 44,576 | $671.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 39,200 | $590.0K | 0.00% | +20,300+107.4% | Added |
| The PNC Financial Services Group, Inc. | 38,556 | $580.0K | 0.00% | −208−0.5% | Reduced |
| Mirador Capital Partners LP | 37,564 | $565.0K | 0.12% | −2,728−6.8% | Reduced |
| Truist Financial Corp | 37,337 | $562.0K | 0.00% | +3,070+9.0% | Added |
| Poehling Capital Management, LLC | 36,600 | $551.0K | 0.18% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 35,350 | $532.0K | 0.27% | +35,350 | New |
| Commonwealth Equity Services, LLC | 34,900 | $525.0K | 0.00% | −2,334−6.3% | Reduced |
| Park Avenue Securities LLC | 30,560 | $460.0K | 0.01% | +84+0.3% | Added |
| Oxbow Advisors, LLC | 30,119 | $453.0K | 0.04% | −250−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,532 | $429.0K | 0.01% | +3,100+12.2% | Added |
| Private Advisor Group, LLC | 28,432 | $428.0K | 0.00% | +100+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 27,592 | $415.0K | 0.08% | +424+1.6% | Added |
| SMH Capital Advisors Inc | 26,325 | $396.0K | 0.78% | +635+2.5% | Added |
| Bank of New York Mellon Corp | 24,451 | $368.0K | 0.00% | +24,451 | New |
| E&G Advisors, LP | 24,400 | $367.0K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 23,225 | $350.0K | 0.08% | +2,215+10.5% | Added |
| We Are One Seven, LLC | 22,797 | $343.0K | 0.04% | −137−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 22,143 | $333.0K | 0.07% | +22,143 | New |
| GWM Advisors LLC | 21,434 | $323.0K | 0.00% | +21,434 | New |
| Valley Brook Capital Group | 20,805 | $313.0K | 0.27% | −524−2.5% | Reduced |
| Lazard Asset Management LLC | – | $308.0K | 0.00% | – | – |
| Sound View Wealth Advisors Group, LLC | 19,995 | $301.0K | 0.06% | −280−1.4% | Reduced |
| Sigma Planning Corp | 19,446 | $293.0K | 0.01% | +2,171+12.6% | Added |
| HighTower Advisors, LLC | 18,734 | $282.0K | 0.00% | +568+3.1% | Added |
| Advisory Services Network, LLC | 18,206 | $274.0K | 0.01% | −1,075−5.6% | Reduced |
| Cetera Investment Advisers | 18,230 | $274.0K | 0.00% | +30.0% | Added |
| Doliver Advisors, LP | 19,386 | $263.0K | 0.08% | +19,386 | New |
| TCG Advisory Services, LLC | 17,275 | $260.0K | 0.06% | +45+0.3% | Added |
| WealthShield Partners, LLC | 16,546 | $249.0K | 0.04% | +16,546 | New |
| RB Capital Management, LLC | 15,821 | $238.0K | 0.07% | +270+1.7% | Added |
| 180 Wealth Advisors, LLC | 16,952 | $236.0K | 0.05% | +1,840+12.2% | Added |
| Investors Asset Management of Georgia Inc | 15,500 | $233.0K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 15,000 | $226.0K | 0.08% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15,611 | $224.0K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,886 | $224.0K | 0.14% | +122+0.8% | Added |
| Capital Investment Advisory Services, LLC | 14,740 | $222.0K | 0.03% | +14,740 | New |
| Whitener Capital Management, Inc. | 14,700 | $221.0K | 0.08% | −54,121−78.6% | Reduced |
| Oak Family Advisors, LLC | 14,429 | $217.0K | 0.10% | 00.0% | Unchanged |
| Huntington National Bank | – | $211.0K | 0.00% | – | – |
| Laurel Wealth Advisors, Inc. | 13,867 | $209.0K | 0.02% | +147+1.1% | Added |
| American Portfolios Advisors | 13,403 | $201.7K | 0.01% | +9,044+207.5% | Added |
| Westbourne Investment Advisors, Inc. | 13,230 | $199.0K | 0.08% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,398 | $187.0K | 0.00% | +2,200+21.6% | Added |
| Kestra Private Wealth Services, LLC | 12,113 | $182.0K | 0.01% | +180+1.5% | Added |
| Creative Planning | 10,852 | $163.0K | 0.00% | +10,852 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $152.0K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 10,000 | $151.0K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,755 | $87.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 5,493 | $82.7K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,000 | $74.0K | 0.06% | +5,000 | New |
| Harbour Investments, Inc. | 4,263 | $64.0K | 0.00% | −993−18.9% | Reduced |
| US Bancorp | 4,103 | $62.0K | 0.00% | 00.0% | Unchanged |