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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 71,225 | $1.07M | 0.25% | +4,361+6.5% | Added |
| Waterfront Wealth Inc. | 79,673 | $1.20M | 0.47% | +16,865+26.9% | Added |
| Transcend Wealth Collective, LLC | 88,708 | $1.33M | 0.12% | +101+0.1% | Added |
| Ameriprise Financial Inc | 89,810 | $1.35M | 0.00% | +7,263+8.8% | Added |
| Chicago Partners Investment Group LLC | 107,670 | $1.39M | 0.10% | +6,701+6.6% | Added |
| Fiera Capital Corp | 93,999 | $1.42M | 0.00% | +2,515+2.7% | Added |
| Capital Investment Advisors, LLC | 110,977 | $1.67M | 0.05% | −11,186−9.2% | Reduced |
| ProVise Management Group, LLC | 124,409 | $1.87M | 0.17% | +3,661+3.0% | Added |
| Evergreen Capital Management LLC | 132,432 | $1.99M | 0.08% | −750−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 138,414 | $2.08M | 0.01% | −4,800−3.4% | Reduced |
| Jefferies Group LLC | 146,606 | $2.21M | 0.04% | +6,555+4.7% | Added |
| Stifel Financial Corp | 147,816 | $2.23M | 0.00% | −3,183−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 166,539 | $2.51M | 0.00% | +7,360+4.6% | Added |
| Lido Advisors, LLC | 184,894 | $2.78M | 0.05% | +17,625+10.5% | Added |
| Lehman & Derafelo Financial Resources LLC | 194,819 | $2.93M | 0.89% | −1,021−0.5% | Reduced |
| Ibex Wealth Advisors | 201,633 | $3.04M | 0.54% | −31,120−13.4% | Reduced |
| Advisors Asset Management, Inc. | 201,692 | $3.04M | 0.04% | −8,562−4.1% | Reduced |
| Thrivent Financial for Lutherans | 230,856 | $3.47M | 0.01% | +18,499+8.7% | Added |
| Northwestern Mutual Wealth Management Co | 234,121 | $3.52M | 0.01% | +20,971+9.8% | Added |
| Sowell Financial Services LLC | 336,388 | $5.09M | 0.29% | −63,360−15.8% | Reduced |
| Cohen & Steers, Inc. | 381,022 | $5.73M | 0.01% | −124,422−24.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 383,013 | $5.76M | 0.59% | −707−0.2% | Reduced |
| LPL Financial LLC | 400,408 | $6.03M | 0.01% | +23,739+6.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 468,005 | $7.04M | 0.01% | +13,981+3.1% | Added |
| Royal Bank of Canada | 634,093 | $9.54M | 0.00% | +15,897+2.6% | Added |
| Raymond James & Associates | 707,128 | $10.6M | 0.01% | +5,643+0.8% | Added |
| Wells Fargo & Company | 751,078 | $11.3M | 0.00% | −1,426,354−65.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 765,039 | $11.5M | 0.01% | +765,039 | New |
| Johnson Financial Group, Inc. | 796,990 | $12.0M | 0.76% | +160,260+25.2% | Added |
| Penserra Capital Management LLC | 850,056 | $12.8M | 0.27% | +11,791+1.4% | Added |
| Bramshill Investments, LLC | 856,507 | $12.9M | 1.26% | +44,620+5.5% | Added |
| Morgan Stanley | 1,134,382 | $17.1M | 0.00% | +108,706+10.6% | Added |
| Invesco Ltd. | 1,274,472 | $19.2M | 0.00% | +37,165+3.0% | Added |
| Guggenheim Capital LLC | 1,277,445 | $19.2M | 0.10% | +284,364+28.6% | Added |
| UBS Group AG | 1,313,744 | $19.8M | 0.01% | +3,764+0.3% | Added |
| Parametric Portfolio Associates LLC | 4,514,321 | $67.9M | 0.03% | +64,273+1.4% | Added |
| Bank of America Corp | 4,689,575 | $70.6M | 0.01% | +15,107+0.3% | Added |
| Sit Investment Associates Inc | 4,886,632 | $73.5M | 1.73% | −19,399−0.4% | Reduced |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −137,851−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −26,101−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −16,636−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −14,204−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −11,102−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,214−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Spectrum Asset Management, Inc. | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |