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, Q1 2022
Institutional positions in BlackRock Credit Allocation Income Trust as of Mar 31, 2022. 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
- 137
- +2 vs. Q4 2021
- Shares held
- 31.6M
- +866.3K (+2.8%) vs. Q4 2021
- Total value
- $396.9M
- −$65.9M (−14.2%) vs. Q4 2021
- New holders
- 20
- 37 more added
- Sold out
- 18
- 44 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 4,649,857 | $58.4M | 0.03% | +135,536+3.0% | Added |
| Bank of America Corp | 4,581,303 | $57.5M | 0.01% | −108,272−2.3% | Reduced |
| Sit Investment Associates Inc | 4,454,712 | $56.0M | 1.51% | −431,920−8.8% | Reduced |
| Guggenheim Capital LLC | 1,909,645 | $24.0M | 0.14% | +632,200+49.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,745,488 | $21.9M | 0.03% | +980,449+128.2% | Added |
| Invesco Ltd. | 1,239,845 | $15.6M | 0.00% | −34,627−2.7% | Reduced |
| UBS Group AG | 1,201,683 | $15.1M | 0.01% | −112,061−8.5% | Reduced |
| Morgan Stanley | 876,935 | $11.0M | 0.00% | −257,447−22.7% | Reduced |
| Johnson Financial Group, Inc. | 775,132 | $9.74M | 0.69% | −21,858−2.7% | Reduced |
| Wells Fargo & Company | 737,260 | $9.26M | 0.00% | −13,818−1.8% | Reduced |
| Raymond James & Associates | 729,070 | $9.16M | 0.01% | +21,942+3.1% | Added |
| Spectrum Asset Management, Inc. | 723,135 | $9.08M | 5.59% | +723,135 | New |
| Royal Bank of Canada | 624,031 | $7.84M | 0.00% | −10,062−1.6% | Reduced |
| Bramshill Investments, LLC | 476,405 | $5.98M | 0.83% | −380,102−44.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 461,796 | $5.80M | 0.01% | −6,209−1.3% | Reduced |
| LPL Financial LLC | 394,775 | $4.96M | 0.00% | −5,633−1.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 382,530 | $4.80M | 0.51% | −483−0.1% | Reduced |
| Citadel Advisors LLC | 331,696 | $4.17M | 0.00% | +331,696 | New |
| Cohen & Steers, Inc. | 331,022 | $4.16M | 0.01% | −50,000−13.1% | Reduced |
| Penserra Capital Management LLC | 286,337 | $3.60M | 0.09% | −563,719−66.3% | Reduced |
| Capital Investment Advisors, LLC | 283,413 | $3.56M | 0.11% | +172,436+155.4% | Added |
| Lido Advisors, LLC | 240,823 | $3.02M | 0.06% | +55,929+30.2% | Added |
| Thrivent Financial for Lutherans | 233,208 | $2.93M | 0.01% | +2,352+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 229,964 | $2.89M | 0.00% | −4,157−1.8% | Reduced |
| Rivernorth Capital Management, LLC | 228,298 | $2.87M | 0.11% | +228,298 | New |
| Evergreen Capital Management LLC | 200,892 | $2.52M | 0.10% | +68,460+51.7% | Added |
| Lehman & Derafelo Financial Resources LLC | 194,552 | $2.44M | 0.68% | −267−0.1% | Reduced |
| Ibex Wealth Advisors | 182,044 | $2.29M | 0.44% | −19,589−9.7% | Reduced |
| Wolverine Asset Management LLC | 157,965 | $1.98M | 0.02% | +157,965 | New |
| Advisor Group Holdings, Inc. | 154,573 | $1.94M | 0.00% | −11,966−7.2% | Reduced |
| Landscape Capital Management, L.L.C. | 137,556 | $1.73M | 0.22% | +137,556 | New |
| Fiera Capital Corp | 127,025 | $1.59M | 0.00% | +33,026+35.1% | Added |
| Rockefeller Capital Management L.P. | 125,671 | $1.58M | 0.01% | −12,743−9.2% | Reduced |
| CNH Partners LLC | 96,276 | $1.21M | 0.03% | +96,276 | New |
| Waterfront Wealth Inc. | 94,063 | $1.17M | 0.41% | +14,390+18.1% | Added |
| Transcend Wealth Collective, LLC | 88,577 | $1.11M | 0.10% | −131−0.1% | Reduced |
| Ameriprise Financial Inc | 87,956 | $1.10M | 0.00% | −1,854−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 96,122 | $1.06M | 0.08% | −11,548−10.7% | Reduced |
| Ellis Investment Partners, LLC | 82,251 | $1.03M | 0.24% | +11,026+15.5% | Added |
| Wela Strategies, Inc. | 79,653 | $1.00M | 0.51% | +23,815+42.7% | Added |
| Doliver Advisors, LP | 72,489 | $910.0K | 0.29% | +53,103+273.9% | Added |
| Stolper Co | 63,928 | $803.0K | 0.34% | +5,581+9.6% | Added |
| Shulman DeMeo Asset Management LLC | 61,903 | $777.0K | 0.22% | −1,322−2.1% | Reduced |
| ProVise Management Group, LLC | 60,072 | $755.0K | 0.07% | −64,337−51.7% | Reduced |
| Peapack Gladstone Financial Corp | 59,520 | $748.0K | 0.01% | +89+0.1% | Added |
| Stephens Inc | 56,040 | $704.0K | 0.01% | +60.0% | Added |
| Baird Financial Group, Inc. | 50,550 | $635.0K | 0.00% | +11,350+29.0% | Added |
| Wedbush Securities Inc | 49,142 | $617.0K | 0.03% | −970−1.9% | Reduced |
| Stifel Financial Corp | 45,323 | $570.0K | 0.00% | −102,493−69.3% | Reduced |
| Uncommon Cents Investing LLC | 45,145 | $567.0K | 0.21% | +150+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 44,576 | $560.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 43,663 | $548.0K | 0.00% | −11,792−21.3% | Reduced |
| Poehling Capital Management, LLC | 36,600 | $460.0K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 36,449 | $458.0K | 0.04% | −11,324−23.7% | Reduced |
| Truist Financial Corp | 36,053 | $453.0K | 0.00% | −1,284−3.4% | Reduced |
| Mirador Capital Partners LP | 35,848 | $450.0K | 0.09% | −1,716−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,015 | $440.0K | 0.01% | +6,483+22.7% | Added |
| Glassy Mountain Advisors, Inc. | 34,916 | $439.0K | 0.23% | −434−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 34,733 | $436.0K | 0.00% | −167−0.5% | Reduced |
| Park Avenue Securities LLC | 33,852 | $425.0K | 0.01% | +3,292+10.8% | Added |
| The PNC Financial Services Group, Inc. | 33,412 | $419.0K | 0.00% | −5,144−13.3% | Reduced |
| Private Advisor Group, LLC | 30,396 | $382.0K | 0.00% | +1,964+6.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29,167 | $366.0K | 0.07% | +1,575+5.7% | Added |
| SMH Capital Advisors Inc | 27,715 | $348.0K | 0.57% | +1,390+5.3% | Added |
| GWM Advisors LLC | 25,634 | $322.0K | 0.01% | +4,200+19.6% | Added |
| E&G Advisors, LP | 24,292 | $305.0K | 0.08% | −108−0.4% | Reduced |
| 9258 Wealth Management, LLC | 24,195 | $304.0K | 0.07% | +970+4.2% | Added |
| We Are One Seven, LLC | 24,125 | $303.0K | 0.03% | +1,328+5.8% | Added |
| Capital Investment Advisory Services, LLC | 21,975 | $276.0K | 0.03% | +7,235+49.1% | Added |
| Oxbow Advisors, LLC | 21,304 | $268.0K | 0.03% | −8,815−29.3% | Reduced |
| Valley Brook Capital Group | 20,967 | $263.0K | 0.23% | +162+0.8% | Added |
| 180 Wealth Advisors, LLC | 21,428 | $257.0K | 0.06% | +4,476+26.4% | Added |
| Sigma Planning Corp | 20,347 | $256.0K | 0.01% | +901+4.6% | Added |
| Sound View Wealth Advisors Group, LLC | 19,890 | $250.0K | 0.05% | −105−0.5% | Reduced |
| Cetera Investment Advisers | 18,282 | $230.0K | 0.00% | +52+0.3% | Added |
| Advisory Services Network, LLC | 17,706 | $222.0K | 0.01% | −500−2.7% | Reduced |
| TCG Advisory Services, LLC | 16,727 | $210.0K | 0.06% | −548−3.2% | Reduced |
| Investors Asset Management of Georgia Inc | 15,500 | $195.0K | 0.10% | 00.0% | Unchanged |
| RB Capital Management, LLC | 14,929 | $188.0K | 0.06% | −892−5.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,955 | $188.0K | 0.11% | +69+0.5% | Added |
| UMA Financial Services, Inc. | 15,611 | $181.0K | 0.05% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 14,429 | $181.0K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | – | $176.0K | 0.00% | – | – |
| Millennium Management LLC | 13,567 | $170.0K | 0.00% | +13,567 | New |
| Kestra Private Wealth Services, LLC | 12,324 | $155.0K | 0.01% | +211+1.7% | Added |
| Westbourne Investment Advisors, Inc. | 12,207 | $153.0K | 0.06% | −1,023−7.7% | Reduced |
| Clean Yield Group | 11,000 | $138.0K | 0.05% | −4,000−26.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $137.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 10,852 | $136.0K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $126.0K | 0.07% | +10,000 | New |
| IFP Advisors, Inc | 8,549 | $106.0K | 0.00% | +8,549 | New |
| American Portfolios Advisors | 6,038 | $75.8K | 0.00% | −7,365−55.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,755 | $72.0K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,000 | $63.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 4,103 | $52.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,500 | $44.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,436 | $43.0K | 0.00% | +3,436 | New |
| Cascade Investment Advisors, Inc. | 2,993 | $37.6K | 0.02% | −2,500−45.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,750 | $35.0K | 0.02% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 2,671 | $34.0K | 0.05% | −100−3.6% | Reduced |