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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Prospera Financial Services Inc | 86 | $1.00K | 0.00% | +86 | New |
| Global Retirement Partners, LLC | 99 | $1.00K | 0.00% | +99 | New |
| Bedel Financial Consulting, Inc. | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 180 | $2.26K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.77K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 501 | $6.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 580 | $7.00K | 0.00% | +580 | New |
| Central Trust Co | 750 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 708 | $9.00K | 0.01% | +14+2.0% | Added |
| Koshinski Asset Management, Inc. | 750 | $9.42K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 809 | $10.0K | 0.01% | +9+1.1% | Added |
| Beacon Capital Management, LLC | 762 | $10.0K | 0.00% | +762 | New |
| Fieldpoint Private Securities, LLC | 890 | $11.0K | 0.00% | +890 | New |
| Bartlett & Co. Wealth Management LLC | 1,019 | $12.8K | 0.00% | +1,019 | New |
| Atticus Wealth Management, LLC | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,019 | $13.0K | 0.00% | +1,019 | New |
| North Star Investment Management Corp. | 1,233 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,218 | $15.0K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 1,300 | $16.0K | 0.00% | +1,300 | New |
| Rockbridge Investment Management, LCC | 1,266 | $16.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $18.0K | 0.00% | – | – |
| Tilia Fiduciary Partners, Inc. | 1,464 | $18.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,552 | $19.0K | 0.01% | +19+1.2% | Added |
| First PREMIER Bank | 1,700 | $21.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,732 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1,661 | $21.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,240 | $28.0K | 0.02% | +2,240 | New |
| Citigroup Inc | 2,382 | $30.0K | 0.00% | +27+1.1% | Added |
| Strategic Asset Management, LLC | 2,671 | $34.0K | 0.05% | −100−3.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,750 | $35.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 2,993 | $37.6K | 0.02% | −2,500−45.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,436 | $43.0K | 0.00% | +3,436 | New |
| Cambridge Trust Co | 3,500 | $44.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,103 | $52.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 5,000 | $63.0K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,755 | $72.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,038 | $75.8K | 0.00% | −7,365−55.0% | Reduced |
| IFP Advisors, Inc | 8,549 | $106.0K | 0.00% | +8,549 | New |
| Running Point Capital Advisors, LLC | 10,000 | $126.0K | 0.07% | +10,000 | New |
| Creative Planning | 10,852 | $136.0K | 0.00% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $137.0K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 11,000 | $138.0K | 0.05% | −4,000−26.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 12,207 | $153.0K | 0.06% | −1,023−7.7% | Reduced |
| Kestra Private Wealth Services, LLC | 12,324 | $155.0K | 0.01% | +211+1.7% | Added |
| Millennium Management LLC | 13,567 | $170.0K | 0.00% | +13,567 | New |
| Huntington National Bank | – | $176.0K | 0.00% | – | – |
| 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 |
| 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 |
| Investors Asset Management of Georgia Inc | 15,500 | $195.0K | 0.10% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 16,727 | $210.0K | 0.06% | −548−3.2% | Reduced |
| Advisory Services Network, LLC | 17,706 | $222.0K | 0.01% | −500−2.7% | Reduced |
| Cetera Investment Advisers | 18,282 | $230.0K | 0.00% | +52+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 19,890 | $250.0K | 0.05% | −105−0.5% | Reduced |
| Sigma Planning Corp | 20,347 | $256.0K | 0.01% | +901+4.6% | Added |
| 180 Wealth Advisors, LLC | 21,428 | $257.0K | 0.06% | +4,476+26.4% | Added |
| Valley Brook Capital Group | 20,967 | $263.0K | 0.23% | +162+0.8% | Added |
| Oxbow Advisors, LLC | 21,304 | $268.0K | 0.03% | −8,815−29.3% | Reduced |
| Capital Investment Advisory Services, LLC | 21,975 | $276.0K | 0.03% | +7,235+49.1% | Added |
| We Are One Seven, LLC | 24,125 | $303.0K | 0.03% | +1,328+5.8% | Added |
| 9258 Wealth Management, LLC | 24,195 | $304.0K | 0.07% | +970+4.2% | Added |
| E&G Advisors, LP | 24,292 | $305.0K | 0.08% | −108−0.4% | Reduced |
| GWM Advisors LLC | 25,634 | $322.0K | 0.01% | +4,200+19.6% | Added |
| SMH Capital Advisors Inc | 27,715 | $348.0K | 0.57% | +1,390+5.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29,167 | $366.0K | 0.07% | +1,575+5.7% | Added |
| Private Advisor Group, LLC | 30,396 | $382.0K | 0.00% | +1,964+6.9% | Added |
| The PNC Financial Services Group, Inc. | 33,412 | $419.0K | 0.00% | −5,144−13.3% | Reduced |
| Park Avenue Securities LLC | 33,852 | $425.0K | 0.01% | +3,292+10.8% | Added |
| Commonwealth Equity Services, LLC | 34,733 | $436.0K | 0.00% | −167−0.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 34,916 | $439.0K | 0.23% | −434−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,015 | $440.0K | 0.01% | +6,483+22.7% | Added |
| Mirador Capital Partners LP | 35,848 | $450.0K | 0.09% | −1,716−4.6% | Reduced |
| Truist Financial Corp | 36,053 | $453.0K | 0.00% | −1,284−3.4% | Reduced |
| Nwam LLC | 36,449 | $458.0K | 0.04% | −11,324−23.7% | Reduced |
| Poehling Capital Management, LLC | 36,600 | $460.0K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 43,663 | $548.0K | 0.00% | −11,792−21.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 44,576 | $560.0K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 45,145 | $567.0K | 0.21% | +150+0.3% | Added |
| Stifel Financial Corp | 45,323 | $570.0K | 0.00% | −102,493−69.3% | Reduced |
| Wedbush Securities Inc | 49,142 | $617.0K | 0.03% | −970−1.9% | Reduced |
| Baird Financial Group, Inc. | 50,550 | $635.0K | 0.00% | +11,350+29.0% | Added |
| Stephens Inc | 56,040 | $704.0K | 0.01% | +60.0% | Added |
| Peapack Gladstone Financial Corp | 59,520 | $748.0K | 0.01% | +89+0.1% | Added |
| ProVise Management Group, LLC | 60,072 | $755.0K | 0.07% | −64,337−51.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 61,903 | $777.0K | 0.22% | −1,322−2.1% | Reduced |
| Stolper Co | 63,928 | $803.0K | 0.34% | +5,581+9.6% | Added |
| Doliver Advisors, LP | 72,489 | $910.0K | 0.29% | +53,103+273.9% | Added |
| Wela Strategies, Inc. | 79,653 | $1.00M | 0.51% | +23,815+42.7% | Added |
| Ellis Investment Partners, LLC | 82,251 | $1.03M | 0.24% | +11,026+15.5% | Added |
| Chicago Partners Investment Group LLC | 96,122 | $1.06M | 0.08% | −11,548−10.7% | Reduced |