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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 87,956 | $1.10M | 0.00% | −1,854−2.1% | Reduced |
| Transcend Wealth Collective, LLC | 88,577 | $1.11M | 0.10% | −131−0.1% | Reduced |
| Waterfront Wealth Inc. | 94,063 | $1.17M | 0.41% | +14,390+18.1% | Added |
| CNH Partners LLC | 96,276 | $1.21M | 0.03% | +96,276 | New |
| Rockefeller Capital Management L.P. | 125,671 | $1.58M | 0.01% | −12,743−9.2% | Reduced |
| Fiera Capital Corp | 127,025 | $1.59M | 0.00% | +33,026+35.1% | Added |
| Landscape Capital Management, L.L.C. | 137,556 | $1.73M | 0.22% | +137,556 | New |
| Advisor Group Holdings, Inc. | 154,573 | $1.94M | 0.00% | −11,966−7.2% | Reduced |
| Wolverine Asset Management LLC | 157,965 | $1.98M | 0.02% | +157,965 | New |
| Ibex Wealth Advisors | 182,044 | $2.29M | 0.44% | −19,589−9.7% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 194,552 | $2.44M | 0.68% | −267−0.1% | Reduced |
| Evergreen Capital Management LLC | 200,892 | $2.52M | 0.10% | +68,460+51.7% | Added |
| Rivernorth Capital Management, LLC | 228,298 | $2.87M | 0.11% | +228,298 | New |
| Northwestern Mutual Wealth Management Co | 229,964 | $2.89M | 0.00% | −4,157−1.8% | Reduced |
| Thrivent Financial for Lutherans | 233,208 | $2.93M | 0.01% | +2,352+1.0% | Added |
| Lido Advisors, LLC | 240,823 | $3.02M | 0.06% | +55,929+30.2% | Added |
| Capital Investment Advisors, LLC | 283,413 | $3.56M | 0.11% | +172,436+155.4% | Added |
| Penserra Capital Management LLC | 286,337 | $3.60M | 0.09% | −563,719−66.3% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $4.16M | 0.01% | −50,000−13.1% | Reduced |
| Citadel Advisors LLC | 331,696 | $4.17M | 0.00% | +331,696 | New |
| Edgemoor Investment Advisors, Inc. | 382,530 | $4.80M | 0.51% | −483−0.1% | Reduced |
| LPL Financial LLC | 394,775 | $4.96M | 0.00% | −5,633−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 461,796 | $5.80M | 0.01% | −6,209−1.3% | Reduced |
| Bramshill Investments, LLC | 476,405 | $5.98M | 0.83% | −380,102−44.4% | Reduced |
| Royal Bank of Canada | 624,031 | $7.84M | 0.00% | −10,062−1.6% | Reduced |
| Spectrum Asset Management, Inc. | 723,135 | $9.08M | 5.59% | +723,135 | New |
| Raymond James & Associates | 729,070 | $9.16M | 0.01% | +21,942+3.1% | Added |
| Wells Fargo & Company | 737,260 | $9.26M | 0.00% | −13,818−1.8% | Reduced |
| Johnson Financial Group, Inc. | 775,132 | $9.74M | 0.69% | −21,858−2.7% | Reduced |
| Morgan Stanley | 876,935 | $11.0M | 0.00% | −257,447−22.7% | Reduced |
| UBS Group AG | 1,201,683 | $15.1M | 0.01% | −112,061−8.5% | Reduced |
| Invesco Ltd. | 1,239,845 | $15.6M | 0.00% | −34,627−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,745,488 | $21.9M | 0.03% | +980,449+128.2% | Added |
| Guggenheim Capital LLC | 1,909,645 | $24.0M | 0.14% | +632,200+49.5% | Added |
| Sit Investment Associates Inc | 4,454,712 | $56.0M | 1.51% | −431,920−8.8% | Reduced |
| Bank of America Corp | 4,581,303 | $57.5M | 0.01% | −108,272−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 4,649,857 | $58.4M | 0.03% | +135,536+3.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −336,388−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −201,692−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −146,606−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −24,451−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −22,143−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −18,734−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −16,546−100.0% | Sold out |
| Whitener Capital Management, Inc. | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −13,867−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,398−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Crescent Capital Consulting, LLC | – | – | – | – | Not filed |