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 $354.6M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 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
- 147
- +12 vs. Q1 2022
- Shares held
- 32.7M
- +5.79M (+21.5%) vs. Q1 2022
- Total value
- $356.8M
- +$18.3M (+5.4%) vs. Q1 2022
- New holders
- 24
- 36 more added
- Sold out
- 12
- 46 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $354.6M |
| Q1 2026 | 155 | $344.7M |
| Q4 2025 | 156 | $370.8M |
| Q3 2025 | 151 | $367.4M |
| Q2 2025 | 144 | $378.5M |
| Q1 2025 | 146 | $357.4M |
| Q4 2024 | 157 | $350.8M |
| Q3 2024 | 136 | $388.7M |
| Q2 2024 | 140 | $357.9M |
| Q1 2024 | 141 | $460.5M |
| Q4 2023 | 150 | $404.0M |
| Q3 2023 | 134 | $318.2M |
| Q2 2023 | 140 | $333.8M |
| Q1 2023 | 139 | $339.3M |
| Q4 2022 | 151 | $332.5M |
| Q3 2022 | 149 | $315.1M |
| Q2 2022 | 147 | $356.9M |
| Q1 2022 | 137 | $396.9M |
| Q4 2021 | 138 | $463.8M |
| Q3 2021 | 136 | $480.8M |
| Q2 2021 | 136 | $499.8M |
| Q1 2021 | 134 | $489.6M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,682,169 | $61.9M | 0.01% | +4,805,234+548.0% | Added |
| Sit Investment Associates Inc | 4,421,847 | $48.2M | 1.46% | −32,865−0.7% | Reduced |
| Bank of America Corp | 3,653,451 | $39.8M | 0.00% | −927,852−20.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,951,414 | $21.3M | 0.04% | +205,926+11.8% | Added |
| Guggenheim Capital LLC | 1,883,623 | $20.5M | 0.16% | −26,022−1.4% | Reduced |
| Invesco Ltd. | 1,317,634 | $14.3M | 0.00% | +77,789+6.3% | Added |
| Rivernorth Capital Management, LLC | 1,258,000 | $13.7M | 0.56% | +1,029,702+451.0% | Added |
| Johnson Financial Group, Inc. | 854,834 | $9.31M | 0.67% | +79,702+10.3% | Added |
| UBS Group AG | 823,086 | $8.96M | 0.00% | −378,597−31.5% | Reduced |
| 1607 Capital Partners, LLC | 768,000 | $8.36M | 0.57% | +768,000 | New |
| Spectrum Asset Management, Inc. | 723,135 | $7.88M | 5.91% | 00.0% | Unchanged |
| Wells Fargo & Company | 719,894 | $7.84M | 0.00% | −17,366−2.4% | Reduced |
| Raymond James & Associates | 632,216 | $6.88M | 0.01% | −96,854−13.3% | Reduced |
| Bramshill Investments, LLC | 530,218 | $5.77M | 0.69% | +53,813+11.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 442,700 | $4.82M | 0.01% | −19,096−4.1% | Reduced |
| LPL Financial LLC | 435,642 | $4.74M | 0.00% | +40,867+10.4% | Added |
| Royal Bank of Canada | 390,149 | $4.25M | 0.00% | −233,882−37.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 376,765 | $4.10M | 0.52% | −5,765−1.5% | Reduced |
| Cohen & Steers, Inc. | 353,924 | $3.85M | 0.01% | +22,902+6.9% | Added |
| Karpus Management, Inc. | 305,588 | $3.33M | 0.11% | +305,588 | New |
| Penserra Capital Management LLC | 281,648 | $3.07M | 0.08% | −4,689−1.6% | Reduced |
| Capital Investment Advisors, LLC | 281,210 | $3.06M | 0.10% | −2,203−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 266,120 | $2.90M | 0.00% | +36,156+15.7% | Added |
| Thrivent Financial for Lutherans | 253,758 | $2.76M | 0.01% | +20,550+8.8% | Added |
| Franklin Resources Inc | 250,000 | $2.72M | 0.00% | +250,000 | New |
| Lehman & Derafelo Financial Resources LLC | 188,553 | $2.05M | 0.64% | −5,999−3.1% | Reduced |
| Evergreen Capital Management LLC | 177,707 | $1.94M | 0.10% | −23,185−11.5% | Reduced |
| Ibex Wealth Advisors | 172,815 | $1.88M | 0.43% | −9,229−5.1% | Reduced |
| Fiera Capital Corp | 157,887 | $1.72M | 0.01% | +30,862+24.3% | Added |
| Family Management Corp | 150,559 | $1.64M | 0.47% | +150,559 | New |
| Waterfront Wealth Inc. | 148,097 | $1.61M | 0.65% | +54,034+57.4% | Added |
| Advisors Asset Management, Inc. | 147,400 | $1.60M | 0.03% | +147,400 | New |
| CNH Partners LLC | 138,200 | $1.50M | 0.03% | +41,924+43.5% | Added |
| Advisor Group Holdings, Inc. | 128,393 | $1.40M | 0.00% | −26,180−16.9% | Reduced |
| Rockefeller Capital Management L.P. | 128,260 | $1.40M | 0.01% | +2,589+2.1% | Added |
| Chicago Partners Investment Group LLC | 95,908 | $1.12M | 0.08% | −214−0.2% | Reduced |
| Ellis Investment Partners, LLC | 94,840 | $1.03M | 0.28% | +12,589+15.3% | Added |
| Landscape Capital Management, L.L.C. | 92,257 | $1.00M | 0.14% | −45,299−32.9% | Reduced |
| Transcend Wealth Collective, LLC | 88,017 | $959.0K | 0.10% | −560−0.6% | Reduced |
| Relative Value Partners Group, LLC | 74,528 | $846.0K | 0.06% | +74,528 | New |
| Wela Strategies, Inc. | 77,047 | $839.0K | 0.49% | −2,606−3.3% | Reduced |
| Ameriprise Financial Inc | 76,412 | $832.0K | 0.00% | −11,544−13.1% | Reduced |
| Citadel Advisors LLC | 75,142 | $818.0K | 0.00% | −256,554−77.3% | Reduced |
| Stolper Co | 64,308 | $700.0K | 0.33% | +380+0.6% | Added |
| Shulman DeMeo Asset Management LLC | 61,249 | $667.0K | 0.22% | −654−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 59,626 | $649.0K | 0.01% | +106+0.2% | Added |
| Stephens Inc | 56,055 | $610.0K | 0.01% | +150.0% | Added |
| Baird Financial Group, Inc. | 55,247 | $602.0K | 0.00% | +4,697+9.3% | Added |
| ProVise Management Group, LLC | 54,893 | $598.0K | 0.06% | −5,179−8.6% | Reduced |
| Uncommon Cents Investing LLC | 45,795 | $499.0K | 0.20% | +650+1.4% | Added |
| Horizon Kinetics Asset Management LLC | 44,357 | $483.0K | 0.01% | −219−0.5% | Reduced |
| Stifel Financial Corp | 41,551 | $452.0K | 0.00% | −3,772−8.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 41,549 | $452.0K | 0.00% | −2,114−4.8% | Reduced |
| Truist Financial Corp | 41,292 | $450.0K | 0.00% | +5,239+14.5% | Added |
| Steward Partners Investment Advisory, LLC | 37,647 | $410.0K | 0.01% | +2,632+7.5% | Added |
| SMH Capital Advisors Inc | 36,773 | $400.0K | 0.54% | +9,058+32.7% | Added |
| Poehling Capital Management, LLC | 36,600 | $399.0K | 0.15% | 00.0% | Unchanged |
| Nwam LLC | 36,457 | $397.0K | 0.04% | +80.0% | Added |
| Commonwealth Equity Services, LLC | 35,305 | $384.0K | 0.00% | +572+1.6% | Added |
| Spinnaker Investment Group, LLC | 35,000 | $381.0K | 0.16% | +35,000 | New |
| Glassy Mountain Advisors, Inc. | 34,018 | $370.0K | 0.22% | −898−2.6% | Reduced |
| Park Avenue Securities LLC | 33,711 | $367.0K | 0.01% | −141−0.4% | Reduced |
| D.A. Davidson & Co. | 32,441 | $353.0K | 0.00% | +32,441 | New |
| The PNC Financial Services Group, Inc. | 32,029 | $348.0K | 0.00% | −1,383−4.1% | Reduced |
| Mirador Capital Partners LP | 31,097 | $339.0K | 0.08% | −4,751−13.3% | Reduced |
| Susquehanna International Group, LLP | 30,678 | $334.0K | 0.00% | +30,678 | New |
| Wedbush Securities Inc | 30,415 | $331.0K | 0.02% | −18,727−38.1% | Reduced |
| GWM Advisors LLC | 29,934 | $326.0K | 0.01% | +4,300+16.8% | Added |
| Private Advisor Group, LLC | 29,573 | $322.0K | 0.00% | −823−2.7% | Reduced |
| Cetera Investment Advisers | 29,297 | $319.0K | 0.01% | +11,015+60.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 28,464 | $310.0K | 0.06% | −703−2.4% | Reduced |
| We Are One Seven, LLC | 24,932 | $272.0K | 0.04% | +807+3.3% | Added |
| Mackay Shields LLC | 24,596 | $268.0K | 0.01% | +24,596 | New |
| E&G Advisors, LP | 24,292 | $265.0K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 24,170 | $263.0K | 0.07% | −25−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 23,005 | $251.0K | 0.03% | +1,030+4.7% | Added |
| 180 Wealth Advisors, LLC | 21,464 | $235.0K | 0.06% | +36+0.2% | Added |
| Kestra Advisory Services, LLC | 21,459 | $234.0K | 0.00% | +21,459 | New |
| Oxbow Advisors, LLC | 21,304 | $232.0K | 0.03% | 00.0% | Unchanged |
| Lloyd Park, LLC | 20,800 | $227.0K | 0.24% | +20,800 | New |
| Sound View Wealth Advisors Group, LLC | 19,100 | $208.0K | 0.04% | −790−4.0% | Reduced |
| Sigma Planning Corp | 18,294 | $199.0K | 0.01% | −2,053−10.1% | Reduced |
| Doliver Advisors, LP | 18,163 | $198.0K | 0.07% | −54,326−74.9% | Reduced |
| Valley Brook Capital Group | 18,155 | $197.0K | 0.20% | −2,812−13.4% | Reduced |
| Advisory Services Network, LLC | 17,706 | $193.0K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 16,753 | $182.0K | 0.06% | +26+0.2% | Added |
| Investors Asset Management of Georgia Inc | 15,500 | $169.0K | 0.09% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,122 | $165.0K | 0.10% | +167+1.1% | Added |
| RB Capital Management, LLC | 15,065 | $164.0K | 0.06% | +136+0.9% | Added |
| Oak Family Advisors, LLC | 14,429 | $157.0K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | – | $152.0K | 0.00% | – | – |
| UMA Financial Services, Inc. | 12,839 | $147.0K | 0.04% | −2,772−17.8% | Reduced |
| Kestra Private Wealth Services, LLC | 11,940 | $130.0K | 0.01% | −384−3.1% | Reduced |
| WealthShield Partners, LLC | 11,076 | $121.0K | 0.02% | +11,076 | New |
| Clean Yield Group | 11,000 | $120.0K | 0.05% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $119.0K | 0.04% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 10,932 | $119.0K | 0.04% | +10,932 | New |
| Almitas Capital LLC | 10,386 | $113.0K | 0.06% | +10,386 | New |
| Running Point Capital Advisors, LLC | 10,000 | $109.0K | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $109.0K | 0.00% | +10,000 | New |