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, 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 | $354.0M |
| 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, 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 14 | $0 | 0.00% | −3,422−99.6% | Reduced |
| JPMorgan Chase & Co | 18 | $0 | 0.00% | −562−96.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 86 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 180 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $3.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 281 | $3.06K | 0.00% | +281 | New |
| Stephens Consulting, LLC | 300 | $3.27K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 483 | $5.00K | 0.01% | −735−60.3% | Reduced |
| Princeton Global Asset Management LLC | 501 | $5.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 619 | $6.74K | 0.00% | +619 | New |
| Central Trust Co | 750 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 724 | $8.00K | 0.01% | +16+2.3% | Added |
| Pacifica Partners Inc. | 827 | $9.00K | 0.01% | +18+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 868 | $9.00K | 0.00% | +868 | New |
| Beacon Capital Management, LLC | 762 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 950 | $10.3K | 0.00% | −316−25.0% | Reduced |
| Bartlett & Co. LLC | 1,019 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,019 | $11.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,086 | $12.0K | 0.00% | +1,086 | New |
| North Star Investment Management Corp. | 1,233 | $13.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $16.0K | 0.00% | – | – |
| Tilia Fiduciary Partners, Inc. | 1,464 | $16.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,509 | $16.0K | 0.00% | +1,509 | New |
| Eukles Asset Management | 1,661 | $18.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,732 | $18.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,691 | $18.0K | 0.00% | +1,691 | New |
| First PREMIER Bank | 1,700 | $19.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,240 | $24.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 2,530 | $28.0K | 0.00% | +148+6.2% | Added |
| Strategic Asset Management, LLC | 2,671 | $29.0K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 2,681 | $29.0K | 0.00% | +2,681 | New |
| Cascade Investment Advisors, Inc. | 2,993 | $32.6K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 3,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,027 | $44.0K | 0.00% | +4,027 | New |
| US Bancorp | 4,103 | $45.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,500 | $49.0K | 0.01% | −1,255−21.8% | Reduced |
| American Portfolios Advisors | 5,399 | $58.8K | 0.00% | −639−10.6% | Reduced |
| IFP Advisors, Inc | 8,549 | $106.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Almitas Capital LLC | 10,386 | $113.0K | 0.06% | +10,386 | New |
| 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 |
| Clean Yield Group | 11,000 | $120.0K | 0.05% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 11,076 | $121.0K | 0.02% | +11,076 | New |
| Kestra Private Wealth Services, LLC | 11,940 | $130.0K | 0.01% | −384−3.1% | Reduced |
| UMA Financial Services, Inc. | 12,839 | $147.0K | 0.04% | −2,772−17.8% | Reduced |
| Huntington National Bank | – | $152.0K | 0.00% | – | – |
| Oak Family Advisors, LLC | 14,429 | $157.0K | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 15,065 | $164.0K | 0.06% | +136+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,122 | $165.0K | 0.10% | +167+1.1% | Added |
| Investors Asset Management of Georgia Inc | 15,500 | $169.0K | 0.09% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 16,753 | $182.0K | 0.06% | +26+0.2% | Added |
| Advisory Services Network, LLC | 17,706 | $193.0K | 0.01% | 00.0% | Unchanged |
| Valley Brook Capital Group | 18,155 | $197.0K | 0.20% | −2,812−13.4% | Reduced |
| Doliver Advisors, LP | 18,163 | $198.0K | 0.07% | −54,326−74.9% | Reduced |
| Sigma Planning Corp | 18,294 | $199.0K | 0.01% | −2,053−10.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 19,100 | $208.0K | 0.04% | −790−4.0% | Reduced |
| Lloyd Park, LLC | 20,800 | $227.0K | 0.24% | +20,800 | New |
| Oxbow Advisors, LLC | 21,304 | $232.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,459 | $234.0K | 0.00% | +21,459 | New |
| 180 Wealth Advisors, LLC | 21,464 | $235.0K | 0.06% | +36+0.2% | Added |
| Capital Investment Advisory Services, LLC | 23,005 | $251.0K | 0.03% | +1,030+4.7% | Added |
| 9258 Wealth Management, LLC | 24,170 | $263.0K | 0.07% | −25−0.1% | Reduced |
| E&G Advisors, LP | 24,292 | $265.0K | 0.09% | 00.0% | Unchanged |
| Mackay Shields LLC | 24,596 | $268.0K | 0.01% | +24,596 | New |
| We Are One Seven, LLC | 24,932 | $272.0K | 0.04% | +807+3.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 28,464 | $310.0K | 0.06% | −703−2.4% | Reduced |
| Cetera Investment Advisers | 29,297 | $319.0K | 0.01% | +11,015+60.3% | Added |
| Private Advisor Group, LLC | 29,573 | $322.0K | 0.00% | −823−2.7% | Reduced |
| GWM Advisors LLC | 29,934 | $326.0K | 0.01% | +4,300+16.8% | Added |
| Wedbush Securities Inc | 30,415 | $331.0K | 0.02% | −18,727−38.1% | Reduced |
| Susquehanna International Group, LLP | 30,678 | $334.0K | 0.00% | +30,678 | New |
| Mirador Capital Partners LP | 31,097 | $339.0K | 0.08% | −4,751−13.3% | Reduced |
| The PNC Financial Services Group, Inc. | 32,029 | $348.0K | 0.00% | −1,383−4.1% | Reduced |
| D.A. Davidson & Co. | 32,441 | $353.0K | 0.00% | +32,441 | New |
| Park Avenue Securities LLC | 33,711 | $367.0K | 0.01% | −141−0.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 34,018 | $370.0K | 0.22% | −898−2.6% | Reduced |
| Spinnaker Investment Group, LLC | 35,000 | $381.0K | 0.16% | +35,000 | New |
| Commonwealth Equity Services, LLC | 35,305 | $384.0K | 0.00% | +572+1.6% | Added |
| Nwam LLC | 36,457 | $397.0K | 0.04% | +80.0% | Added |
| Poehling Capital Management, LLC | 36,600 | $399.0K | 0.15% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 36,773 | $400.0K | 0.54% | +9,058+32.7% | Added |
| Steward Partners Investment Advisory, LLC | 37,647 | $410.0K | 0.01% | +2,632+7.5% | Added |
| Truist Financial Corp | 41,292 | $450.0K | 0.00% | +5,239+14.5% | Added |
| 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 |
| Horizon Kinetics Asset Management LLC | 44,357 | $483.0K | 0.01% | −219−0.5% | Reduced |
| Uncommon Cents Investing LLC | 45,795 | $499.0K | 0.20% | +650+1.4% | Added |
| ProVise Management Group, LLC | 54,893 | $598.0K | 0.06% | −5,179−8.6% | Reduced |
| Baird Financial Group, Inc. | 55,247 | $602.0K | 0.00% | +4,697+9.3% | Added |