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 |
|---|---|---|---|---|---|
| Stephens Inc | 56,055 | $610.0K | 0.01% | +150.0% | Added |
| Peapack Gladstone Financial Corp | 59,626 | $649.0K | 0.01% | +106+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 61,249 | $667.0K | 0.22% | −654−1.1% | Reduced |
| Stolper Co | 64,308 | $700.0K | 0.33% | +380+0.6% | Added |
| Citadel Advisors LLC | 75,142 | $818.0K | 0.00% | −256,554−77.3% | Reduced |
| Ameriprise Financial Inc | 76,412 | $832.0K | 0.00% | −11,544−13.1% | Reduced |
| Wela Strategies, Inc. | 77,047 | $839.0K | 0.49% | −2,606−3.3% | Reduced |
| Relative Value Partners Group, LLC | 74,528 | $846.0K | 0.06% | +74,528 | New |
| Transcend Wealth Collective, LLC | 88,017 | $959.0K | 0.10% | −560−0.6% | Reduced |
| Landscape Capital Management, L.L.C. | 92,257 | $1.00M | 0.14% | −45,299−32.9% | Reduced |
| Ellis Investment Partners, LLC | 94,840 | $1.03M | 0.28% | +12,589+15.3% | Added |
| Chicago Partners Investment Group LLC | 95,908 | $1.12M | 0.08% | −214−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 128,260 | $1.40M | 0.01% | +2,589+2.1% | Added |
| Advisor Group Holdings, Inc. | 128,393 | $1.40M | 0.00% | −26,180−16.9% | Reduced |
| CNH Partners LLC | 138,200 | $1.50M | 0.03% | +41,924+43.5% | Added |
| Advisors Asset Management, Inc. | 147,400 | $1.60M | 0.03% | +147,400 | New |
| Waterfront Wealth Inc. | 148,097 | $1.61M | 0.65% | +54,034+57.4% | Added |
| Family Management Corp | 150,559 | $1.64M | 0.47% | +150,559 | New |
| Fiera Capital Corp | 157,887 | $1.72M | 0.01% | +30,862+24.3% | Added |
| Ibex Wealth Advisors | 172,815 | $1.88M | 0.43% | −9,229−5.1% | Reduced |
| Evergreen Capital Management LLC | 177,707 | $1.94M | 0.10% | −23,185−11.5% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 188,553 | $2.05M | 0.64% | −5,999−3.1% | Reduced |
| Franklin Resources Inc | 250,000 | $2.72M | 0.00% | +250,000 | New |
| Thrivent Financial for Lutherans | 253,758 | $2.76M | 0.01% | +20,550+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 266,120 | $2.90M | 0.00% | +36,156+15.7% | Added |
| Capital Investment Advisors, LLC | 281,210 | $3.06M | 0.10% | −2,203−0.8% | Reduced |
| Penserra Capital Management LLC | 281,648 | $3.07M | 0.08% | −4,689−1.6% | Reduced |
| Karpus Management, Inc. | 305,588 | $3.33M | 0.11% | +305,588 | New |
| Cohen & Steers, Inc. | 353,924 | $3.85M | 0.01% | +22,902+6.9% | Added |
| Edgemoor Investment Advisors, Inc. | 376,765 | $4.10M | 0.52% | −5,765−1.5% | Reduced |
| Royal Bank of Canada | 390,149 | $4.25M | 0.00% | −233,882−37.5% | Reduced |
| LPL Financial LLC | 435,642 | $4.74M | 0.00% | +40,867+10.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 442,700 | $4.82M | 0.01% | −19,096−4.1% | Reduced |
| Bramshill Investments, LLC | 530,218 | $5.77M | 0.69% | +53,813+11.3% | Added |
| Raymond James & Associates | 632,216 | $6.88M | 0.01% | −96,854−13.3% | Reduced |
| Wells Fargo & Company | 719,894 | $7.84M | 0.00% | −17,366−2.4% | Reduced |
| Spectrum Asset Management, Inc. | 723,135 | $7.88M | 5.91% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 768,000 | $8.36M | 0.57% | +768,000 | New |
| UBS Group AG | 823,086 | $8.96M | 0.00% | −378,597−31.5% | Reduced |
| Johnson Financial Group, Inc. | 854,834 | $9.31M | 0.67% | +79,702+10.3% | Added |
| Rivernorth Capital Management, LLC | 1,258,000 | $13.7M | 0.56% | +1,029,702+451.0% | Added |
| Invesco Ltd. | 1,317,634 | $14.3M | 0.00% | +77,789+6.3% | Added |
| Guggenheim Capital LLC | 1,883,623 | $20.5M | 0.16% | −26,022−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,951,414 | $21.3M | 0.04% | +205,926+11.8% | Added |
| Bank of America Corp | 3,653,451 | $39.8M | 0.00% | −927,852−20.3% | Reduced |
| Sit Investment Associates Inc | 4,421,847 | $48.2M | 1.46% | −32,865−0.7% | Reduced |
| Morgan Stanley | 5,682,169 | $61.9M | 0.01% | +4,805,234+548.0% | Added |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −240,823−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −157,965−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,567−100.0% | Sold out |
| Westbourne Investment Advisors, Inc. | 0 | $0 | 0.00% | −12,207−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,852−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |