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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 8,549 | $106.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,399 | $58.8K | 0.00% | −639−10.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,500 | $49.0K | 0.01% | −1,255−21.8% | Reduced |
| US Bancorp | 4,103 | $45.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,027 | $44.0K | 0.00% | +4,027 | New |
| Cambridge Trust Co | 3,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 2,993 | $32.6K | 0.03% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 2,530 | $28.0K | 0.00% | +148+6.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,240 | $24.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $19.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Webster Bank, N. A. | 1,378 | $15.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,086 | $12.0K | 0.00% | +1,086 | New |
| Bartlett & Co. Wealth Management LLC | 1,019 | $11.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rockbridge Investment Management, LCC | 950 | $10.3K | 0.00% | −316−25.0% | Reduced |
| Beacon Capital Management, LLC | 762 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Central Trust Co | 750 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 724 | $8.00K | 0.01% | +16+2.3% | Added |
| Venture Visionary Partners LLC | 619 | $6.74K | 0.00% | +619 | New |
| 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 |
| Stephens Consulting, LLC | 300 | $3.27K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 281 | $3.06K | 0.00% | +281 | New |
| Spire Wealth Management | 283 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $3.00K | 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 |
| Cornerstone Management, Inc. | 180 | $1.96K | 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 |
| 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 |
| 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 |