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, Q3 2022
Institutional positions in BlackRock Credit Allocation Income Trust as of Sep 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
- 149
- +3 vs. Q2 2022
- Shares held
- 33.0M
- +292.2K (+0.9%) vs. Q2 2022
- Total value
- $315.1M
- −$41.4M (−11.6%) vs. Q2 2022
- New holders
- 20
- 40 more added
- Sold out
- 17
- 48 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 8,547 | $106.0K | 0.00% | −20.0% | Reduced |
| Atria Wealth Solutions, Inc. | 11,069 | $105.6K | 0.00% | +11,069 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $104.0K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $104.0K | 0.00% | – | – |
| HRT Financial LP | 10,920 | $104.0K | 0.00% | +10,920 | New |
| Cetera Investment Advisers | 10,521 | $100.0K | 0.00% | −18,776−64.1% | Reduced |
| Lokken Investment Group LLC | 10,297 | $98.0K | 0.08% | +10,297 | New |
| Running Point Capital Advisors, LLC | 10,000 | $95.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 8,000 | $76.0K | 0.04% | −3,000−27.3% | Reduced |
| American Portfolios Advisors | 5,512 | $52.6K | 0.00% | +113+2.1% | Added |
| Harbour Investments, Inc. | 4,027 | $44.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,500 | $43.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,103 | $39.0K | 0.00% | 00.0% | Unchanged |
| Selway Asset Management | 3,000 | $29.0K | 0.02% | +3,000 | New |
| Strategic Asset Management, LLC | 2,671 | $26.0K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 2,582 | $25.0K | 0.00% | +52+2.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,240 | $21.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $16.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 1,661 | $16.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,621 | $15.0K | 0.01% | +1,621 | New |
| Tilia Fiduciary Partners, Inc. | 1,464 | $14.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $13.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,019 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,019 | $9.72K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 846 | $9.00K | 0.01% | +19+2.3% | Added |
| EverSource Wealth Advisors, LLC | 963 | $9.00K | 0.00% | +963 | New |
| Beacon Capital Management, LLC | 762 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 874 | $8.00K | 0.00% | +6+0.7% | Added |
| Central Trust Co | 750 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 741 | $7.00K | 0.01% | +17+2.3% | Added |
| Cambridge Trust Co | 500 | $5.00K | 0.00% | −3,000−85.7% | Reduced |
| Pin Oak Investment Advisors Inc | 483 | $5.00K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 501 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 350 | $3.00K | 0.00% | +350 | New |
| Stephens Consulting, LLC | 300 | $2.86K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 200 | $2.00K | 0.00% | −2,481−92.5% | Reduced |
| Geneos Wealth Management Inc. | 312 | $2.00K | 0.00% | −1,420−82.0% | Reduced |
| Savior LLC | 230 | $2.00K | 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 240 | $2.00K | 0.00% | +240 | New |
| Cornerstone Management, Inc. | 180 | $1.72K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,612 | $0 | 0.00% | +10,612 | New |
| Wela Strategies, Inc. | 0 | $0 | 0.00% | −77,047−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −75,142−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −18,163−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −11,076−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −10,386−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | – | – | – | – | Not filed |