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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, Q4 2022

Institutional positions in BlackRock Credit Allocation Income Trust as of Dec 31, 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
151
+5 vs. Q3 2022
Shares held
32.9M
−61.1K (−0.2%) vs. Q3 2022
Total value
$332.5M
+$17.7M (+5.6%) vs. Q3 2022
New holders
25
36 more added
Sold out
20
48 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 151 institutions
Q1 2021: 134 institutionsQ2 2021: 136 institutionsQ3 2021: 136 institutionsQ4 2021: 138 institutionsQ1 2022: 137 institutionsQ2 2022: 147 institutionsQ3 2022: 149 institutionsQ4 2022: 151 institutionsQ1 2023: 138 institutionsQ2 2023: 140 institutionsQ3 2023: 134 institutionsQ4 2023: 150 institutionsQ1 2024: 141 institutionsQ2 2024: 140 institutionsQ3 2024: 136 institutionsQ4 2024: 157 institutionsQ1 2025: 146 institutionsQ2 2025: 144 institutionsQ3 2025: 151 institutionsQ4 2025: 156 institutionsQ1 2026: 155 institutionsQ2 2026: 156 institutions
Value heldQ4 2022: $332.5M
Q1 2021: $489.3MQ2 2021: $499.8MQ3 2021: $480.8MQ4 2021: $462.9MQ1 2022: $396.9MQ2 2022: $356.8MQ3 2022: $315.1MQ4 2022: $332.5MQ1 2023: $331.1MQ2 2023: $333.8MQ3 2023: $318.2MQ4 2023: $353.6MQ1 2024: $356.2MQ2 2024: $357.9MQ3 2024: $354.8MQ4 2024: $344.7MQ1 2025: $357.2MQ2 2025: $367.1MQ3 2025: $367.4MQ4 2025: $370.0MQ1 2026: $344.7MQ2 2026: $354.0M
Institutions holding BTZ and their total value by quarter
QuarterHoldersValue
Q2 2026156$354.0M
Q1 2026155$344.7M
Q4 2025156$370.0M
Q3 2025151$367.4M
Q2 2025144$367.1M
Q1 2025146$357.2M
Q4 2024157$344.7M
Q3 2024136$354.8M
Q2 2024140$357.9M
Q1 2024141$356.2M
Q4 2023150$353.6M
Q3 2023134$318.2M
Q2 2023140$333.8M
Q1 2023138$331.1M
Q4 2022151$332.5M
Q3 2022149$315.1M
Q2 2022147$356.8M
Q1 2022137$396.9M
Q4 2021138$462.9M
Q3 2021136$480.8M
Q2 2021136$499.8M
Q1 2021134$489.3M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q3 2022.

Institutions holding BTZ in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc5,207,917$52.6M1.47%+433,193+9.1%Added
Morgan Stanley4,589,426$46.4M0.01%−867,394−15.9%Reduced
Bank of America Corp3,202,803$32.3M0.00%−85,747−2.6%Reduced
Allspring Global Investments Holdings, LLC2,179,019$22.0M0.04%+202,105+10.2%Added
Guggenheim Capital LLC1,312,570$13.3M0.12%−553,308−29.7%Reduced
Invesco Ltd.1,189,095$12.0M0.00%−2920.0%Reduced
UBS Group AG1,089,852$11.0M0.01%−57,981−5.1%Reduced
Penserra Capital Management LLC958,712$9.68M0.21%+86,159+9.9%Added
Karpus Management, Inc.870,118$8.79M0.30%+536,907+161.1%Added
Johnson Financial Group, Inc.817,370$8.26M0.65%−96,939−10.6%Reduced
Spectrum Asset Management, Inc.723,135$7.30M5.25%00.0%Unchanged
Royal Bank of Canada658,262$6.65M0.00%+238,737+56.9%Added
Wells Fargo & Company649,626$6.56M0.00%−50,874−7.3%Reduced
1607 Capital Partners, LLC646,216$6.53M0.45%−67,134−9.4%Reduced
Capital Investment Advisors, LLC607,482$6.14M0.19%+339,955+127.1%Added
LPL Financial LLC543,233$5.49M0.00%+20,706+4.0%Added
Evergreen Capital Management LLC537,222$5.43M0.26%+322,315+150.0%Added
Bramshill Investments, LLC502,625$5.08M0.60%−15,567−3.0%Reduced
Raymond James Financial Services Advisors, Inc.500,320$5.05M0.01%+36,220+7.8%Added
Rivernorth Capital Management, LLC497,792$5.03M0.23%−267,148−34.9%Reduced
Raymond James & Associates470,808$4.76M0.00%−139,897−22.9%Reduced
Sowell Financial Services LLC463,212$4.68M0.30%+463,212New
Edgemoor Investment Advisors, Inc.364,493$3.68M0.46%−10,292−2.7%Reduced
Cohen & Steers, Inc.331,022$3.34M0.01%00.0%Unchanged
Family Management Corp284,548$2.87M0.70%+210.0%Added
Thrivent Financial for Lutherans253,758$2.56M0.01%00.0%Unchanged
Lehman & Derafelo Financial Resources LLC180,378$1.82M0.54%−4,474−2.4%Reduced
Fiera Capital Corp166,460$1.68M0.01%+8,940+5.7%Added
Waterfront Wealth Inc.149,087$1.67M0.57%−1,866−1.2%Reduced
Ibex Wealth Advisors149,094$1.51M0.34%−13,612−8.4%Reduced
Advisor Group Holdings, Inc.131,283$1.33M0.00%−37,466−22.2%Reduced
Rockefeller Capital Management L.P.131,286$1.32M0.01%+9,627+7.9%Added
Chicago Partners Investment Group LLC87,232$983.1K0.06%00.0%Unchanged
CNH Partners LLC92,832$937.6K0.02%−39,364−29.8%Reduced
Northwestern Mutual Wealth Management Co91,109$920.2K0.00%−181,261−66.5%Reduced
Transcend Wealth Collective, LLC83,123$839.5K0.09%−2,770−3.2%Reduced
Ellis Investment Partners, LLC75,308$760.6K0.21%−18,723−19.9%Reduced
Ameriprise Financial Inc74,534$753.0K0.00%−5,637−7.0%Reduced
Elequin Capital LP67,166$678.4K0.19%+67,166New
D.A. Davidson & Co.65,532$662.2K0.01%+29,480+81.8%Added
Cambridge Investment Research Advisors, Inc.65,314$660.0K0.00%+23,895+57.7%Added
Commonwealth Equity Services, LLC65,441$660.0K0.00%+27,494+72.5%Added
Stolper Co64,660$653.0K0.29%−2,339−3.5%Reduced
Peapack Gladstone Financial Corp58,031$586.0K0.01%−711−1.2%Reduced
Shulman DeMeo Asset Management LLC57,176$577.5K0.19%−3,873−6.3%Reduced
Landscape Capital Management, L.L.C.55,538$560.9K0.08%+7,813+16.4%Added
Palogic Value Management, L.P.54,702$552.5K0.29%+54,702New
Stephens Inc50,112$506.1K0.01%−5,955−10.6%Reduced
Uncommon Cents Investing LLC48,735$492.2K0.18%+1,400+3.0%Added
Horizon Kinetics Asset Management LLC44,357$448.0K0.01%00.0%Unchanged
Wolverine Asset Management LLC41,267$416.8K0.01%+13,762+50.0%Added
Stifel Financial Corp40,900$413.1K0.00%+1,655+4.2%Added
Spinnaker Investment Group, LLC37,640$380.2K0.14%+2,640+7.5%Added
Semus Wealth Partners LLC37,442$378.2K0.46%+37,442New
SMH Capital Advisors Inc36,710$370.8K0.54%−287−0.8%Reduced
Nwam LLC36,476$368.4K0.03%+3,058+9.2%Added
GWM Advisors LLC35,490$358.4K0.01%+2,640+8.0%Added
Weiss Asset Management LP34,847$352.0K0.02%+34,847New
The PNC Financial Services Group, Inc.32,029$323.5K0.00%00.0%Unchanged
Truist Financial Corp31,611$319.3K0.00%−9,849−23.8%Reduced
Advisors Asset Management, Inc.31,591$319.1K0.01%−55,822−63.9%Reduced
Park Avenue Securities LLC31,301$316.0K0.01%−2,526−7.5%Reduced
Transform Wealth, LLC29,300$295.9K0.03%+29,300New
Shaker Financial Services, LLC29,040$293.3K0.14%+6,161+26.9%Added
MML Investors Services, LLC28,711$290.0K0.00%+3,644+14.5%Added
Mariner, LLC28,655$289.0K0.00%−3,193−10.0%Reduced
Wedbush Securities Inc28,299$286.0K0.02%−880−3.0%Reduced
Mirador Capital Partners LP27,212$274.8K0.07%−1,063−3.8%Reduced
International Assets Investment Management, LLC26,948$272.2K0.03%+14,663+119.4%Added
ProVise Management Group, LLC25,944$262.0K0.03%−16,897−39.4%Reduced
Mackay Shields LLC24,596$248.4K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC24,408$246.5K0.00%−2,250−8.4%Reduced
180 Wealth Advisors, LLC21,544$240.2K0.06%+42+0.2%Added
9258 Wealth Management, LLC22,490$227.1K0.05%−2,475−9.9%Reduced
Kestra Private Wealth Services, LLC22,199$224.2K0.01%+10,004+82.0%Added
Creative Planning21,746$219.6K0.00%+21,746New
Kestra Advisory Services, LLC21,666$218.8K0.00%+9,607+79.7%Added
Glassy Mountain Advisors, Inc.21,400$216.1K0.12%+21,400New
E&G Advisors, LP21,192$214.0K0.08%−2,900−12.0%Reduced
Pinnacle Wealth Planning Services, Inc.21,134$213.5K0.04%−7,429−26.0%Reduced
Relative Value Partners Group, LLC19,327$195.2K0.01%−54,385−73.8%Reduced
Captrust Financial Advisors19,295$194.9K0.00%+19,295New
Janney Montgomery Scott LLC18,613$188.0K0.00%+1,930+11.6%Added
Sigma Planning Corp18,466$186.5K0.01%−242−1.3%Reduced
Valley Brook Capital Group18,155$183.4K0.18%00.0%Unchanged
Dakota Wealth Management17,806$179.8K0.01%+17,806New
TCG Advisory Services, LLC15,949$161.1K0.06%−1,079−6.3%Reduced
Sound View Wealth Advisors Group, LLC15,100$155.8K0.02%−4,000−20.9%Reduced
First Foundation Advisors14,615$147.6K0.01%00.0%Unchanged
Oak Family Advisors, LLC14,429$145.7K0.08%00.0%Unchanged
We Are One Seven, LLC14,317$144.6K0.01%−9,938−41.0%Reduced
UMA Financial Services, Inc.12,839$142.3K0.04%00.0%Unchanged
Cutter & CO Brokerage, Inc.14,023$141.6K0.05%+341+2.5%Added
Cetera Investment Advisers13,881$140.2K0.00%+3,360+31.9%Added
Integrated Wealth Concepts LLC13,770$139.0K0.00%+13,770New
Investors Asset Management of Georgia Inc13,500$136.3K0.07%00.0%Unchanged
Ameritas Advisory Services, LLC13,427$135.6K0.01%+13,427New
Melfa Wealth Management, LLC12,900$130.3K0.14%+12,900New
Old National Bancorp12,808$129.0K0.00%+12,808New
Capital Investment Advisory Services, LLC12,755$128.8K0.02%−13,580−51.6%Reduced