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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 41,267 | $416.8K | 0.01% | +13,762+50.0% | Added |
| Horizon Kinetics Asset Management LLC | 44,357 | $448.0K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 48,735 | $492.2K | 0.18% | +1,400+3.0% | Added |
| Stephens Inc | 50,112 | $506.1K | 0.01% | −5,955−10.6% | Reduced |
| Palogic Value Management, L.P. | 54,702 | $552.5K | 0.29% | +54,702 | New |
| Landscape Capital Management, L.L.C. | 55,538 | $560.9K | 0.08% | +7,813+16.4% | Added |
| Shulman DeMeo Asset Management LLC | 57,176 | $577.5K | 0.19% | −3,873−6.3% | Reduced |
| Peapack Gladstone Financial Corp | 58,031 | $586.0K | 0.01% | −711−1.2% | Reduced |
| Stolper Co | 64,660 | $653.0K | 0.29% | −2,339−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,314 | $660.0K | 0.00% | +23,895+57.7% | Added |
| Commonwealth Equity Services, LLC | 65,441 | $660.0K | 0.00% | +27,494+72.5% | Added |
| D.A. Davidson & Co. | 65,532 | $662.2K | 0.01% | +29,480+81.8% | Added |
| Elequin Capital LP | 67,166 | $678.4K | 0.19% | +67,166 | New |
| Ameriprise Financial Inc | 74,534 | $753.0K | 0.00% | −5,637−7.0% | Reduced |
| Ellis Investment Partners, LLC | 75,308 | $760.6K | 0.21% | −18,723−19.9% | Reduced |
| Transcend Wealth Collective, LLC | 83,123 | $839.5K | 0.09% | −2,770−3.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 91,109 | $920.2K | 0.00% | −181,261−66.5% | Reduced |
| CNH Partners LLC | 92,832 | $937.6K | 0.02% | −39,364−29.8% | Reduced |
| Chicago Partners Investment Group LLC | 87,232 | $983.1K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 131,286 | $1.32M | 0.01% | +9,627+7.9% | Added |
| Advisor Group Holdings, Inc. | 131,283 | $1.33M | 0.00% | −37,466−22.2% | Reduced |
| Ibex Wealth Advisors | 149,094 | $1.51M | 0.34% | −13,612−8.4% | Reduced |
| Waterfront Wealth Inc. | 149,087 | $1.67M | 0.57% | −1,866−1.2% | Reduced |
| Fiera Capital Corp | 166,460 | $1.68M | 0.01% | +8,940+5.7% | Added |
| Lehman & Derafelo Financial Resources LLC | 180,378 | $1.82M | 0.54% | −4,474−2.4% | Reduced |
| Thrivent Financial for Lutherans | 253,758 | $2.56M | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 284,548 | $2.87M | 0.70% | +210.0% | Added |
| Cohen & Steers, Inc. | 331,022 | $3.34M | 0.01% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 364,493 | $3.68M | 0.46% | −10,292−2.7% | Reduced |
| Sowell Financial Services LLC | 463,212 | $4.68M | 0.30% | +463,212 | New |
| Raymond James & Associates | 470,808 | $4.76M | 0.00% | −139,897−22.9% | Reduced |
| Rivernorth Capital Management, LLC | 497,792 | $5.03M | 0.23% | −267,148−34.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 500,320 | $5.05M | 0.01% | +36,220+7.8% | Added |
| Bramshill Investments, LLC | 502,625 | $5.08M | 0.60% | −15,567−3.0% | Reduced |
| Evergreen Capital Management LLC | 537,222 | $5.43M | 0.26% | +322,315+150.0% | Added |
| LPL Financial LLC | 543,233 | $5.49M | 0.00% | +20,706+4.0% | Added |
| Capital Investment Advisors, LLC | 607,482 | $6.14M | 0.19% | +339,955+127.1% | Added |
| 1607 Capital Partners, LLC | 646,216 | $6.53M | 0.45% | −67,134−9.4% | Reduced |
| Wells Fargo & Company | 649,626 | $6.56M | 0.00% | −50,874−7.3% | Reduced |
| Royal Bank of Canada | 658,262 | $6.65M | 0.00% | +238,737+56.9% | Added |
| Spectrum Asset Management, Inc. | 723,135 | $7.30M | 5.25% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 817,370 | $8.26M | 0.65% | −96,939−10.6% | Reduced |
| Karpus Management, Inc. | 870,118 | $8.79M | 0.30% | +536,907+161.1% | Added |
| Penserra Capital Management LLC | 958,712 | $9.68M | 0.21% | +86,159+9.9% | Added |
| UBS Group AG | 1,089,852 | $11.0M | 0.01% | −57,981−5.1% | Reduced |
| Invesco Ltd. | 1,189,095 | $12.0M | 0.00% | −2920.0% | Reduced |
| Guggenheim Capital LLC | 1,312,570 | $13.3M | 0.12% | −553,308−29.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,179,019 | $22.0M | 0.04% | +202,105+10.2% | Added |
| Bank of America Corp | 3,202,803 | $32.3M | 0.00% | −85,747−2.6% | Reduced |
| Morgan Stanley | 4,589,426 | $46.4M | 0.01% | −867,394−15.9% | Reduced |
| Sit Investment Associates Inc | 5,207,917 | $52.6M | 1.47% | +433,193+9.1% | Added |
| Franklin Resources Inc | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −139,300−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −28,145−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −26,897−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −25,853−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −19,254−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,248−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| Westbourne Investment Advisors, Inc. | 0 | $0 | 0.00% | −11,257−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,069−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,920−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Selway Asset Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,612−100.0% | Sold out |
| Lloyd Park, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |