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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 12,708 | $128.3K | 0.06% | −2,552−16.7% | Reduced |
| Virtu Financial LLC | 12,564 | $127.0K | 0.02% | +12,564 | New |
| Axxcess Wealth Management, LLC | 11,412 | $115.3K | 0.01% | +11,412 | New |
| Lazard Asset Management LLC | – | $111.0K | 0.00% | – | – |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $110.1K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,521 | $106.0K | 0.00% | −26−0.3% | Reduced |
| Lokken Investment Group LLC | 10,297 | $104.0K | 0.08% | 00.0% | Unchanged |
| RB Capital Management, LLC | 10,129 | $102.3K | 0.04% | −2,696−21.0% | Reduced |
| Running Point Capital Advisors, LLC | 10,000 | $101.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 8,000 | $80.8K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 4,103 | $41.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,827 | $38.7K | 0.00% | −200−5.0% | Reduced |
| Money Concepts Capital Corp | 3,525 | $35.6K | 0.00% | +3,525 | New |
| Citigroup Inc | 2,801 | $28.3K | 0.00% | +219+8.5% | Added |
| Belpointe Asset Management LLC | 2,750 | $27.8K | 0.00% | +2,750 | New |
| Hazlett, Burt & Watson, Inc. | 2,240 | $23.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $20.2K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 1,661 | $17.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $17.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,649 | $16.7K | 0.00% | +28+1.7% | Added |
| United Community Bank | 1,500 | $15.2K | 0.01% | +1,500 | New |
| Tilia Fiduciary Partners, Inc. | 1,464 | $14.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,148 | $11.6K | 0.00% | −15,500−93.1% | Reduced |
| CoreCap Advisors, LLC | 1,086 | $11.0K | 0.00% | +1,086 | New |
| Bartlett & Co. Wealth Management LLC | 1,019 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,019 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 963 | $9.73K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 874 | $8.79K | 0.01% | +28+3.3% | Added |
| Beacon Capital Management, LLC | 762 | $7.70K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 759 | $7.67K | 0.01% | +18+2.4% | Added |
| Central Trust Co | 750 | $7.58K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 483 | $5.00K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 400 | $4.04K | 0.00% | +400 | New |
| Geneos Wealth Management Inc. | 312 | $3.15K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.03K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 282 | $2.97K | 0.00% | +282 | New |
| Sanctuary Wealth Management, L.L.C. | 281 | $2.84K | 0.00% | +281 | New |
| Savior LLC | 230 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $2.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.02K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 200 | $2.02K | 0.00% | +200 | New |
| Cornerstone Management, Inc. | 180 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 134 | $1.35K | 0.00% | +134 | New |
| Global Retirement Partners, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 30,171 | $305 | 0.00% | +26+0.1% | Added |
| Huntington National Bank | – | $20 | 0.00% | – | – |
| 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 |