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, Q1 2023
Institutional positions in BlackRock Credit Allocation Income Trust as of Mar 31, 2023. 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
- 138
- −10 vs. Q4 2022
- Shares held
- 32.1M
- −584.3K (−1.8%) vs. Q4 2022
- Total value
- $331.1M
- +$461.9K (+0.1%) vs. Q4 2022
- New holders
- 13
- 27 more added
- Sold out
- 23
- 56 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,943,883 | $61.2M | 1.66% | +735,966+14.1% | Added |
| Morgan Stanley | 4,305,892 | $44.3M | 0.00% | −283,534−6.2% | Reduced |
| Bank of America Corp | 3,468,710 | $35.7M | 0.00% | +265,907+8.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,285,140 | $23.5M | 0.04% | +106,121+4.9% | Added |
| Invesco Ltd. | 1,097,593 | $11.3M | 0.00% | −91,502−7.7% | Reduced |
| UBS Group AG | 992,885 | $10.2M | 0.00% | −96,967−8.9% | Reduced |
| Karpus Management, Inc. | 873,507 | $8.99M | 0.28% | +3,389+0.4% | Added |
| Johnson Financial Group, Inc. | 817,330 | $8.41M | 0.60% | −400.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 801,977 | $8.25M | 0.02% | +301,657+60.3% | Added |
| Royal Bank of Canada | 745,606 | $7.67M | 0.00% | +87,344+13.3% | Added |
| Spectrum Asset Management, Inc. | 723,135 | $7.44M | 5.76% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 686,497 | $7.06M | 0.21% | +79,015+13.0% | Added |
| Wells Fargo & Company | 671,541 | $6.91M | 0.00% | +21,915+3.4% | Added |
| Guggenheim Capital LLC | 664,447 | $6.84M | 0.06% | −648,123−49.4% | Reduced |
| LPL Financial LLC | 549,948 | $5.66M | 0.00% | +6,715+1.2% | Added |
| Evergreen Capital Management LLC | 542,335 | $5.58M | 0.25% | +5,113+1.0% | Added |
| 1607 Capital Partners, LLC | 496,666 | $5.11M | 0.36% | −149,550−23.1% | Reduced |
| Sowell Financial Services LLC | 472,910 | $4.87M | 0.38% | +9,698+2.1% | Added |
| Penserra Capital Management LLC | 432,654 | $4.45M | 0.09% | −526,058−54.9% | Reduced |
| Raymond James & Associates | 414,367 | $4.26M | 0.00% | −56,441−12.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 360,645 | $3.71M | 0.45% | −3,848−1.1% | Reduced |
| Arcus Capital Partners, LLC | 354,750 | $3.65M | 1.25% | +354,750 | New |
| Bramshill Investments, LLC | 339,398 | $3.49M | 0.42% | −163,227−32.5% | Reduced |
| Rivernorth Capital Management, LLC | 338,476 | $3.48M | 0.17% | −159,316−32.0% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.41M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 252,758 | $2.60M | 0.01% | −1,000−0.4% | Reduced |
| Transform Wealth, LLC | 175,400 | $1.80M | 0.17% | +146,100+498.6% | Added |
| Fiera Capital Corp | 163,355 | $1.68M | 0.01% | −3,105−1.9% | Reduced |
| Waterfront Wealth Inc. | 147,670 | $1.52M | 0.50% | −1,417−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 129,570 | $1.33M | 0.01% | −1,716−1.3% | Reduced |
| D.A. Davidson & Co. | 110,552 | $1.14M | 0.01% | +45,020+68.7% | Added |
| Advisor Group Holdings, Inc. | 103,449 | $1.06M | 0.00% | −27,834−21.2% | Reduced |
| Transcend Wealth Collective, LLC | 99,546 | $1.02M | 0.11% | +16,423+19.8% | Added |
| Marks Group Wealth Management, Inc | 92,245 | $949.2K | 0.12% | +92,245 | New |
| Wela Strategies, Inc. | 90,352 | $929.7K | 0.50% | +90,352 | New |
| Chicago Partners Investment Group LLC | 88,058 | $916.7K | 0.05% | +826+0.9% | Added |
| CNH Partners LLC | 81,122 | $834.7K | 0.03% | −11,710−12.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 80,520 | $828.6K | 0.00% | −10,589−11.6% | Reduced |
| Ameriprise Financial Inc | 74,433 | $767.9K | 0.00% | −101−0.1% | Reduced |
| Wolverine Asset Management LLC | 66,304 | $682.3K | 0.01% | +25,037+60.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,002 | $669.0K | 0.00% | −312−0.5% | Reduced |
| Ellis Investment Partners, LLC | 63,735 | $655.8K | 0.17% | −11,573−15.4% | Reduced |
| Stolper Co | 63,131 | $650.0K | 0.28% | −1,529−2.4% | Reduced |
| Peapack Gladstone Financial Corp | 57,735 | $594.0K | 0.01% | −296−0.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 57,012 | $586.7K | 0.18% | −164−0.3% | Reduced |
| Logan Stone Capital, LLC | 55,521 | $571.3K | 0.23% | +55,521 | New |
| Uncommon Cents Investing LLC | 49,280 | $507.1K | 0.19% | +545+1.1% | Added |
| Stephens Inc | 48,625 | $500.4K | 0.01% | −1,487−3.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 44,357 | $456.4K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 42,685 | $439.2K | 0.06% | −12,853−23.1% | Reduced |
| Stifel Financial Corp | 39,155 | $402.9K | 0.00% | −1,745−4.3% | Reduced |
| Semus Wealth Partners LLC | 36,362 | $374.2K | 0.40% | −1,080−2.9% | Reduced |
| Lazard Asset Management LLC | – | $370.0K | 0.00% | – | – |
| GWM Advisors LLC | 35,125 | $360.7K | 0.00% | −365−1.0% | Reduced |
| Palogic Value Management, L.P. | 34,702 | $357.1K | 0.17% | −20,000−36.6% | Reduced |
| Commonwealth Equity Services, LLC | 32,311 | $332.0K | 0.00% | −33,130−50.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,042 | $329.7K | 0.01% | +7,634+31.3% | Added |
| The PNC Financial Services Group, Inc. | 32,029 | $329.6K | 0.00% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 31,065 | $319.7K | 0.18% | +31,065 | New |
| SMH Capital Advisors Inc | 30,551 | $318.0K | 1.89% | −6,159−16.8% | Reduced |
| Truist Financial Corp | 30,425 | $313.1K | 0.00% | −1,186−3.8% | Reduced |
| Private Advisor Group, LLC | 30,251 | $311.3K | 0.00% | +80+0.3% | Added |
| Nwam LLC | 29,188 | $300.3K | 0.03% | −7,288−20.0% | Reduced |
| Mariner, LLC | 28,623 | $295.0K | 0.00% | −32−0.1% | Reduced |
| OTA Financial Group L.P. | 28,325 | $291.0K | 0.26% | +28,325 | New |
| Park Avenue Securities LLC | 26,178 | $269.0K | 0.00% | −5,123−16.4% | Reduced |
| Mirador Capital Partners LP | 25,813 | $265.6K | 0.06% | −1,399−5.1% | Reduced |
| ProVise Management Group, LLC | 24,961 | $256.8K | 0.02% | −983−3.8% | Reduced |
| Mackay Shields LLC | 24,340 | $250.5K | 0.01% | −256−1.0% | Reduced |
| Wedbush Securities Inc | 22,629 | $233.0K | 0.01% | −5,670−20.0% | Reduced |
| International Assets Investment Management, LLC | 22,628 | $232.8K | 0.03% | −4,320−16.0% | Reduced |
| 180 Wealth Advisors, LLC | 21,585 | $222.1K | 0.05% | +41+0.2% | Added |
| Jane Street Group, LLC | 21,285 | $219.0K | 0.00% | +21,285 | New |
| E&G Advisors, LP | 21,192 | $218.1K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 21,185 | $218.0K | 0.04% | −1,305−5.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20,164 | $207.5K | 0.03% | −970−4.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,100 | $206.8K | 0.03% | +5,000+33.1% | Added |
| Kestra Private Wealth Services, LLC | 19,652 | $202.2K | 0.01% | −2,547−11.5% | Reduced |
| Millennium Management LLC | 19,521 | $201.0K | 0.00% | +19,521 | New |
| Family Management Corp | 18,541 | $190.8K | 0.04% | −266,007−93.5% | Reduced |
| Dakota Wealth Management | 17,806 | $183.2K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 17,599 | $181.1K | 0.01% | −867−4.7% | Reduced |
| Valley Brook Capital Group | 17,305 | $178.1K | 0.16% | −850−4.7% | Reduced |
| Freestone Capital Holdings, LLC | 16,000 | $164.6K | 0.01% | +16,000 | New |
| Nomura Holdings Inc | 15,000 | $154.3K | 0.00% | +15,000 | New |
| First Foundation Advisors | 14,615 | $150.4K | 0.01% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 14,429 | $148.5K | 0.07% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 14,300 | $147.9K | 0.05% | +277+2.0% | Added |
| TCG Advisory Services, LLC | 14,332 | $147.5K | 0.03% | −1,617−10.1% | Reduced |
| Virtu Financial LLC | 14,198 | $146.0K | 0.02% | +1,634+13.0% | Added |
| We Are One Seven, LLC | 14,039 | $144.5K | 0.01% | −278−1.9% | Reduced |
| Cetera Investment Advisers | 13,850 | $142.5K | 0.00% | −31−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 13,770 | $142.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 13,500 | $138.9K | 0.07% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,963 | $133.4K | 0.13% | +63+0.5% | Added |
| UMA Financial Services, Inc. | 12,839 | $132.6K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,412 | $117.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,992 | $113.1K | 0.00% | −10,674−49.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $112.2K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,553 | $108.6K | 0.05% | −2,155−17.0% | Reduced |