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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Global Retirement Partners, LLC | 99 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 134 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 180 | $1.85K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $2.31K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $2.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $2.91K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.09K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 312 | $3.21K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 400 | $4.12K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 483 | $5.00K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 750 | $7.72K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 762 | $7.84K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 777 | $8.00K | 0.01% | +18+2.4% | Added |
| Pacifica Partners Inc. | 895 | $9.22K | 0.01% | +21+2.4% | Added |
| EverSource Wealth Advisors, LLC | 963 | $9.91K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,019 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,019 | $10.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,148 | $11.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,464 | $15.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,649 | $17.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1,661 | $17.1K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,750 | $28.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,861 | $29.4K | 0.00% | +60+2.1% | Added |
| Cascade Investment Advisors, Inc. | 2,993 | $30.8K | 0.02% | +2,993 | New |
| US Bancorp | 3,006 | $30.9K | 0.00% | −1,097−26.7% | Reduced |
| Harbour Investments, Inc. | 3,147 | $32.4K | 0.00% | −680−17.8% | Reduced |
| CWM, LLC | 4,000 | $41.0K | 0.00% | +4,000 | New |
| GPS Wealth Strategies Group, LLC | 4,500 | $46.3K | 0.01% | +4,500 | New |
| Clean Yield Group | 7,000 | $72.0K | 0.03% | −1,000−12.5% | Reduced |
| Ameritas Advisory Services, LLC | 7,763 | $79.9K | 0.00% | −5,664−42.2% | Reduced |
| Lokken Investment Group LLC | 10,297 | $106.0K | 0.08% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,553 | $108.6K | 0.05% | −2,155−17.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $112.2K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,992 | $113.1K | 0.00% | −10,674−49.3% | Reduced |
| Axxcess Wealth Management, LLC | 11,412 | $117.4K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12,839 | $132.6K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 12,963 | $133.4K | 0.13% | +63+0.5% | Added |
| Investors Asset Management of Georgia Inc | 13,500 | $138.9K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,770 | $142.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,850 | $142.5K | 0.00% | −31−0.2% | Reduced |
| We Are One Seven, LLC | 14,039 | $144.5K | 0.01% | −278−1.9% | Reduced |
| Virtu Financial LLC | 14,198 | $146.0K | 0.02% | +1,634+13.0% | Added |
| TCG Advisory Services, LLC | 14,332 | $147.5K | 0.03% | −1,617−10.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 14,300 | $147.9K | 0.05% | +277+2.0% | Added |
| Oak Family Advisors, LLC | 14,429 | $148.5K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 14,615 | $150.4K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 15,000 | $154.3K | 0.00% | +15,000 | New |
| Freestone Capital Holdings, LLC | 16,000 | $164.6K | 0.01% | +16,000 | New |
| Valley Brook Capital Group | 17,305 | $178.1K | 0.16% | −850−4.7% | Reduced |
| Sigma Planning Corp | 17,599 | $181.1K | 0.01% | −867−4.7% | Reduced |
| Dakota Wealth Management | 17,806 | $183.2K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 18,541 | $190.8K | 0.04% | −266,007−93.5% | Reduced |
| Millennium Management LLC | 19,521 | $201.0K | 0.00% | +19,521 | New |
| Kestra Private Wealth Services, LLC | 19,652 | $202.2K | 0.01% | −2,547−11.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 20,100 | $206.8K | 0.03% | +5,000+33.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,164 | $207.5K | 0.03% | −970−4.6% | Reduced |
| 9258 Wealth Management, LLC | 21,185 | $218.0K | 0.04% | −1,305−5.8% | Reduced |
| E&G Advisors, LP | 21,192 | $218.1K | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,285 | $219.0K | 0.00% | +21,285 | New |
| 180 Wealth Advisors, LLC | 21,585 | $222.1K | 0.05% | +41+0.2% | Added |
| International Assets Investment Management, LLC | 22,628 | $232.8K | 0.03% | −4,320−16.0% | Reduced |
| Wedbush Securities Inc | 22,629 | $233.0K | 0.01% | −5,670−20.0% | Reduced |
| Mackay Shields LLC | 24,340 | $250.5K | 0.01% | −256−1.0% | Reduced |
| ProVise Management Group, LLC | 24,961 | $256.8K | 0.02% | −983−3.8% | Reduced |
| Mirador Capital Partners LP | 25,813 | $265.6K | 0.06% | −1,399−5.1% | Reduced |
| Park Avenue Securities LLC | 26,178 | $269.0K | 0.00% | −5,123−16.4% | Reduced |
| OTA Financial Group L.P. | 28,325 | $291.0K | 0.26% | +28,325 | New |
| Mariner, LLC | 28,623 | $295.0K | 0.00% | −32−0.1% | Reduced |
| Nwam LLC | 29,188 | $300.3K | 0.03% | −7,288−20.0% | Reduced |
| Private Advisor Group, LLC | 30,251 | $311.3K | 0.00% | +80+0.3% | Added |
| Truist Financial Corp | 30,425 | $313.1K | 0.00% | −1,186−3.8% | Reduced |
| SMH Capital Advisors Inc | 30,551 | $318.0K | 1.89% | −6,159−16.8% | Reduced |
| Claybrook Capital, LLC | 31,065 | $319.7K | 0.18% | +31,065 | New |
| The PNC Financial Services Group, Inc. | 32,029 | $329.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 32,042 | $329.7K | 0.01% | +7,634+31.3% | Added |
| Commonwealth Equity Services, LLC | 32,311 | $332.0K | 0.00% | −33,130−50.6% | Reduced |
| Palogic Value Management, L.P. | 34,702 | $357.1K | 0.17% | −20,000−36.6% | Reduced |
| GWM Advisors LLC | 35,125 | $360.7K | 0.00% | −365−1.0% | Reduced |
| Lazard Asset Management LLC | – | $370.0K | 0.00% | – | – |
| Semus Wealth Partners LLC | 36,362 | $374.2K | 0.40% | −1,080−2.9% | Reduced |
| Stifel Financial Corp | 39,155 | $402.9K | 0.00% | −1,745−4.3% | Reduced |
| Landscape Capital Management, L.L.C. | 42,685 | $439.2K | 0.06% | −12,853−23.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 44,357 | $456.4K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 48,625 | $500.4K | 0.01% | −1,487−3.0% | Reduced |
| Uncommon Cents Investing LLC | 49,280 | $507.1K | 0.19% | +545+1.1% | Added |
| Logan Stone Capital, LLC | 55,521 | $571.3K | 0.23% | +55,521 | New |
| Shulman DeMeo Asset Management LLC | 57,012 | $586.7K | 0.18% | −164−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 57,735 | $594.0K | 0.01% | −296−0.5% | Reduced |
| Stolper Co | 63,131 | $650.0K | 0.28% | −1,529−2.4% | Reduced |
| Ellis Investment Partners, LLC | 63,735 | $655.8K | 0.17% | −11,573−15.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,002 | $669.0K | 0.00% | −312−0.5% | Reduced |
| Wolverine Asset Management LLC | 66,304 | $682.3K | 0.01% | +25,037+60.7% | Added |
| Ameriprise Financial Inc | 74,433 | $767.9K | 0.00% | −101−0.1% | Reduced |