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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 10,297 | $106.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7,763 | $79.9K | 0.00% | −5,664−42.2% | Reduced |
| Clean Yield Group | 7,000 | $72.0K | 0.03% | −1,000−12.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,500 | $46.3K | 0.01% | +4,500 | New |
| CWM, LLC | 4,000 | $41.0K | 0.00% | +4,000 | New |
| Harbour Investments, Inc. | 3,147 | $32.4K | 0.00% | −680−17.8% | Reduced |
| US Bancorp | 3,006 | $30.9K | 0.00% | −1,097−26.7% | Reduced |
| Cascade Investment Advisors, Inc. | 2,993 | $30.8K | 0.02% | +2,993 | New |
| Citigroup Inc | 2,861 | $29.4K | 0.00% | +60+2.1% | Added |
| Belpointe Asset Management LLC | 2,750 | $28.3K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1,661 | $17.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $17.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,649 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,464 | $15.1K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,148 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,019 | $10.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,019 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 963 | $9.91K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 895 | $9.22K | 0.01% | +21+2.4% | Added |
| Rise Advisors, LLC | 777 | $8.00K | 0.01% | +18+2.4% | Added |
| Beacon Capital Management, LLC | 762 | $7.84K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 750 | $7.72K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 483 | $5.00K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 400 | $4.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 312 | $3.21K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.09K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $2.91K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 230 | $2.37K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $2.31K | 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 |
| Cornerstone Management, Inc. | 180 | $1.85K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 134 | $1.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $1.02K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −149,094−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −67,166−100.0% | Sold out |
| Spinnaker Investment Group, LLC | 0 | $0 | 0.00% | −37,640−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −34,847−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −31,591−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −29,040−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −28,711−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −21,746−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −19,327−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −19,295−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −18,613−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −12,808−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12,755−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −8,521−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −10,129−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Lehman & Derafelo Financial Resources LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |