Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 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
140
+2 vs. Q1 2023
Shares held
32.7M
+565.8K (+1.8%) vs. Q1 2023
Total value
$333.8M
+$2.71M (+0.8%) vs. Q1 2023
New holders
19
39 more added
Sold out
17
44 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 140 institutions
Q1 2021: 134 institutionsQ2 2021: 136 institutionsQ3 2021: 136 institutionsQ4 2021: 138 institutionsQ1 2022: 137 institutionsQ2 2022: 147 institutionsQ3 2022: 149 institutionsQ4 2022: 151 institutionsQ1 2023: 138 institutionsQ2 2023: 140 institutionsQ3 2023: 134 institutionsQ4 2023: 150 institutionsQ1 2024: 141 institutionsQ2 2024: 140 institutionsQ3 2024: 136 institutionsQ4 2024: 157 institutionsQ1 2025: 146 institutionsQ2 2025: 144 institutionsQ3 2025: 151 institutionsQ4 2025: 156 institutionsQ1 2026: 155 institutionsQ2 2026: 156 institutions
Value heldQ2 2023: $333.8M
Q1 2021: $489.3MQ2 2021: $499.8MQ3 2021: $480.8MQ4 2021: $462.9MQ1 2022: $396.9MQ2 2022: $356.8MQ3 2022: $315.1MQ4 2022: $332.5MQ1 2023: $331.1MQ2 2023: $333.8MQ3 2023: $318.2MQ4 2023: $353.6MQ1 2024: $356.2MQ2 2024: $357.9MQ3 2024: $354.8MQ4 2024: $344.7MQ1 2025: $357.2MQ2 2025: $367.1MQ3 2025: $367.4MQ4 2025: $370.0MQ1 2026: $344.7MQ2 2026: $354.0M
Institutions holding BTZ and their total value by quarter
QuarterHoldersValue
Q2 2026156$354.0M
Q1 2026155$344.7M
Q4 2025156$370.0M
Q3 2025151$367.4M
Q2 2025144$367.1M
Q1 2025146$357.2M
Q4 2024157$344.7M
Q3 2024136$354.8M
Q2 2024140$357.9M
Q1 2024141$356.2M
Q4 2023150$353.6M
Q3 2023134$318.2M
Q2 2023140$333.8M
Q1 2023138$331.1M
Q4 2022151$332.5M
Q3 2022149$315.1M
Q2 2022147$356.8M
Q1 2022137$396.9M
Q4 2021138$462.9M
Q3 2021136$480.8M
Q2 2021136$499.8M
Q1 2021134$489.3M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2023.

Institutions holding BTZ in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Creative Planning10,336$104.9K0.00%+10,336New
Lokken Investment Group LLC10,297$104.5K0.07%00.0%Unchanged
First Wilshire Securities Management Inc10,272$104.0K0.04%+10,272New
Clean Yield Group7,000$71.0K0.03%00.0%Unchanged
Bartlett & Co. LLC5,019$51.0K0.00%+4,000+392.5%Added
Bartlett & Co. Wealth Management LLC5,019$50.9K0.00%+4,000+392.5%Added
Cullen/Frost Bankers, Inc.3,767$38.2K0.00%+3,767New
Citigroup Inc3,092$31.4K0.00%+231+8.1%Added
US Bancorp2,457$24.9K0.00%−549−18.3%Reduced
GPS Wealth Strategies Group, LLC2,250$22.8K0.00%−2,250−50.0%Reduced
Delta Asset Management LLC2,000$20.3K0.00%+2,000New
Eagle Bay Advisors LLC2,000$20.3K0.01%+2,000New
First PREMIER Bank1,700$17.0K0.00%00.0%Unchanged
Eukles Asset Management1,661$16.9K0.01%00.0%Unchanged
SJS Investment Consulting Inc.1,649$16.7K0.00%00.0%Unchanged
PCA Investment Advisory Services Inc.1,523$15.5K0.01%+1,523New
Tilia Fiduciary Partners, Inc.1,464$14.9K0.01%00.0%Unchanged
Webster Bank, N. A.1,378$14.0K0.00%00.0%Unchanged
Harbour Investments, Inc.1,317$13.4K0.00%−1,830−58.2%Reduced
North Star Investment Management Corp.1,233$12.5K0.00%00.0%Unchanged
Atticus Wealth Management, LLC1,000$10.2K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC963$9.77K0.00%00.0%Unchanged
Pacifica Partners Inc.917$9.31K0.01%+22+2.5%Added
Central Trust Co750$7.61K0.00%00.0%Unchanged
Gradient Investments LLC644$6.54K0.00%+644New
Pin Oak Investment Advisors Inc483$5.00K0.01%00.0%Unchanged
Godsey & Gibb Associates400$4.06K0.00%00.0%Unchanged
Stephens Consulting, LLC300$3.04K0.00%00.0%Unchanged
Spire Wealth Management283$2.87K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.281$2.85K0.00%+281New
Savior LLC230$2.33K0.01%00.0%Unchanged
Sound Income Strategies, LLC224$2.27K0.00%00.0%Unchanged
Lansing Street Advisors202$2.05K0.00%+2+1.0%Added
Tortoise Investment Management, LLC202$2.05K0.00%+202New
Wolff Wiese Magana LLC200$2.03K0.00%00.0%Unchanged
Geneos Wealth Management Inc.174$1.77K0.00%−138−44.2%Reduced
Hollencrest Capital Management134$1.36K0.00%00.0%Unchanged
Global Retirement Partners, LLC99$1.00K0.00%00.0%Unchanged
Huntington National Bank–$200.00%––
FMR LLC1$100.00%+1New
Logan Stone Capital, LLC0$00.00%−55,521−100.0%Sold out
OTA Financial Group L.P.0$00.00%−28,325−100.0%Sold out
Jane Street Group, LLC0$00.00%−21,285−100.0%Sold out
Millennium Management LLC0$00.00%−19,521−100.0%Sold out
Sigma Planning Corp0$00.00%−17,599−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−16,000−100.0%Sold out
Nomura Holdings Inc0$00.00%−15,000−100.0%Sold out
Virtu Financial LLC0$00.00%−14,198−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−11,412−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−7,763−100.0%Sold out
CWM, LLC0$00.00%−4,000−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−2,993−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,750−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,148−100.0%Sold out
Rise Advisors, LLC0$00.00%−777−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−762−100.0%Sold out
Cornerstone Management, Inc.0$00.00%−180−100.0%Sold out