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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, Q3 2023

Institutional positions in BlackRock Credit Allocation Income Trust as of Sep 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
134
−5 vs. Q2 2023
Shares held
32.8M
+140.3K (+0.4%) vs. Q2 2023
Total value
$318.2M
−$15.7M (−4.7%) vs. Q2 2023
New holders
13
44 more added
Sold out
18
39 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 134 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 heldQ3 2023: $318.2M
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, Q3 2023

Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2023.

Institutions holding BTZ in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$100.00%00.0%Unchanged
Huntington National Bank–$190.00%––
Global Retirement Partners, LLC99$9510.00%00.0%Unchanged
Geneos Wealth Management Inc.174$1.68K0.00%00.0%Unchanged
Wolff Wiese Magana LLC200$1.94K0.00%00.0%Unchanged
Tortoise Investment Management, LLC207$2.00K0.00%+5+2.5%Added
Savior LLC230$2.23K0.02%00.0%Unchanged
Fortis Group Advisors, LLC250$2.42K0.00%+250New
Sanctuary Wealth Management, L.L.C.281$2.72K0.00%00.0%Unchanged
Spire Wealth Management283$2.74K0.00%00.0%Unchanged
Stephens Consulting, LLC300$2.90K0.00%00.0%Unchanged
NBC Securities, Inc.1,000$9.00K0.00%+1,000New
Pacifica Partners Inc.940$9.00K0.00%+23+2.5%Added
Atticus Wealth Management, LLC1,000$9.68K0.00%00.0%Unchanged
North Star Investment Management Corp.1,233$11.9K0.00%00.0%Unchanged
Harbour Investments, Inc.1,317$12.7K0.00%00.0%Unchanged
Webster Bank, N. A.1,378$13.3K0.00%00.0%Unchanged
SJS Investment Consulting Inc.1,649$16.0K0.00%00.0%Unchanged
First PREMIER Bank1,700$16.0K0.00%00.0%Unchanged
Eukles Asset Management1,661$16.1K0.01%00.0%Unchanged
US Bancorp1,908$18.5K0.00%−549−22.3%Reduced
Eagle Bay Advisors LLC2,000$19.4K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC2,250$21.8K0.00%00.0%Unchanged
Comerica Bank2,646$25.6K0.00%+2,646New
Citigroup Inc3,203$31.0K0.00%+111+3.6%Added
Cullen/Frost Bankers, Inc.3,767$36.5K0.00%00.0%Unchanged
Bartlett & Co. LLC5,380$52.0K0.00%+361+7.2%Added
Bartlett & Co. Wealth Management LLC5,380$52.1K0.00%+361+7.2%Added
Elequin Capital LP6,835$66.2K0.01%+6,835New
Lokken Investment Group LLC10,297$99.7K0.07%00.0%Unchanged
Shaker Financial Services, LLC10,415$100.8K0.05%00.0%Unchanged
Cetera Advisor Networks LLC10,486$101.5K0.00%+10,486New
Wiley Bros.-Aintree Capital, LLC10,872$105.2K0.05%+163+1.5%Added
Edmonds Duncan Registered Investment Advisors, LLC10,900$105.5K0.03%00.0%Unchanged
TCG Advisory Services, LLC12,021$116.4K0.02%+8+0.1%Added
Family Management Corp12,119$117.3K0.03%00.0%Unchanged
Millennium Management LLC12,593$121.9K0.00%+12,593New
Oak Family Advisors, LLC12,929$125.2K0.06%−1,500−10.4%Reduced
Melfa Wealth Management, LLC13,102$126.8K0.14%+71+0.5%Added
Investors Asset Management of Georgia Inc13,500$130.4K0.07%00.0%Unchanged
Crescent Grove Advisors, LLC13,500$130.7K0.02%−9,000−40.0%Reduced
Cutter & CO Brokerage, Inc.13,643$132.1K0.04%+163+1.2%Added
Integrated Wealth Concepts LLC13,778$133.4K0.00%+50.0%Added
First Foundation Advisors14,615$141.5K0.01%00.0%Unchanged
UMA Financial Services, Inc.14,684$141.6K0.04%00.0%Unchanged
We Are One Seven, LLC14,625$141.6K0.01%+945+6.9%Added
Susquehanna International Group, LLP14,881$144.0K0.00%−29,878−66.8%Reduced
Sound View Wealth Advisors Group, LLC15,100$146.2K0.02%−2,000−11.7%Reduced
Oarsman Capital, Inc.15,185$147.0K0.06%+15,185New
Riverbridge Partners LLC16,304$157.8K0.00%+16,304New
Ieq Capital, LLC16,380$158.6K0.00%+16,380New
Dakota Wealth Management17,206$166.6K0.01%−600−3.4%Reduced
Valley Brook Capital Group17,305$167.5K0.17%00.0%Unchanged
Moors & Cabot, Inc.17,500$169.4K0.01%+17,500New
Kestra Private Wealth Services, LLC19,269$186.5K0.01%−843−4.2%Reduced
Pinnacle Wealth Planning Services, Inc.19,614$189.9K0.03%+1,209+6.6%Added
Wolverine Asset Management LLC20,416$197.6K0.00%+8,656+73.6%Added
Janney Montgomery Scott LLC20,608$199.0K0.00%+3,928+23.5%Added
9258 Wealth Management, LLC20,660$200.0K0.04%−525−2.5%Reduced
E&G Advisors, LP21,192$205.1K0.08%00.0%Unchanged
180 Wealth Advisors, LLC21,625$209.3K0.05%−2,171−9.1%Reduced
Oppenheimer & Co Inc21,757$210.6K0.00%−1,572−6.7%Reduced
Wedbush Securities Inc22,339$216.0K0.01%+359+1.6%Added
ProVise Management Group, LLC23,720$229.6K0.02%−1,108−4.5%Reduced
SMH Capital Advisors Inc23,744$230.0K0.54%−6,547−21.6%Reduced
GWM Advisors LLC24,750$239.6K0.00%−12,375−33.3%Reduced
Pegasus Partners Ltd.25,000$242.0K0.03%+25,000New
TCI Wealth Advisors, Inc.25,067$242.6K0.03%+25,067New
Private Advisor Group, LLC25,380$245.7K0.00%+143+0.6%Added
Park Avenue Securities LLC27,308$264.0K0.00%+1,122+4.3%Added
MML Investors Services, LLC27,747$269.0K0.00%+970+3.6%Added
International Assets Investment Management, LLC28,149$271.1K0.04%−800−2.8%Reduced
Mariner, LLC29,096$281.6K0.00%+1,644+6.0%Added
Nwam LLC29,617$286.7K0.03%−1,429−4.6%Reduced
Truist Financial Corp29,953$289.9K0.00%−462−1.5%Reduced
Commonwealth Equity Services, LLC30,178$292.0K0.00%−3,007−9.1%Reduced
Stifel Financial Corp31,325$303.2K0.00%−35,346−53.0%Reduced
The PNC Financial Services Group, Inc.32,029$310.0K0.00%00.0%Unchanged
Semus Wealth Partners LLC32,385$313.5K0.29%−115−0.4%Reduced
Palogic Value Management, L.P.33,113$320.5K0.16%00.0%Unchanged
Pin Oak Investment Advisors Inc34,053$330.0K0.37%+33,570+6,950.3%Added
Lazard Asset Management LLC–$340.0K0.00%––
Claybrook Capital, LLC37,535$363.3K0.21%00.0%Unchanged
Stephens Inc40,560$392.6K0.01%−8,100−16.6%Reduced
Horizon Kinetics Asset Management LLC40,634$393.3K0.01%−3,723−8.4%Reduced
Peapack Gladstone Financial Corp44,984$435.0K0.01%−4,590−9.3%Reduced
Uncommon Cents Investing LLC49,943$483.4K0.18%+572+1.2%Added
Lido Advisors, LLC51,718$500.6K0.01%+51,718New
Landscape Capital Management, L.L.C.53,540$518.3K0.07%+17,198+47.3%Added
Steward Partners Investment Advisory, LLC55,411$536.4K0.01%+14,762+36.3%Added
Cambridge Investment Research Advisors, Inc.56,254$545.0K0.00%−842−1.5%Reduced
Shulman DeMeo Asset Management LLC56,687$548.7K0.18%−30−0.1%Reduced
Ellis Investment Partners, LLC60,050$581.3K0.15%−689−1.1%Reduced
Stolper Co60,596$587.0K0.25%−1,056−1.7%Reduced
Northwestern Mutual Wealth Management Co81,473$788.6K0.00%−1,738−2.1%Reduced
Chicago Partners Investment Group LLC87,232$795.6K0.04%00.0%Unchanged
Transform Wealth, LLC87,717$849.1K0.09%−87,683−50.0%Reduced
Marks Group Wealth Management, Inc92,245$892.9K0.11%00.0%Unchanged
Wela Strategies, Inc.95,068$920.3K0.55%+6,827+7.7%Added
Advisor Group Holdings, Inc.96,097$930.2K0.00%−3,999−4.0%Reduced