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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $105.5K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,872 | $105.2K | 0.05% | +163+1.5% | Added |
| Cetera Advisor Networks LLC | 10,486 | $101.5K | 0.00% | +10,486 | New |
| Shaker Financial Services, LLC | 10,415 | $100.8K | 0.05% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,297 | $99.7K | 0.07% | 00.0% | Unchanged |
| Elequin Capital LP | 6,835 | $66.2K | 0.01% | +6,835 | New |
| Bartlett & Co. Wealth Management LLC | 5,380 | $52.1K | 0.00% | +361+7.2% | Added |
| Bartlett & Co. LLC | 5,380 | $52.0K | 0.00% | +361+7.2% | Added |
| Cullen/Frost Bankers, Inc. | 3,767 | $36.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,203 | $31.0K | 0.00% | +111+3.6% | Added |
| Comerica Bank | 2,646 | $25.6K | 0.00% | +2,646 | New |
| GPS Wealth Strategies Group, LLC | 2,250 | $21.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,000 | $19.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,908 | $18.5K | 0.00% | −549−22.3% | Reduced |
| Eukles Asset Management | 1,661 | $16.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $16.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,649 | $16.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $13.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,317 | $12.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $9.68K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 940 | $9.00K | 0.00% | +23+2.5% | Added |
| NBC Securities, Inc. | 1,000 | $9.00K | 0.00% | +1,000 | New |
| Stephens Consulting, LLC | 300 | $2.90K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $2.74K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 281 | $2.72K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $2.42K | 0.00% | +250 | New |
| Savior LLC | 230 | $2.23K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 207 | $2.00K | 0.00% | +5+2.5% | Added |
| Wolff Wiese Magana LLC | 200 | $1.94K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 174 | $1.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $951 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $19 | 0.00% | – | – |
| FMR LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −129,740−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −36,138−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −24,340−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −14,824−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −14,554−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,078−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,336−100.0% | Sold out |
| First Wilshire Securities Management Inc | 0 | $0 | 0.00% | −10,272−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Lansing Street Advisors | – | – | – | – | Not filed |