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, Q4 2023
Institutional positions in BlackRock Credit Allocation Income Trust as of Dec 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
- 150
- +17 vs. Q3 2023
- Shares held
- 34.3M
- +1.48M (+4.5%) vs. Q3 2023
- Total value
- $353.6M
- +$35.7M (+11.2%) vs. Q3 2023
- New holders
- 32
- 45 more added
- Sold out
- 15
- 37 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,886,712 | $60.8M | 1.49% | −160,864−2.7% | Reduced |
| Morgan Stanley | 4,883,511 | $50.4M | 0.00% | +203,193+4.3% | Added |
| Allspring Global Investments Holdings, LLC | 3,808,559 | $39.3M | 0.07% | +1,204,788+46.3% | Added |
| Bank of America Corp | 3,222,620 | $33.3M | 0.00% | −180,711−5.3% | Reduced |
| Invesco Ltd. | 1,195,703 | $12.3M | 0.00% | +77,841+7.0% | Added |
| Karpus Management, Inc. | 957,867 | $9.89M | 0.30% | +100,642+11.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 916,217 | $9.46M | 0.02% | +53,833+6.2% | Added |
| Capital Investment Advisors, LLC | 831,552 | $8.58M | 0.22% | +12,211+1.5% | Added |
| Royal Bank of Canada | 798,566 | $8.24M | 0.00% | +65,749+9.0% | Added |
| UBS Group AG | 753,500 | $7.78M | 0.00% | −134,036−15.1% | Reduced |
| Wells Fargo & Company | 742,247 | $7.66M | 0.00% | +31,813+4.5% | Added |
| Guggenheim Capital LLC | 683,253 | $7.05M | 0.05% | +60,085+9.6% | Added |
| Sowell Financial Services LLC | 661,161 | $6.82M | 0.37% | +43,467+7.0% | Added |
| CNH Partners LLC | 640,459 | $6.61M | 0.27% | +363,315+131.1% | Added |
| 1607 Capital Partners, LLC | 562,466 | $5.80M | 0.41% | +71,100+14.5% | Added |
| LPL Financial LLC | 498,441 | $5.14M | 0.00% | −70,924−12.5% | Reduced |
| Evergreen Capital Management LLC | 479,567 | $4.95M | 0.20% | −38,293−7.4% | Reduced |
| Landscape Capital Management, L.L.C. | 362,459 | $3.74M | 0.33% | +308,919+577.0% | Added |
| Rivernorth Capital Management, LLC | 337,313 | $3.48M | 0.17% | −13,350−3.8% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.42M | 0.01% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 316,483 | $3.27M | 0.34% | −14,957−4.5% | Reduced |
| Raymond James & Associates | 315,735 | $3.26M | 0.00% | −19,926−5.9% | Reduced |
| Rareview Capital LLC | 292,204 | $3.02M | 2.77% | +292,204 | New |
| Penserra Capital Management LLC | 254,785 | $2.63M | 0.05% | +17,639+7.4% | Added |
| Thrivent Financial for Lutherans | 248,758 | $2.57M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 238,257 | $2.46M | 0.02% | +124,673+109.8% | Added |
| Johnson Financial Group, Inc. | 193,274 | $1.99M | 0.11% | −204,936−51.5% | Reduced |
| Ameriprise Financial Inc | 178,637 | $1.84M | 0.00% | +9,909+5.9% | Added |
| Rockefeller Capital Management L.P. | 173,499 | $1.79M | 0.01% | +42,635+32.6% | Added |
| Fiera Capital Corp | 163,069 | $1.68M | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 146,424 | $1.51M | 0.06% | +146,424 | New |
| Waterfront Wealth Inc. | 144,168 | $1.49M | 0.44% | −10,201−6.6% | Reduced |
| EP Wealth Advisors, LLC | 133,142 | $1.37M | 0.02% | −5,240−3.8% | Reduced |
| Advisors Asset Management, Inc. | 120,566 | $1.24M | 0.03% | +120,566 | New |
| Wela Strategies, Inc. | 95,509 | $985.7K | 0.53% | +441+0.5% | Added |
| Arcus Capital Partners, LLC | 94,635 | $976.6K | 0.34% | −564,950−85.7% | Reduced |
| Marks Group Wealth Management, Inc | 92,245 | $952.0K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 87,232 | $933.4K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 88,532 | $913.6K | 0.01% | +36,814+71.2% | Added |
| Transform Wealth, LLC | 85,700 | $884.4K | 0.09% | −2,017−2.3% | Reduced |
| Transcend Wealth Collective, LLC | 84,208 | $869.0K | 0.08% | −15,502−15.5% | Reduced |
| Connectus Wealth, LLC | 82,500 | $851.4K | 0.02% | +82,500 | New |
| Advisor Group Holdings, Inc. | 81,479 | $840.9K | 0.00% | −14,618−15.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 80,663 | $832.5K | 0.00% | −810−1.0% | Reduced |
| Stolper Co | 63,960 | $660.0K | 0.27% | +3,364+5.6% | Added |
| Ellis Investment Partners, LLC | 60,784 | $627.3K | 0.15% | +734+1.2% | Added |
| Wolverine Asset Management LLC | 59,175 | $610.7K | 0.01% | +38,759+189.8% | Added |
| Moors & Cabot, Inc. | 58,000 | $598.6K | 0.04% | +40,500+231.4% | Added |
| Shulman DeMeo Asset Management LLC | 56,687 | $585.0K | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 55,827 | $576.0K | 0.00% | −427−0.8% | Reduced |
| Flow State Investments, L.P. | 53,275 | $549.8K | 0.19% | +53,275 | New |
| Riverbridge Partners LLC | 51,016 | $526.5K | 0.01% | +34,712+212.9% | Added |
| Uncommon Cents Investing LLC | 50,038 | $516.4K | 0.17% | +95+0.2% | Added |
| Vivaldi Capital Management, LLC | 41,489 | $445.6K | 0.13% | +41,489 | New |
| Pin Oak Investment Advisors Inc | 42,978 | $444.0K | 0.45% | +8,925+26.2% | Added |
| Almitas Capital LLC | 42,622 | $439.9K | 0.15% | +42,622 | New |
| Horizon Kinetics Asset Management LLC | 40,634 | $419.3K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 40,580 | $418.8K | 0.07% | +40,580 | New |
| Peapack Gladstone Financial Corp | 37,314 | $385.0K | 0.01% | −7,670−17.1% | Reduced |
| GWM Advisors LLC | 34,300 | $360.9K | 0.00% | +9,550+38.6% | Added |
| Stephens Inc | 33,580 | $346.5K | 0.01% | −6,980−17.2% | Reduced |
| Palogic Value Management, L.P. | 33,113 | $341.7K | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 32,029 | $330.5K | 0.00% | 00.0% | Unchanged |
| Accuvest Global Advisors | 31,830 | $328.5K | 0.35% | +31,830 | New |
| Commonwealth Equity Services, LLC | 30,570 | $315.0K | 0.00% | +392+1.3% | Added |
| Mariner, LLC | 30,004 | $309.6K | 0.00% | +908+3.1% | Added |
| Truist Financial Corp | 29,956 | $309.2K | 0.00% | +30.0% | Added |
| Nwam LLC | 29,617 | $305.6K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 28,855 | $297.8K | 0.00% | −2,470−7.9% | Reduced |
| Semus Wealth Partners LLC | 27,577 | $284.6K | 0.23% | −4,808−14.8% | Reduced |
| Nomura Holdings Inc | 26,458 | $273.0K | 0.00% | +26,458 | New |
| MML Investors Services, LLC | 26,411 | $273.0K | 0.00% | −1,336−4.8% | Reduced |
| International Assets Investment Management, LLC | 25,742 | $265.7K | 0.03% | −2,407−8.6% | Reduced |
| Private Advisor Group, LLC | 25,254 | $260.6K | 0.00% | −126−0.5% | Reduced |
| SMH Capital Advisors Inc | 23,556 | $243.1K | 0.53% | −188−0.8% | Reduced |
| 180 Wealth Advisors, LLC | 21,625 | $224.0K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 21,640 | $223.3K | 0.02% | −2,080−8.8% | Reduced |
| 9258 Wealth Management, LLC | 21,476 | $221.6K | 0.04% | +816+3.9% | Added |
| Stonebrook Private Inc. | 21,334 | $220.2K | 0.07% | +21,334 | New |
| Concurrent Investment Advisors, LLC | 20,359 | $210.1K | 0.01% | +20,359 | New |
| Pinnacle Wealth Planning Services, Inc. | 20,289 | $209.4K | 0.03% | +675+3.4% | Added |
| Park Avenue Securities LLC | 20,154 | $208.0K | 0.00% | −7,154−26.2% | Reduced |
| Wedbush Securities Inc | 20,030 | $207.0K | 0.01% | −2,309−10.3% | Reduced |
| Oppenheimer & Co Inc | 19,839 | $204.7K | 0.00% | −1,918−8.8% | Reduced |
| Janney Montgomery Scott LLC | 19,208 | $198.0K | 0.00% | −1,400−6.8% | Reduced |
| Mayflower Financial Advisors, LLC | 19,026 | $196.4K | 0.03% | +19,026 | New |
| Valley Brook Capital Group | 17,305 | $178.6K | 0.16% | 00.0% | Unchanged |
| Dakota Wealth Management | 17,206 | $177.6K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 17,000 | $175.4K | 0.17% | +17,000 | New |
| E&G Advisors, LP | 16,992 | $175.4K | 0.06% | −4,200−19.8% | Reduced |
| Elequin Capital LP | 16,184 | $167.0K | 0.05% | +9,349+136.8% | Added |
| Investors Asset Management of Georgia Inc | 16,000 | $164.8K | 0.08% | +2,500+18.5% | Added |
| We Are One Seven, LLC | 15,198 | $156.8K | 0.01% | +573+3.9% | Added |
| UMA Financial Services, Inc. | 14,684 | $156.2K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 15,100 | $155.8K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,951 | $155.0K | 0.00% | +14,951 | New |
| First Foundation Advisors | 14,615 | $150.8K | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 14,500 | $149.6K | 0.06% | +4,085+39.2% | Added |
| CTC Alternative Strategies, Ltd. | 14,380 | $148.4K | 0.31% | +14,380 | New |
| Cutter & CO Brokerage, Inc. | 13,813 | $142.5K | 0.04% | +170+1.2% | Added |