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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Cape Investment Advisory, Inc. | 172 | $1.77K | 0.00% | +172 | New |
| Wolff Wiese Magana LLC | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 206 | $2.19K | 0.00% | +107+108.1% | Added |
| Tortoise Investment Management, LLC | 212 | $2.19K | 0.00% | +5+2.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 281 | $2.90K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.01K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.10K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 316 | $3.26K | 0.00% | +316 | New |
| Truvestments Capital LLC | 409 | $4.22K | 0.00% | +409 | New |
| Geneos Wealth Management Inc. | 414 | $4.27K | 0.00% | +240+137.9% | Added |
| Fortis Group Advisors, LLC | 500 | $5.16K | 0.00% | +250+100.0% | Added |
| Private Trust Co NA | 744 | $7.68K | 0.00% | +744 | New |
| Pacifica Partners Inc. | 956 | $9.80K | 0.00% | +16+1.7% | Added |
| NBC Securities, Inc. | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,016 | $10.5K | 0.00% | +1,016 | New |
| North Star Investment Management Corp. | 1,233 | $12.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,317 | $13.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,362 | $14.0K | 0.00% | +1,362 | New |
| Webster Bank, N. A. | 1,378 | $14.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,649 | $17.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,908 | $19.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,250 | $23.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,423 | $25.0K | 0.00% | −223−8.4% | Reduced |
| Advisory Services Network, LLC | 2,648 | $27.3K | 0.00% | +2,648 | New |
| McGlone Suttner Wealth Management, Inc. | 2,941 | $30.4K | 0.01% | +2,941 | New |
| Citigroup Inc | 3,382 | $34.9K | 0.00% | +179+5.6% | Added |
| Mercer Global Advisors Inc | 36,072 | $36.0K | 0.00% | +36,072 | New |
| Bramshill Investments, LLC | 4,788 | $49.4K | 0.00% | −201,411−97.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,380 | $55.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,380 | $56.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,500 | $56.8K | 0.00% | +5,500 | New |
| Steward Partners Investment Advisory, LLC | 6,054 | $62.5K | 0.00% | −49,357−89.1% | Reduced |
| Lokken Investment Group LLC | 10,297 | $106.3K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,431 | $107.7K | 0.00% | +10,431 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $112.5K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,000 | $113.5K | 0.03% | +11,000 | New |
| Integrated Wealth Concepts LLC | 11,071 | $114.2K | 0.00% | −2,707−19.6% | Reduced |
| Jane Street Group, LLC | 11,823 | $122.0K | 0.00% | +11,823 | New |
| Oak Family Advisors, LLC | 11,929 | $123.1K | 0.05% | −1,000−7.7% | Reduced |
| Investment Partners Asset Management, Inc. | 12,073 | $124.6K | 0.12% | +12,073 | New |
| Family Management Corp | 12,119 | $125.1K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 12,293 | $126.9K | 0.01% | +272+2.3% | Added |
| Operose Advisors LLC | 12,500 | $129.0K | 0.05% | +12,500 | New |
| Ieq Capital, LLC | 13,050 | $134.7K | 0.00% | −3,330−20.3% | Reduced |
| Melfa Wealth Management, LLC | 13,176 | $136.0K | 0.13% | +74+0.6% | Added |
| Crescent Grove Advisors, LLC | 13,500 | $139.3K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,674 | $141.1K | 0.00% | +13,674 | New |
| Cutter & CO Brokerage, Inc. | 13,813 | $142.5K | 0.04% | +170+1.2% | Added |
| CTC Alternative Strategies, Ltd. | 14,380 | $148.4K | 0.31% | +14,380 | New |
| Shaker Financial Services, LLC | 14,500 | $149.6K | 0.06% | +4,085+39.2% | Added |
| First Foundation Advisors | 14,615 | $150.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,951 | $155.0K | 0.00% | +14,951 | New |
| Sound View Wealth Advisors Group, LLC | 15,100 | $155.8K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14,684 | $156.2K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,198 | $156.8K | 0.01% | +573+3.9% | Added |
| Investors Asset Management of Georgia Inc | 16,000 | $164.8K | 0.08% | +2,500+18.5% | Added |
| Elequin Capital LP | 16,184 | $167.0K | 0.05% | +9,349+136.8% | Added |
| E&G Advisors, LP | 16,992 | $175.4K | 0.06% | −4,200−19.8% | Reduced |
| Future Financial Wealth Managment LLC | 17,000 | $175.4K | 0.17% | +17,000 | New |
| Dakota Wealth Management | 17,206 | $177.6K | 0.01% | 00.0% | Unchanged |
| Valley Brook Capital Group | 17,305 | $178.6K | 0.16% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 19,026 | $196.4K | 0.03% | +19,026 | New |
| Janney Montgomery Scott LLC | 19,208 | $198.0K | 0.00% | −1,400−6.8% | Reduced |
| Oppenheimer & Co Inc | 19,839 | $204.7K | 0.00% | −1,918−8.8% | Reduced |
| Wedbush Securities Inc | 20,030 | $207.0K | 0.01% | −2,309−10.3% | Reduced |
| Park Avenue Securities LLC | 20,154 | $208.0K | 0.00% | −7,154−26.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20,289 | $209.4K | 0.03% | +675+3.4% | Added |
| Concurrent Investment Advisors, LLC | 20,359 | $210.1K | 0.01% | +20,359 | New |
| Stonebrook Private Inc. | 21,334 | $220.2K | 0.07% | +21,334 | New |
| 9258 Wealth Management, LLC | 21,476 | $221.6K | 0.04% | +816+3.9% | Added |
| ProVise Management Group, LLC | 21,640 | $223.3K | 0.02% | −2,080−8.8% | Reduced |
| 180 Wealth Advisors, LLC | 21,625 | $224.0K | 0.04% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 23,556 | $243.1K | 0.53% | −188−0.8% | Reduced |
| Private Advisor Group, LLC | 25,254 | $260.6K | 0.00% | −126−0.5% | Reduced |
| International Assets Investment Management, LLC | 25,742 | $265.7K | 0.03% | −2,407−8.6% | Reduced |
| MML Investors Services, LLC | 26,411 | $273.0K | 0.00% | −1,336−4.8% | Reduced |
| Nomura Holdings Inc | 26,458 | $273.0K | 0.00% | +26,458 | New |
| Semus Wealth Partners LLC | 27,577 | $284.6K | 0.23% | −4,808−14.8% | Reduced |
| Stifel Financial Corp | 28,855 | $297.8K | 0.00% | −2,470−7.9% | Reduced |
| Nwam LLC | 29,617 | $305.6K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 29,956 | $309.2K | 0.00% | +30.0% | Added |
| Mariner, LLC | 30,004 | $309.6K | 0.00% | +908+3.1% | Added |
| Commonwealth Equity Services, LLC | 30,570 | $315.0K | 0.00% | +392+1.3% | Added |
| Accuvest Global Advisors | 31,830 | $328.5K | 0.35% | +31,830 | New |
| The PNC Financial Services Group, Inc. | 32,029 | $330.5K | 0.00% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 33,113 | $341.7K | 0.15% | 00.0% | Unchanged |
| Stephens Inc | 33,580 | $346.5K | 0.01% | −6,980−17.2% | Reduced |
| GWM Advisors LLC | 34,300 | $360.9K | 0.00% | +9,550+38.6% | Added |
| Peapack Gladstone Financial Corp | 37,314 | $385.0K | 0.01% | −7,670−17.1% | Reduced |
| WealthShield Partners, LLC | 40,580 | $418.8K | 0.07% | +40,580 | New |
| Horizon Kinetics Asset Management LLC | 40,634 | $419.3K | 0.01% | 00.0% | Unchanged |
| Almitas Capital LLC | 42,622 | $439.9K | 0.15% | +42,622 | New |
| Pin Oak Investment Advisors Inc | 42,978 | $444.0K | 0.45% | +8,925+26.2% | Added |
| Vivaldi Capital Management, LLC | 41,489 | $445.6K | 0.13% | +41,489 | New |
| Uncommon Cents Investing LLC | 50,038 | $516.4K | 0.17% | +95+0.2% | Added |
| Riverbridge Partners LLC | 51,016 | $526.5K | 0.01% | +34,712+212.9% | Added |
| Flow State Investments, L.P. | 53,275 | $549.8K | 0.19% | +53,275 | New |