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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 55,827 | $576.0K | 0.00% | −427−0.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 56,687 | $585.0K | 0.17% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 58,000 | $598.6K | 0.04% | +40,500+231.4% | Added |
| Wolverine Asset Management LLC | 59,175 | $610.7K | 0.01% | +38,759+189.8% | Added |
| Ellis Investment Partners, LLC | 60,784 | $627.3K | 0.15% | +734+1.2% | Added |
| Stolper Co | 63,960 | $660.0K | 0.27% | +3,364+5.6% | Added |
| Northwestern Mutual Wealth Management Co | 80,663 | $832.5K | 0.00% | −810−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 81,479 | $840.9K | 0.00% | −14,618−15.2% | Reduced |
| Connectus Wealth, LLC | 82,500 | $851.4K | 0.02% | +82,500 | New |
| Transcend Wealth Collective, LLC | 84,208 | $869.0K | 0.08% | −15,502−15.5% | Reduced |
| Transform Wealth, LLC | 85,700 | $884.4K | 0.09% | −2,017−2.3% | Reduced |
| Lido Advisors, LLC | 88,532 | $913.6K | 0.01% | +36,814+71.2% | Added |
| Chicago Partners Investment Group LLC | 87,232 | $933.4K | 0.04% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 92,245 | $952.0K | 0.11% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 94,635 | $976.6K | 0.34% | −564,950−85.7% | Reduced |
| Wela Strategies, Inc. | 95,509 | $985.7K | 0.53% | +441+0.5% | Added |
| Advisors Asset Management, Inc. | 120,566 | $1.24M | 0.03% | +120,566 | New |
| EP Wealth Advisors, LLC | 133,142 | $1.37M | 0.02% | −5,240−3.8% | Reduced |
| Waterfront Wealth Inc. | 144,168 | $1.49M | 0.44% | −10,201−6.6% | Reduced |
| Principal Securities, Inc. | 146,424 | $1.51M | 0.06% | +146,424 | New |
| Fiera Capital Corp | 163,069 | $1.68M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 173,499 | $1.79M | 0.01% | +42,635+32.6% | Added |
| Ameriprise Financial Inc | 178,637 | $1.84M | 0.00% | +9,909+5.9% | Added |
| Johnson Financial Group, Inc. | 193,274 | $1.99M | 0.11% | −204,936−51.5% | Reduced |
| D.A. Davidson & Co. | 238,257 | $2.46M | 0.02% | +124,673+109.8% | Added |
| Thrivent Financial for Lutherans | 248,758 | $2.57M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 254,785 | $2.63M | 0.05% | +17,639+7.4% | Added |
| Rareview Capital LLC | 292,204 | $3.02M | 2.77% | +292,204 | New |
| Raymond James & Associates | 315,735 | $3.26M | 0.00% | −19,926−5.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 316,483 | $3.27M | 0.34% | −14,957−4.5% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.42M | 0.01% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 337,313 | $3.48M | 0.17% | −13,350−3.8% | Reduced |
| Landscape Capital Management, L.L.C. | 362,459 | $3.74M | 0.33% | +308,919+577.0% | Added |
| Evergreen Capital Management LLC | 479,567 | $4.95M | 0.20% | −38,293−7.4% | Reduced |
| LPL Financial LLC | 498,441 | $5.14M | 0.00% | −70,924−12.5% | Reduced |
| 1607 Capital Partners, LLC | 562,466 | $5.80M | 0.41% | +71,100+14.5% | Added |
| CNH Partners LLC | 640,459 | $6.61M | 0.27% | +363,315+131.1% | Added |
| Sowell Financial Services LLC | 661,161 | $6.82M | 0.37% | +43,467+7.0% | Added |
| Guggenheim Capital LLC | 683,253 | $7.05M | 0.05% | +60,085+9.6% | Added |
| Wells Fargo & Company | 742,247 | $7.66M | 0.00% | +31,813+4.5% | Added |
| UBS Group AG | 753,500 | $7.78M | 0.00% | −134,036−15.1% | Reduced |
| Royal Bank of Canada | 798,566 | $8.24M | 0.00% | +65,749+9.0% | Added |
| Capital Investment Advisors, LLC | 831,552 | $8.58M | 0.22% | +12,211+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 916,217 | $9.46M | 0.02% | +53,833+6.2% | Added |
| Karpus Management, Inc. | 957,867 | $9.89M | 0.30% | +100,642+11.7% | Added |
| Invesco Ltd. | 1,195,703 | $12.3M | 0.00% | +77,841+7.0% | Added |
| Bank of America Corp | 3,222,620 | $33.3M | 0.00% | −180,711−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,808,559 | $39.3M | 0.07% | +1,204,788+46.3% | Added |
| Morgan Stanley | 4,883,511 | $50.4M | 0.00% | +203,193+4.3% | Added |
| Sit Investment Associates Inc | 5,886,712 | $60.8M | 1.49% | −160,864−2.7% | Reduced |
| Spectrum Asset Management, Inc. | 0 | $0 | 0.00% | −723,135−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −25,067−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −19,269−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −15,185−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,881−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,593−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −10,872−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,486−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −3,767−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Eukles Asset Management | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Claybrook Capital, LLC | – | – | – | – | Not filed |