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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 13,674 | $141.1K | 0.00% | +13,674 | New |
| Crescent Grove Advisors, LLC | 13,500 | $139.3K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 13,176 | $136.0K | 0.13% | +74+0.6% | Added |
| Ieq Capital, LLC | 13,050 | $134.7K | 0.00% | −3,330−20.3% | Reduced |
| Operose Advisors LLC | 12,500 | $129.0K | 0.05% | +12,500 | New |
| TCG Advisory Services, LLC | 12,293 | $126.9K | 0.01% | +272+2.3% | Added |
| Family Management Corp | 12,119 | $125.1K | 0.03% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 12,073 | $124.6K | 0.12% | +12,073 | New |
| Oak Family Advisors, LLC | 11,929 | $123.1K | 0.05% | −1,000−7.7% | Reduced |
| Jane Street Group, LLC | 11,823 | $122.0K | 0.00% | +11,823 | New |
| Integrated Wealth Concepts LLC | 11,071 | $114.2K | 0.00% | −2,707−19.6% | Reduced |
| Tyche Wealth Partners LLC | 11,000 | $113.5K | 0.03% | +11,000 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $112.5K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,431 | $107.7K | 0.00% | +10,431 | New |
| Lokken Investment Group LLC | 10,297 | $106.3K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,054 | $62.5K | 0.00% | −49,357−89.1% | Reduced |
| Parallel Advisors, LLC | 5,500 | $56.8K | 0.00% | +5,500 | New |
| Bartlett & Co. LLC | 5,380 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,380 | $55.8K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 4,788 | $49.4K | 0.00% | −201,411−97.7% | Reduced |
| Mercer Global Advisors Inc | 36,072 | $36.0K | 0.00% | +36,072 | New |
| Citigroup Inc | 3,382 | $34.9K | 0.00% | +179+5.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,941 | $30.4K | 0.01% | +2,941 | New |
| Advisory Services Network, LLC | 2,648 | $27.3K | 0.00% | +2,648 | New |
| Comerica Bank | 2,423 | $25.0K | 0.00% | −223−8.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,250 | $23.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,908 | $19.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,649 | $17.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,362 | $14.0K | 0.00% | +1,362 | New |
| Harbour Investments, Inc. | 1,317 | $13.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,016 | $10.5K | 0.00% | +1,016 | New |
| Atticus Wealth Management, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 956 | $9.80K | 0.00% | +16+1.7% | Added |
| Private Trust Co NA | 744 | $7.68K | 0.00% | +744 | New |
| Fortis Group Advisors, LLC | 500 | $5.16K | 0.00% | +250+100.0% | Added |
| Geneos Wealth Management Inc. | 414 | $4.27K | 0.00% | +240+137.9% | Added |
| Truvestments Capital LLC | 409 | $4.22K | 0.00% | +409 | New |
| Rockbridge Investment Management, LCC | 316 | $3.26K | 0.00% | +316 | New |
| Stephens Consulting, LLC | 300 | $3.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.01K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 281 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 212 | $2.19K | 0.00% | +5+2.4% | Added |
| Global Retirement Partners, LLC | 206 | $2.19K | 0.00% | +107+108.1% | Added |
| Wolff Wiese Magana LLC | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 172 | $1.77K | 0.00% | +172 | New |
| Huntington National Bank | – | $21 | 0.00% | – | – |
| 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 |