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, Q1 2024
Institutional positions in BlackRock Credit Allocation Income Trust as of Mar 31, 2024. 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
- 141
- −7 vs. Q4 2023
- Shares held
- 33.3M
- −950.0K (−2.8%) vs. Q4 2023
- Total value
- $356.2M
- +$2.74M (+0.8%) vs. Q4 2023
- New holders
- 18
- 43 more added
- Sold out
- 25
- 41 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Assetmark, Inc | 145 | $1.55K | 0.00% | +145 | New |
| Wolff Wiese Magana LLC | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 206 | $2.20K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 217 | $2.32K | 0.00% | +5+2.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 281 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.02K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.21K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 414 | $4.43K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 575 | $6.15K | 0.00% | +575 | New |
| Private Trust Co NA | 744 | $7.95K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 979 | $10.4K | 0.00% | +23+2.4% | Added |
| Atticus Wealth Management, LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,025 | $11.0K | 0.00% | +1,025 | New |
| NBC Securities, Inc. | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,086 | $11.6K | 0.00% | +1,086 | New |
| Tower Research Capital LLC (TRC) | 1,126 | $12.0K | 0.00% | +1,126 | New |
| North Star Investment Management Corp. | 1,233 | $13.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,317 | $14.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,362 | $15.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,649 | $17.6K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,908 | $20.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,984 | $31.9K | 0.00% | +561+23.2% | Added |
| Citigroup Inc | 3,454 | $36.9K | 0.00% | +72+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,380 | $57.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,654 | $60.4K | 0.00% | −400−6.6% | Reduced |
| Clear Street Markets LLC | 6,537 | $70.0K | 0.03% | +6,537 | New |
| Patten & Patten Inc | 10,000 | $106.9K | 0.01% | +10,000 | New |
| Affiance Financial, LLC | 10,000 | $106.9K | 0.03% | +10,000 | New |
| Lokken Investment Group LLC | 10,297 | $110.1K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,603 | $113.3K | 0.00% | +172+1.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $116.5K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,000 | $117.6K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,075 | $118.4K | 0.00% | +40.0% | Added |
| Stephens Inc | 11,130 | $119.0K | 0.00% | −22,450−66.9% | Reduced |
| Morris Retirement Advisors, LLC | 11,444 | $122.3K | 0.07% | +11,444 | New |
| Oak Family Advisors, LLC | 11,929 | $127.5K | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $128.0K | 0.00% | – | New |
| Shaker Financial Services, LLC | 12,000 | $128.3K | 0.05% | −2,500−17.2% | Reduced |
| Investment Partners Asset Management, Inc. | 12,073 | $129.1K | 0.12% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 12,410 | $132.7K | 0.01% | +117+1.0% | Added |
| CIBC Private Wealth Group, LLC | 12,660 | $134.1K | 0.00% | +12,660 | New |
| Melfa Wealth Management, LLC | 13,245 | $141.6K | 0.10% | +69+0.5% | Added |
| Investors Asset Management of Georgia Inc | 13,500 | $144.3K | 0.07% | −2,500−15.6% | Reduced |
| Crescent Grove Advisors, LLC | 13,500 | $144.3K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,705 | $146.5K | 0.00% | +13,705 | New |
| UMA Financial Services, Inc. | 14,684 | $147.0K | 0.03% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 13,972 | $149.4K | 0.04% | +159+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 15,100 | $161.4K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 15,125 | $161.7K | 0.01% | +15,125 | New |
| Flagship Harbor Advisors, LLC | 15,150 | $162.0K | 0.01% | +15,150 | New |
| Concurrent Investment Advisors, LLC | 15,634 | $167.1K | 0.01% | −4,725−23.2% | Reduced |
| We Are One Seven, LLC | 15,998 | $171.0K | 0.01% | +800+5.3% | Added |
| E&G Advisors, LP | 16,892 | $180.6K | 0.06% | −100−0.6% | Reduced |
| Future Financial Wealth Managment LLC | 17,000 | $181.7K | 0.14% | 00.0% | Unchanged |
| Dakota Wealth Management | 17,206 | $183.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,950 | $191.9K | 0.00% | −16,350−47.7% | Reduced |
| Stonebrook Private Inc. | 18,239 | $195.0K | 0.06% | −3,095−14.5% | Reduced |
| Park Avenue Securities LLC | 18,565 | $198.0K | 0.00% | −1,589−7.9% | Reduced |
| Wedbush Securities Inc | 18,888 | $202.0K | 0.01% | −1,142−5.7% | Reduced |
| Mayflower Financial Advisors, LLC | 19,026 | $203.4K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,375 | $207.0K | 0.00% | +167+0.9% | Added |
| Stifel Financial Corp | 20,073 | $214.6K | 0.00% | −8,782−30.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20,253 | $216.5K | 0.03% | −36−0.2% | Reduced |
| Valley Brook Capital Group | 20,305 | $217.1K | 0.17% | +3,000+17.3% | Added |
| 180 Wealth Advisors, LLC | 20,552 | $219.7K | 0.04% | −1,073−5.0% | Reduced |
| ProVise Management Group, LLC | 21,140 | $226.0K | 0.02% | −500−2.3% | Reduced |
| Peapack Gladstone Financial Corp | 21,279 | $227.0K | 0.00% | −16,035−43.0% | Reduced |
| 9258 Wealth Management, LLC | 21,476 | $229.6K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 24,744 | $264.5K | 0.00% | −510−2.0% | Reduced |
| Semus Wealth Partners LLC | 24,909 | $266.3K | 0.22% | −2,668−9.7% | Reduced |
| International Assets Investment Management, LLC | 25,742 | $272.6K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 26,239 | $280.5K | 0.00% | +6,400+32.3% | Added |
| SMH Capital Advisors Inc | 26,386 | $282.1K | 0.76% | +2,830+12.0% | Added |
| Envestnet Asset Management Inc | 27,214 | $290.9K | 0.00% | +27,214 | New |
| Mariner, LLC | 27,779 | $297.0K | 0.00% | −2,225−7.4% | Reduced |
| Nwam LLC | 28,317 | $297.9K | 0.02% | −1,300−4.4% | Reduced |
| SFI Advisors, LLC | 28,014 | $299.5K | 0.23% | +28,014 | New |
| MML Investors Services, LLC | 28,345 | $303.0K | 0.00% | +1,934+7.3% | Added |
| Commonwealth Equity Services, LLC | 30,789 | $329.0K | 0.00% | +219+0.7% | Added |
| Truist Financial Corp | 31,559 | $337.4K | 0.00% | +1,603+5.4% | Added |
| The PNC Financial Services Group, Inc. | 32,060 | $342.7K | 0.00% | +31+0.1% | Added |
| Palogic Value Management, L.P. | 33,113 | $354.0K | 0.15% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 40,634 | $434.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 42,202 | $451.1K | 0.00% | +42,202 | New |
| WealthShield Partners, LLC | 45,945 | $491.2K | 0.08% | +5,365+13.2% | Added |
| Pin Oak Investment Advisors Inc | 46,938 | $502.0K | 0.48% | +3,960+9.2% | Added |
| HRT Financial LP | 49,012 | $523.0K | 0.00% | +49,012 | New |
| Uncommon Cents Investing LLC | 50,866 | $543.8K | 0.17% | +828+1.7% | Added |
| Riverbridge Partners LLC | 53,214 | $568.9K | 0.01% | +2,198+4.3% | Added |
| Moors & Cabot, Inc. | 54,500 | $582.6K | 0.03% | −3,500−6.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 56,370 | $602.6K | 0.16% | −317−0.6% | Reduced |
| Ellis Investment Partners, LLC | 56,420 | $603.1K | 0.13% | −4,364−7.2% | Reduced |
| Wela Strategies, Inc. | 61,210 | $654.3K | 0.31% | −34,299−35.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 64,560 | $690.0K | 0.00% | +8,733+15.6% | Added |
| Jane Street Group, LLC | 69,779 | $745.9K | 0.00% | +57,956+490.2% | Added |
| Advisor Group Holdings, Inc. | 72,944 | $779.8K | 0.00% | −8,535−10.5% | Reduced |