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 |
|---|---|---|---|---|---|
| Stolper Co | 73,965 | $791.0K | 0.29% | +10,005+15.6% | Added |
| Connectus Wealth, LLC | 82,500 | $881.9K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 87,232 | $886.3K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 87,205 | $932.2K | 0.07% | +2,997+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 87,334 | $933.6K | 0.00% | +6,671+8.3% | Added |
| Lido Advisors, LLC | 87,535 | $935.7K | 0.01% | −997−1.1% | Reduced |
| Marks Group Wealth Management, Inc | 92,245 | $986.1K | 0.10% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 95,604 | $1.02M | 0.32% | +969+1.0% | Added |
| EP Wealth Advisors, LLC | 126,029 | $1.35M | 0.02% | −7,113−5.3% | Reduced |
| Johnson Financial Group, Inc. | 138,124 | $1.48M | 0.08% | −55,150−28.5% | Reduced |
| Vivaldi Capital Management, LLC | 145,675 | $1.52M | 0.44% | +104,186+251.1% | Added |
| Landscape Capital Management, L.L.C. | 142,836 | $1.53M | 0.13% | −219,623−60.6% | Reduced |
| Waterfront Wealth Inc. | 153,063 | $1.55M | 0.43% | +8,895+6.2% | Added |
| Principal Securities, Inc. | 150,698 | $1.61M | 0.05% | +4,274+2.9% | Added |
| Rockefeller Capital Management L.P. | 154,872 | $1.66M | 0.00% | −18,627−10.7% | Reduced |
| Fiera Capital Corp | 164,028 | $1.75M | 0.01% | +959+0.6% | Added |
| 1607 Capital Partners, LLC | 185,816 | $1.99M | 0.16% | −376,650−67.0% | Reduced |
| Ameriprise Financial Inc | 196,658 | $2.10M | 0.00% | +18,021+10.1% | Added |
| D.A. Davidson & Co. | 222,962 | $2.38M | 0.02% | −15,295−6.4% | Reduced |
| Thrivent Financial for Lutherans | 248,758 | $2.66M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 288,739 | $3.09M | 0.06% | +168,173+139.5% | Added |
| Edgemoor Investment Advisors, Inc. | 291,724 | $3.12M | 0.29% | −24,759−7.8% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.54M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 365,780 | $3.91M | 0.00% | +50,045+15.9% | Added |
| CNH Partners LLC | 378,163 | $4.04M | 0.14% | −262,296−41.0% | Reduced |
| Evergreen Capital Management LLC | 469,703 | $5.02M | 0.19% | −9,864−2.1% | Reduced |
| UBS Group AG | 601,789 | $6.43M | 0.00% | −151,711−20.1% | Reduced |
| Sowell Financial Services LLC | 661,637 | $7.07M | 0.33% | +476+0.1% | Added |
| Wells Fargo & Company | 756,796 | $8.09M | 0.00% | +14,549+2.0% | Added |
| LPL Financial LLC | 805,469 | $8.61M | 0.00% | +307,028+61.6% | Added |
| Guggenheim Capital LLC | 822,446 | $8.79M | 0.06% | +139,193+20.4% | Added |
| Capital Investment Advisors, LLC | 862,190 | $9.22M | 0.21% | +30,638+3.7% | Added |
| Royal Bank of Canada | 865,546 | $9.25M | 0.00% | +66,980+8.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 920,467 | $9.84M | 0.01% | +4,250+0.5% | Added |
| Karpus Management, Inc. | 954,672 | $10.2M | 0.29% | −3,195−0.3% | Reduced |
| Invesco Ltd. | 975,205 | $10.4M | 0.00% | −220,498−18.4% | Reduced |
| Penserra Capital Management LLC | 1,239,796 | $13.3M | 0.17% | +985,011+386.6% | Added |
| Bank of America Corp | 3,158,143 | $33.8M | 0.00% | −64,477−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,807,459 | $40.7M | 0.06% | −1,1000.0% | Reduced |
| Morgan Stanley | 4,878,470 | $52.2M | 0.00% | −5,041−0.1% | Reduced |
| Sit Investment Associates Inc | 5,339,999 | $57.1M | 1.31% | −546,713−9.3% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −337,313−100.0% | Sold out |
| Rareview Capital LLC | 0 | $0 | 0.00% | −292,204−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −85,700−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −59,175−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −53,275−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −42,622−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −31,830−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −26,458−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −16,184−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −14,951−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −14,615−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −13,674−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −4,788−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −36,072−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |