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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $128.0K | 0.00% | – | New |
| Oak Family Advisors, LLC | 11,929 | $127.5K | 0.05% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,444 | $122.3K | 0.07% | +11,444 | New |
| Stephens Inc | 11,130 | $119.0K | 0.00% | −22,450−66.9% | Reduced |
| Integrated Wealth Concepts LLC | 11,075 | $118.4K | 0.00% | +40.0% | Added |
| Tyche Wealth Partners LLC | 11,000 | $117.6K | 0.03% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $116.5K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,603 | $113.3K | 0.00% | +172+1.6% | Added |
| Lokken Investment Group LLC | 10,297 | $110.1K | 0.05% | 00.0% | Unchanged |
| Patten & Patten Inc | 10,000 | $106.9K | 0.01% | +10,000 | New |
| Affiance Financial, LLC | 10,000 | $106.9K | 0.03% | +10,000 | New |
| Clear Street Markets LLC | 6,537 | $70.0K | 0.03% | +6,537 | New |
| Steward Partners Investment Advisory, LLC | 5,654 | $60.4K | 0.00% | −400−6.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,380 | $57.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,454 | $36.9K | 0.00% | +72+2.1% | Added |
| Comerica Bank | 2,984 | $31.9K | 0.00% | +561+23.2% | Added |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,908 | $20.4K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,649 | $17.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,362 | $15.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,317 | $14.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,126 | $12.0K | 0.00% | +1,126 | New |
| CoreCap Advisors, LLC | 1,086 | $11.6K | 0.00% | +1,086 | New |
| NBC Securities, Inc. | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,025 | $11.0K | 0.00% | +1,025 | New |
| Atticus Wealth Management, LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 979 | $10.4K | 0.00% | +23+2.4% | Added |
| Private Trust Co NA | 744 | $7.95K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 575 | $6.15K | 0.00% | +575 | New |
| Geneos Wealth Management Inc. | 414 | $4.43K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.21K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.02K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 281 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 217 | $2.32K | 0.00% | +5+2.4% | Added |
| Global Retirement Partners, LLC | 206 | $2.20K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 145 | $1.55K | 0.00% | +145 | New |
| Huntington National Bank | – | $21 | 0.00% | – | – |
| 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 |