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, Q2 2024
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 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
- 140
- 0 vs. Q1 2024
- Shares held
- 33.4M
- +150.5K (+0.5%) vs. Q1 2024
- Total value
- $357.9M
- +$2.54M (+0.7%) vs. Q1 2024
- New holders
- 12
- 42 more added
- Sold out
- 12
- 44 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,147,518 | $55.1M | 1.27% | −192,481−3.6% | Reduced |
| Morgan Stanley | 4,829,633 | $51.7M | 0.00% | −48,837−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,948,185 | $42.3M | 0.07% | +140,726+3.7% | Added |
| Bank of America Corp | 3,332,114 | $35.7M | 0.00% | +173,971+5.5% | Added |
| Penserra Capital Management LLC | 1,267,975 | $13.6M | 0.17% | +28,179+2.3% | Added |
| Invesco Ltd. | 1,221,461 | $13.1M | 0.00% | +246,256+25.3% | Added |
| Guggenheim Capital LLC | 979,829 | $10.5M | 0.08% | +157,383+19.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 961,789 | $10.3M | 0.01% | +41,322+4.5% | Added |
| Karpus Management, Inc. | 910,362 | $9.75M | 0.27% | −44,310−4.6% | Reduced |
| Capital Investment Advisors, LLC | 907,187 | $9.72M | 0.22% | +44,997+5.2% | Added |
| Wells Fargo & Company | 861,418 | $9.23M | 0.00% | +104,622+13.8% | Added |
| Royal Bank of Canada | 830,961 | $8.90M | 0.00% | −34,585−4.0% | Reduced |
| LPL Financial LLC | 810,410 | $8.68M | 0.00% | +4,941+0.6% | Added |
| Sowell Financial Services LLC | 651,068 | $6.97M | 0.33% | −10,569−1.6% | Reduced |
| UBS Group AG | 519,769 | $5.57M | 0.00% | −82,020−13.6% | Reduced |
| Evergreen Capital Management LLC | 451,484 | $4.84M | 0.18% | −18,219−3.9% | Reduced |
| Advisors Asset Management, Inc. | 380,751 | $4.08M | 0.08% | +92,012+31.9% | Added |
| Cohen & Steers, Inc. | 331,022 | $3.54M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 304,125 | $3.26M | 0.00% | −61,655−16.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 287,551 | $3.08M | 0.29% | −4,173−1.4% | Reduced |
| Thrivent Financial for Lutherans | 255,758 | $2.74M | 0.01% | +7,000+2.8% | Added |
| D.A. Davidson & Co. | 206,151 | $2.21M | 0.02% | −16,811−7.5% | Reduced |
| Ameriprise Financial Inc | 201,799 | $2.16M | 0.00% | +5,141+2.6% | Added |
| Fiera Capital Corp | 164,028 | $1.76M | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 160,433 | $1.72M | 0.47% | +7,370+4.8% | Added |
| 1607 Capital Partners, LLC | 156,579 | $1.68M | 0.15% | −29,237−15.7% | Reduced |
| Johnson Financial Group, Inc. | 137,439 | $1.47M | 0.07% | −685−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 127,097 | $1.36M | 0.00% | −27,775−17.9% | Reduced |
| Landscape Capital Management, L.L.C. | 126,990 | $1.36M | 0.11% | −15,846−11.1% | Reduced |
| Vivaldi Capital Management, LLC | 126,899 | $1.36M | 0.39% | −18,776−12.9% | Reduced |
| EP Wealth Advisors, LLC | 119,422 | $1.28M | 0.01% | −6,607−5.2% | Reduced |
| Principal Securities, Inc. | 118,244 | $1.27M | 0.03% | −32,454−21.5% | Reduced |
| CNH Partners LLC | 116,102 | $1.24M | 0.03% | −262,061−69.3% | Reduced |
| Marks Group Wealth Management, Inc | 97,392 | $1.04M | 0.11% | +5,147+5.6% | Added |
| Lido Advisors, LLC | 90,000 | $963.9K | 0.01% | +2,465+2.8% | Added |
| Chicago Partners Investment Group LLC | 87,232 | $942.1K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 86,794 | $929.6K | 0.00% | −540−0.6% | Reduced |
| Colony Group, LLC | 82,500 | $884.0K | 0.00% | +82,500 | New |
| Transcend Wealth Collective, LLC | 80,851 | $865.9K | 0.06% | −6,354−7.3% | Reduced |
| Stolper Co | 75,246 | $806.0K | 0.28% | +1,281+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,383 | $754.0K | 0.00% | +5,823+9.0% | Added |
| Arcus Capital Partners, LLC | 66,613 | $713.4K | 0.27% | −28,991−30.3% | Reduced |
| Wela Strategies, Inc. | 63,597 | $681.1K | 0.32% | +2,387+3.9% | Added |
| Cetera Investment Advisers | 57,544 | $616.3K | 0.00% | +15,342+36.4% | Added |
| Shulman DeMeo Asset Management LLC | 56,239 | $602.3K | 0.16% | −131−0.2% | Reduced |
| Riverbridge Partners LLC | 55,362 | $592.9K | 0.01% | +2,148+4.0% | Added |
| WealthShield Partners, LLC | 52,351 | $560.7K | 0.09% | +6,406+13.9% | Added |
| Uncommon Cents Investing LLC | 51,111 | $547.4K | 0.17% | +245+0.5% | Added |
| Pin Oak Investment Advisors Inc | 47,418 | $508.0K | 0.49% | +480+1.0% | Added |
| Ellis Investment Partners, LLC | 43,771 | $468.8K | 0.10% | −12,649−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 41,631 | $445.9K | 0.00% | −31,313−42.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 40,634 | $435.2K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 37,784 | $403.2K | 0.01% | +37,784 | New |
| International Assets Investment Management, LLC | 34,222 | $366.5K | 0.03% | +8,480+32.9% | Added |
| Kestra Advisory Services, LLC | 33,647 | $360.4K | 0.00% | +23,044+217.3% | Added |
| Mariner, LLC | 33,193 | $355.5K | 0.00% | +5,414+19.5% | Added |
| Palogic Value Management, L.P. | 33,113 | $354.6K | 0.15% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 32,989 | $353.0K | 0.00% | +2,200+7.1% | Added |
| The PNC Financial Services Group, Inc. | 30,622 | $328.0K | 0.00% | −1,438−4.5% | Reduced |
| Truist Financial Corp | 29,831 | $319.5K | 0.00% | −1,728−5.5% | Reduced |
| MML Investors Services, LLC | 28,350 | $304.0K | 0.00% | +50.0% | Added |
| Nwam LLC | 28,317 | $303.3K | 0.09% | 00.0% | Unchanged |
| SFI Advisors, LLC | 28,211 | $302.1K | 0.23% | +197+0.7% | Added |
| Catalina Capital Group, LLC | 25,214 | $270.0K | 0.10% | +25,214 | New |
| Oppenheimer & Co Inc | 24,898 | $266.7K | 0.00% | −1,341−5.1% | Reduced |
| SMH Capital Advisors Inc | 23,868 | $255.6K | 0.78% | −2,518−9.5% | Reduced |
| GWM Advisors LLC | 23,450 | $251.2K | 0.00% | +5,500+30.6% | Added |
| Private Advisor Group, LLC | 22,577 | $241.8K | 0.00% | −2,167−8.8% | Reduced |
| Sanctuary Advisors, LLC | 23,900 | $241.2K | 0.00% | +23,900 | New |
| Envestnet Asset Management Inc | 22,107 | $236.8K | 0.00% | −5,107−18.8% | Reduced |
| 9258 Wealth Management, LLC | 21,976 | $235.4K | 0.04% | +500+2.3% | Added |
| ProVise Management Group, LLC | 21,140 | $226.4K | 0.02% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 20,765 | $222.4K | 0.17% | −4,144−16.6% | Reduced |
| Clearstead Advisors, LLC | 20,668 | $221.4K | 0.00% | +20,668 | New |
| HighTower Advisors, LLC | 20,724 | $220.0K | 0.00% | +20,724 | New |
| 180 Wealth Advisors, LLC | 19,987 | $218.9K | 0.04% | −565−2.7% | Reduced |
| Valley Brook Capital Group | 20,376 | $218.2K | 0.17% | +71+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,210 | $216.4K | 0.03% | −43−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 19,924 | $213.0K | 0.00% | −1,355−6.4% | Reduced |
| Wedbush Securities Inc | 19,251 | $206.0K | 0.01% | +363+1.9% | Added |
| Lazard Asset Management LLC | – | $205.0K | 0.00% | – | – |
| Mayflower Financial Advisors, LLC | 19,026 | $203.8K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,965 | $192.4K | 0.00% | −2,108−10.5% | Reduced |
| Park Avenue Securities LLC | 17,819 | $191.0K | 0.00% | −746−4.0% | Reduced |
| Dakota Wealth Management | 17,206 | $184.3K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 17,000 | $182.1K | 0.16% | 00.0% | Unchanged |
| Marex Group plc | 16,904 | $181.0K | 0.00% | +16,904 | New |
| Flagship Harbor Advisors, LLC | 16,780 | $179.7K | 0.01% | +1,630+10.8% | Added |
| E&G Advisors, LP | 16,692 | $178.8K | 0.05% | −200−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 16,001 | $171.4K | 0.00% | +4,926+44.5% | Added |
| Concurrent Investment Advisors, LLC | 15,634 | $167.4K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,454 | $166.0K | 0.00% | −3,921−20.2% | Reduced |
| Wetherby Asset Management Inc | 15,125 | $162.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14,684 | $157.9K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 14,686 | $157.3K | 0.02% | −414−2.7% | Reduced |
| Creekside Partners | 14,540 | $155.7K | 0.09% | +14,540 | New |
| Cutter & CO Brokerage, Inc. | 14,140 | $151.4K | 0.04% | +168+1.2% | Added |
| Investors Asset Management of Georgia Inc | 13,500 | $144.6K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $144.6K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,273 | $142.2K | 0.00% | −56,506−81.0% | Reduced |