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 |
|---|---|---|---|---|---|
| Melfa Wealth Management, LLC | 13,245 | $141.9K | 0.10% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12,660 | $135.8K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,500 | $133.9K | 0.01% | −42,000−77.1% | Reduced |
| TCG Advisory Services, LLC | 12,436 | $133.2K | 0.01% | +26+0.2% | Added |
| Oak Family Advisors, LLC | 11,929 | $127.8K | 0.05% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,530 | $123.5K | 0.07% | +86+0.8% | Added |
| We Are One Seven, LLC | 11,467 | $122.8K | 0.01% | −4,531−28.3% | Reduced |
| Stephens Inc | 11,130 | $119.2K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,000 | $117.8K | 0.03% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,297 | $110.3K | 0.05% | 00.0% | Unchanged |
| Patten & Patten Inc | 10,000 | $107.1K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 10,000 | $107.1K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,654 | $60.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,380 | $57.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,531 | $37.8K | 0.00% | +77+2.2% | Added |
| Atticus Wealth Management, LLC | 2,964 | $31.7K | 0.01% | +1,964+196.4% | Added |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,166 | $23.2K | 0.00% | −818−27.4% | Reduced |
| US Bancorp | 1,908 | $20.4K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,575 | $16.9K | 0.00% | +1,575 | New |
| CWM, LLC | 1,362 | $15.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,223 | $13.1K | 0.00% | −94−7.1% | Reduced |
| Redwood Wealth Management Group, LLC | 1,100 | $11.8K | 0.01% | +1,100 | New |
| Pacifica Partners Inc. | 1,010 | $10.8K | 0.00% | +31+3.2% | Added |
| NBC Securities, Inc. | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 873 | $9.35K | 0.00% | +873 | New |
| Private Trust Co NA | 744 | $7.97K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 744 | $7.97K | 0.00% | +744 | New |
| Gen-Wealth Partners Inc | 575 | $6.16K | 0.00% | 00.0% | Unchanged |
| 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 | $3.03K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 281 | $3.01K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 222 | $2.38K | 0.00% | +5+2.3% | Added |
| Global Retirement Partners, LLC | 206 | $2.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $21 | 0.00% | – | – |
| HRT Financial LP | 0 | $0 | 0.00% | −49,012−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −18,239−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −13,705−100.0% | Sold out |
| Investment Partners Asset Management, Inc. | 0 | $0 | 0.00% | −12,073−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −6,537−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Connectus Wealth, LLC | – | – | – | – | Not filed |