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, Q3 2024
Institutional positions in BlackRock Credit Allocation Income Trust as of Sep 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
- 136
- −4 vs. Q2 2024
- Shares held
- 31.7M
- −1.67M (−5.0%) vs. Q2 2024
- Total value
- $354.8M
- −$3.14M (−0.9%) vs. Q2 2024
- New holders
- 11
- 43 more added
- Sold out
- 15
- 46 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 11,395 | $128.5K | 0.01% | −1,041−8.4% | Reduced |
| Stephens Inc | 11,130 | $125.5K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,000 | $124.1K | 0.03% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,297 | $116.2K | 0.05% | 00.0% | Unchanged |
| Affiance Financial, LLC | 10,000 | $112.8K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 5,670 | $64.0K | 0.00% | +5,670 | New |
| Steward Partners Investment Advisory, LLC | 5,654 | $63.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,380 | $60.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,629 | $52.2K | 0.00% | +2,463+113.7% | Added |
| The PNC Financial Services Group, Inc. | 4,344 | $49.0K | 0.00% | −26,278−85.8% | Reduced |
| Atticus Wealth Management, LLC | 2,964 | $33.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,419 | $27.0K | 0.00% | +1,057+77.6% | Added |
| GPS Wealth Strategies Group, LLC | 2,250 | $25.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 2,000 | $22.6K | 0.00% | +2,000 | New |
| US Bancorp | 1,908 | $21.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $19.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $15.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,223 | $13.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,086 | $12.3K | 0.00% | +1,086 | New |
| Oarsman Capital, Inc. | 1,085 | $12.2K | 0.00% | +1,085 | New |
| Pacifica Partners Inc. | 1,034 | $11.7K | 0.00% | +24+2.4% | Added |
| NBC Securities, Inc. | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 806 | $9.09K | 0.00% | +806 | New |
| Trust Co of Vermont | 750 | $8.46K | 0.00% | +750 | New |
| Gen-Wealth Partners Inc | 575 | $6.18K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 414 | $4.67K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.38K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.19K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 281 | $3.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.26K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 142 | $1.52K | 0.00% | +142 | New |
| Global Retirement Partners, LLC | 99 | $1.12K | 0.00% | −107−51.9% | Reduced |
| Clear Street LLC | 56 | $632 | 0.00% | +56 | New |
| Huntington National Bank | – | $23 | 0.00% | – | – |
| International Assets Investment Management, LLC | 382,636 | – | – | +348,414+1,018.1% | Added |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −126,899−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −116,102−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −66,613−100.0% | Sold out |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −28,211−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −16,904−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,454−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,273−100.0% | Sold out |
| Patten & Patten Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |