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, Q4 2024
Institutional positions in BlackRock Credit Allocation Income Trust as of Dec 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
- 157
- +24 vs. Q3 2024
- Shares held
- 33.0M
- +2.59M (+8.5%) vs. Q3 2024
- Total value
- $344.7M
- +$4.77M (+1.4%) vs. Q3 2024
- New holders
- 38
- 42 more added
- Sold out
- 14
- 42 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,161,376 | $54.0M | 1.23% | +213,986+4.3% | Added |
| Morgan Stanley | 4,953,373 | $51.8M | 0.00% | +17,979+0.4% | Added |
| Bank of America Corp | 3,619,300 | $37.9M | 0.00% | +309,291+9.3% | Added |
| Allspring Global Investments Holdings, LLC | 2,802,458 | $29.3M | 0.05% | −396,184−12.4% | Reduced |
| Guggenheim Capital LLC | 1,440,215 | $15.1M | 0.12% | +225,179+18.5% | Added |
| Raymond James Financial Inc | 1,354,874 | $14.2M | 0.01% | +1,354,874 | New |
| Invesco Ltd. | 1,303,897 | $13.6M | 0.00% | +22,395+1.7% | Added |
| Wells Fargo & Company | 1,012,548 | $10.6M | 0.00% | +82,526+8.9% | Added |
| Capital Investment Advisors, LLC | 1,004,445 | $10.5M | 0.21% | +50,134+5.3% | Added |
| Royal Bank of Canada | 876,514 | $9.17M | 0.00% | +14,978+1.7% | Added |
| LPL Financial LLC | 778,180 | $8.14M | 0.00% | +234,539+43.1% | Added |
| Sowell Financial Services LLC | 660,122 | $6.90M | 0.36% | +32,113+5.1% | Added |
| Karpus Management, Inc. | 525,740 | $5.50M | 0.16% | −284,220−35.1% | Reduced |
| UBS Group AG | 509,050 | $5.32M | 0.00% | −12,062−2.3% | Reduced |
| Penserra Capital Management LLC | 469,007 | $4.91M | 0.09% | +31,587+7.2% | Added |
| Evergreen Capital Management LLC | 412,237 | $4.31M | 0.14% | −8,393−2.0% | Reduced |
| Advisors Asset Management, Inc. | 435,333 | $4.00M | 0.07% | +51,422+13.4% | Added |
| Cohen & Steers, Inc. | 331,022 | $3.46M | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 303,351 | $3.17M | 3.09% | +303,351 | New |
| Edgemoor Investment Advisors, Inc. | 273,243 | $2.86M | 0.25% | −7,779−2.8% | Reduced |
| Thrivent Financial for Lutherans | 237,111 | $2.48M | 0.00% | −22,000−8.5% | Reduced |
| D.A. Davidson & Co. | 204,390 | $2.14M | 0.02% | −1,211−0.6% | Reduced |
| Ameriprise Financial Inc | 199,969 | $2.09M | 0.00% | −9,928−4.7% | Reduced |
| Fiera Capital Corp | 174,503 | $1.83M | 0.01% | 00.0% | Unchanged |
| Rareview Capital LLC | 156,604 | $1.77M | 1.28% | +14,086+9.9% | Added |
| Waterfront Wealth Inc. | 140,670 | $1.47M | 0.36% | +763+0.5% | Added |
| Private Trust Co NA | 120,820 | $1.26M | 0.13% | +45,640+60.7% | Added |
| Ibex Wealth Advisors | 117,247 | $1.23M | 0.14% | +117,247 | New |
| Principal Securities, Inc. | 110,503 | $1.16M | 0.03% | −8,246−6.9% | Reduced |
| EP Wealth Advisors, LLC | 107,812 | $1.13M | 0.01% | −9,481−8.1% | Reduced |
| Marks Group Wealth Management, Inc | 97,838 | $1.02M | 0.10% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 95,604 | $1.02M | 0.32% | +95,604 | New |
| Rockefeller Capital Management L.P. | 97,671 | $1.02M | 0.00% | −24,450−20.0% | Reduced |
| Johnson Financial Group, Inc. | 89,797 | $969.8K | 0.05% | −46,837−34.3% | Reduced |
| Lido Advisors, LLC | 90,148 | $942.9K | 0.01% | +148+0.2% | Added |
| Chicago Partners Investment Group LLC | 87,232 | $917.7K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 86,633 | $906.2K | 0.00% | +9,984+13.0% | Added |
| Northwestern Mutual Wealth Management Co | 84,076 | $879.4K | 0.00% | −2,275−2.6% | Reduced |
| Transcend Wealth Collective, LLC | 83,501 | $873.4K | 0.06% | +3,701+4.6% | Added |
| Colony Group, LLC | 79,688 | $833.5K | 0.00% | +40,262+102.1% | Added |
| Stolper Co | 74,602 | $780.0K | 0.26% | −835−1.1% | Reduced |
| Marex Group plc | 71,200 | $744.8K | 0.01% | +71,200 | New |
| StoneX Group Inc. | 64,808 | $677.9K | 0.04% | +64,808 | New |
| Pin Oak Investment Advisors Inc | 59,583 | $672.0K | 0.61% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 57,674 | $603.0K | 0.00% | −3,643−5.9% | Reduced |
| Riverbridge Partners LLC | 56,700 | $593.1K | 0.01% | +547+1.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 56,499 | $591.0K | 0.08% | +56,499 | New |
| Shulman DeMeo Asset Management LLC | 56,277 | $588.7K | 0.16% | +110.0% | Added |
| First Trust Advisors LP | 54,339 | $568.4K | 0.00% | +54,339 | New |
| Advisor Group Holdings, Inc. | 53,317 | $557.7K | 0.00% | +2,438+4.8% | Added |
| Envestnet Asset Management Inc | 53,263 | $557.1K | 0.00% | +11,250+26.8% | Added |
| WealthShield Partners, LLC | 51,703 | $540.8K | 0.08% | +357+0.7% | Added |
| Readystate Asset Management LP | 51,509 | $538.8K | 0.02% | +51,509 | New |
| Horizon Kinetics Asset Management LLC | 51,023 | $533.7K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 49,351 | $516.2K | 0.15% | −1,779−3.5% | Reduced |
| Susquehanna International Group, LLP | 48,341 | $505.6K | 0.00% | +48,341 | New |
| GWN Securities Inc. | 43,472 | $462.6K | 0.12% | +43,472 | New |
| Generation Capital Management LLC | 42,500 | $444.6K | 0.38% | +42,500 | New |
| Ellis Investment Partners, LLC | 40,076 | $419.2K | 0.08% | −1,176−2.9% | Reduced |
| Alteri Wealth LLC | 38,842 | $406.3K | 0.11% | +38,842 | New |
| RSM US Wealth Management LLC | 37,115 | $386.7K | 0.01% | −140−0.4% | Reduced |
| Mezzasalma Advisors, LLC | 34,258 | $358.3K | 0.12% | +34,258 | New |
| Broyhill Asset Management | 32,500 | $339.9K | 0.30% | +32,500 | New |
| Mariner, LLC | 31,909 | $333.8K | 0.00% | −4,520−12.4% | Reduced |
| Commonwealth Equity Services, LLC | 31,353 | $328.0K | 0.00% | −1,999−6.0% | Reduced |
| Palogic Value Management, L.P. | 31,084 | $325.1K | 0.13% | −2,029−6.1% | Reduced |
| International Assets Investment Management, LLC | 30,920 | $324.7K | 0.03% | −351,716−91.9% | Reduced |
| Truist Financial Corp | 27,832 | $291.1K | 0.00% | −1,529−5.2% | Reduced |
| Landscape Capital Management, L.L.C. | 27,728 | $290.0K | 0.03% | −40,680−59.5% | Reduced |
| Nwam LLC | 26,817 | $280.5K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 26,661 | $278.9K | 0.00% | +26,661 | New |
| GWM Advisors LLC | 23,995 | $251.0K | 0.00% | −900−3.6% | Reduced |
| Warren Averett Asset Management, LLC | 23,595 | $246.8K | 0.00% | +23,595 | New |
| Private Advisor Group, LLC | 22,749 | $238.0K | 0.00% | +85+0.4% | Added |
| SMH Capital Advisors Inc | 22,555 | $235.9K | 0.57% | +89+0.4% | Added |
| Oppenheimer & Co Inc | 22,440 | $234.7K | 0.00% | −2,494−10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 21,890 | $229.0K | 0.01% | −500−2.2% | Reduced |
| Valley Brook Capital Group | 21,383 | $223.7K | 0.17% | −563−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 20,776 | $217.3K | 0.01% | +4,477+27.5% | Added |
| Affiance Financial, LLC | 20,000 | $209.2K | 0.05% | +10,000+100.0% | Added |
| Millennium Management LLC | 18,581 | $194.4K | 0.00% | −51,958−73.7% | Reduced |
| 180 Wealth Advisors, LLC | 18,416 | $192.6K | 0.03% | −871−4.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,400 | $192.5K | 0.00% | +18,400 | New |
| Elequin Capital LP | 17,613 | $184.2K | 0.02% | +17,613 | New |
| Park Avenue Securities LLC | 17,228 | $180.0K | 0.00% | −583−3.3% | Reduced |
| Future Financial Wealth Managment LLC | 17,000 | $177.8K | 0.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 17,000 | $177.8K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,769 | $175.4K | 0.00% | +17+0.1% | Added |
| Integrated Wealth Concepts LLC | 16,413 | $171.7K | 0.00% | +70.0% | Added |
| Peapack Gladstone Financial Corp | 16,335 | $171.0K | 0.00% | −1,211−6.9% | Reduced |
| E&G Advisors, LP | 16,192 | $169.4K | 0.05% | −500−3.0% | Reduced |
| HighTower Advisors, LLC | 15,594 | $163.1K | 0.00% | +1,514+10.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,553 | $162.7K | 0.02% | +35+0.2% | Added |
| Janney Montgomery Scott LLC | 15,454 | $162.0K | 0.00% | +15,454 | New |
| Wetherby Asset Management Inc | 15,125 | $158.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14,972 | $156.6K | 0.00% | +2,124+16.5% | Added |
| Wedbush Securities Inc | 14,924 | $156.0K | 0.01% | −4,393−22.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 14,626 | $153.0K | 0.04% | +287+2.0% | Added |
| Northstar Financial Companies, Inc. | 14,617 | $152.9K | 0.14% | +14,617 | New |
| Creekside Partners | 14,614 | $152.9K | 0.08% | +38+0.3% | Added |