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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1 | $10 | 0.00% | −999−99.9% | Reduced |
| Tower Research Capital LLC (TRC) | 18 | $188 | 0.00% | +18 | New |
| Global Retirement Partners, LLC | 99 | $1.04K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $2.51K | 0.00% | −174−42.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 281 | $2.94K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $2.96K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.14K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 351 | $3.79K | 0.00% | +351 | New |
| IFP Advisors, Inc | 500 | $5.23K | 0.00% | +500 | New |
| Gen-Wealth Partners Inc | 575 | $6.01K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 806 | $8.43K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 955 | $9.99K | 0.00% | −268−21.9% | Reduced |
| Wingate Wealth Advisors, Inc. | 1,000 | $10.5K | 0.01% | +1,000 | New |
| Pacifica Partners Inc. | 1,058 | $11.1K | 0.00% | +24+2.3% | Added |
| CoreCap Advisors, LLC | 1,086 | $11.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.9K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.4K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,250 | $23.5K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 2,718 | $28.4K | 0.02% | +2,718 | New |
| Atticus Wealth Management, LLC | 2,964 | $31.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,514 | $36.8K | 0.00% | +3,514 | New |
| Bartlett & Co. Wealth Management LLC | 4,000 | $41.8K | 0.00% | −1,380−25.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,407 | $46.1K | 0.00% | +63+1.5% | Added |
| Comerica Bank | 4,697 | $49.1K | 0.00% | +68+1.5% | Added |
| WPG Advisers, LLC | 4,980 | $52.1K | 0.05% | +4,980 | New |
| CWM, LLC | 5,274 | $55.0K | 0.00% | +2,855+118.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,654 | $59.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,670 | $59.3K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 6,085 | $63.6K | 0.01% | +5,000+460.8% | Added |
| MAI Capital Management | 6,092 | $63.7K | 0.00% | +6,092 | New |
| Huntington National Bank | – | $95.8K | 0.00% | – | – |
| UMA Financial Services, Inc. | 10,000 | $104.6K | 0.02% | −1,845−15.6% | Reduced |
| Lokken Investment Group LLC | 10,297 | $107.7K | 0.05% | 00.0% | Unchanged |
| Argentarii, LLC | 10,324 | $108.0K | 0.05% | +10,324 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,324 | $109.2K | 0.00% | +10,324 | New |
| Noble Wealth Management PBC | 10,474 | $109.6K | 0.08% | +10,474 | New |
| Tyche Wealth Partners LLC | 11,000 | $115.1K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,080 | $115.9K | 0.00% | +11,080 | New |
| Jane Street Group, LLC | 11,344 | $118.7K | 0.00% | +11,344 | New |
| Morris Retirement Advisors, LLC | 11,610 | $121.4K | 0.06% | +41+0.4% | Added |
| Oak Family Advisors, LLC | 11,929 | $124.8K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,000 | $125.5K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 12,204 | $127.7K | 0.00% | +526+4.5% | Added |
| Elm3 Financial Group, LLC | 12,400 | $129.7K | 0.11% | +12,400 | New |
| Semus Wealth Partners LLC | 12,482 | $130.6K | 0.09% | −1,369−9.9% | Reduced |
| ProVise Management Group, LLC | 12,560 | $131.4K | 0.01% | −8,180−39.4% | Reduced |
| Miller Financial Services LLC | 13,000 | $136.0K | 0.11% | +13,000 | New |
| Melfa Wealth Management, LLC | 13,245 | $138.5K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,378 | $139.9K | 0.00% | +13,378 | New |
| Virtu Financial LLC | 13,448 | $141.0K | 0.01% | +13,448 | New |
| Investors Asset Management of Georgia Inc | 13,500 | $141.2K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $141.2K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 13,970 | $146.1K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $147.0K | 0.00% | – | – |
| Creekside Partners | 14,614 | $152.9K | 0.08% | +38+0.3% | Added |
| Northstar Financial Companies, Inc. | 14,617 | $152.9K | 0.14% | +14,617 | New |
| Cutter & CO Brokerage, Inc. | 14,626 | $153.0K | 0.04% | +287+2.0% | Added |
| Wedbush Securities Inc | 14,924 | $156.0K | 0.01% | −4,393−22.7% | Reduced |
| Clearstead Advisors, LLC | 14,972 | $156.6K | 0.00% | +2,124+16.5% | Added |
| Wetherby Asset Management Inc | 15,125 | $158.2K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,454 | $162.0K | 0.00% | +15,454 | New |
| Pinnacle Wealth Planning Services, Inc. | 15,553 | $162.7K | 0.02% | +35+0.2% | Added |
| HighTower Advisors, LLC | 15,594 | $163.1K | 0.00% | +1,514+10.8% | Added |
| E&G Advisors, LP | 16,192 | $169.4K | 0.05% | −500−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 16,335 | $171.0K | 0.00% | −1,211−6.9% | Reduced |
| Integrated Wealth Concepts LLC | 16,413 | $171.7K | 0.00% | +70.0% | Added |
| Stifel Financial Corp | 16,769 | $175.4K | 0.00% | +17+0.1% | Added |
| 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 |
| Park Avenue Securities LLC | 17,228 | $180.0K | 0.00% | −583−3.3% | Reduced |
| Elequin Capital LP | 17,613 | $184.2K | 0.02% | +17,613 | New |
| Kovitz Investment Group Partners, LLC | 18,400 | $192.5K | 0.00% | +18,400 | New |
| 180 Wealth Advisors, LLC | 18,416 | $192.6K | 0.03% | −871−4.5% | Reduced |
| Millennium Management LLC | 18,581 | $194.4K | 0.00% | −51,958−73.7% | Reduced |
| Affiance Financial, LLC | 20,000 | $209.2K | 0.05% | +10,000+100.0% | Added |
| Concurrent Investment Advisors, LLC | 20,776 | $217.3K | 0.01% | +4,477+27.5% | Added |
| Valley Brook Capital Group | 21,383 | $223.7K | 0.17% | −563−2.6% | Reduced |
| Flagship Harbor Advisors, LLC | 21,890 | $229.0K | 0.01% | −500−2.2% | Reduced |
| Oppenheimer & Co Inc | 22,440 | $234.7K | 0.00% | −2,494−10.0% | Reduced |
| SMH Capital Advisors Inc | 22,555 | $235.9K | 0.57% | +89+0.4% | Added |
| Private Advisor Group, LLC | 22,749 | $238.0K | 0.00% | +85+0.4% | Added |
| Warren Averett Asset Management, LLC | 23,595 | $246.8K | 0.00% | +23,595 | New |
| GWM Advisors LLC | 23,995 | $251.0K | 0.00% | −900−3.6% | Reduced |
| Wolverine Asset Management LLC | 26,661 | $278.9K | 0.00% | +26,661 | New |
| Nwam LLC | 26,817 | $280.5K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 27,728 | $290.0K | 0.03% | −40,680−59.5% | Reduced |
| Truist Financial Corp | 27,832 | $291.1K | 0.00% | −1,529−5.2% | Reduced |
| International Assets Investment Management, LLC | 30,920 | $324.7K | 0.03% | −351,716−91.9% | Reduced |
| Palogic Value Management, L.P. | 31,084 | $325.1K | 0.13% | −2,029−6.1% | Reduced |
| Commonwealth Equity Services, LLC | 31,353 | $328.0K | 0.00% | −1,999−6.0% | Reduced |
| Mariner, LLC | 31,909 | $333.8K | 0.00% | −4,520−12.4% | Reduced |
| Broyhill Asset Management | 32,500 | $339.9K | 0.30% | +32,500 | New |
| Mezzasalma Advisors, LLC | 34,258 | $358.3K | 0.12% | +34,258 | New |
| RSM US Wealth Management LLC | 37,115 | $386.7K | 0.01% | −140−0.4% | Reduced |
| Alteri Wealth LLC | 38,842 | $406.3K | 0.11% | +38,842 | New |
| Ellis Investment Partners, LLC | 40,076 | $419.2K | 0.08% | −1,176−2.9% | Reduced |
| Generation Capital Management LLC | 42,500 | $444.6K | 0.38% | +42,500 | New |
| GWN Securities Inc. | 43,472 | $462.6K | 0.12% | +43,472 | New |