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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 48,341 | $505.6K | 0.00% | +48,341 | New |
| Uncommon Cents Investing LLC | 49,351 | $516.2K | 0.15% | −1,779−3.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 51,023 | $533.7K | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 51,509 | $538.8K | 0.02% | +51,509 | New |
| WealthShield Partners, LLC | 51,703 | $540.8K | 0.08% | +357+0.7% | Added |
| Envestnet Asset Management Inc | 53,263 | $557.1K | 0.00% | +11,250+26.8% | Added |
| Advisor Group Holdings, Inc. | 53,317 | $557.7K | 0.00% | +2,438+4.8% | Added |
| First Trust Advisors LP | 54,339 | $568.4K | 0.00% | +54,339 | New |
| Shulman DeMeo Asset Management LLC | 56,277 | $588.7K | 0.16% | +110.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 56,499 | $591.0K | 0.08% | +56,499 | New |
| Riverbridge Partners LLC | 56,700 | $593.1K | 0.01% | +547+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,674 | $603.0K | 0.00% | −3,643−5.9% | Reduced |
| Pin Oak Investment Advisors Inc | 59,583 | $672.0K | 0.61% | 00.0% | Unchanged |
| StoneX Group Inc. | 64,808 | $677.9K | 0.04% | +64,808 | New |
| Marex Group plc | 71,200 | $744.8K | 0.01% | +71,200 | New |
| Stolper Co | 74,602 | $780.0K | 0.26% | −835−1.1% | Reduced |
| Colony Group, LLC | 79,688 | $833.5K | 0.00% | +40,262+102.1% | Added |
| Transcend Wealth Collective, LLC | 83,501 | $873.4K | 0.06% | +3,701+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 84,076 | $879.4K | 0.00% | −2,275−2.6% | Reduced |
| Cetera Investment Advisers | 86,633 | $906.2K | 0.00% | +9,984+13.0% | Added |
| Chicago Partners Investment Group LLC | 87,232 | $917.7K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 90,148 | $942.9K | 0.01% | +148+0.2% | Added |
| Johnson Financial Group, Inc. | 89,797 | $969.8K | 0.05% | −46,837−34.3% | Reduced |
| Rockefeller Capital Management L.P. | 97,671 | $1.02M | 0.00% | −24,450−20.0% | Reduced |
| Arcus Capital Partners, LLC | 95,604 | $1.02M | 0.32% | +95,604 | New |
| Marks Group Wealth Management, Inc | 97,838 | $1.02M | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 107,812 | $1.13M | 0.01% | −9,481−8.1% | Reduced |
| Principal Securities, Inc. | 110,503 | $1.16M | 0.03% | −8,246−6.9% | Reduced |
| Ibex Wealth Advisors | 117,247 | $1.23M | 0.14% | +117,247 | New |
| Private Trust Co NA | 120,820 | $1.26M | 0.13% | +45,640+60.7% | Added |
| Waterfront Wealth Inc. | 140,670 | $1.47M | 0.36% | +763+0.5% | Added |
| Rareview Capital LLC | 156,604 | $1.77M | 1.28% | +14,086+9.9% | Added |
| Fiera Capital Corp | 174,503 | $1.83M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 199,969 | $2.09M | 0.00% | −9,928−4.7% | Reduced |
| D.A. Davidson & Co. | 204,390 | $2.14M | 0.02% | −1,211−0.6% | Reduced |
| Thrivent Financial for Lutherans | 237,111 | $2.48M | 0.00% | −22,000−8.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 273,243 | $2.86M | 0.25% | −7,779−2.8% | Reduced |
| Smith Asset Management Co., LLC | 303,351 | $3.17M | 3.09% | +303,351 | New |
| Cohen & Steers, Inc. | 331,022 | $3.46M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 435,333 | $4.00M | 0.07% | +51,422+13.4% | Added |
| Evergreen Capital Management LLC | 412,237 | $4.31M | 0.14% | −8,393−2.0% | Reduced |
| Penserra Capital Management LLC | 469,007 | $4.91M | 0.09% | +31,587+7.2% | Added |
| UBS Group AG | 509,050 | $5.32M | 0.00% | −12,062−2.3% | Reduced |
| Karpus Management, Inc. | 525,740 | $5.50M | 0.16% | −284,220−35.1% | Reduced |
| Sowell Financial Services LLC | 660,122 | $6.90M | 0.36% | +32,113+5.1% | Added |
| LPL Financial LLC | 778,180 | $8.14M | 0.00% | +234,539+43.1% | Added |
| Royal Bank of Canada | 876,514 | $9.17M | 0.00% | +14,978+1.7% | Added |
| Capital Investment Advisors, LLC | 1,004,445 | $10.5M | 0.21% | +50,134+5.3% | Added |
| Wells Fargo & Company | 1,012,548 | $10.6M | 0.00% | +82,526+8.9% | Added |
| Invesco Ltd. | 1,303,897 | $13.6M | 0.00% | +22,395+1.7% | Added |
| Raymond James Financial Inc | 1,354,874 | $14.2M | 0.01% | +1,354,874 | New |
| Guggenheim Capital LLC | 1,440,215 | $15.1M | 0.12% | +225,179+18.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,802,458 | $29.3M | 0.05% | −396,184−12.4% | Reduced |
| Bank of America Corp | 3,619,300 | $37.9M | 0.00% | +309,291+9.3% | Added |
| Morgan Stanley | 4,953,373 | $51.8M | 0.00% | +17,979+0.4% | Added |
| Sit Investment Associates Inc | 5,161,376 | $54.0M | 1.23% | +213,986+4.3% | Added |
| Wela Strategies, Inc. | 39,799 | – | – | −1,210−3.0% | Reduced |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −33,504−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −28,354−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −24,772−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −24,105−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −17,206−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −12,660−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −11,395−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −11,130−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |