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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $147.0K | 0.00% | – | – |
| Sound View Wealth Advisors Group, LLC | 13,970 | $146.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Virtu Financial LLC | 13,448 | $141.0K | 0.01% | +13,448 | New |
| Independent Advisor Alliance | 13,378 | $139.9K | 0.00% | +13,378 | New |
| Melfa Wealth Management, LLC | 13,245 | $138.5K | 0.09% | 00.0% | Unchanged |
| Miller Financial Services LLC | 13,000 | $136.0K | 0.11% | +13,000 | New |
| ProVise Management Group, LLC | 12,560 | $131.4K | 0.01% | −8,180−39.4% | Reduced |
| Semus Wealth Partners LLC | 12,482 | $130.6K | 0.09% | −1,369−9.9% | Reduced |
| Elm3 Financial Group, LLC | 12,400 | $129.7K | 0.11% | +12,400 | New |
| We Are One Seven, LLC | 12,204 | $127.7K | 0.00% | +526+4.5% | Added |
| Moors & Cabot, Inc. | 12,000 | $125.5K | 0.01% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 11,929 | $124.8K | 0.05% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,610 | $121.4K | 0.06% | +41+0.4% | Added |
| Jane Street Group, LLC | 11,344 | $118.7K | 0.00% | +11,344 | New |
| Baird Financial Group, Inc. | 11,080 | $115.9K | 0.00% | +11,080 | New |
| Tyche Wealth Partners LLC | 11,000 | $115.1K | 0.02% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 10,474 | $109.6K | 0.08% | +10,474 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,324 | $109.2K | 0.00% | +10,324 | New |
| Argentarii, LLC | 10,324 | $108.0K | 0.05% | +10,324 | New |
| Lokken Investment Group LLC | 10,297 | $107.7K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10,000 | $104.6K | 0.02% | −1,845−15.6% | Reduced |
| Huntington National Bank | – | $95.8K | 0.00% | – | – |
| MAI Capital Management | 6,092 | $63.7K | 0.00% | +6,092 | New |
| Oarsman Capital, Inc. | 6,085 | $63.6K | 0.01% | +5,000+460.8% | Added |
| Eastern Bank | 5,670 | $59.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,654 | $59.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,274 | $55.0K | 0.00% | +2,855+118.0% | Added |
| WPG Advisers, LLC | 4,980 | $52.1K | 0.05% | +4,980 | New |
| Comerica Bank | 4,697 | $49.1K | 0.00% | +68+1.5% | Added |
| The PNC Financial Services Group, Inc. | 4,407 | $46.1K | 0.00% | +63+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 4,000 | $41.8K | 0.00% | −1,380−25.7% | Reduced |
| Citigroup Inc | 3,514 | $36.8K | 0.00% | +3,514 | New |
| Atticus Wealth Management, LLC | 2,964 | $31.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 2,718 | $28.4K | 0.02% | +2,718 | New |
| GPS Wealth Strategies Group, LLC | 2,250 | $23.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,086 | $11.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,058 | $11.1K | 0.00% | +24+2.3% | Added |
| Wingate Wealth Advisors, Inc. | 1,000 | $10.5K | 0.01% | +1,000 | New |
| Harbour Investments, Inc. | 955 | $9.99K | 0.00% | −268−21.9% | Reduced |
| Provenance Wealth Advisors, LLC | 806 | $8.43K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 575 | $6.01K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $5.23K | 0.00% | +500 | New |
| Ameriflex Group, Inc. | 351 | $3.79K | 0.00% | +351 | New |
| Stephens Consulting, LLC | 300 | $3.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $2.96K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 281 | $2.94K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $2.51K | 0.00% | −174−42.0% | Reduced |
| Wolff Wiese Magana LLC | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18 | $188 | 0.00% | +18 | New |
| NBC Securities, Inc. | 1 | $10 | 0.00% | −999−99.9% | Reduced |
| 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 |