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, Q1 2025
Institutional positions in BlackRock Credit Allocation Income Trust as of Mar 31, 2025. 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
- 146
- −8 vs. Q4 2024
- Shares held
- 33.3M
- +351.8K (+1.1%) vs. Q4 2024
- Total value
- $357.2M
- +$12.7M (+3.7%) vs. Q4 2024
- New holders
- 14
- 47 more added
- Sold out
- 22
- 40 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,581,167 | $59.8M | 1.40% | +419,791+8.1% | Added |
| Morgan Stanley | 5,291,406 | $56.7M | 0.00% | +338,033+6.8% | Added |
| Bank of America Corp | 3,828,803 | $41.0M | 0.00% | +209,503+5.8% | Added |
| Allspring Global Investments Holdings, LLC | 2,486,405 | $26.7M | 0.05% | −316,053−11.3% | Reduced |
| Guggenheim Capital LLC | 1,629,233 | $17.5M | 0.16% | +189,018+13.1% | Added |
| Raymond James Financial Inc | 1,366,269 | $14.6M | 0.01% | +11,395+0.8% | Added |
| Invesco Ltd. | 1,265,933 | $13.6M | 0.00% | −37,964−2.9% | Reduced |
| Wells Fargo & Company | 1,034,860 | $11.1M | 0.00% | +22,312+2.2% | Added |
| Capital Investment Advisors, LLC | 1,020,187 | $10.9M | 0.21% | +15,742+1.6% | Added |
| LPL Financial LLC | 953,632 | $10.2M | 0.00% | +175,452+22.5% | Added |
| Royal Bank of Canada | 889,121 | $9.53M | 0.00% | +12,607+1.4% | Added |
| Sowell Financial Services LLC | 661,231 | $7.09M | 0.32% | +1,109+0.2% | Added |
| UBS Group AG | 502,455 | $5.39M | 0.00% | −6,595−1.3% | Reduced |
| Penserra Capital Management LLC | 477,029 | $5.11M | 0.09% | +8,022+1.7% | Added |
| Evergreen Capital Management LLC | 406,728 | $4.36M | 0.15% | −5,509−1.3% | Reduced |
| Advisors Asset Management, Inc. | 352,794 | $3.78M | 0.07% | −82,539−19.0% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.55M | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 297,832 | $3.19M | 3.01% | −5,519−1.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 268,495 | $2.88M | 0.26% | −4,748−1.7% | Reduced |
| Thrivent Financial for Lutherans | 237,111 | $2.54M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 225,619 | $2.42M | 0.00% | +25,650+12.8% | Added |
| D.A. Davidson & Co. | 224,348 | $2.41M | 0.02% | +19,958+9.8% | Added |
| Steward Partners Investment Advisory, LLC | 205,467 | $2.20M | 0.02% | +199,813+3,534.0% | Added |
| Fiera Capital Corp | 174,503 | $1.87M | 0.01% | 00.0% | Unchanged |
| Karpus Management, Inc. | 163,139 | $1.75M | 0.06% | −362,601−69.0% | Reduced |
| Rareview Capital LLC | 154,048 | $1.65M | 1.05% | −2,556−1.6% | Reduced |
| Waterfront Wealth Inc. | 133,110 | $1.43M | 0.35% | −7,560−5.4% | Reduced |
| Private Trust Co NA | 123,825 | $1.33M | 0.14% | +3,005+2.5% | Added |
| Ibex Wealth Advisors | 113,556 | $1.22M | 0.16% | −3,691−3.1% | Reduced |
| Principal Securities, Inc. | 110,503 | $1.16M | 0.03% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 97,838 | $1.05M | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 90,002 | $964.8K | 0.01% | −146−0.2% | Reduced |
| Cetera Investment Advisers | 88,863 | $952.6K | 0.00% | +2,230+2.6% | Added |
| First Trust Advisors LP | 85,116 | $912.4K | 0.00% | +30,777+56.6% | Added |
| EP Wealth Advisors, LLC | 84,188 | $902.5K | 0.01% | −23,624−21.9% | Reduced |
| Rockefeller Capital Management L.P. | 84,164 | $902.2K | 0.00% | −13,507−13.8% | Reduced |
| Transcend Wealth Collective, LLC | 83,501 | $895.1K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 80,195 | $859.7K | 0.04% | −9,602−10.7% | Reduced |
| Stolper Co | 75,549 | $810.0K | 0.27% | +947+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 75,286 | $807.1K | 0.00% | −8,790−10.5% | Reduced |
| Colony Group, LLC | 74,498 | $798.6K | 0.00% | −5,190−6.5% | Reduced |
| StoneX Group Inc. | 67,188 | $720.3K | 0.04% | +2,380+3.7% | Added |
| Riverbridge Partners LLC | 63,268 | $678.2K | 0.01% | +6,568+11.6% | Added |
| Advisor Group Holdings, Inc. | 59,597 | $638.9K | 0.00% | +6,280+11.8% | Added |
| WealthShield Partners, LLC | 57,437 | $615.7K | 0.08% | +5,734+11.1% | Added |
| Chicago Partners Investment Group LLC | 57,056 | $603.7K | 0.02% | −30,176−34.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 55,657 | $596.6K | 0.17% | −620−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 51,023 | $547.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50,163 | $531.0K | 0.41% | −9,420−15.8% | Reduced |
| Uncommon Cents Investing LLC | 48,632 | $521.3K | 0.15% | −719−1.5% | Reduced |
| Landscape Capital Management, L.L.C. | 46,078 | $494.0K | 0.04% | +18,350+66.2% | Added |
| Wela Strategies, Inc. | 43,449 | $465.8K | 0.20% | +3,650+9.2% | Added |
| Generation Capital Management LLC | 42,500 | $455.6K | 0.41% | 00.0% | Unchanged |
| Alteri Wealth LLC | 40,930 | $438.8K | 0.19% | +2,088+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,917 | $417.0K | 0.00% | −18,757−32.5% | Reduced |
| RSM US Wealth Management LLC | 37,249 | $399.3K | 0.01% | +134+0.4% | Added |
| Mezzasalma Advisors, LLC | 35,063 | $375.9K | 0.13% | +805+2.3% | Added |
| Ellis Investment Partners, LLC | 33,960 | $364.1K | 0.08% | −6,116−15.3% | Reduced |
| Mariner, LLC | 33,611 | $360.3K | 0.00% | +1,702+5.3% | Added |
| Broyhill Asset Management | 32,500 | $348.4K | 0.28% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 31,920 | $342.2K | 0.03% | +1,000+3.2% | Added |
| Palogic Value Management, L.P. | 31,084 | $333.2K | 0.15% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 29,662 | $318.0K | 0.00% | +7,222+32.2% | Added |
| Commonwealth Equity Services, LLC | 29,601 | $317.0K | 0.00% | −1,752−5.6% | Reduced |
| Wealthcare Advisory Partners LLC | 29,467 | $315.9K | 0.01% | +29,467 | New |
| Truist Financial Corp | 27,832 | $298.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 25,444 | $272.8K | 0.00% | −27,819−52.2% | Reduced |
| GWM Advisors LLC | 23,795 | $255.1K | 0.00% | −200−0.8% | Reduced |
| Warren Averett Asset Management, LLC | 23,495 | $251.9K | 0.00% | −100−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 22,419 | $240.3K | 0.01% | +1,643+7.9% | Added |
| SMH Capital Advisors Inc | 22,059 | $236.5K | 0.55% | −496−2.2% | Reduced |
| Flagship Harbor Advisors, LLC | 21,890 | $234.7K | 0.01% | 00.0% | Unchanged |
| Creekside Partners | 21,653 | $232.1K | 0.12% | +7,039+48.2% | Added |
| Valley Brook Capital Group | 21,457 | $230.0K | 0.18% | +74+0.3% | Added |
| Affiance Financial, LLC | 20,000 | $214.4K | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 18,416 | $197.4K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 18,400 | $197.2K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 18,000 | $193.0K | 0.08% | +18,000 | New |
| Park Avenue Securities LLC | 17,814 | $191.0K | 0.00% | +586+3.4% | Added |
| Jane Street Group, LLC | 17,799 | $190.8K | 0.00% | +6,455+56.9% | Added |
| Future Financial Wealth Managment LLC | 17,000 | $182.2K | 0.13% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,513 | $177.0K | 0.00% | −6,236−27.4% | Reduced |
| Integrated Wealth Concepts LLC | 16,418 | $176.0K | 0.00% | +50.0% | Added |
| E&G Advisors, LP | 16,192 | $173.6K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,654 | $168.0K | 0.00% | +200+1.3% | Added |
| Geneos Wealth Management Inc. | 15,628 | $167.5K | 0.01% | +15,388+6,411.7% | Added |
| HighTower Advisors, LLC | 15,323 | $164.3K | 0.00% | −271−1.7% | Reduced |
| Stifel Financial Corp | 15,193 | $162.9K | 0.00% | −1,576−9.4% | Reduced |
| Wedbush Securities Inc | 14,969 | $160.0K | 0.01% | +45+0.3% | Added |
| Accredited Investor Services, LLC | 14,814 | $158.8K | 0.13% | +14,814 | New |
| Cutter & CO Brokerage, Inc. | 14,801 | $158.7K | 0.04% | +175+1.2% | Added |
| Northstar Financial Companies, Inc. | 14,617 | $156.7K | 0.17% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 14,000 | $150.1K | 0.02% | −3,000−17.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,970 | $149.8K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 13,500 | $144.7K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $144.7K | 0.02% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 13,236 | $141.9K | 0.10% | −9−0.1% | Reduced |
| Clearstead Advisors, LLC | 13,189 | $141.4K | 0.00% | −1,783−11.9% | Reduced |
| Merit Financial Group, LLC | 13,124 | $140.7K | 0.00% | +13,124 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,009 | $139.5K | 0.02% | −2,544−16.4% | Reduced |