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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 13 | $139 | 0.00% | −5−27.8% | Reduced |
| Farther Finance Advisors, LLC | 46 | $497 | 0.00% | +46 | New |
| Wolff Wiese Magana LLC | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 200 | $2.14K | 0.00% | +200 | New |
| Spire Wealth Management | 283 | $3.03K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 351 | $3.76K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.54K | 0.00% | – | – |
| Gen-Wealth Partners Inc | 575 | $6.16K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 577 | $6.19K | 0.00% | +577 | New |
| Costello Asset Management, INC | 712 | $7.63K | 0.00% | +712 | New |
| NBC Securities, Inc. | 1,000 | $10.0K | 0.00% | +999+99,900.0% | Added |
| Harbour Investments, Inc. | 955 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,083 | $11.4K | 0.01% | +25+2.4% | Added |
| CoreCap Advisors, LLC | 1,086 | $11.6K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,150 | $12.3K | 0.01% | +1,150 | New |
| SOA Wealth Advisors, LLC. | 13,093 | $13.1K | 0.00% | +13,093 | New |
| North Star Investment Management Corp. | 1,233 | $13.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,419 | $26.0K | 0.00% | −2,855−54.1% | Reduced |
| Kentucky Trust Co | 2,718 | $29.1K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,964 | $31.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,000 | $42.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,686 | $50.2K | 0.00% | +4,686 | New |
| Comerica Bank | 4,697 | $50.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,670 | $60.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,980 | $64.1K | 0.00% | −112−1.8% | Reduced |
| WPG Advisers, LLC | 7,400 | $79.3K | 0.07% | +2,420+48.6% | Added |
| The PNC Financial Services Group, Inc. | 9,371 | $100.5K | 0.00% | +4,964+112.6% | Added |
| Cullen/Frost Bankers, Inc. | 9,584 | $102.7K | 0.00% | +9,584 | New |
| Moors & Cabot, Inc. | 10,000 | $107.2K | 0.01% | −2,000−16.7% | Reduced |
| UMA Financial Services, Inc. | 10,000 | $107.2K | 0.02% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,297 | $110.4K | 0.05% | 00.0% | Unchanged |
| Argentarii, LLC | 10,324 | $110.7K | 0.05% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 10,474 | $112.3K | 0.08% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,000 | $117.9K | 0.03% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 11,558 | $123.9K | 0.02% | +5,473+89.9% | Added |
| Morris Retirement Advisors, LLC | 11,651 | $124.9K | 0.07% | +41+0.4% | Added |
| Oak Family Advisors, LLC | 11,929 | $127.9K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 12,093 | $129.6K | 0.01% | −467−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,143 | $129.7K | 0.00% | +1,819+17.6% | Added |
| Mercer Global Advisors Inc | 12,322 | $132.1K | 0.00% | +12,322 | New |
| Elm3 Financial Group, LLC | 12,400 | $132.9K | 0.12% | 00.0% | Unchanged |
| Miller Financial Services LLC | 13,000 | $139.4K | 0.20% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,009 | $139.5K | 0.02% | −2,544−16.4% | Reduced |
| Merit Financial Group, LLC | 13,124 | $140.7K | 0.00% | +13,124 | New |
| Clearstead Advisors, LLC | 13,189 | $141.4K | 0.00% | −1,783−11.9% | Reduced |
| Melfa Wealth Management, LLC | 13,236 | $141.9K | 0.10% | −9−0.1% | Reduced |
| 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 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $149.8K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 14,000 | $150.1K | 0.02% | −3,000−17.6% | Reduced |
| Northstar Financial Companies, Inc. | 14,617 | $156.7K | 0.17% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 14,801 | $158.7K | 0.04% | +175+1.2% | Added |
| Accredited Investor Services, LLC | 14,814 | $158.8K | 0.13% | +14,814 | New |
| Wedbush Securities Inc | 14,969 | $160.0K | 0.01% | +45+0.3% | Added |
| Stifel Financial Corp | 15,193 | $162.9K | 0.00% | −1,576−9.4% | Reduced |
| HighTower Advisors, LLC | 15,323 | $164.3K | 0.00% | −271−1.7% | Reduced |
| Geneos Wealth Management Inc. | 15,628 | $167.5K | 0.01% | +15,388+6,411.7% | Added |
| Janney Montgomery Scott LLC | 15,654 | $168.0K | 0.00% | +200+1.3% | Added |
| E&G Advisors, LP | 16,192 | $173.6K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,418 | $176.0K | 0.00% | +50.0% | Added |
| Private Advisor Group, LLC | 16,513 | $177.0K | 0.00% | −6,236−27.4% | Reduced |
| Future Financial Wealth Managment LLC | 17,000 | $182.2K | 0.13% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,799 | $190.8K | 0.00% | +6,455+56.9% | Added |
| Park Avenue Securities LLC | 17,814 | $191.0K | 0.00% | +586+3.4% | Added |
| Shaker Financial Services, LLC | 18,000 | $193.0K | 0.08% | +18,000 | New |
| Kovitz Investment Group Partners, LLC | 18,400 | $197.2K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 18,416 | $197.4K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 20,000 | $214.4K | 0.05% | 00.0% | Unchanged |
| Valley Brook Capital Group | 21,457 | $230.0K | 0.18% | +74+0.3% | Added |
| Creekside Partners | 21,653 | $232.1K | 0.12% | +7,039+48.2% | Added |
| Flagship Harbor Advisors, LLC | 21,890 | $234.7K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 22,059 | $236.5K | 0.55% | −496−2.2% | Reduced |
| Concurrent Investment Advisors, LLC | 22,419 | $240.3K | 0.01% | +1,643+7.9% | Added |
| Warren Averett Asset Management, LLC | 23,495 | $251.9K | 0.00% | −100−0.4% | Reduced |
| GWM Advisors LLC | 23,795 | $255.1K | 0.00% | −200−0.8% | Reduced |
| Envestnet Asset Management Inc | 25,444 | $272.8K | 0.00% | −27,819−52.2% | Reduced |
| Truist Financial Corp | 27,832 | $298.4K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 29,467 | $315.9K | 0.01% | +29,467 | New |
| Commonwealth Equity Services, LLC | 29,601 | $317.0K | 0.00% | −1,752−5.6% | Reduced |
| Oppenheimer & Co Inc | 29,662 | $318.0K | 0.00% | +7,222+32.2% | Added |
| Palogic Value Management, L.P. | 31,084 | $333.2K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 31,920 | $342.2K | 0.03% | +1,000+3.2% | Added |
| Broyhill Asset Management | 32,500 | $348.4K | 0.28% | 00.0% | Unchanged |
| Mariner, LLC | 33,611 | $360.3K | 0.00% | +1,702+5.3% | Added |
| Ellis Investment Partners, LLC | 33,960 | $364.1K | 0.08% | −6,116−15.3% | Reduced |
| Mezzasalma Advisors, LLC | 35,063 | $375.9K | 0.13% | +805+2.3% | Added |
| RSM US Wealth Management LLC | 37,249 | $399.3K | 0.01% | +134+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,917 | $417.0K | 0.00% | −18,757−32.5% | Reduced |
| Alteri Wealth LLC | 40,930 | $438.8K | 0.19% | +2,088+5.4% | Added |
| Generation Capital Management LLC | 42,500 | $455.6K | 0.41% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 43,449 | $465.8K | 0.20% | +3,650+9.2% | Added |
| Landscape Capital Management, L.L.C. | 46,078 | $494.0K | 0.04% | +18,350+66.2% | Added |
| Uncommon Cents Investing LLC | 48,632 | $521.3K | 0.15% | −719−1.5% | Reduced |
| Pin Oak Investment Advisors Inc | 50,163 | $531.0K | 0.41% | −9,420−15.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 51,023 | $547.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 55,657 | $596.6K | 0.17% | −620−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 57,056 | $603.7K | 0.02% | −30,176−34.6% | Reduced |