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 |
|---|---|---|---|---|---|
| WealthShield Partners, LLC | 57,437 | $615.7K | 0.08% | +5,734+11.1% | Added |
| Advisor Group Holdings, Inc. | 59,597 | $638.9K | 0.00% | +6,280+11.8% | Added |
| Riverbridge Partners LLC | 63,268 | $678.2K | 0.01% | +6,568+11.6% | Added |
| StoneX Group Inc. | 67,188 | $720.3K | 0.04% | +2,380+3.7% | Added |
| Colony Group, LLC | 74,498 | $798.6K | 0.00% | −5,190−6.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 75,286 | $807.1K | 0.00% | −8,790−10.5% | Reduced |
| Stolper Co | 75,549 | $810.0K | 0.27% | +947+1.3% | Added |
| Johnson Financial Group, Inc. | 80,195 | $859.7K | 0.04% | −9,602−10.7% | Reduced |
| Transcend Wealth Collective, LLC | 83,501 | $895.1K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 84,164 | $902.2K | 0.00% | −13,507−13.8% | Reduced |
| EP Wealth Advisors, LLC | 84,188 | $902.5K | 0.01% | −23,624−21.9% | Reduced |
| First Trust Advisors LP | 85,116 | $912.4K | 0.00% | +30,777+56.6% | Added |
| Cetera Investment Advisers | 88,863 | $952.6K | 0.00% | +2,230+2.6% | Added |
| Lido Advisors, LLC | 90,002 | $964.8K | 0.01% | −146−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 97,838 | $1.05M | 0.10% | 00.0% | Unchanged |
| Principal Securities, Inc. | 110,503 | $1.16M | 0.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 113,556 | $1.22M | 0.16% | −3,691−3.1% | Reduced |
| Private Trust Co NA | 123,825 | $1.33M | 0.14% | +3,005+2.5% | Added |
| Waterfront Wealth Inc. | 133,110 | $1.43M | 0.35% | −7,560−5.4% | Reduced |
| Rareview Capital LLC | 154,048 | $1.65M | 1.05% | −2,556−1.6% | Reduced |
| Karpus Management, Inc. | 163,139 | $1.75M | 0.06% | −362,601−69.0% | Reduced |
| Fiera Capital Corp | 174,503 | $1.87M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 205,467 | $2.20M | 0.02% | +199,813+3,534.0% | Added |
| D.A. Davidson & Co. | 224,348 | $2.41M | 0.02% | +19,958+9.8% | Added |
| Ameriprise Financial Inc | 225,619 | $2.42M | 0.00% | +25,650+12.8% | Added |
| Thrivent Financial for Lutherans | 237,111 | $2.54M | 0.01% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 268,495 | $2.88M | 0.26% | −4,748−1.7% | Reduced |
| Smith Asset Management Co., LLC | 297,832 | $3.19M | 3.01% | −5,519−1.8% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.55M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 352,794 | $3.78M | 0.07% | −82,539−19.0% | Reduced |
| Evergreen Capital Management LLC | 406,728 | $4.36M | 0.15% | −5,509−1.3% | Reduced |
| Penserra Capital Management LLC | 477,029 | $5.11M | 0.09% | +8,022+1.7% | Added |
| UBS Group AG | 502,455 | $5.39M | 0.00% | −6,595−1.3% | Reduced |
| Sowell Financial Services LLC | 661,231 | $7.09M | 0.32% | +1,109+0.2% | Added |
| Royal Bank of Canada | 889,121 | $9.53M | 0.00% | +12,607+1.4% | Added |
| LPL Financial LLC | 953,632 | $10.2M | 0.00% | +175,452+22.5% | Added |
| Capital Investment Advisors, LLC | 1,020,187 | $10.9M | 0.21% | +15,742+1.6% | Added |
| Wells Fargo & Company | 1,034,860 | $11.1M | 0.00% | +22,312+2.2% | Added |
| Invesco Ltd. | 1,265,933 | $13.6M | 0.00% | −37,964−2.9% | Reduced |
| Raymond James Financial Inc | 1,366,269 | $14.6M | 0.01% | +11,395+0.8% | Added |
| Guggenheim Capital LLC | 1,629,233 | $17.5M | 0.16% | +189,018+13.1% | Added |
| Allspring Global Investments Holdings, LLC | 2,486,405 | $26.7M | 0.05% | −316,053−11.3% | Reduced |
| Bank of America Corp | 3,828,803 | $41.0M | 0.00% | +209,503+5.8% | Added |
| Morgan Stanley | 5,291,406 | $56.7M | 0.00% | +338,033+6.8% | Added |
| Sit Investment Associates Inc | 5,581,167 | $59.8M | 1.40% | +419,791+8.1% | Added |
| McClarren Financial Advisors, Inc. | 10 | – | – | +10 | New |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −95,604−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −71,200−100.0% | Sold out |
| Parr McKnight Wealth Management Group, LLC | 0 | $0 | 0.00% | −56,499−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −51,509−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −48,341−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −43,472−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −26,817−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −26,661−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,581−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −17,613−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −16,335−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,448−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −13,378−100.0% | Sold out |
| Semus Wealth Partners LLC | 0 | $0 | 0.00% | −12,482−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −12,204−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −3,514−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |