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 |
|---|---|---|---|---|---|
| Miller Financial Services LLC | 13,000 | $139.4K | 0.20% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 12,400 | $132.9K | 0.12% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,322 | $132.1K | 0.00% | +12,322 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,143 | $129.7K | 0.00% | +1,819+17.6% | Added |
| ProVise Management Group, LLC | 12,093 | $129.6K | 0.01% | −467−3.7% | Reduced |
| Oak Family Advisors, LLC | 11,929 | $127.9K | 0.05% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,651 | $124.9K | 0.07% | +41+0.4% | Added |
| Oarsman Capital, Inc. | 11,558 | $123.9K | 0.02% | +5,473+89.9% | Added |
| Tyche Wealth Partners LLC | 11,000 | $117.9K | 0.03% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 10,474 | $112.3K | 0.08% | 00.0% | Unchanged |
| Argentarii, LLC | 10,324 | $110.7K | 0.05% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,297 | $110.4K | 0.05% | 00.0% | Unchanged |
| 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 |
| Cullen/Frost Bankers, Inc. | 9,584 | $102.7K | 0.00% | +9,584 | New |
| The PNC Financial Services Group, Inc. | 9,371 | $100.5K | 0.00% | +4,964+112.6% | Added |
| WPG Advisers, LLC | 7,400 | $79.3K | 0.07% | +2,420+48.6% | Added |
| MAI Capital Management | 5,980 | $64.1K | 0.00% | −112−1.8% | Reduced |
| Eastern Bank | 5,670 | $60.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,697 | $50.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,686 | $50.2K | 0.00% | +4,686 | New |
| Bartlett & Co. Wealth Management LLC | 4,000 | $42.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,964 | $31.8K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 2,718 | $29.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,419 | $26.0K | 0.00% | −2,855−54.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.1K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13,093 | $13.1K | 0.00% | +13,093 | New |
| Greykasell Wealth Strategies, Inc. | 1,150 | $12.3K | 0.01% | +1,150 | New |
| CoreCap Advisors, LLC | 1,086 | $11.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,083 | $11.4K | 0.01% | +25+2.4% | Added |
| Harbour Investments, Inc. | 955 | $10.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $10.0K | 0.00% | +999+99,900.0% | Added |
| Costello Asset Management, INC | 712 | $7.63K | 0.00% | +712 | New |
| FMR LLC | 577 | $6.19K | 0.00% | +577 | New |
| Gen-Wealth Partners Inc | 575 | $6.16K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.54K | 0.00% | – | – |
| Ameriflex Group, Inc. | 351 | $3.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.03K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 200 | $2.14K | 0.00% | +200 | New |
| Farther Finance Advisors, LLC | 46 | $497 | 0.00% | +46 | New |
| Tower Research Capital LLC (TRC) | 13 | $139 | 0.00% | −5−27.8% | Reduced |
| 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 |