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, Q2 2025
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 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
- 144
- −1 vs. Q1 2025
- Shares held
- 33.6M
- +300.4K (+0.9%) vs. Q1 2025
- Total value
- $367.1M
- +$9.99M (+2.8%) vs. Q1 2025
- New holders
- 15
- 39 more added
- Sold out
- 16
- 50 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,770,839 | $63.0M | 1.35% | +189,672+3.4% | Added |
| Morgan Stanley | 5,348,264 | $58.4M | 0.00% | +56,858+1.1% | Added |
| Bank of America Corp | 4,571,453 | $49.9M | 0.00% | +742,650+19.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,117,805 | $23.1M | 0.04% | −368,600−14.8% | Reduced |
| Guggenheim Capital LLC | 1,739,889 | $19.0M | 0.15% | +110,656+6.8% | Added |
| Raymond James Financial Inc | 1,483,929 | $16.2M | 0.01% | +117,660+8.6% | Added |
| Invesco Ltd. | 1,260,485 | $13.8M | 0.00% | −5,448−0.4% | Reduced |
| Wells Fargo & Company | 1,049,646 | $11.5M | 0.00% | +14,786+1.4% | Added |
| Capital Investment Advisors, LLC | 974,134 | $10.6M | 0.19% | −46,053−4.5% | Reduced |
| Royal Bank of Canada | 872,075 | $9.52M | 0.00% | −17,046−1.9% | Reduced |
| LPL Financial LLC | 671,953 | $7.34M | 0.00% | −281,679−29.5% | Reduced |
| Sowell Financial Services LLC | 661,541 | $7.22M | 0.29% | +3100.0% | Added |
| UBS Group AG | 563,792 | $6.16M | 0.00% | +61,337+12.2% | Added |
| Penserra Capital Management LLC | 491,558 | $5.37M | 0.07% | +14,529+3.0% | Added |
| Advisors Asset Management, Inc. | 351,042 | $3.83M | 0.07% | −1,752−0.5% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.62M | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 294,548 | $3.22M | 2.78% | −3,284−1.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 266,474 | $2.91M | 0.25% | −2,021−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 246,064 | $2.69M | 0.02% | +40,597+19.8% | Added |
| Thrivent Financial for Lutherans | 237,111 | $2.59M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 227,263 | $2.48M | 0.00% | +1,644+0.7% | Added |
| D.A. Davidson & Co. | 226,837 | $2.48M | 0.02% | +2,489+1.1% | Added |
| Fiera Capital Corp | 170,957 | $1.87M | 0.01% | −3,546−2.0% | Reduced |
| Cary Street Partners Financial LLC | 167,502 | $1.83M | 0.05% | +167,502 | New |
| Cetera Investment Advisers | 163,129 | $1.78M | 0.00% | +74,266+83.6% | Added |
| Rareview Capital LLC | 159,518 | $1.74M | 1.10% | +5,470+3.6% | Added |
| Waterfront Wealth Inc. | 129,990 | $1.42M | 0.32% | −3,120−2.3% | Reduced |
| Karpus Management, Inc. | 126,780 | $1.38M | 0.04% | −36,359−22.3% | Reduced |
| Private Trust Co NA | 119,849 | $1.31M | 0.12% | −3,976−3.2% | Reduced |
| Ibex Wealth Advisors | 114,752 | $1.25M | 0.13% | +1,196+1.1% | Added |
| Marks Group Wealth Management, Inc | 97,838 | $1.07M | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 90,002 | $982.8K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 88,322 | $964.5K | 0.00% | +4,158+4.9% | Added |
| First Trust Advisors LP | 88,168 | $962.8K | 0.00% | +3,052+3.6% | Added |
| Principal Securities, Inc. | 81,108 | $885.7K | 0.02% | −29,395−26.6% | Reduced |
| Stolper Co | 80,493 | $879.0K | 0.29% | +4,944+6.5% | Added |
| EP Wealth Advisors, LLC | 79,470 | $867.8K | 0.01% | −4,718−5.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 75,647 | $826.1K | 0.00% | +361+0.5% | Added |
| Colony Group, LLC | 74,498 | $813.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 68,000 | $742.6K | 0.03% | −12,195−15.2% | Reduced |
| Riverbridge Partners LLC | 65,486 | $715.1K | 0.01% | +2,218+3.5% | Added |
| Chicago Partners Investment Group LLC | 57,056 | $625.9K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 55,987 | $611.4K | 0.00% | −3,610−6.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 54,367 | $593.7K | 0.15% | −1,290−2.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 51,023 | $557.2K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 50,937 | $556.2K | 0.07% | −6,500−11.3% | Reduced |
| Pin Oak Investment Advisors Inc | 49,680 | $532.0K | 0.45% | −483−1.0% | Reduced |
| Uncommon Cents Investing LLC | 48,465 | $529.2K | 0.14% | −167−0.3% | Reduced |
| Alteri Wealth LLC | 48,216 | $526.5K | 0.20% | +7,286+17.8% | Added |
| Wela Strategies, Inc. | 43,406 | $474.0K | 0.19% | −43−0.1% | Reduced |
| MGB Wealth Management, LLC | 38,424 | $419.6K | 0.14% | +38,424 | New |
| RSM US Wealth Management LLC | 36,949 | $403.5K | 0.01% | −300−0.8% | Reduced |
| Mezzasalma Advisors, LLC | 35,876 | $391.8K | 0.12% | +813+2.3% | Added |
| Ellis Investment Partners, LLC | 34,341 | $375.0K | 0.07% | +381+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,599 | $356.0K | 0.00% | −6,318−16.2% | Reduced |
| MML Investors Services, LLC | 32,496 | $355.0K | 0.00% | +32,496 | New |
| Broyhill Asset Management | 32,500 | $354.9K | 0.32% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 31,920 | $348.6K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 31,753 | $346.7K | 0.00% | +6,309+24.8% | Added |
| Commonwealth Equity Services, LLC | 30,979 | $338.0K | 0.00% | +1,378+4.7% | Added |
| StoneX Group Inc. | 29,631 | $323.6K | 0.02% | −37,557−55.9% | Reduced |
| Palogic Value Management, L.P. | 29,366 | $320.7K | 0.13% | −1,718−5.5% | Reduced |
| GWM Advisors LLC | 28,785 | $314.3K | 0.00% | +4,990+21.0% | Added |
| Prospera Financial Services Inc | 28,772 | $314.2K | 0.01% | +28,772 | New |
| Mariner, LLC | 28,525 | $311.5K | 0.00% | −5,086−15.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 28,270 | $308.7K | 0.00% | +9,870+53.6% | Added |
| Truist Financial Corp | 27,832 | $303.9K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 27,687 | $302.3K | 0.00% | −1,975−6.7% | Reduced |
| Evergreen Capital Management LLC | 27,097 | $295.9K | 0.01% | −379,631−93.3% | Reduced |
| Warren Averett Asset Management, LLC | 22,845 | $249.5K | 0.00% | −650−2.8% | Reduced |
| Concurrent Investment Advisors, LLC | 22,375 | $244.3K | 0.00% | −44−0.2% | Reduced |
| Nwam LLC | 22,067 | $243.3K | 0.01% | +22,067 | New |
| Flagship Harbor Advisors, LLC | 21,890 | $239.0K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 21,831 | $238.4K | 0.54% | −228−1.0% | Reduced |
| Creekside Partners | 21,693 | $236.9K | 0.11% | +40+0.2% | Added |
| Valley Brook Capital Group | 21,534 | $235.1K | 0.18% | +77+0.4% | Added |
| Affiance Financial, LLC | 20,000 | $218.4K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,984 | $218.2K | 0.00% | +6,860+52.3% | Added |
| 180 Wealth Advisors, LLC | 18,416 | $201.1K | 0.03% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 18,000 | $196.6K | 0.07% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 17,000 | $185.6K | 0.13% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,602 | $181.3K | 0.00% | +89+0.5% | Added |
| Integrated Wealth Concepts LLC | 16,423 | $179.3K | 0.00% | +50.0% | Added |
| Park Avenue Securities LLC | 16,365 | $179.0K | 0.00% | −1,449−8.1% | Reduced |
| Stifel Financial Corp | 16,281 | $177.8K | 0.00% | +1,088+7.2% | Added |
| E&G Advisors, LP | 16,192 | $176.8K | 0.05% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 15,745 | $171.9K | 0.15% | +15,745 | New |
| Janney Montgomery Scott LLC | 15,654 | $171.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 15,313 | $167.2K | 0.00% | +15,313 | New |
| Wetherby Asset Management Inc | 15,125 | $165.2K | 0.01% | +15,125 | New |
| Geneos Wealth Management Inc. | 14,834 | $162.0K | 0.00% | −794−5.1% | Reduced |
| Northstar Financial Companies, Inc. | 14,617 | $159.6K | 0.17% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,170 | $155.0K | 0.01% | −799−5.3% | Reduced |
| Accredited Investor Services, LLC | 14,007 | $153.0K | 0.12% | −807−5.4% | Reduced |
| Mayflower Financial Advisors, LLC | 14,000 | $152.9K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 13,970 | $152.6K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,827 | $151.0K | 0.00% | −1,496−9.8% | Reduced |
| Investors Asset Management of Georgia Inc | 13,500 | $147.4K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $147.4K | 0.01% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 13,400 | $146.3K | 0.12% | +1,000+8.1% | Added |