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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 13,366 | $146.0K | 0.00% | +177+1.3% | Added |
| Melfa Wealth Management, LLC | 13,236 | $144.5K | 0.09% | 00.0% | Unchanged |
| Miller Financial Services LLC | 13,000 | $142.0K | 0.18% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 12,704 | $138.7K | 0.00% | +561+4.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,674 | $138.4K | 0.02% | −335−2.6% | Reduced |
| Morris Retirement Advisors, LLC | 11,762 | $128.4K | 0.06% | +111+1.0% | Added |
| Oarsman Capital, Inc. | 11,558 | $126.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,449 | $125.0K | 0.00% | −873−7.1% | Reduced |
| Tyche Wealth Partners LLC | 11,000 | $120.1K | 0.02% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 10,982 | $119.9K | 0.03% | +10,982 | New |
| Oak Family Advisors, LLC | 10,929 | $119.3K | 0.04% | −1,000−8.4% | Reduced |
| ProVise Management Group, LLC | 10,517 | $114.8K | 0.01% | −1,576−13.0% | Reduced |
| Stratos Wealth Partners, LTD. | 10,280 | $112.3K | 0.00% | +10,280 | New |
| UMA Financial Services, Inc. | 10,000 | $109.2K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7,830 | $85.5K | 0.01% | +7,830 | New |
| Ameritas Advisory Services, LLC | 6,969 | $76.1K | 0.00% | +6,969 | New |
| WPG Advisers, LLC | 6,193 | $67.6K | 0.06% | −1,207−16.3% | Reduced |
| MAI Capital Management | 6,070 | $66.3K | 0.00% | +90+1.5% | Added |
| Eastern Bank | 5,670 | $61.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,472 | $48.8K | 0.00% | −4,899−52.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,400 | $48.0K | 0.00% | +400+10.0% | Added |
| Sound Income Strategies, LLC | 3,922 | $42.8K | 0.00% | −764−16.3% | Reduced |
| Kentucky Trust Co | 2,718 | $29.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,419 | $26.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,964 | $21.4K | 0.01% | −1,000−33.7% | Reduced |
| First PREMIER Bank | 1,700 | $19.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,718 | $18.8K | 0.00% | −2,979−63.4% | Reduced |
| Webster Bank, N. A. | 1,378 | $15.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,803 | $12.8K | 0.00% | −290−2.2% | Reduced |
| CoreCap Advisors, LLC | 1,086 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 999 | $10.9K | 0.00% | −84−7.8% | Reduced |
| NBC Securities, Inc. | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 812 | $8.87K | 0.00% | −143−15.0% | Reduced |
| Gen-Wealth Partners Inc | 575 | $6.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $5.65K | 0.00% | – | – |
| Annis Gardner Whiting Capital Advisors, LLC | 413 | $4.51K | 0.00% | +413 | New |
| FMR LLC | 400 | $4.37K | 0.00% | −177−30.7% | Reduced |
| Spire Wealth Management | 283 | $3.09K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 217 | $2.37K | 0.00% | −495−69.5% | Reduced |
| Wolff Wiese Magana LLC | 200 | $2.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $1.08K | 0.00% | +99 | New |
| Evolution Wealth Management Inc. | 65 | $710 | 0.00% | +65 | New |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −83,501−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −46,078−100.0% | Sold out |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −29,467−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,799−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −14,801−100.0% | Sold out |
| Argentarii, LLC | 0 | $0 | 0.00% | −10,324−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −9,584−100.0% | Sold out |
| Greykasell Wealth Strategies, Inc. | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |