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, Q3 2025
Institutional positions in BlackRock Credit Allocation Income Trust as of Sep 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
- 151
- +8 vs. Q2 2025
- Shares held
- 33.3M
- −277.7K (−0.8%) vs. Q2 2025
- Total value
- $367.4M
- +$1.23M (+0.3%) vs. Q2 2025
- New holders
- 20
- 44 more added
- Sold out
- 12
- 43 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,938,177 | $65.6M | 1.33% | +167,338+2.9% | Added |
| Morgan Stanley | 5,261,818 | $58.1M | 0.00% | −86,446−1.6% | Reduced |
| Bank of America Corp | 4,904,167 | $54.2M | 0.00% | +332,714+7.3% | Added |
| Guggenheim Capital LLC | 1,906,924 | $21.1M | 0.16% | +167,035+9.6% | Added |
| Raymond James Financial Inc | 1,520,686 | $16.8M | 0.01% | +36,757+2.5% | Added |
| Invesco Ltd. | 1,265,630 | $14.0M | 0.00% | +5,145+0.4% | Added |
| Wells Fargo & Company | 1,059,568 | $11.7M | 0.00% | +9,922+0.9% | Added |
| LPL Financial LLC | 972,196 | $10.7M | 0.00% | +300,243+44.7% | Added |
| Capital Investment Advisors, LLC | 909,474 | $10.0M | 0.17% | −64,660−6.6% | Reduced |
| Royal Bank of Canada | 857,571 | $9.48M | 0.00% | −14,504−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 749,988 | $8.29M | 0.01% | −1,367,817−64.6% | Reduced |
| UBS Group AG | 668,820 | $7.39M | 0.00% | +105,028+18.6% | Added |
| Sowell Financial Services LLC | 659,351 | $7.29M | 0.28% | −2,190−0.3% | Reduced |
| Penserra Capital Management LLC | 589,680 | $6.51M | 0.08% | +98,122+20.0% | Added |
| Advisors Asset Management, Inc. | 343,055 | $3.79M | 0.06% | −7,987−2.3% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.66M | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 286,818 | $3.17M | 2.70% | −7,730−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 282,146 | $3.12M | 0.02% | +36,082+14.7% | Added |
| Edgemoor Investment Advisors, Inc. | 266,253 | $2.94M | 0.23% | −221−0.1% | Reduced |
| Ameriprise Financial Inc | 252,201 | $2.75M | 0.00% | +24,938+11.0% | Added |
| Thrivent Financial for Lutherans | 237,111 | $2.62M | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 232,149 | $2.57M | 0.07% | +64,647+38.6% | Added |
| D.A. Davidson & Co. | 207,772 | $2.30M | 0.01% | −19,065−8.4% | Reduced |
| Rareview Capital LLC | 180,294 | $1.97M | 1.20% | +20,776+13.0% | Added |
| Cetera Investment Advisers | 176,549 | $1.95M | 0.00% | +13,420+8.2% | Added |
| Private Trust Co NA | 134,849 | $1.49M | 0.13% | +15,000+12.5% | Added |
| First Trust Advisors LP | 125,891 | $1.39M | 0.00% | +37,723+42.8% | Added |
| Ibex Wealth Advisors | 116,103 | $1.28M | 0.12% | +1,351+1.2% | Added |
| Waterfront Wealth Inc. | 109,855 | $1.22M | 0.25% | −20,135−15.5% | Reduced |
| Marks Group Wealth Management, Inc | 97,838 | $1.08M | 0.10% | 00.0% | Unchanged |
| Stolper Co | 80,296 | $887.0K | 0.27% | −197−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 80,226 | $886.5K | 0.06% | +80,226 | New |
| Rockefeller Capital Management L.P. | 79,987 | $883.9K | 0.00% | −8,335−9.4% | Reduced |
| Principal Securities, Inc. | 77,664 | $858.2K | 0.01% | −3,444−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 76,004 | $839.8K | 0.00% | +357+0.5% | Added |
| Jane Street Group, LLC | 73,791 | $815.4K | 0.00% | +73,791 | New |
| Colony Group, LLC | 72,771 | $804.1K | 0.00% | −1,727−2.3% | Reduced |
| Lido Advisors, LLC | 66,816 | $738.3K | 0.00% | −23,186−25.8% | Reduced |
| Chicago Partners Investment Group LLC | 57,056 | $634.5K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 55,926 | $615.7K | 0.00% | −61−0.1% | Reduced |
| Johnson Financial Group, Inc. | 55,500 | $613.3K | 0.02% | −12,500−18.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 54,094 | $597.7K | 0.14% | −273−0.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 52,055 | $575.2K | 0.11% | +52,055 | New |
| WealthShield Partners, LLC | 50,313 | $556.0K | 0.06% | −624−1.2% | Reduced |
| Alteri Wealth LLC | 49,844 | $550.8K | 0.19% | +1,628+3.4% | Added |
| Pin Oak Investment Advisors Inc | 49,680 | $549.0K | 0.39% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 48,202 | $532.6K | 0.13% | −263−0.5% | Reduced |
| Wela Strategies, Inc. | 44,524 | $492.0K | 0.19% | +1,118+2.6% | Added |
| Riverbridge Partners LLC | 43,627 | $482.1K | 0.01% | −21,859−33.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 40,534 | $447.9K | 0.01% | −10,489−20.6% | Reduced |
| Pensionmark Financial Group, LLC | 36,054 | $398.4K | 0.01% | +36,054 | New |
| Mezzasalma Advisors, LLC | 35,119 | $388.1K | 0.10% | −757−2.1% | Reduced |
| Ellis Investment Partners, LLC | 34,719 | $383.7K | 0.07% | +378+1.1% | Added |
| Envestnet Asset Management Inc | 33,755 | $373.0K | 0.00% | +2,002+6.3% | Added |
| MML Investors Services, LLC | 33,030 | $365.0K | 0.00% | +534+1.6% | Added |
| Shaker Financial Services, LLC | 33,000 | $364.6K | 0.13% | +15,000+83.3% | Added |
| Broyhill Asset Management | 32,500 | $359.1K | 0.31% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 31,801 | $351.4K | 0.00% | −5,148−13.9% | Reduced |
| International Assets Investment Management, LLC | 31,920 | $350.8K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,689 | $350.0K | 0.00% | −910−2.8% | Reduced |
| Concurrent Investment Advisors, LLC | 30,986 | $342.4K | 0.01% | +8,611+38.5% | Added |
| GWM Advisors LLC | 29,885 | $330.2K | 0.00% | +1,100+3.8% | Added |
| Palogic Value Management, L.P. | 29,366 | $324.5K | 0.14% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 29,079 | $320.8K | 0.09% | −9,345−24.3% | Reduced |
| Truist Financial Corp | 27,832 | $307.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 27,544 | $304.4K | 0.00% | −981−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 26,498 | $293.0K | 0.00% | −4,481−14.5% | Reduced |
| Susquehanna International Group, LLP | 26,424 | $292.0K | 0.00% | +26,424 | New |
| Prospera Financial Services Inc | 25,649 | $283.4K | 0.00% | −3,123−10.9% | Reduced |
| Oppenheimer & Co Inc | 25,411 | $280.8K | 0.00% | −2,276−8.2% | Reduced |
| Virtu Financial LLC | 23,970 | $265.0K | 0.01% | +23,970 | New |
| HRT Financial LP | 23,813 | $263.0K | 0.00% | +23,813 | New |
| Evergreen Capital Management LLC | 23,376 | $258.3K | 0.01% | −3,721−13.7% | Reduced |
| SMH Capital Advisors Inc | 22,123 | $247.1K | 0.50% | +292+1.3% | Added |
| Flagship Harbor Advisors, LLC | 21,890 | $241.9K | 0.01% | 00.0% | Unchanged |
| Creekside Partners | 21,733 | $240.1K | 0.11% | +40+0.2% | Added |
| Valley Brook Capital Group | 21,610 | $238.8K | 0.16% | +76+0.4% | Added |
| Warren Averett Asset Management, LLC | 21,322 | $235.6K | 0.00% | −1,523−6.7% | Reduced |
| Nwam LLC | 21,267 | $234.6K | 0.01% | −800−3.6% | Reduced |
| Merit Financial Group, LLC | 19,799 | $218.8K | 0.00% | −185−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 18,416 | $203.5K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,654 | $195.0K | 0.00% | +2,000+12.8% | Added |
| Private Advisor Group, LLC | 17,195 | $190.0K | 0.00% | +593+3.6% | Added |
| Park Avenue Securities LLC | 17,001 | $188.0K | 0.00% | +636+3.9% | Added |
| Future Financial Wealth Managment LLC | 17,000 | $187.8K | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,617 | $183.6K | 0.00% | +336+2.1% | Added |
| Integrated Wealth Concepts LLC | 16,428 | $181.5K | 0.00% | +50.0% | Added |
| E&G Advisors, LP | 15,692 | $173.4K | 0.04% | −500−3.1% | Reduced |
| Wetherby Asset Management Inc | 15,125 | $167.1K | 0.01% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 15,000 | $165.8K | 0.06% | +15,000 | New |
| Northstar Financial Companies, Inc. | 14,617 | $161.5K | 0.15% | 00.0% | Unchanged |
| Affiance Financial, LLC | 14,100 | $155.8K | 0.03% | −5,900−29.5% | Reduced |
| Mayflower Financial Advisors, LLC | 14,000 | $154.7K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 13,970 | $154.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,905 | $153.7K | 0.02% | +1,231+9.7% | Added |
| Clearstead Advisors, LLC | 13,542 | $149.6K | 0.00% | +176+1.3% | Added |
| Investors Asset Management of Georgia Inc | 13,500 | $149.2K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $149.2K | 0.01% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 13,445 | $148.6K | 0.10% | −562−4.0% | Reduced |
| Elm3 Financial Group, LLC | 13,400 | $148.1K | 0.12% | 00.0% | Unchanged |