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.
Q3 2025 vs. Q2 2025
How the institutions holding BlackRock Credit Allocation Income Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 144 | 1 | 151 | +8 |
| Shares | 33.6M | 79.5K | 33.3M | −277.7K (−0.8%) |
| Value | $367.1M | $867.8K | $367.4M | +$1.23M (+0.3%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 80,226 | $886.5K | 0.06% |
| Jane Street Group, LLC | 73,791 | $815.4K | 0.00% |
| Prevail Innovative Wealth Advisors, LLC | 52,055 | $575.2K | 0.11% |
| Pensionmark Financial Group, LLC | 36,054 | $398.4K | 0.01% |
| Susquehanna International Group, LLP | 26,424 | $292.0K | 0.00% |
| Virtu Financial LLC | 23,970 | $265.0K | 0.01% |
| HRT Financial LP | 23,813 | $263.0K | 0.00% |
| Adapt Wealth Advisors, LLC | 15,000 | $165.8K | 0.06% |
| Canal Capital Management, LLC | 13,138 | $145.2K | 0.02% |
| PMG Family Office LLC | 10,927 | $120.7K | 0.13% |
| Equitable Holdings, Inc. | 10,216 | $112.9K | 0.00% |
| Advisory Services Network, LLC | 9,316 | $102.9K | 0.00% |
| Noble Wealth Management PBC | 6,441 | $71.2K | 0.04% |
| Caitlin John, LLC | 5,300 | $58.6K | 0.04% |
| Assetmark, Inc | 1,942 | $21.5K | 0.00% |
| Turim 21 Investimentos Ltda. | 1,840 | $20.3K | 0.01% |
| Allworth Financial LP | 1,707 | $18.9K | 0.00% |
| Measured Wealth Private Client Group, LLC | 750 | $8.29K | 0.00% |
| Wealthspire Advisors, LLC | 14 | $155 | 0.00% |
| Tower Research Capital LLC (TRC) | 4 | $44 | 0.00% |
Sold out (12)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Fiera Capital Corp | 170,957 | $1.87M |
| Karpus Management, Inc. | 126,780 | $1.38M |
| StoneX Group Inc. | 29,631 | $323.6K |
| Kovitz Investment Group Partners, LLC | 28,270 | $308.7K |
| Kingdom Financial Group LLC. | 15,745 | $171.9K |
| Franklin Resources Inc | 15,313 | $167.2K |
| HighTower Advisors, LLC | 13,827 | $151.0K |
| Stratos Wealth Partners, LTD. | 10,280 | $112.3K |
| Atticus Wealth Management, LLC | 1,964 | $21.4K |
| Annis Gardner Whiting Capital Advisors, LLC | 413 | $4.51K |
| FMR LLC | 400 | $4.37K |
| Evolution Wealth Management Inc. | 65 | $710 |
Not filed for Q3 2025 yet (1)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| EP Wealth Advisors, LLC | 79,470 | $867.8K |