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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $22 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 4 | $44 | 0.00% | +4 | New |
| Wealthspire Advisors, LLC | 14 | $155 | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 99 | $1.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.21K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 222 | $2.45K | 0.00% | +5+2.3% | Added |
| Geneos Wealth Management Inc. | 240 | $2.65K | 0.00% | −14,594−98.4% | Reduced |
| Gen-Wealth Partners Inc | 575 | $6.35K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 750 | $8.29K | 0.00% | +750 | New |
| Harbour Investments, Inc. | 812 | $8.97K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 919 | $10.2K | 0.00% | +636+224.7% | Added |
| NBC Securities, Inc. | 1,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,029 | $11.4K | 0.00% | +30+3.0% | Added |
| CoreCap Advisors, LLC | 1,086 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,803 | $12.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $15.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,617 | $17.9K | 0.00% | −2,855−63.8% | Reduced |
| Allworth Financial LP | 1,707 | $18.9K | 0.00% | +1,707 | New |
| First PREMIER Bank | 1,700 | $19.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,840 | $20.3K | 0.01% | +1,840 | New |
| Assetmark, Inc | 1,942 | $21.5K | 0.00% | +1,942 | New |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,419 | $27.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 2,718 | $30.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,937 | $43.7K | 0.00% | +15+0.4% | Added |
| Bartlett & Co. Wealth Management LLC | 4,000 | $44.2K | 0.00% | −400−9.1% | Reduced |
| Comerica Bank | 4,063 | $44.9K | 0.00% | +2,345+136.5% | Added |
| Caitlin John, LLC | 5,300 | $58.6K | 0.04% | +5,300 | New |
| Eastern Bank | 5,670 | $62.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6,024 | $66.6K | 0.05% | −169−2.7% | Reduced |
| MAI Capital Management | 6,060 | $67.0K | 0.00% | −10−0.2% | Reduced |
| Noble Wealth Management PBC | 6,441 | $71.2K | 0.04% | +6,441 | New |
| Ameritas Advisory Services, LLC | 6,969 | $77.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7,830 | $86.5K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,316 | $102.9K | 0.00% | +9,316 | New |
| UMA Financial Services, Inc. | 10,000 | $110.5K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,216 | $112.9K | 0.00% | +10,216 | New |
| ProVise Management Group, LLC | 10,517 | $116.2K | 0.01% | 00.0% | Unchanged |
| PMG Family Office LLC | 10,927 | $120.7K | 0.13% | +10,927 | New |
| Oak Family Advisors, LLC | 10,929 | $120.8K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,000 | $121.5K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,199 | $124.0K | 0.00% | −2,971−21.0% | Reduced |
| Park Edge Advisors, LLC | 11,234 | $124.1K | 0.03% | +252+2.3% | Added |
| Mercer Global Advisors Inc | 11,449 | $126.5K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 11,558 | $127.7K | 0.02% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 12,806 | $141.5K | 0.06% | +1,044+8.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,996 | $142.8K | 0.00% | +1,292+10.2% | Added |
| Miller Financial Services LLC | 13,000 | $143.7K | 0.17% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 13,138 | $145.2K | 0.02% | +13,138 | New |
| Melfa Wealth Management, LLC | 13,236 | $146.3K | 0.09% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 13,400 | $148.1K | 0.12% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 13,445 | $148.6K | 0.10% | −562−4.0% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 13,542 | $149.6K | 0.00% | +176+1.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,905 | $153.7K | 0.02% | +1,231+9.7% | Added |
| Sound View Wealth Advisors Group, LLC | 13,970 | $154.4K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 14,000 | $154.7K | 0.02% | 00.0% | Unchanged |
| Affiance Financial, LLC | 14,100 | $155.8K | 0.03% | −5,900−29.5% | Reduced |
| Northstar Financial Companies, Inc. | 14,617 | $161.5K | 0.15% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 15,000 | $165.8K | 0.06% | +15,000 | New |
| Wetherby Asset Management Inc | 15,125 | $167.1K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 15,692 | $173.4K | 0.04% | −500−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 16,428 | $181.5K | 0.00% | +50.0% | Added |
| Stifel Financial Corp | 16,617 | $183.6K | 0.00% | +336+2.1% | Added |
| Future Financial Wealth Managment LLC | 17,000 | $187.8K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,001 | $188.0K | 0.00% | +636+3.9% | Added |
| Private Advisor Group, LLC | 17,195 | $190.0K | 0.00% | +593+3.6% | Added |
| Janney Montgomery Scott LLC | 17,654 | $195.0K | 0.00% | +2,000+12.8% | Added |
| 180 Wealth Advisors, LLC | 18,416 | $203.5K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,799 | $218.8K | 0.00% | −185−0.9% | Reduced |
| Nwam LLC | 21,267 | $234.6K | 0.01% | −800−3.6% | Reduced |
| Warren Averett Asset Management, LLC | 21,322 | $235.6K | 0.00% | −1,523−6.7% | Reduced |
| Valley Brook Capital Group | 21,610 | $238.8K | 0.16% | +76+0.4% | Added |
| Creekside Partners | 21,733 | $240.1K | 0.11% | +40+0.2% | Added |
| Flagship Harbor Advisors, LLC | 21,890 | $241.9K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 22,123 | $247.1K | 0.50% | +292+1.3% | Added |
| Evergreen Capital Management LLC | 23,376 | $258.3K | 0.01% | −3,721−13.7% | Reduced |
| HRT Financial LP | 23,813 | $263.0K | 0.00% | +23,813 | New |
| Virtu Financial LLC | 23,970 | $265.0K | 0.01% | +23,970 | New |
| Oppenheimer & Co Inc | 25,411 | $280.8K | 0.00% | −2,276−8.2% | Reduced |
| Prospera Financial Services Inc | 25,649 | $283.4K | 0.00% | −3,123−10.9% | Reduced |
| Susquehanna International Group, LLP | 26,424 | $292.0K | 0.00% | +26,424 | New |
| Commonwealth Equity Services, LLC | 26,498 | $293.0K | 0.00% | −4,481−14.5% | Reduced |
| Mariner, LLC | 27,544 | $304.4K | 0.00% | −981−3.4% | Reduced |
| Truist Financial Corp | 27,832 | $307.5K | 0.00% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 29,079 | $320.8K | 0.09% | −9,345−24.3% | Reduced |
| Palogic Value Management, L.P. | 29,366 | $324.5K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,885 | $330.2K | 0.00% | +1,100+3.8% | Added |
| Concurrent Investment Advisors, LLC | 30,986 | $342.4K | 0.01% | +8,611+38.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,689 | $350.0K | 0.00% | −910−2.8% | Reduced |
| International Assets Investment Management, LLC | 31,920 | $350.8K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 31,801 | $351.4K | 0.00% | −5,148−13.9% | Reduced |
| Broyhill Asset Management | 32,500 | $359.1K | 0.31% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 33,000 | $364.6K | 0.13% | +15,000+83.3% | Added |
| MML Investors Services, LLC | 33,030 | $365.0K | 0.00% | +534+1.6% | Added |
| Envestnet Asset Management Inc | 33,755 | $373.0K | 0.00% | +2,002+6.3% | Added |
| Ellis Investment Partners, LLC | 34,719 | $383.7K | 0.07% | +378+1.1% | Added |
| Mezzasalma Advisors, LLC | 35,119 | $388.1K | 0.10% | −757−2.1% | Reduced |