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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 36,054 | $398.4K | 0.01% | +36,054 | New |
| Horizon Kinetics Asset Management LLC | 40,534 | $447.9K | 0.01% | −10,489−20.6% | Reduced |
| Riverbridge Partners LLC | 43,627 | $482.1K | 0.01% | −21,859−33.4% | Reduced |
| Wela Strategies, Inc. | 44,524 | $492.0K | 0.19% | +1,118+2.6% | Added |
| Uncommon Cents Investing LLC | 48,202 | $532.6K | 0.13% | −263−0.5% | Reduced |
| Pin Oak Investment Advisors Inc | 49,680 | $549.0K | 0.39% | 00.0% | Unchanged |
| Alteri Wealth LLC | 49,844 | $550.8K | 0.19% | +1,628+3.4% | Added |
| WealthShield Partners, LLC | 50,313 | $556.0K | 0.06% | −624−1.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 52,055 | $575.2K | 0.11% | +52,055 | New |
| Shulman DeMeo Asset Management LLC | 54,094 | $597.7K | 0.14% | −273−0.5% | Reduced |
| Johnson Financial Group, Inc. | 55,500 | $613.3K | 0.02% | −12,500−18.4% | Reduced |
| Advisor Group Holdings, Inc. | 55,926 | $615.7K | 0.00% | −61−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 57,056 | $634.5K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 66,816 | $738.3K | 0.00% | −23,186−25.8% | Reduced |
| Colony Group, LLC | 72,771 | $804.1K | 0.00% | −1,727−2.3% | Reduced |
| Jane Street Group, LLC | 73,791 | $815.4K | 0.00% | +73,791 | New |
| Northwestern Mutual Wealth Management Co | 76,004 | $839.8K | 0.00% | +357+0.5% | Added |
| Principal Securities, Inc. | 77,664 | $858.2K | 0.01% | −3,444−4.2% | Reduced |
| Rockefeller Capital Management L.P. | 79,987 | $883.9K | 0.00% | −8,335−9.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 80,226 | $886.5K | 0.06% | +80,226 | New |
| Stolper Co | 80,296 | $887.0K | 0.27% | −197−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 97,838 | $1.08M | 0.10% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 109,855 | $1.22M | 0.25% | −20,135−15.5% | Reduced |
| Ibex Wealth Advisors | 116,103 | $1.28M | 0.12% | +1,351+1.2% | Added |
| First Trust Advisors LP | 125,891 | $1.39M | 0.00% | +37,723+42.8% | Added |
| Private Trust Co NA | 134,849 | $1.49M | 0.13% | +15,000+12.5% | Added |
| Cetera Investment Advisers | 176,549 | $1.95M | 0.00% | +13,420+8.2% | Added |
| Rareview Capital LLC | 180,294 | $1.97M | 1.20% | +20,776+13.0% | Added |
| D.A. Davidson & Co. | 207,772 | $2.30M | 0.01% | −19,065−8.4% | Reduced |
| Cary Street Partners Financial LLC | 232,149 | $2.57M | 0.07% | +64,647+38.6% | Added |
| Thrivent Financial for Lutherans | 237,111 | $2.62M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 252,201 | $2.75M | 0.00% | +24,938+11.0% | Added |
| Edgemoor Investment Advisors, Inc. | 266,253 | $2.94M | 0.23% | −221−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 282,146 | $3.12M | 0.02% | +36,082+14.7% | Added |
| Smith Asset Management Co., LLC | 286,818 | $3.17M | 2.70% | −7,730−2.6% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.66M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 343,055 | $3.79M | 0.06% | −7,987−2.3% | Reduced |
| Penserra Capital Management LLC | 589,680 | $6.51M | 0.08% | +98,122+20.0% | Added |
| Sowell Financial Services LLC | 659,351 | $7.29M | 0.28% | −2,190−0.3% | Reduced |
| UBS Group AG | 668,820 | $7.39M | 0.00% | +105,028+18.6% | Added |
| Allspring Global Investments Holdings, LLC | 749,988 | $8.29M | 0.01% | −1,367,817−64.6% | Reduced |
| Royal Bank of Canada | 857,571 | $9.48M | 0.00% | −14,504−1.7% | Reduced |
| Capital Investment Advisors, LLC | 909,474 | $10.0M | 0.17% | −64,660−6.6% | Reduced |
| LPL Financial LLC | 972,196 | $10.7M | 0.00% | +300,243+44.7% | Added |
| Wells Fargo & Company | 1,059,568 | $11.7M | 0.00% | +9,922+0.9% | Added |
| Invesco Ltd. | 1,265,630 | $14.0M | 0.00% | +5,145+0.4% | Added |
| Raymond James Financial Inc | 1,520,686 | $16.8M | 0.01% | +36,757+2.5% | Added |
| Guggenheim Capital LLC | 1,906,924 | $21.1M | 0.16% | +167,035+9.6% | Added |
| Bank of America Corp | 4,904,167 | $54.2M | 0.00% | +332,714+7.3% | Added |
| Morgan Stanley | 5,261,818 | $58.1M | 0.00% | −86,446−1.6% | Reduced |
| Sit Investment Associates Inc | 5,938,177 | $65.6M | 1.33% | +167,338+2.9% | Added |
| Fiera Capital Corp | 0 | $0 | 0.00% | −170,957−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −126,780−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −29,631−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −28,270−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −15,745−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −15,313−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,827−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,280−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |