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 |
|---|---|---|---|---|---|
| Melfa Wealth Management, LLC | 13,236 | $146.3K | 0.09% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 13,138 | $145.2K | 0.02% | +13,138 | New |
| Miller Financial Services LLC | 13,000 | $143.7K | 0.17% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 13,996 | $142.8K | 0.00% | +1,292+10.2% | Added |
| Morris Retirement Advisors, LLC | 12,806 | $141.5K | 0.06% | +1,044+8.9% | Added |
| Oarsman Capital, Inc. | 11,558 | $127.7K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,449 | $126.5K | 0.00% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 11,234 | $124.1K | 0.03% | +252+2.3% | Added |
| Wedbush Securities Inc | 11,199 | $124.0K | 0.00% | −2,971−21.0% | Reduced |
| Tyche Wealth Partners LLC | 11,000 | $121.5K | 0.02% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 10,929 | $120.8K | 0.04% | 00.0% | Unchanged |
| PMG Family Office LLC | 10,927 | $120.7K | 0.13% | +10,927 | New |
| ProVise Management Group, LLC | 10,517 | $116.2K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,216 | $112.9K | 0.00% | +10,216 | New |
| UMA Financial Services, Inc. | 10,000 | $110.5K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,316 | $102.9K | 0.00% | +9,316 | New |
| Newbridge Financial Services Group, Inc. | 7,830 | $86.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,969 | $77.0K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 6,441 | $71.2K | 0.04% | +6,441 | New |
| MAI Capital Management | 6,060 | $67.0K | 0.00% | −10−0.2% | Reduced |
| WPG Advisers, LLC | 6,024 | $66.6K | 0.05% | −169−2.7% | Reduced |
| Eastern Bank | 5,670 | $62.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 5,300 | $58.6K | 0.04% | +5,300 | New |
| Comerica Bank | 4,063 | $44.9K | 0.00% | +2,345+136.5% | Added |
| Bartlett & Co. Wealth Management LLC | 4,000 | $44.2K | 0.00% | −400−9.1% | Reduced |
| Sound Income Strategies, LLC | 3,937 | $43.7K | 0.00% | +15+0.4% | Added |
| Kentucky Trust Co | 2,718 | $30.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,419 | $27.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,942 | $21.5K | 0.00% | +1,942 | New |
| Turim 21 Investimentos Ltda. | 1,840 | $20.3K | 0.01% | +1,840 | New |
| First PREMIER Bank | 1,700 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,707 | $18.9K | 0.00% | +1,707 | New |
| The PNC Financial Services Group, Inc. | 1,617 | $17.9K | 0.00% | −2,855−63.8% | Reduced |
| Webster Bank, N. A. | 1,378 | $15.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $13.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,803 | $12.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,086 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,029 | $11.4K | 0.00% | +30+3.0% | Added |
| NBC Securities, Inc. | 1,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 919 | $10.2K | 0.00% | +636+224.7% | Added |
| Harbour Investments, Inc. | 812 | $8.97K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 750 | $8.29K | 0.00% | +750 | New |
| Gen-Wealth Partners Inc | 575 | $6.35K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $2.65K | 0.00% | −14,594−98.4% | Reduced |
| Costello Asset Management, INC | 222 | $2.45K | 0.00% | +5+2.3% | Added |
| Wolff Wiese Magana LLC | 200 | $2.21K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 99 | $1.09K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14 | $155 | 0.00% | +14 | New |
| Tower Research Capital LLC (TRC) | 4 | $44 | 0.00% | +4 | New |
| Huntington National Bank | – | $22 | 0.00% | – | – |
| 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 |