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, Q1 2026
Institutional positions in BlackRock Credit Allocation Income Trust as of Mar 31, 2026. 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
- 155
- +2 vs. Q4 2025
- Shares held
- 34.1M
- +3.84K (0.0%) vs. Q4 2025
- Total value
- $344.7M
- −$24.6M (−6.7%) vs. Q4 2025
- New holders
- 21
- 45 more added
- Sold out
- 19
- 48 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,941,861 | $70.1M | 1.42% | +511,552+8.0% | Added |
| Morgan Stanley | 5,116,716 | $51.7M | 0.00% | +77,628+1.5% | Added |
| Bank of America Corp | 4,594,698 | $46.4M | 0.00% | −721,396−13.6% | Reduced |
| Guggenheim Capital LLC | 1,919,779 | $19.4M | 0.15% | −69,651−3.5% | Reduced |
| Raymond James Financial Inc | 1,512,252 | $15.3M | 0.00% | −1,018−0.1% | Reduced |
| Invesco Ltd. | 1,246,526 | $12.6M | 0.00% | +251,117+25.2% | Added |
| Wells Fargo & Company | 1,008,333 | $10.2M | 0.00% | −85,009−7.8% | Reduced |
| LPL Financial LLC | 867,643 | $8.76M | 0.00% | −127,886−12.8% | Reduced |
| Royal Bank of Canada | 762,220 | $7.70M | 0.00% | −107,606−12.4% | Reduced |
| Capital Investment Advisors, LLC | 729,312 | $7.37M | 0.11% | −114,840−13.6% | Reduced |
| Sowell Financial Services LLC | 712,301 | $7.19M | 0.27% | +57,759+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 617,201 | $6.23M | 0.01% | +165,959+36.8% | Added |
| UBS Group AG | 595,265 | $6.01M | 0.00% | −75,980−11.3% | Reduced |
| Rareview Capital LLC | 367,912 | $4.02M | 2.36% | +225,471+158.3% | Added |
| D.A. Davidson & Co. | 382,991 | $3.87M | 0.02% | +144,213+60.4% | Added |
| Ameriprise Financial Inc | 371,215 | $3.75M | 0.00% | +45,632+14.0% | Added |
| Cohen & Steers, Inc. | 331,022 | $3.34M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 320,311 | $3.24M | 0.02% | −10,509−3.2% | Reduced |
| Cary Street Partners Financial LLC | 301,781 | $3.05M | 0.08% | +47,403+18.6% | Added |
| Emissary Wealth LLC | 279,689 | $2.82M | 2.65% | +15,339+5.8% | Added |
| Smith Asset Management Co., LLC | 276,288 | $2.79M | 2.39% | −3,028−1.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 257,803 | $2.60M | 0.20% | −2,512−1.0% | Reduced |
| Thrivent Financial for Lutherans | 240,311 | $2.43M | 0.00% | +12,638+5.6% | Added |
| Cetera Investment Advisers | 236,069 | $2.38M | 0.00% | +27,038+12.9% | Added |
| First Trust Advisors LP | 209,683 | $2.12M | 0.00% | +78,497+59.8% | Added |
| Wolverine Asset Management LLC | 194,089 | $1.96M | 0.03% | +193,889+96,944.5% | Added |
| Private Trust Co NA | 134,849 | $1.36M | 0.12% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 128,229 | $1.30M | 0.02% | −66,084−34.0% | Reduced |
| Karpus Management, Inc. | 121,250 | $1.22M | 0.04% | +121,250 | New |
| Waterfront Wealth Inc. | 116,422 | $1.18M | 0.22% | +4,510+4.0% | Added |
| Ibex Wealth Advisors | 108,640 | $1.10M | 0.10% | +992+0.9% | Added |
| Colony Group, LLC | 105,820 | $1.07M | 0.00% | +33,320+46.0% | Added |
| Readystate Asset Management LP | 100,594 | $1.02M | 0.06% | +100,594 | New |
| Jane Street Group, LLC | 97,450 | $984.2K | 0.00% | +19,286+24.7% | Added |
| 1607 Capital Partners, LLC | 91,026 | $919.4K | 0.07% | +91,026 | New |
| Marks Group Wealth Management, Inc | 89,273 | $901.7K | 0.09% | −8,565−8.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 81,557 | $823.7K | 0.01% | −10.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 81,558 | $823.7K | 0.02% | 00.0% | Unchanged |
| Fell Capital Management | 81,184 | $820.0K | 0.78% | −3,500−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 77,409 | $781.8K | 0.00% | −205−0.3% | Reduced |
| Shaker Financial Services, LLC | 76,139 | $769.0K | 0.27% | +22,578+42.2% | Added |
| Rockefeller Capital Management L.P. | 74,352 | $751.0K | 0.00% | −3,152−4.1% | Reduced |
| Principal Securities, Inc. | 68,937 | $696.3K | 0.01% | −1,116−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 57,056 | $591.7K | 0.01% | 00.0% | Unchanged |
| Stolper Co | 65,772 | $567.0K | 0.19% | −16,307−19.9% | Reduced |
| Johnson Financial Group, Inc. | 53,707 | $542.4K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 53,555 | $540.9K | 0.00% | −8,397−13.6% | Reduced |
| Susquehanna International Group, LLP | 52,675 | $532.0K | 0.00% | +1,397+2.7% | Added |
| Alteri Wealth LLC | 52,152 | $526.7K | 0.17% | +307+0.6% | Added |
| Lido Advisors, LLC | 51,815 | $523.3K | 0.00% | −15,001−22.5% | Reduced |
| Logan Stone Capital, LLC | 50,991 | $515.0K | 0.14% | +50,991 | New |
| Shulman DeMeo Asset Management LLC | 50,539 | $510.4K | 0.11% | −3,465−6.4% | Reduced |
| Pin Oak Investment Advisors Inc | 49,680 | $502.0K | 0.36% | −450−0.9% | Reduced |
| Uncommon Cents Investing LLC | 46,633 | $471.0K | 0.11% | +42+0.1% | Added |
| EP Wealth Advisors, LLC | 41,787 | $422.1K | 0.00% | −4,490−9.7% | Reduced |
| WealthShield Partners, LLC | 41,099 | $415.1K | 0.05% | −8,260−16.7% | Reduced |
| Envestnet Asset Management Inc | 40,895 | $413.0K | 0.00% | +7,469+22.3% | Added |
| Horizon Kinetics Asset Management LLC | 40,534 | $409.4K | 0.00% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 36,808 | $371.8K | 0.09% | +878+2.4% | Added |
| Flagship Harbor Advisors, LLC | 35,455 | $358.1K | 0.02% | +1,000+2.9% | Added |
| Diesslin Group, Inc. | 34,928 | $352.8K | 0.16% | −73,239−67.7% | Reduced |
| Noble Wealth Management PBC | 34,033 | $343.7K | 0.18% | +27,592+428.4% | Added |
| Broyhill Asset Management | 32,500 | $328.3K | 0.32% | 00.0% | Unchanged |
| XTX Topco Ltd | 32,493 | $328.2K | 0.01% | +32,493 | New |
| Concurrent Investment Advisors, LLC | 32,284 | $326.1K | 0.00% | +1,110+3.6% | Added |
| Closed-End Fund Advisors, Inc. | 31,590 | $319.1K | 0.32% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 31,440 | $317.5K | 0.00% | +150.0% | Added |
| Ellis Investment Partners, LLC | 30,948 | $312.6K | 0.05% | −3,699−10.7% | Reduced |
| Palogic Value Management, L.P. | 29,366 | $296.6K | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 28,685 | $289.7K | 0.00% | −700−2.4% | Reduced |
| Virtu Financial LLC | 28,280 | $286.0K | 0.01% | +28,280 | New |
| International Assets Investment Management, LLC | 27,970 | $284.2K | 0.02% | −500−1.8% | Reduced |
| Truist Financial Corp | 27,832 | $281.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,440 | $277.1K | 0.00% | −160−0.6% | Reduced |
| Mariner, LLC | 25,892 | $253.0K | 0.00% | −2,016−7.2% | Reduced |
| MML Investors Services, LLC | 24,002 | $242.4K | 0.00% | −7,821−24.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,234 | $235.0K | 0.00% | +1,211+5.5% | Added |
| Nomura Holdings Inc | 23,000 | $232.3K | 0.00% | +23,000 | New |
| Evergreen Capital Management LLC | 22,955 | $231.8K | 0.01% | −110.0% | Reduced |
| Park Edge Advisors, LLC | 22,356 | $225.8K | 0.05% | +631+2.9% | Added |
| SMH Capital Advisors Inc | 22,105 | $223.3K | 0.63% | +236+1.1% | Added |
| Mueller Wealth, LLC | 20,243 | $204.5K | 0.16% | +6,047+42.6% | Added |
| Creekside Partners | 19,311 | $195.0K | 0.08% | −2,463−11.3% | Reduced |
| Nwam LLC | 19,267 | $194.6K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,553 | $187.4K | 0.00% | +163+0.9% | Added |
| 180 Wealth Advisors, LLC | 18,416 | $186.0K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,619 | $178.0K | 0.00% | +17,619 | New |
| Future Financial Wealth Managment LLC | 17,000 | $177.3K | 0.11% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 17,421 | $176.0K | 0.00% | −339−1.9% | Reduced |
| Stifel Financial Corp | 17,056 | $172.3K | 0.00% | +409+2.5% | Added |
| Valley Brook Capital Group | 16,720 | $168.9K | 0.11% | −1,500−8.2% | Reduced |
| Integrated Wealth Concepts LLC | 16,439 | $166.0K | 0.00% | +80.0% | Added |
| Janney Montgomery Scott LLC | 15,787 | $159.0K | 0.00% | −4,250−21.2% | Reduced |
| Private Advisor Group, LLC | 15,680 | $158.4K | 0.00% | −383−2.4% | Reduced |
| Equitable Holdings, Inc. | 14,399 | $155.9K | 0.00% | +2,569+21.7% | Added |
| Prospera Financial Services Inc | 14,990 | $151.4K | 0.00% | −10,840−42.0% | Reduced |
| Park Avenue Securities LLC | 14,918 | $151.0K | 0.00% | −177−1.2% | Reduced |
| Clearstead Advisors, LLC | 13,919 | $140.6K | 0.00% | +196+1.4% | Added |
| E&G Advisors, LP | 13,892 | $140.3K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,813 | $139.5K | 0.00% | +13,813 | New |