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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $20 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 29 | $293 | 0.00% | +9+45.0% | Added |
| Hamrick Investment Counsel, llc | 35 | $355 | 0.00% | +35 | New |
| McGuire Capital Advisors Inc | 100 | $1.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.02K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 200 | $2.02K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $2.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 280 | $2.83K | 0.00% | +280 | New |
| Spire Wealth Management | 283 | $2.86K | 0.00% | −1−0.4% | Reduced |
| Godfrey Financial Associates, Inc. | 500 | $5.05K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 611 | $6.17K | 0.00% | −2,219−78.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 750 | $7.58K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,049 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,079 | $10.9K | 0.00% | +1,079 | New |
| Axiom Investment Management LLC | 1,172 | $11.8K | 0.01% | +1,172 | New |
| North Star Investment Management Corp. | 1,233 | $12.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,803 | $12.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $13.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,617 | $16.3K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,758 | $17.9K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 2,718 | $27.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,814 | $28.4K | 0.00% | +2,137+315.7% | Added |
| Fifth Third Bancorp | 3,334 | $33.7K | 0.00% | +3,334 | New |
| Sound Income Strategies, LLC | 4,025 | $40.9K | 0.00% | +73+1.8% | Added |
| Gill Capital Partners, LLC | 5,102 | $51.5K | 0.01% | +5,102 | New |
| MAI Capital Management | 5,489 | $55.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5,670 | $57.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6,245 | $63.1K | 0.05% | +662+11.9% | Added |
| Advisory Services Network, LLC | 9,586 | $96.8K | 0.00% | +9,586 | New |
| UMA Financial Services, Inc. | 10,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 10,459 | $105.0K | 0.00% | −20,456−66.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,400 | $105.0K | 0.01% | −570−5.2% | Reduced |
| Stephens Inc | 10,543 | $106.5K | 0.00% | +10,543 | New |
| Oak Family Advisors, LLC | 10,929 | $110.4K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,935 | $110.4K | 0.01% | −2,227−16.9% | Reduced |
| Tyche Wealth Partners LLC | 11,000 | $111.1K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,018 | $111.3K | 0.00% | +11,018 | New |
| Evolve Private Wealth, LLC | 11,223 | $113.4K | 0.01% | −30−0.3% | Reduced |
| Wedbush Securities Inc | 11,315 | $114.0K | 0.00% | +60+0.5% | Added |
| Elm3 Financial Group, LLC | 11,400 | $115.1K | 0.10% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 11,501 | $116.2K | 0.07% | −1,148−9.1% | Reduced |
| Northern Trust Corp | 12,000 | $121.2K | 0.00% | +12,000 | New |
| Integrity Advisory Solutions, LLC | 12,183 | $123.0K | 0.02% | +1,436+13.4% | Added |
| Pensionmark Financial Group, LLC | 12,444 | $125.7K | 0.00% | −19,670−61.3% | Reduced |
| Chapin Davis, Inc. | 13,000 | $131.3K | 0.03% | 00.0% | Unchanged |
| Miller Financial Services LLC | 13,000 | $131.3K | 0.15% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 13,004 | $131.3K | 0.10% | +13,004 | New |
| Morris Retirement Advisors, LLC | 13,087 | $132.2K | 0.05% | +147+1.1% | Added |
| Melfa Wealth Management, LLC | 13,236 | $133.7K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,292 | $134.2K | 0.00% | +13,292 | New |
| Investors Asset Management of Georgia Inc | 13,500 | $136.3K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $136.3K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 13,725 | $138.6K | 0.00% | +413+3.1% | Added |
| Kestra Private Wealth Services, LLC | 13,813 | $139.5K | 0.00% | +13,813 | New |
| E&G Advisors, LP | 13,892 | $140.3K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13,919 | $140.6K | 0.00% | +196+1.4% | Added |
| Park Avenue Securities LLC | 14,918 | $151.0K | 0.00% | −177−1.2% | Reduced |
| Prospera Financial Services Inc | 14,990 | $151.4K | 0.00% | −10,840−42.0% | Reduced |
| Equitable Holdings, Inc. | 14,399 | $155.9K | 0.00% | +2,569+21.7% | Added |
| Private Advisor Group, LLC | 15,680 | $158.4K | 0.00% | −383−2.4% | Reduced |
| Janney Montgomery Scott LLC | 15,787 | $159.0K | 0.00% | −4,250−21.2% | Reduced |
| Integrated Wealth Concepts LLC | 16,439 | $166.0K | 0.00% | +80.0% | Added |
| Valley Brook Capital Group | 16,720 | $168.9K | 0.11% | −1,500−8.2% | Reduced |
| Stifel Financial Corp | 17,056 | $172.3K | 0.00% | +409+2.5% | Added |
| Warren Averett Asset Management, LLC | 17,421 | $176.0K | 0.00% | −339−1.9% | Reduced |
| Future Financial Wealth Managment LLC | 17,000 | $177.3K | 0.11% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,619 | $178.0K | 0.00% | +17,619 | New |
| 180 Wealth Advisors, LLC | 18,416 | $186.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,553 | $187.4K | 0.00% | +163+0.9% | Added |
| Nwam LLC | 19,267 | $194.6K | 0.01% | 00.0% | Unchanged |
| Creekside Partners | 19,311 | $195.0K | 0.08% | −2,463−11.3% | Reduced |
| Mueller Wealth, LLC | 20,243 | $204.5K | 0.16% | +6,047+42.6% | Added |
| SMH Capital Advisors Inc | 22,105 | $223.3K | 0.63% | +236+1.1% | Added |
| Park Edge Advisors, LLC | 22,356 | $225.8K | 0.05% | +631+2.9% | Added |
| Evergreen Capital Management LLC | 22,955 | $231.8K | 0.01% | −110.0% | Reduced |
| Nomura Holdings Inc | 23,000 | $232.3K | 0.00% | +23,000 | New |
| Cambridge Investment Research Advisors, Inc. | 23,234 | $235.0K | 0.00% | +1,211+5.5% | Added |
| MML Investors Services, LLC | 24,002 | $242.4K | 0.00% | −7,821−24.6% | Reduced |
| Mariner, LLC | 25,892 | $253.0K | 0.00% | −2,016−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 27,440 | $277.1K | 0.00% | −160−0.6% | Reduced |
| Truist Financial Corp | 27,832 | $281.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27,970 | $284.2K | 0.02% | −500−1.8% | Reduced |
| Virtu Financial LLC | 28,280 | $286.0K | 0.01% | +28,280 | New |
| GWM Advisors LLC | 28,685 | $289.7K | 0.00% | −700−2.4% | Reduced |
| Palogic Value Management, L.P. | 29,366 | $296.6K | 0.13% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 30,948 | $312.6K | 0.05% | −3,699−10.7% | Reduced |
| RSM US Wealth Management LLC | 31,440 | $317.5K | 0.00% | +150.0% | Added |
| Closed-End Fund Advisors, Inc. | 31,590 | $319.1K | 0.32% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 32,284 | $326.1K | 0.00% | +1,110+3.6% | Added |
| XTX Topco Ltd | 32,493 | $328.2K | 0.01% | +32,493 | New |
| Broyhill Asset Management | 32,500 | $328.3K | 0.32% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 34,033 | $343.7K | 0.18% | +27,592+428.4% | Added |
| Diesslin Group, Inc. | 34,928 | $352.8K | 0.16% | −73,239−67.7% | Reduced |
| Flagship Harbor Advisors, LLC | 35,455 | $358.1K | 0.02% | +1,000+2.9% | Added |
| Mezzasalma Advisors, LLC | 36,808 | $371.8K | 0.09% | +878+2.4% | Added |
| Horizon Kinetics Asset Management LLC | 40,534 | $409.4K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 40,895 | $413.0K | 0.00% | +7,469+22.3% | Added |
| WealthShield Partners, LLC | 41,099 | $415.1K | 0.05% | −8,260−16.7% | Reduced |