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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 41,787 | $422.1K | 0.00% | −4,490−9.7% | Reduced |
| Uncommon Cents Investing LLC | 46,633 | $471.0K | 0.11% | +42+0.1% | Added |
| Pin Oak Investment Advisors Inc | 49,680 | $502.0K | 0.36% | −450−0.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 50,539 | $510.4K | 0.11% | −3,465−6.4% | Reduced |
| Logan Stone Capital, LLC | 50,991 | $515.0K | 0.14% | +50,991 | New |
| Lido Advisors, LLC | 51,815 | $523.3K | 0.00% | −15,001−22.5% | Reduced |
| Alteri Wealth LLC | 52,152 | $526.7K | 0.17% | +307+0.6% | Added |
| Susquehanna International Group, LLP | 52,675 | $532.0K | 0.00% | +1,397+2.7% | Added |
| Advisor Group Holdings, Inc. | 53,555 | $540.9K | 0.00% | −8,397−13.6% | Reduced |
| Johnson Financial Group, Inc. | 53,707 | $542.4K | 0.02% | 00.0% | Unchanged |
| Stolper Co | 65,772 | $567.0K | 0.19% | −16,307−19.9% | Reduced |
| Chicago Partners Investment Group LLC | 57,056 | $591.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 68,937 | $696.3K | 0.01% | −1,116−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 74,352 | $751.0K | 0.00% | −3,152−4.1% | Reduced |
| Shaker Financial Services, LLC | 76,139 | $769.0K | 0.27% | +22,578+42.2% | Added |
| Northwestern Mutual Wealth Management Co | 77,409 | $781.8K | 0.00% | −205−0.3% | Reduced |
| Fell Capital Management | 81,184 | $820.0K | 0.78% | −3,500−4.1% | 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 |
| Marks Group Wealth Management, Inc | 89,273 | $901.7K | 0.09% | −8,565−8.8% | Reduced |
| 1607 Capital Partners, LLC | 91,026 | $919.4K | 0.07% | +91,026 | New |
| Jane Street Group, LLC | 97,450 | $984.2K | 0.00% | +19,286+24.7% | Added |
| Readystate Asset Management LP | 100,594 | $1.02M | 0.06% | +100,594 | New |
| Colony Group, LLC | 105,820 | $1.07M | 0.00% | +33,320+46.0% | Added |
| Ibex Wealth Advisors | 108,640 | $1.10M | 0.10% | +992+0.9% | Added |
| Waterfront Wealth Inc. | 116,422 | $1.18M | 0.22% | +4,510+4.0% | Added |
| Karpus Management, Inc. | 121,250 | $1.22M | 0.04% | +121,250 | New |
| Advisors Asset Management, Inc. | 128,229 | $1.30M | 0.02% | −66,084−34.0% | Reduced |
| Private Trust Co NA | 134,849 | $1.36M | 0.12% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 194,089 | $1.96M | 0.03% | +193,889+96,944.5% | Added |
| First Trust Advisors LP | 209,683 | $2.12M | 0.00% | +78,497+59.8% | Added |
| Cetera Investment Advisers | 236,069 | $2.38M | 0.00% | +27,038+12.9% | Added |
| Thrivent Financial for Lutherans | 240,311 | $2.43M | 0.00% | +12,638+5.6% | Added |
| Edgemoor Investment Advisors, Inc. | 257,803 | $2.60M | 0.20% | −2,512−1.0% | Reduced |
| Smith Asset Management Co., LLC | 276,288 | $2.79M | 2.39% | −3,028−1.1% | Reduced |
| Emissary Wealth LLC | 279,689 | $2.82M | 2.65% | +15,339+5.8% | Added |
| Cary Street Partners Financial LLC | 301,781 | $3.05M | 0.08% | +47,403+18.6% | Added |
| Steward Partners Investment Advisory, LLC | 320,311 | $3.24M | 0.02% | −10,509−3.2% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.34M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 371,215 | $3.75M | 0.00% | +45,632+14.0% | Added |
| D.A. Davidson & Co. | 382,991 | $3.87M | 0.02% | +144,213+60.4% | Added |
| Rareview Capital LLC | 367,912 | $4.02M | 2.36% | +225,471+158.3% | Added |
| UBS Group AG | 595,265 | $6.01M | 0.00% | −75,980−11.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 617,201 | $6.23M | 0.01% | +165,959+36.8% | Added |
| Sowell Financial Services LLC | 712,301 | $7.19M | 0.27% | +57,759+8.8% | Added |
| Capital Investment Advisors, LLC | 729,312 | $7.37M | 0.11% | −114,840−13.6% | Reduced |
| Royal Bank of Canada | 762,220 | $7.70M | 0.00% | −107,606−12.4% | Reduced |
| LPL Financial LLC | 867,643 | $8.76M | 0.00% | −127,886−12.8% | Reduced |
| Wells Fargo & Company | 1,008,333 | $10.2M | 0.00% | −85,009−7.8% | Reduced |
| Invesco Ltd. | 1,246,526 | $12.6M | 0.00% | +251,117+25.2% | Added |
| Raymond James Financial Inc | 1,512,252 | $15.3M | 0.00% | −1,018−0.1% | Reduced |
| Guggenheim Capital LLC | 1,919,779 | $19.4M | 0.15% | −69,651−3.5% | Reduced |
| Bank of America Corp | 4,594,698 | $46.4M | 0.00% | −721,396−13.6% | Reduced |
| Morgan Stanley | 5,116,716 | $51.7M | 0.00% | +77,628+1.5% | Added |
| Sit Investment Associates Inc | 6,941,861 | $70.1M | 1.42% | +511,552+8.0% | Added |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −649,831−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −91,191−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −78,006−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −13,205−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,190−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,580−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,258−100.0% | Sold out |
| Canal Capital Management, LLC | 0 | $0 | 0.00% | −11,138−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,502−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| MGB Wealth Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |