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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 13,725 | $138.6K | 0.00% | +413+3.1% | Added |
| 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 |
| Oppenheimer & Co Inc | 13,292 | $134.2K | 0.00% | +13,292 | New |
| Melfa Wealth Management, LLC | 13,236 | $133.7K | 0.08% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 13,087 | $132.2K | 0.05% | +147+1.1% | Added |
| Northstar Financial Companies, Inc. | 13,004 | $131.3K | 0.10% | +13,004 | New |
| 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 |
| Pensionmark Financial Group, LLC | 12,444 | $125.7K | 0.00% | −19,670−61.3% | Reduced |
| Integrity Advisory Solutions, LLC | 12,183 | $123.0K | 0.02% | +1,436+13.4% | Added |
| Northern Trust Corp | 12,000 | $121.2K | 0.00% | +12,000 | New |
| Accredited Investor Services, LLC | 11,501 | $116.2K | 0.07% | −1,148−9.1% | Reduced |
| Elm3 Financial Group, LLC | 11,400 | $115.1K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,315 | $114.0K | 0.00% | +60+0.5% | Added |
| Evolve Private Wealth, LLC | 11,223 | $113.4K | 0.01% | −30−0.3% | Reduced |
| HighTower Advisors, LLC | 11,018 | $111.3K | 0.00% | +11,018 | New |
| Tyche Wealth Partners LLC | 11,000 | $111.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,935 | $110.4K | 0.01% | −2,227−16.9% | Reduced |
| Oak Family Advisors, LLC | 10,929 | $110.4K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 10,543 | $106.5K | 0.00% | +10,543 | New |
| Sound View Wealth Advisors Group, LLC | 10,400 | $105.0K | 0.01% | −570−5.2% | Reduced |
| HRT Financial LP | 10,459 | $105.0K | 0.00% | −20,456−66.2% | Reduced |
| UMA Financial Services, Inc. | 10,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,586 | $96.8K | 0.00% | +9,586 | New |
| WPG Advisers, LLC | 6,245 | $63.1K | 0.05% | +662+11.9% | Added |
| Eastern Bank | 5,670 | $57.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,489 | $55.4K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 5,102 | $51.5K | 0.01% | +5,102 | New |
| Sound Income Strategies, LLC | 4,025 | $40.9K | 0.00% | +73+1.8% | Added |
| Fifth Third Bancorp | 3,334 | $33.7K | 0.00% | +3,334 | New |
| Harbour Investments, Inc. | 2,814 | $28.4K | 0.00% | +2,137+315.7% | Added |
| Kentucky Trust Co | 2,718 | $27.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,758 | $17.9K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,700 | $17.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,617 | $16.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $13.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12,803 | $12.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.5K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,172 | $11.8K | 0.01% | +1,172 | New |
| Pacifica Partners Inc. | 1,079 | $10.9K | 0.00% | +1,079 | New |
| Caldwell Trust Co | 1,049 | $10.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 750 | $7.58K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 611 | $6.17K | 0.00% | −2,219−78.4% | Reduced |
| Godfrey Financial Associates, Inc. | 500 | $5.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $2.86K | 0.00% | −1−0.4% | Reduced |
| Highline Wealth Partners LLC | 280 | $2.83K | 0.00% | +280 | New |
| Geneos Wealth Management Inc. | 240 | $2.42K | 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 |
| McGuire Capital Advisors Inc | 100 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 35 | $355 | 0.00% | +35 | New |
| Tower Research Capital LLC (TRC) | 29 | $293 | 0.00% | +9+45.0% | Added |
| Huntington National Bank | – | $20 | 0.00% | – | – |
| 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 |