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, Q2 2026
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 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
- 156
- +2 vs. Q1 2026
- Shares held
- 34.6M
- +497.6K (+1.5%) vs. Q1 2026
- Total value
- $354.0M
- +$9.34M (+2.7%) vs. Q1 2026
- New holders
- 20
- 49 more added
- Sold out
- 18
- 47 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nwam LLC | 14,048 | $143.6K | 0.01% | −5,219−27.1% | Reduced |
| E&G Advisors, LP | 13,792 | $141.0K | 0.03% | −100−0.7% | Reduced |
| Investors Asset Management of Georgia Inc | 13,500 | $138.0K | 0.05% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $138.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 13,348 | $136.4K | 0.01% | +13,348 | New |
| Oppenheimer & Co Inc | 13,298 | $135.9K | 0.00% | +60.0% | Added |
| Morris Retirement Advisors, LLC | 13,238 | $135.3K | 0.05% | +151+1.2% | Added |
| Melfa Wealth Management, LLC | 13,236 | $135.3K | 0.07% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 13,149 | $134.4K | 0.04% | −62,990−82.7% | Reduced |
| Northstar Financial Companies, Inc. | 13,004 | $132.9K | 0.09% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 13,000 | $132.9K | 0.02% | 00.0% | Unchanged |
| Miller Financial Services LLC | 13,000 | $132.9K | 0.11% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 12,352 | $126.2K | 0.00% | −1,373−10.0% | Reduced |
| Pensionmark Financial Group, LLC | 12,444 | $125.7K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,098 | $123.6K | 0.00% | +12,098 | New |
| Accredited Investor Services, LLC | 11,861 | $121.2K | 0.07% | +360+3.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,508 | $117.5K | 0.00% | +11,508 | New |
| SRS Capital Advisors, Inc. | 11,450 | $117.0K | 0.00% | +11,450 | New |
| Pinnacle Wealth Planning Services, Inc. | 11,376 | $116.3K | 0.01% | +441+4.0% | Added |
| Wedbush Securities Inc | 11,377 | $116.0K | 0.00% | +62+0.5% | Added |
| Tyche Wealth Partners LLC | 11,000 | $112.4K | 0.02% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 10,929 | $111.7K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 10,543 | $107.7K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 10,477 | $107.1K | 0.01% | +10,477 | New |
| Sound View Wealth Advisors Group, LLC | 10,400 | $106.3K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,046 | $102.7K | 0.00% | −7,573−43.0% | Reduced |
| UMA Financial Services, Inc. | 10,000 | $102.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6,503 | $66.5K | 0.04% | +258+4.1% | Added |
| Bartlett & Co. Wealth Management LLC | 6,000 | $61.3K | 0.00% | +6,000 | New |
| Eastern Bank | 5,670 | $57.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 5,664 | $57.9K | 0.00% | +5,664 | New |
| Gill Capital Partners, LLC | 5,102 | $52.1K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 2,718 | $27.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,689 | $27.5K | 0.00% | −645−19.3% | Reduced |
| Harbour Investments, Inc. | 2,615 | $26.7K | 0.00% | −199−7.1% | Reduced |
| Institute for Wealth Management, LLC. | 2,150 | $22.0K | 0.00% | +2,150 | New |
| Farther Finance Advisors, LLC | 1,758 | $18.0K | 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 | $16.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,233 | $12.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,106 | $11.3K | 0.00% | +27+2.5% | Added |
| NBC Securities, Inc. | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 999 | $10.2K | 0.01% | −173−14.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 750 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 553 | $6.00K | 0.00% | +553 | New |
| Caldwell Trust Co | 525 | $5.37K | 0.00% | −524−50.0% | Reduced |
| Godfrey Financial Associates, Inc. | 500 | $5.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 280 | $2.86K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $2.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.04K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 110 | $1.12K | 0.00% | +110 | New |
| McGuire Capital Advisors Inc | 100 | $1.02K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $1.02K | 0.00% | +100 | New |
| Russell Investments Group, Ltd. | 40 | $404 | 0.00% | +40 | New |
| Huntington National Bank | – | $20 | 0.00% | – | – |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −100,594−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −50,991−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −41,099−100.0% | Sold out |
| Diesslin Group, Inc. | 0 | $0 | 0.00% | −34,928−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −12,183−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Elm3 Financial Group, LLC | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −11,223−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,018−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,459−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,586−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5,489−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −12,803−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |