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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.

Q3 2021 vs. Q2 2021

How the institutions holding BlackRock Credit Allocation Income Trust changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of BTZ: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders1361136+1
Shares32.0M88031.7M−282.8K (−0.9%)
Value$499.8M$14.0K$480.8M−$18.9M (−3.8%)

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (9)

Institutions that held BlackRock Credit Allocation Income Trust at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to BTZ in Q3 2021
InstitutionSharesValue% of portfolio
Penserra Capital Management LLC838,265$12.7M0.26%
Shulman DeMeo Asset Management LLC63,361$960.0K0.83%
Camden Capital, LLC16,636$252.0K0.05%
Cetera Advisor Networks LLC10,198$154.0K0.00%
Cascade Investment Advisors, Inc.5,493$83.2K0.05%
Kowal Investment Group, LLC3,818$58.0K0.02%
Strategic Asset Management, LLC2,771$42.0K0.06%
Fifth Third Bancorp900$14.0K0.00%
Koshinski Asset Management, Inc.750$11.4K0.00%

Sold out (8)

Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of BTZ in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Aviance Capital Partners, LLC64,752$1.01M
Virtu Financial LLC22,417$349.0K
Creative Planning13,145$205.0K
Charles Schwab Trust Co10,000$156.0K
Belpointe Asset Management LLC7,000$110.0K
Centaurus Financial, Inc.6,584$103.0K
Newbridge Financial Services Group, Inc.184$3.00K
Panagora Asset Management Inc41$1.00K

Not filed for Q3 2021 yet (1)

Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BTZ in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Hoover Financial Advisors, Inc.880$14.0K