Skip to main content

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 2022 vs. Q2 2022

How the institutions holding BlackRock Credit Allocation Income Trust changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of BTZ: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1471149+3
Shares32.7M34.0K33.0M+292.2K (+0.9%)
Value$356.8M$370.0K$315.1M−$41.4M (−11.6%)

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (20)

Institutions that held BlackRock Credit Allocation Income Trust at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to BTZ in Q3 2022
InstitutionSharesValue% of portfolio
Connectus Wealth, LLC139,300$1.33M0.03%
Mariner, LLC31,848$304.0K0.00%
Wolverine Asset Management LLC27,505$262.0K0.00%
Logan Stone Capital, LLC25,853$247.0K0.16%
MML Investors Services, LLC25,067$239.0K0.00%
Shaker Financial Services, LLC22,879$218.0K0.11%
Jane Street Group, LLC18,248$174.0K0.00%
Janney Montgomery Scott LLC16,683$159.0K0.00%
First Foundation Advisors14,615$139.0K0.01%
International Assets Investment Management, LLC12,285$117.0K0.03%
Westbourne Investment Advisors, Inc.11,257$107.0K0.06%
Atria Wealth Solutions, Inc.11,069$105.6K0.00%
HRT Financial LP10,920$104.0K0.00%
Lokken Investment Group LLC10,297$98.0K0.08%
Selway Asset Management3,000$29.0K0.02%
SJS Investment Consulting Inc.1,621$15.0K0.01%
EverSource Wealth Advisors, LLC963$9.00K0.00%
Providence Capital Advisors, LLC350$3.00K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC240$2.00K0.00%
Cetera Advisors LLC10,612$00.00%

Sold out (17)

Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2022 and filed for Q3 2022 without it.

Not filed for Q3 2022 yet (1)

Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BTZ in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Glassy Mountain Advisors, Inc.34,018$370.0K