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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.

Q2 2026 vs. Q1 2026

How the institutions holding BlackRock Credit Allocation Income Trust changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of BTZ: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1551156+2
Shares34.1M61134.6M+497.6K (+1.5%)
Value$344.7M$6.17K$354.0M+$9.34M (+2.7%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 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 Q2 2026 but not at the end of Q1 2026.

Institutions new to BTZ in Q2 2026
InstitutionSharesValue% of portfolio
Thomas J. Herzfeld Advisors, Inc.245,318$2.51M0.77%
Riverbridge Partners LLC93,180$952.3K0.03%
Marex Group plc51,000$521.2K0.00%
IMC-Chicago, LLC41,558$424.7K0.00%
Global Retirement Partners, LLC36,021$368.1K0.01%
StoneX Group Inc.26,779$276.2K0.01%
Dividend Assets Capital, LLC20,000$204.4K0.04%
Almitas Capital LLC18,660$190.7K0.05%
Kovack Advisors, Inc.13,348$136.4K0.01%
Beacon Pointe Advisors, LLC12,098$123.6K0.00%
Wealth Enhancement Advisory Services, LLC11,508$117.5K0.00%
SRS Capital Advisors, Inc.11,450$117.0K0.00%
SHP Wealth Management10,477$107.1K0.01%
Bartlett & Co. Wealth Management LLC6,000$61.3K0.00%
Clear Street Group Inc.5,664$57.9K0.00%
Institute for Wealth Management, LLC.2,150$22.0K0.00%
Bessemer Group Inc553$6.00K0.00%
Key Capital Management, INC110$1.12K0.00%
Central Trust Co100$1.02K0.00%
Russell Investments Group, Ltd.40$4040.00%

Sold out (18)

Institutions that held BlackRock Credit Allocation Income Trust at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (1)

Institutions that held BlackRock Credit Allocation Income Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BTZ in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC611$6.17K