BlackRock Credit AllocationBTZ
13F holders, Q2 2026 (June 30)155holders +1
19new positions
18sold out
$10.23avg. 13F price*
At the end of Q2 2026, 155 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, up 1 from Q1 2026. 19 opened new positions and 18 sold out. The largest holders were Sit Investment Associates Inc. ($71.4M), Morgan Stanley ($54.3M) and Bank of America Corp. ($48.5M).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.8M |
| Exits | 18 | $3.2M |
All 13F filers, Q1 2026 → Q2 2026: 2,005,923 shares bought and 1,544,375 shares sold, net +461,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Sit Investment Associates Inc. | 1.35% | Add +0.7% | 6,991,115 | $71.4M |
| Morgan Stanley | 0.00% | Add +3.9% | 5,313,606 | $54.3M |
| Bank of America Corp. | 0.00% | Add +3.4% | 4,748,810 | $48.5M |
| Guggenheim Capital LLC | 0.12% | Reduce -3.5% | 1,853,133 | $18.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 1,490,582 | $15.2M |
| Invesco Ltd. | 0.00% | Add +0.9% | 1,257,966 | $12.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 976,930 | $10.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +42.1% | 877,138 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 799,205 | $8.2M |
| Sowell Financial Services LLC | 0.25% | Add +6.9% | 761,468 | $7.8M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -8.3% | 668,720 | $6.8M |
| UBS Group AG | 0.00% | Reduce -3.9% | 571,839 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -34.6% | 567,816 | $5.8M |
| D.A. Davidson & Co. | 0.03% | Add +27.5% | 488,221 | $5.0M |
| Rareview Capital LLC | 2.57% | Add +14.2% | 420,186 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +6.9% | 396,945 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +757.8% | 350,797 | $3.6M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.5% | 324,985 | $3.3M |
| Cary Street Partners Financial LLC | 0.07% | Add +7.6% | 324,822 | $3.3M |
| Smith Asset Management Co., LLC | 2.20% | Reduce -1.1% | 273,343 | $2.8M |
| Thomas J. Herzfeld Advisors, Inc. | 0.77% | New | 245,318 | $2.5M |
| Edgemoor Investment Advisors, Inc. | 0.17% | Reduce -4.9% | 245,206 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | No change | 240,311 | $2.5M |
| First Trust Advisors LP | 0.00% | Add +6.8% | 223,860 | $2.3M |
| Wolverine Asset Management LLC | 0.09% | Reduce -16.0% | 163,008 | $1.7M |
| Emissary Wealth LLC | 1.04% | Reduce -52.2% | 133,636 | $1.4M |
| Waterfront Wealth Inc. | 0.19% | Add +5.2% | 122,488 | $1.3M |
| Karpus Management, Inc. | 0.04% | Reduce -0.9% | 120,175 | $1.2M |
| Ibex Wealth Advisors | 0.09% | Reduce -2.4% | 106,089 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -59.1% | 96,628 | $988K |
| Riverbridge Partners LLC | 0.03% | New | 93,180 | $952K |
| Marks Group Wealth Management, Inc | 0.08% | No change | 89,273 | $912K |
| Stolper Co | 0.23% | Add +33.5% | 87,774 | $897K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.6% | 80,753 | $825K |
| Fell Capital Management | 0.69% | Reduce -1.2% | 80,184 | $819K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -2.6% | 79,458 | $812K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -3.5% | 78,658 | $804K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 77,972 | $797K |
| Focus Partners Wealth | 0.00% | Reduce -28.7% | 75,420 | $771K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -43.6% | 72,345 | $739K |
| Susquehanna International Group, LLP | 0.00% | Add +28.1% | 67,473 | $690K |
| Choreo, LLC | 0.01% | Add +105.6% | 64,651 | $661K |
| Principal Securities, Inc. | 0.01% | Reduce -6.5% | 64,422 | $658K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.3% | 57,817 | $576K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 54,924 | $561K |
| Private Trust Co. NA | 0.04% | Reduce -59.3% | 54,849 | $561K |
| 1607 Capital Partners, LLC | 0.05% | Reduce -40.9% | 53,824 | $550K |
| Johnson Financial Group, Inc. | 0.02% | No change | 53,707 | $549K |
| Noble Wealth Management PBC | 0.25% | Add +54.4% | 52,533 | $537K |
| Alteri Wealth LLC | 0.15% | Add +0.2% | 52,262 | $534K |
| Lido Advisors, LLC | 0.00% | No change | 51,815 | $530K |
| EP Wealth Advisors, LLC | 0.00% | Add +22.9% | 51,358 | $525K |
| Marex Group Ltd | 0.00% | New | 51,000 | $521K |
| Shulman DeMeo Asset Management LLC | 0.10% | Reduce -0.5% | 50,279 | $514K |
| Pin Oak Investment Advisors Inc. | 0.36% | No change | 49,680 | $508K |
| Jane Street Group, LLC | 0.00% | Reduce -50.9% | 47,852 | $489K |
| Uncommon Cents Investing LLC | 0.10% | Add +1.4% | 47,266 | $483K |
| IMC-Chicago, LLC | 0.00% | New | 41,558 | $425K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -2.1% | 39,700 | $406K |
| XTX Topco Ltd | 0.01% | Add +17.1% | 38,056 | $389K |
| Global Retirement Partners, LLC | 0.01% | — | 36,021 | $368K |
| Mezzasalma Advisors, LLC | 0.07% | Reduce -2.6% | 35,842 | $366K |
| Broyhill Asset Management, LLC | 0.30% | No change | 32,500 | $332K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -9.0% | 32,255 | $330K |
| Closed-End Fund Advisors, Inc. | 0.32% | Add +1.4% | 32,040 | $327K |
| Mariner, LLC | 0.00% | Add +19.8% | 31,010 | $317K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -3.4% | 29,912 | $306K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -7.6% | 29,844 | $305K |
| Palogic Value Management, L.P. | 0.11% | No change | 29,366 | $300K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.5% | 27,843 | $285K |
| Truist Financial Corp. | 0.00% | No change | 27,832 | $284K |
| StoneX Group Inc. | 0.01% | New | 26,779 | $276K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.3% | 26,885 | $275K |
| Park Edge Advisors, LLC | 0.05% | Add +10.1% | 24,605 | $251K |
| Evergreen Capital Management LLC | 0.00% | Add +3.8% | 23,830 | $244K |
| MML Investors Services, LLC | 0.00% | Reduce -2.6% | 23,386 | $239K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 23,038 | $235K |
| SMH Capital Advisors Inc. | 0.89% | Add +0.5% | 22,212 | $227K |
| Virtu Financial LLC | 0.01% | Reduce -21.8% | 22,114 | $226K |
| Mueller Wealth, LLC | 0.15% | Add +7.0% | 21,662 | $221K |
| Equitable Holdings, Inc. | 0.00% | Add +42.0% | 20,447 | $209K |
| Merit Financial Group, LLC | 0.00% | Add +9.2% | 20,254 | $207K |
| Dividend Assets Capital, LLC | 0.04% | New | 20,000 | $204K |
| Nomura Holdings Inc. | 0.00% | Reduce -13.0% | 20,000 | $204K |
| Creekside Partners | 0.07% | Add +0.2% | 19,357 | $198K |
| Almitas Capital LLC | 0.05% | New | 18,660 | $191K |
| 180 Wealth Advisors, LLC | 0.02% | No change | 18,416 | $188K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.9% | 17,870 | $183K |
| Private Advisor Group, LLC | 0.00% | Add +12.7% | 17,674 | $181K |
| Valley Brook Capital Group, Inc. | 0.10% | No change | 16,720 | $171K |
| Future Financial Wealth Managment LLC | 0.11% | No change | 17,000 | $169K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 16,445 | $168K |
| Waverly Advisors, LLC | 0.00% | Reduce -9.5% | 15,771 | $161K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +13.3% | 15,655 | $160K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.2% | 15,287 | $156K |
| Stifel Financial Corp. | 0.00% | Reduce -11.5% | 15,088 | $154K |
| Prospera Financial Services Inc | 0.00% | Add +0.6% | 15,077 | $154K |
| Park Avenue Securities LLC | 0.00% | Add +0.8% | 15,037 | $154K |
| Clearstead Advisors, LLC | 0.00% | Add +1.5% | 14,122 | $144K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.