BlackRock Credit AllocationBTZ
13F holders, Q1 2024 (March 31)139holders
$10.68avg. 13F price*
At the end of Q1 2024, 139 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($57.1M), Morgan Stanley ($52.2M) and Allspring Global Investments Holdings, LLC ($40.7M).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.6M |
| Exits | 25 | $10.9M |
Ownership 139 holders
| Sit Investment Associates Inc. | 1.31% | Reduce -9.3% | 5,339,999 | $57.1M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 4,878,470 | $52.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -0.0% | 3,807,459 | $40.7M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 3,158,143 | $33.8M |
| Penserra Capital Management LLC | 0.17% | Add +386.6% | 1,239,796 | $13.3M |
| Invesco Ltd. | 0.00% | Reduce -18.4% | 975,205 | $10.4M |
| Karpus Management, Inc. | 0.29% | Reduce -0.3% | 954,672 | $10.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.5% | 920,467 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +8.4% | 865,546 | $9.3M |
| Capital Investment Advisors, LLC | 0.21% | Add +3.7% | 862,190 | $9.2M |
| Guggenheim Capital LLC | 0.06% | Add +20.4% | 822,446 | $8.8M |
| LPL Financial LLC | 0.00% | Add +61.6% | 805,469 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 756,796 | $8.1M |
| Sowell Financial Services LLC | 0.33% | Add +0.1% | 661,637 | $7.1M |
| UBS Group AG | 0.00% | Reduce -20.1% | 601,789 | $6.4M |
| Evergreen Capital Management LLC | 0.19% | Reduce -2.1% | 469,703 | $5.0M |
| AQR Arbitrage LLC | 0.22% | Reduce -41.0% | 378,163 | $4.0M |
| Raymond James & Associates | 0.00% | Add +15.8% | 365,780 | $3.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.5M |
| Edgemoor Investment Advisors, Inc. | 0.30% | Reduce -7.8% | 291,724 | $3.1M |
| Advisors Asset Management, Inc. | 0.06% | Add +139.5% | 288,739 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | No change | 248,758 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -6.4% | 222,962 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +10.1% | 196,658 | $2.1M |
| 1607 Capital Partners, LLC | 0.16% | Reduce -67.0% | 185,816 | $2.0M |
| Fiera Capital Corp | 0.01% | Add +0.6% | 164,028 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.7% | 154,872 | $1.7M |
| Principal Securities, Inc. | 0.05% | Add +2.9% | 150,698 | $1.6M |
| Waterfront Wealth Inc. | 0.43% | Add +6.2% | 153,063 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.13% | Reduce -60.6% | 142,836 | $1.5M |
| Debussy Capital Management LP | 0.44% | Add +251.1% | 145,675 | $1.5M |
| Johnson Financial Group, Inc. | 0.08% | Reduce -28.5% | 138,124 | $1.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -5.3% | 126,029 | $1.3M |
| Arcus Capital Partners, LLC | 0.32% | Add +1.0% | 95,604 | $1.0M |
| Marks Group Wealth Management, Inc | 0.10% | No change | 92,245 | $986K |
| Lido Advisors, LLC | 0.01% | Reduce -1.1% | 87,535 | $936K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 87,334 | $934K |
| Transcend Capital Advisors, LLC | 0.07% | Add +3.6% | 87,205 | $932K |
| Chicago Partners Investment Group LLC | 0.04% | No change | 87,232 | $886K |
| Connectus Wealth, LLC | 0.02% | No change | 82,500 | $882K |
| Stolper Co | 0.29% | Add +15.6% | 73,965 | $791K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.5% | 72,944 | $780K |
| Jane Street Group, LLC | 0.00% | Add +490.2% | 69,779 | $746K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.6% | 64,560 | $690K |
| Wela Strategies, Inc. | 0.31% | Reduce -35.9% | 61,210 | $654K |
| Ellis Investment Partners, LLC | 0.13% | Reduce -7.2% | 56,420 | $603K |
| Shulman DeMeo Asset Management LLC | 0.16% | Reduce -0.6% | 56,370 | $603K |
| Moors & Cabot, Inc. | 0.03% | Reduce -6.0% | 54,500 | $583K |
| Riverbridge Partners LLC | 0.01% | Add +4.3% | 53,214 | $569K |
| Uncommon Cents Investing LLC | 0.17% | Add +1.6% | 50,866 | $544K |
| HRT Financial LP | 0.00% | New | 49,012 | $523K |
| Pin Oak Investment Advisors Inc. | 0.48% | Add +9.2% | 46,938 | $502K |
| WealthShield Partners, LLC | 0.08% | Add +13.2% | 45,945 | $491K |
| Cetera Investment Advisers | 0.00% | New | 42,202 | $451K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 40,634 | $434K |
| Palogic Value Management, L.P. | 0.15% | No change | 33,113 | $354K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 32,060 | $343K |
| Truist Financial Corp. | 0.00% | Add +5.3% | 31,559 | $337K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 30,789 | $329K |
| MML Investors Services, LLC | 0.00% | Add +7.3% | 28,345 | $303K |
| SFI Advisors, LLC | 0.23% | New | 28,014 | $299K |
| Nwam LLC | 0.02% | Reduce -4.4% | 28,317 | $298K |
| Mariner, LLC | 0.00% | Reduce -7.4% | 27,779 | $297K |
| Envestnet Asset Management Inc. | 0.00% | New | 27,214 | $291K |
| SMH Capital Advisors Inc. | 1.82% | Add +12.0% | 26,386 | $282K |
| Oppenheimer & Co. Inc. | 0.00% | Add +32.3% | 26,239 | $280K |
| International Assets Investment Management, LLC | 0.03% | No change | 25,742 | $273K |
| Semus Wealth Partners LLC | 0.22% | Reduce -9.7% | 24,909 | $266K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.0% | 24,744 | $265K |
| 9258 Wealth Management, LLC | 0.04% | No change | 21,476 | $230K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -43.0% | 21,279 | $227K |
| ProVise Management Group, LLC | 0.02% | Reduce -2.3% | 21,140 | $226K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -5.0% | 20,552 | $220K |
| Valley Brook Capital Group, Inc. | 0.17% | Add +17.3% | 20,305 | $217K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -0.2% | 20,253 | $217K |
| Stifel Financial Corp. | 0.00% | Reduce -30.4% | 20,073 | $215K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 19,375 | $207K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 19,026 | $203K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.7% | 18,888 | $202K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.9% | 18,565 | $198K |
| Stonebrook Private Inc. | 0.06% | Reduce -14.5% | 18,239 | $195K |
| NewEdge Advisors, LLC | 0.00% | Reduce -47.7% | 17,950 | $192K |
| Dakota Wealth Management | 0.00% | No change | 17,206 | $184K |
| Future Financial Wealth Managment LLC | 0.14% | No change | 17,000 | $182K |
| E&G Advisors, LLC | 0.06% | Reduce -0.6% | 16,892 | $181K |
| Mgo One Seven LLC | 0.01% | Add +5.3% | 15,998 | $171K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -23.2% | 15,634 | $167K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 15,150 | $162K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 15,125 | $162K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 15,100 | $161K |
| Cutter & CO Brokerage, Inc. | 0.04% | Add +1.1% | 13,972 | $149K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 14,684 | $147K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,705 | $147K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.07% | Reduce -15.6% | 13,500 | $144K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 13,500 | $144K |
| Melfa Wealth Management, Inc. | 0.10% | Add +0.5% | 13,245 | $142K |
| CIBC Private Wealth Group LLC | 0.00% | New | 12,660 | $134K |
| HUB Investment Partners, LLC | 0.01% | Add +0.9% | 12,410 | $133K |
| Investment Partners Asset Management, Inc. | 0.12% | No change | 12,073 | $129K |
| Shaker Financial Services, LLC | 0.05% | Reduce -17.2% | 12,000 | $128K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.