BlackRock Credit AllocationBTZ
13F holders, Q2 2024 (June 30)138holders −1
10new positions
12sold out
$10.71avg. 13F price*
At the end of Q2 2024, 138 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, down 1 from Q1 2024. 10 opened new positions and 12 sold out. The largest holders were Sit Investment Associates Inc. ($55.1M), Morgan Stanley ($51.7M) and Allspring Global Investments Holdings, LLC ($42.3M).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.2M |
| Exits | 12 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,358,417 shares bought and 1,246,320 shares sold, net +112,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Sit Investment Associates Inc. | 1.27% | Reduce -3.6% | 5,147,518 | $55.1M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 4,829,633 | $51.7M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +3.7% | 3,948,185 | $42.3M |
| Bank of America Corp. | 0.00% | Add +5.5% | 3,332,114 | $35.7M |
| Penserra Capital Management LLC | 0.17% | Add +2.3% | 1,267,975 | $13.6M |
| Invesco Ltd. | 0.00% | Add +25.3% | 1,221,461 | $13.1M |
| Guggenheim Capital LLC | 0.08% | Add +19.1% | 979,829 | $10.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.5% | 961,789 | $10.3M |
| Karpus Management, Inc. | 0.27% | Reduce -4.6% | 910,362 | $9.7M |
| Capital Investment Advisors, LLC | 0.22% | Add +5.2% | 907,187 | $9.7M |
| Wells Fargo & Company | 0.00% | Add +13.8% | 861,418 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.0% | 830,961 | $8.9M |
| LPL Financial LLC | 0.00% | Add +0.6% | 810,410 | $8.7M |
| Sowell Financial Services LLC | 0.33% | Reduce -1.6% | 651,068 | $7.0M |
| UBS Group AG | 0.00% | Reduce -13.6% | 519,769 | $5.6M |
| Evergreen Capital Management LLC | 0.17% | Reduce -3.9% | 451,484 | $4.8M |
| Advisors Asset Management, Inc. | 0.08% | Add +31.9% | 380,751 | $4.1M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.5M |
| Raymond James & Associates | 0.00% | Reduce -16.9% | 304,125 | $3.3M |
| Edgemoor Investment Advisors, Inc. | 0.29% | Reduce -1.4% | 287,551 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.8% | 255,758 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -7.5% | 206,151 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.6% | 201,799 | $2.2M |
| Fiera Capital Corp | 0.01% | No change | 164,028 | $1.8M |
| Waterfront Wealth Inc. | 0.47% | Add +4.8% | 160,433 | $1.7M |
| 1607 Capital Partners, LLC | 0.15% | Reduce -15.7% | 156,579 | $1.7M |
| Johnson Financial Group, Inc. | 0.07% | Reduce -0.5% | 137,439 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.9% | 127,097 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.11% | Reduce -11.1% | 126,990 | $1.4M |
| Debussy Capital Management LP | 0.39% | Reduce -12.9% | 126,899 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.2% | 119,422 | $1.3M |
| Principal Securities, Inc. | 0.03% | Reduce -21.5% | 118,244 | $1.3M |
| AQR Arbitrage LLC | 0.06% | Reduce -69.3% | 116,102 | $1.2M |
| Marks Group Wealth Management, Inc | 0.11% | Add +5.6% | 97,392 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +2.8% | 90,000 | $964K |
| Chicago Partners Investment Group LLC | 0.04% | No change | 87,232 | $942K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 86,794 | $930K |
| Focus Partners Wealth | 0.00% | New | 82,500 | $884K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -7.3% | 80,851 | $866K |
| Stolper Co | 0.28% | Add +1.7% | 75,246 | $806K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.0% | 70,383 | $754K |
| Arcus Capital Partners, LLC | 0.27% | Reduce -30.3% | 66,613 | $713K |
| Wela Strategies, Inc. | 0.32% | Add +3.9% | 63,597 | $681K |
| Cetera Investment Advisers | 0.00% | Add +36.4% | 57,544 | $616K |
| Shulman DeMeo Asset Management LLC | 0.16% | Reduce -0.2% | 56,239 | $602K |
| Riverbridge Partners LLC | 0.01% | Add +4.0% | 55,362 | $593K |
| WealthShield Partners, LLC | 0.09% | Add +13.9% | 52,351 | $561K |
| Uncommon Cents Investing LLC | 0.17% | Add +0.5% | 51,111 | $547K |
| Pin Oak Investment Advisors Inc. | 0.49% | Add +1.0% | 47,418 | $508K |
| Ellis Investment Partners, LLC | 0.10% | Reduce -22.4% | 43,771 | $469K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.9% | 41,631 | $446K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 40,634 | $435K |
| Choreo, LLC | 0.01% | New | 37,784 | $403K |
| International Assets Investment Management, LLC | 0.03% | Add +32.9% | 34,222 | $367K |
| Kestra Advisory Services, LLC | 0.00% | Add +217.3% | 33,647 | $360K |
| Mariner, LLC | 0.00% | Add +19.5% | 33,193 | $355K |
| Palogic Value Management, L.P. | 0.15% | No change | 33,113 | $355K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.2% | 32,989 | $353K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 30,622 | $328K |
| Truist Financial Corp. | 0.00% | Reduce -5.5% | 29,831 | $319K |
| MML Investors Services, LLC | 0.00% | Add +0.0% | 28,350 | $304K |
| Nwam LLC | 0.09% | No change | 28,317 | $303K |
| SFI Advisors, LLC | 0.23% | Add +0.7% | 28,211 | $302K |
| Catalina Capital Group, LLC | 0.10% | New | 25,214 | $270K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -5.1% | 24,898 | $267K |
| SMH Capital Advisors Inc. | 0.78% | Reduce -9.5% | 23,868 | $256K |
| NewEdge Advisors, LLC | 0.00% | Add +30.6% | 23,450 | $251K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.8% | 22,577 | $242K |
| Sanctuary Advisors, LLC | 0.00% | — | 23,900 | $241K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.8% | 22,107 | $237K |
| 9258 Wealth Management, LLC | 0.04% | Add +2.3% | 21,976 | $235K |
| ProVise Management Group, LLC | 0.02% | No change | 21,140 | $226K |
| Semus Wealth Partners LLC | 0.17% | Reduce -16.6% | 20,765 | $222K |
| Clearstead Advisors, LLC | 0.00% | New | 20,668 | $221K |
| HighTower Advisors, LLC | 0.00% | New | 20,724 | $220K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -2.8% | 19,987 | $219K |
| Valley Brook Capital Group, Inc. | 0.17% | Add +0.3% | 20,376 | $218K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -0.2% | 20,210 | $216K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -6.4% | 19,924 | $213K |
| Wedbush Securities Inc. | 0.01% | Add +1.9% | 19,251 | $206K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 19,026 | $204K |
| Stifel Financial Corp. | 0.00% | Reduce -10.5% | 17,965 | $192K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.0% | 17,819 | $191K |
| Dakota Wealth Management | 0.00% | No change | 17,206 | $184K |
| Future Financial Wealth Managment LLC | 0.16% | No change | 17,000 | $182K |
| Marex Group Ltd | 0.00% | New | 16,904 | $181K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +10.8% | 16,780 | $180K |
| E&G Advisors, LLC | 0.05% | Reduce -1.2% | 16,692 | $179K |
| Integrated Wealth Concepts LLC | 0.00% | Add +44.5% | 16,001 | $171K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 15,634 | $167K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.2% | 15,454 | $166K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 15,125 | $162K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 14,684 | $158K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -2.7% | 14,686 | $157K |
| Creekside Partners | 0.09% | — | 14,540 | $156K |
| Cutter & CO Brokerage, Inc. | 0.04% | Add +1.2% | 14,140 | $151K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.07% | No change | 13,500 | $145K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 13,500 | $145K |
| Jane Street Group, LLC | 0.00% | Reduce -81.0% | 13,273 | $142K |
| Melfa Wealth Management, Inc. | 0.10% | No change | 13,245 | $142K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.