BlackRock Credit AllocationBTZ
13F holders, Q3 2024 (September 30)134holders −4
11new positions
15sold out
1famous investor
$11.31avg. 13F price*
At the end of Q3 2024, 134 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, down 4 from Q2 2024. 11 opened new positions and 15 sold out. The largest holders were Sit Investment Associates Inc. ($55.8M), Morgan Stanley ($55.7M) and Bank of America Corp. ($37.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.7M |
| Exits | 15 | $4.5M |
All 13F filers, Q2 2024 → Q3 2024: 1,024,054 shares bought and 3,047,039 shares sold, net −2,022,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Sit Investment Associates Inc. | 1.25% | Reduce -3.9% | 4,947,390 | $55.8M |
| Morgan Stanley | 0.00% | Add +2.2% | 4,935,394 | $55.7M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 3,310,009 | $37.3M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -19.0% | 3,198,642 | $36.1M |
| Invesco Ltd. | 0.00% | Add +4.9% | 1,281,502 | $14.5M |
| Guggenheim Capital LLC | 0.10% | Add +24.0% | 1,215,036 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +5.1% | 1,010,587 | $11.4M |
| Capital Investment Advisors, LLC | 0.22% | Add +5.2% | 954,311 | $10.8M |
| Wells Fargo & Company | 0.00% | Add +8.0% | 930,022 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 861,536 | $9.7M |
| Karpus Management, Inc. | 0.25% | Reduce -11.0% | 809,960 | $9.1M |
| Sowell Financial Services LLC | 0.33% | Reduce -3.5% | 628,009 | $7.1M |
| LPL Financial LLC | 0.00% | Reduce -32.9% | 543,641 | $6.1M |
| UBS Group AG | 0.00% | Add +0.3% | 521,112 | $5.9M |
| Penserra Capital Management LLC | 0.11% | Reduce -65.5% | 437,420 | $4.9M |
| Evergreen Capital Management LLC | 0.16% | Reduce -6.8% | 420,630 | $4.7M |
| Advisors Asset Management, Inc. | 0.08% | Add +0.8% | 383,911 | $4.3M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.7M |
| Raymond James & Associates | 0.00% | Reduce -7.5% | 281,281 | $3.2M |
| Edgemoor Investment Advisors, Inc. | 0.28% | Reduce -2.3% | 281,022 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.3% | 259,111 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 209,897 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.3% | 205,601 | $2.3M |
| Fiera Capital Corp | 0.01% | Add +6.4% | 174,503 | $2.0M |
| Focus Partners Wealth | 0.01% | Reduce -52.2% | 39,426 | $1.6M |
| Rareview Capital LLC | 1.20% | New | 142,518 | $1.6M |
| Johnson Financial Group, Inc. | 0.07% | Reduce -0.6% | 136,634 | $1.5M |
| Waterfront Wealth Inc. | 0.37% | Reduce -12.8% | 139,907 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.9% | 122,121 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +0.4% | 118,749 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 117,293 | $1.3M |
| Marks Group Wealth Management, Inc | 0.11% | Add +0.5% | 97,838 | $1.1M |
| Lido Advisors, LLC | 0.01% | No change | 90,000 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 86,351 | $974K |
| Chicago Partners Investment Group LLC | 0.03% | No change | 87,232 | $944K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -1.3% | 79,800 | $900K |
| Cetera Investment Advisers | 0.00% | Add +33.2% | 76,649 | $865K |
| Stolper Co | 0.28% | Add +0.3% | 75,437 | $851K |
| Private Trust Co. NA | 0.09% | Add +10004.8% | 75,180 | $848K |
| Millennium Management | 0.00% | New | 70,539 | $796K |
| Landscape Capital Management, L.L.C. | 0.08% | Reduce -46.1% | 68,408 | $772K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.9% | 61,317 | $692K |
| Pin Oak Investment Advisors Inc. | 0.61% | Add +25.6% | 59,583 | $672K |
| Shulman DeMeo Asset Management LLC | 0.16% | Add +0.1% | 56,266 | $635K |
| Riverbridge Partners LLC | 0.01% | Add +1.4% | 56,153 | $633K |
| WealthShield Partners, LLC | 0.08% | Reduce -1.9% | 51,346 | $579K |
| Uncommon Cents Investing LLC | 0.16% | Add +0.0% | 51,130 | $577K |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +25.6% | 51,023 | $576K |
| Osaic Holdings, Inc. | 0.00% | Add +22.2% | 50,879 | $574K |
| Envestnet Asset Management Inc. | 0.00% | Add +90.0% | 42,013 | $474K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -5.8% | 41,252 | $465K |
| Wela Strategies, Inc. | 0.20% | Reduce -35.5% | 41,009 | $463K |
| Choreo, LLC | 0.01% | Reduce -1.4% | 37,255 | $419K |
| Mariner, LLC | 0.00% | Add +9.8% | 36,429 | $411K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.9% | 33,922 | $383K |
| 1607 Capital Partners, LLC | 0.03% | Reduce -78.6% | 33,504 | $378K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 33,352 | $376K |
| Palogic Value Management, L.P. | 0.15% | No change | 33,113 | $374K |
| Truist Financial Corp. | 0.00% | Reduce -1.6% | 29,361 | $331K |
| MML Investors Services, LLC | 0.00% | Add +0.0% | 28,354 | $320K |
| Nwam LLC | 0.02% | Reduce -5.3% | 26,817 | $302K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.1% | 24,934 | $281K |
| NewEdge Advisors, LLC | 0.00% | Add +6.2% | 24,895 | $281K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -26.4% | 24,772 | $279K |
| Catalina Capital Group, LLC | 0.09% | Reduce -4.4% | 24,105 | $272K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 22,664 | $256K |
| SMH Capital Advisors Inc. | 1.57% | Reduce -5.9% | 22,466 | $253K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +33.4% | 22,390 | $253K |
| 9258 Wealth Management, LLC | 0.04% | No change | 21,976 | $248K |
| Valley Brook Capital Group, Inc. | 0.18% | Add +7.7% | 21,946 | $248K |
| ProVise Management Group, LLC | 0.02% | Reduce -1.9% | 20,740 | $234K |
| Wedbush Securities Inc. | 0.01% | Add +0.3% | 19,317 | $218K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -3.5% | 19,287 | $218K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.0% | 17,811 | $201K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -11.9% | 17,546 | $198K |
| Dakota Wealth Management | 0.00% | No change | 17,206 | $194K |
| Future Financial Wealth Managment LLC | 0.14% | No change | 17,000 | $192K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -10.7% | 17,000 | $192K |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 16,752 | $189K |
| E&G Advisors, LLC | 0.05% | No change | 16,692 | $188K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.5% | 16,406 | $185K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.3% | 16,299 | $184K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -23.2% | 15,518 | $175K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 15,125 | $171K |
| Creekside Partners | 0.09% | Add +0.3% | 14,576 | $164K |
| Cutter & CO Brokerage, Inc. | 0.04% | Add +1.4% | 14,339 | $162K |
| HighTower Advisors, LLC | 0.00% | Reduce -32.1% | 14,080 | $158K |
| Sound View Wealth Advisors Group, LLC | 0.01% | Reduce -4.9% | 13,970 | $158K |
| Semus Wealth Partners LLC | 0.11% | Reduce -33.3% | 13,851 | $156K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.07% | No change | 13,500 | $152K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 13,500 | $152K |
| Melfa Wealth Management, Inc. | 0.10% | No change | 13,245 | $149K |
| Clearstead Advisors, LLC | 0.00% | Reduce -37.8% | 12,848 | $145K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 12,660 | $143K |
| Moors & Cabot, Inc. | 0.01% | Reduce -4.0% | 12,000 | $135K |
| Oak Family Advisors, LLC | 0.05% | No change | 11,929 | $135K |
| Mgo One Seven LLC | 0.01% | Add +1.8% | 11,678 | $132K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -19.3% | 11,845 | $132K |
| Level Four Advisory Services, LLC | 0.01% | New | 12,119 | $131K |
| MRA Advisory Group | 0.07% | Add +0.3% | 11,569 | $130K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.