BlackRock Credit AllocationBTZ
13F holders, Q4 2024 (December 31)155holders +21
22new positions
14sold out
1famous investor
$10.60avg. 13F price*
At the end of Q4 2024, 155 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, up 21 from Q3 2024. 22 opened new positions and 14 sold out. The largest holders were Sit Investment Associates Inc. ($54.0M), Morgan Stanley ($51.8M) and Bank of America Corp. ($37.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $7.4M |
| Exits | 14 | $2.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,151,293 shares bought and 1,152,898 shares sold, net +998,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Sit Investment Associates Inc. | 1.23% | Add +4.3% | 5,161,376 | $54.0M |
| Morgan Stanley | 0.00% | Add +0.4% | 4,953,373 | $51.8M |
| Bank of America Corp. | 0.00% | Add +9.3% | 3,619,300 | $37.9M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -12.4% | 2,802,458 | $29.3M |
| Guggenheim Capital LLC | 0.12% | Add +18.5% | 1,440,215 | $15.1M |
| Raymond James Financial Inc. | 0.01% | — | 1,354,874 | $14.2M |
| Invesco Ltd. | 0.00% | Add +1.8% | 1,303,897 | $13.6M |
| Wells Fargo & Company | 0.00% | Add +8.9% | 1,012,548 | $10.6M |
| Capital Investment Advisors, LLC | 0.21% | Add +5.3% | 1,004,445 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 876,514 | $9.2M |
| LPL Financial LLC | 0.00% | Add +43.1% | 778,180 | $8.1M |
| Sowell Financial Services LLC | 0.36% | Add +5.1% | 660,122 | $6.9M |
| Karpus Management, Inc. | 0.16% | Reduce -35.1% | 525,740 | $5.5M |
| UBS Group AG | 0.00% | Reduce -2.3% | 509,050 | $5.3M |
| Wela Strategies, Inc. | 2.26% | Reduce -3.0% | 39,799 | $5.2M |
| Penserra Capital Management LLC | 0.09% | Add +7.2% | 469,007 | $4.9M |
| Evergreen Capital Management LLC | 0.14% | Reduce -2.0% | 412,237 | $4.3M |
| Advisors Asset Management, Inc. | 0.07% | Add +13.4% | 435,333 | $4.0M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.5M |
| Smith Asset Management Co., LLC | 3.09% | — | 303,351 | $3.2M |
| Edgemoor Investment Advisors, Inc. | 0.25% | Reduce -2.8% | 273,243 | $2.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.5% | 237,111 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.6% | 204,390 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 199,969 | $2.1M |
| Fiera Capital Corp | 0.01% | No change | 174,503 | $1.8M |
| Rareview Capital LLC | 1.28% | Add +9.9% | 156,604 | $1.8M |
| Waterfront Wealth Inc. | 0.36% | Add +0.6% | 140,670 | $1.5M |
| Private Trust Co. NA | 0.13% | Add +60.7% | 120,820 | $1.3M |
| Ibex Wealth Advisors | 0.14% | New | 117,247 | $1.2M |
| Principal Securities, Inc. | 0.03% | Reduce -6.9% | 110,503 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -8.1% | 107,812 | $1.1M |
| Marks Group Wealth Management, Inc | 0.10% | No change | 97,838 | $1.0M |
| Arcus Capital Partners, LLC | 0.32% | New | 95,604 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -20.0% | 97,671 | $1.0M |
| Johnson Financial Group, Inc. | 0.05% | Reduce -34.3% | 89,797 | $970K |
| Lido Advisors, LLC | 0.01% | Add +0.2% | 90,148 | $943K |
| Chicago Partners Investment Group LLC | 0.03% | No change | 87,232 | $918K |
| Cetera Investment Advisers | 0.00% | Add +13.0% | 86,633 | $906K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 84,076 | $879K |
| Transcend Capital Advisors, LLC | 0.06% | Add +4.6% | 83,501 | $873K |
| Focus Partners Wealth | 0.00% | Add +102.1% | 79,688 | $834K |
| Stolper Co | 0.26% | Reduce -1.1% | 74,602 | $780K |
| Marex Group Ltd | 0.01% | New | 71,200 | $745K |
| StoneX Group Inc. | 0.04% | New | 64,808 | $678K |
| Pin Oak Investment Advisors Inc. | 0.61% | No change | 59,583 | $672K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.9% | 57,674 | $603K |
| Riverbridge Partners LLC | 0.01% | Add +1.0% | 56,700 | $593K |
| Parr McKnight Wealth Management Group, LLC | 0.08% | — | 56,499 | $591K |
| Shulman DeMeo Asset Management LLC | 0.16% | Add +0.0% | 56,277 | $589K |
| First Trust Advisors LP | 0.00% | New | 54,339 | $568K |
| Osaic Holdings, Inc. | 0.00% | Add +4.8% | 53,317 | $558K |
| Envestnet Asset Management Inc. | 0.00% | Add +26.8% | 53,263 | $557K |
| WealthShield Partners, LLC | 0.08% | Add +0.7% | 51,703 | $541K |
| Readystate Asset Management LP | 0.04% | New | 51,509 | $539K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 51,023 | $534K |
| Uncommon Cents Investing LLC | 0.15% | Reduce -3.5% | 49,351 | $516K |
| Susquehanna International Group, LLP | 0.00% | New | 48,341 | $506K |
| GWN Securities Inc. | 0.12% | — | 43,472 | $463K |
| Generation Capital Management LLC | 0.38% | — | 42,500 | $445K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -2.9% | 40,076 | $419K |
| Alteri Wealth LLC | 0.11% | — | 38,842 | $406K |
| Choreo, LLC | 0.01% | Reduce -0.4% | 37,115 | $387K |
| Mezzasalma Advisors, LLC | 0.12% | New | 34,258 | $358K |
| Broyhill Asset Management, LLC | 0.30% | — | 32,500 | $340K |
| Mariner, LLC | 0.00% | Reduce -12.4% | 31,909 | $334K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 31,353 | $328K |
| Palogic Value Management, L.P. | 0.13% | Reduce -6.1% | 31,084 | $325K |
| International Assets Investment Management, LLC | 0.03% | Reduce -8.8% | 30,920 | $325K |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 27,832 | $291K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -59.5% | 27,728 | $290K |
| Nwam LLC | 0.02% | No change | 26,817 | $281K |
| Wolverine Asset Management LLC | 0.02% | New | 26,661 | $279K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.6% | 23,995 | $251K |
| Waverly Advisors, LLC | 0.00% | New | 23,595 | $247K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 22,749 | $238K |
| SMH Capital Advisors Inc. | 0.57% | Add +0.4% | 22,555 | $236K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -10.0% | 22,440 | $235K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.2% | 21,890 | $229K |
| Valley Brook Capital Group, Inc. | 0.17% | Reduce -2.6% | 21,383 | $224K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +27.5% | 20,776 | $217K |
| Affiance Financial, LLC | 0.05% | Add +100.0% | 20,000 | $209K |
| Millennium Management | 0.00% | Reduce -73.7% | 18,581 | $194K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -4.5% | 18,416 | $193K |
| NorthCoast Asset Management LLC | 0.00% | New | 18,400 | $192K |
| Elequin Capital, LP | 0.03% | New | 17,613 | $184K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.3% | 17,228 | $180K |
| Future Financial Wealth Managment LLC | 0.13% | No change | 17,000 | $178K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 17,000 | $178K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 16,769 | $175K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 16,413 | $172K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -6.9% | 16,335 | $171K |
| E&G Advisors, LLC | 0.05% | Reduce -3.0% | 16,192 | $169K |
| HighTower Advisors, LLC | 0.00% | Add +10.8% | 15,594 | $163K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +0.2% | 15,553 | $163K |
| Janney Montgomery Scott LLC | 0.00% | New | 15,454 | $162K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 15,125 | $158K |
| Clearstead Advisors, LLC | 0.00% | Add +16.5% | 14,972 | $157K |
| Wedbush Securities Inc. | 0.01% | Reduce -22.7% | 14,924 | $156K |
| Cutter & CO Brokerage, Inc. | 0.04% | Add +2.0% | 14,626 | $153K |
| Northstar Financial Companies, Inc. | 0.14% | — | 14,617 | $153K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.