BlackRock Credit AllocationBTZ
13F holders, Q1 2025 (March 31)145holders −10
14new positions
21sold out
$10.71avg. 13F price*
At the end of Q1 2025, 145 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, down 10 from Q4 2024. 14 opened new positions and 21 sold out. The largest holders were Sit Investment Associates Inc. ($59.8M), Morgan Stanley ($56.7M) and Bank of America Corp. ($41.0M).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $1.1M |
| Exits | 21 | $5.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,905,414 shares bought and 1,554,571 shares sold, net +350,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Sit Investment Associates Inc. | 1.40% | Add +8.1% | 5,581,167 | $59.8M |
| Morgan Stanley | 0.00% | Add +6.8% | 5,291,406 | $56.7M |
| Bank of America Corp. | 0.00% | Add +5.8% | 3,828,803 | $41.0M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -11.3% | 2,486,405 | $26.7M |
| Guggenheim Capital LLC | 0.16% | Add +13.1% | 1,629,233 | $17.5M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 1,366,269 | $14.6M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 1,265,933 | $13.6M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 1,034,860 | $11.1M |
| Capital Investment Advisors, LLC | 0.21% | Add +1.6% | 1,020,187 | $10.9M |
| LPL Financial LLC | 0.00% | Add +22.6% | 953,632 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 889,121 | $9.5M |
| Sowell Financial Services LLC | 0.32% | Add +0.2% | 661,231 | $7.1M |
| UBS Group AG | 0.00% | Reduce -1.3% | 502,455 | $5.4M |
| Penserra Capital Management LLC | 0.09% | Add +1.7% | 477,029 | $5.1M |
| Evergreen Capital Management LLC | 0.15% | Reduce -1.3% | 406,728 | $4.4M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -19.0% | 352,794 | $3.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.5M |
| Smith Asset Management Co., LLC | 3.01% | Reduce -1.8% | 297,832 | $3.2M |
| Edgemoor Investment Advisors, Inc. | 0.27% | Reduce -1.7% | 268,495 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | No change | 237,111 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +12.8% | 225,619 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +9.8% | 224,348 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3534.0% | 205,467 | $2.2M |
| Fiera Capital Corp | 0.01% | No change | 174,503 | $1.9M |
| Karpus Management, Inc. | 0.06% | Reduce -69.0% | 163,139 | $1.7M |
| Rareview Capital LLC | 1.05% | Reduce -1.6% | 154,048 | $1.7M |
| Waterfront Wealth Inc. | 0.35% | Reduce -5.4% | 133,110 | $1.4M |
| Private Trust Co. NA | 0.14% | Add +2.5% | 123,825 | $1.3M |
| Ibex Wealth Advisors | 0.16% | Reduce -3.1% | 113,556 | $1.2M |
| Principal Securities, Inc. | 0.03% | No change | 110,503 | $1.2M |
| Marks Group Wealth Management, Inc | 0.10% | No change | 97,838 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -0.2% | 90,002 | $965K |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 88,863 | $953K |
| First Trust Advisors LP | 0.00% | Add +56.6% | 85,116 | $912K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -21.9% | 84,188 | $902K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.8% | 84,164 | $902K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 83,501 | $895K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -10.7% | 80,195 | $860K |
| Stolper Co | 0.27% | Add +1.3% | 75,549 | $810K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.4% | 75,286 | $807K |
| Focus Partners Wealth | 0.00% | Reduce -6.5% | 74,498 | $799K |
| StoneX Group Inc. | 0.04% | Add +3.7% | 67,188 | $720K |
| Riverbridge Partners LLC | 0.01% | Add +11.6% | 63,268 | $678K |
| Osaic Holdings, Inc. | 0.00% | Add +11.8% | 59,597 | $639K |
| WealthShield Partners, LLC | 0.08% | Add +11.1% | 57,437 | $616K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -34.6% | 57,056 | $604K |
| Shulman DeMeo Asset Management LLC | 0.17% | Reduce -1.1% | 55,657 | $597K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 51,023 | $547K |
| Pin Oak Investment Advisors Inc. | 0.41% | Reduce -15.8% | 50,163 | $531K |
| Uncommon Cents Investing LLC | 0.15% | Reduce -1.5% | 48,632 | $521K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +66.2% | 46,078 | $494K |
| Wela Strategies, Inc. | 0.20% | Add +9.2% | 43,449 | $466K |
| Generation Capital Management LLC | 0.41% | No change | 42,500 | $456K |
| Alteri Wealth LLC | 0.19% | Add +5.4% | 40,930 | $439K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.5% | 38,917 | $417K |
| Choreo, LLC | 0.01% | Add +0.4% | 37,249 | $399K |
| Mezzasalma Advisors, LLC | 0.13% | Add +2.4% | 35,063 | $376K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -15.3% | 33,960 | $364K |
| Mariner, LLC | 0.00% | Add +5.3% | 33,611 | $360K |
| Broyhill Asset Management, LLC | 0.28% | No change | 32,500 | $348K |
| International Assets Investment Management, LLC | 0.03% | Add +3.2% | 31,920 | $342K |
| Palogic Value Management, L.P. | 0.15% | No change | 31,084 | $333K |
| Oppenheimer & Co. Inc. | 0.00% | Add +32.2% | 29,662 | $318K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.6% | 29,601 | $317K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 29,467 | $316K |
| Truist Financial Corp. | 0.00% | No change | 27,832 | $298K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.2% | 25,444 | $273K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.8% | 23,795 | $255K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.4% | 23,495 | $252K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.9% | 22,419 | $240K |
| SMH Capital Advisors Inc. | 0.55% | Reduce -2.2% | 22,059 | $236K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 21,890 | $235K |
| Creekside Partners | 0.12% | Add +48.2% | 21,653 | $232K |
| Valley Brook Capital Group, Inc. | 0.18% | Add +0.3% | 21,457 | $230K |
| Affiance Financial, LLC | 0.05% | No change | 20,000 | $214K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 18,416 | $197K |
| NorthCoast Asset Management LLC | 0.00% | No change | 18,400 | $197K |
| Shaker Financial Services, LLC | 0.08% | New | 18,000 | $193K |
| Park Avenue Securities LLC | 0.00% | Add +3.4% | 17,814 | $191K |
| Jane Street Group, LLC | 0.00% | Add +56.9% | 17,799 | $191K |
| Future Financial Wealth Managment LLC | 0.13% | No change | 17,000 | $182K |
| Private Advisor Group, LLC | 0.00% | Reduce -27.4% | 16,513 | $177K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 16,418 | $176K |
| E&G Advisors, LLC | 0.05% | No change | 16,192 | $174K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.3% | 15,654 | $168K |
| Geneos Wealth Management Inc. | 0.01% | Add +6411.7% | 15,628 | $168K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 15,323 | $164K |
| Stifel Financial Corp. | 0.00% | Reduce -9.4% | 15,193 | $163K |
| Wedbush Securities Inc. | 0.01% | Add +0.3% | 14,969 | $160K |
| Accredited Investor Services, LLC | 0.13% | New | 14,814 | $159K |
| Cutter & CO Brokerage, Inc. | 0.04% | Add +1.2% | 14,801 | $159K |
| Northstar Financial Companies, Inc. | 0.17% | No change | 14,617 | $157K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -17.6% | 14,000 | $150K |
| Sound View Wealth Advisors Group, LLC | 0.01% | No change | 13,970 | $150K |
| 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 |
| Melfa Wealth Management, Inc. | 0.10% | Reduce -0.1% | 13,236 | $142K |
| Clearstead Advisors, LLC | 0.00% | Reduce -11.9% | 13,189 | $141K |
| Merit Financial Group, LLC | 0.00% | New | 13,124 | $141K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -16.4% | 13,009 | $139K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.