BlackRock Credit AllocationBTZ
13F holders, Q2 2025 (June 30)143holders −2
12new positions
15sold out
$10.95avg. 13F price*
At the end of Q2 2025, 143 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, down 2 from Q1 2025. 12 opened new positions and 15 sold out. The largest holders were Sit Investment Associates Inc. ($63.0M), Morgan Stanley ($58.4M) and Bank of America Corp. ($49.9M).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.9M |
| Exits | 15 | $2.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,847,171 shares bought and 1,547,279 shares sold, net +299,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Sit Investment Associates Inc. | 1.35% | Add +3.4% | 5,770,839 | $63.0M |
| Morgan Stanley | 0.00% | Add +1.1% | 5,348,264 | $58.4M |
| Bank of America Corp. | 0.00% | Add +19.4% | 4,571,453 | $49.9M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -14.8% | 2,117,805 | $23.1M |
| Guggenheim Capital LLC | 0.15% | Add +6.8% | 1,739,889 | $19.0M |
| Raymond James Financial Inc. | 0.01% | Add +8.6% | 1,483,929 | $16.2M |
| Invesco Ltd. | 0.00% | Reduce -0.4% | 1,260,485 | $13.8M |
| Capital Investment Advisors, LLC | 0.20% | Reduce -4.5% | 974,134 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 1,049,646 | $11.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 872,075 | $9.5M |
| LPL Financial LLC | 0.00% | Reduce -29.5% | 671,953 | $7.3M |
| Sowell Financial Services LLC | 0.29% | Add +0.1% | 661,541 | $7.2M |
| UBS Group AG | 0.00% | Add +12.2% | 563,792 | $6.2M |
| Penserra Capital Management LLC | 0.07% | Add +3.0% | 491,558 | $5.4M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -0.5% | 351,042 | $3.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.6M |
| Smith Asset Management Co., LLC | 2.78% | Reduce -1.1% | 294,548 | $3.2M |
| Edgemoor Investment Advisors, Inc. | 0.25% | Reduce -0.8% | 266,474 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +19.8% | 246,064 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | No change | 237,111 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 227,263 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +1.1% | 226,837 | $2.5M |
| Fiera Capital Corp | 0.01% | Reduce -2.0% | 170,957 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | New | 167,502 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +83.6% | 163,129 | $1.8M |
| Rareview Capital LLC | 1.10% | Add +3.5% | 159,518 | $1.7M |
| Waterfront Wealth Inc. | 0.32% | Reduce -2.3% | 129,990 | $1.4M |
| Karpus Management, Inc. | 0.04% | Reduce -22.3% | 126,780 | $1.4M |
| Private Trust Co. NA | 0.12% | Reduce -3.2% | 119,849 | $1.3M |
| Ibex Wealth Advisors | 0.13% | Add +1.1% | 114,752 | $1.3M |
| Marks Group Wealth Management, Inc | 0.10% | No change | 97,838 | $1.1M |
| Lido Advisors, LLC | 0.01% | No change | 90,002 | $983K |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.9% | 88,322 | $964K |
| First Trust Advisors LP | 0.00% | Add +3.6% | 88,168 | $963K |
| Principal Securities, Inc. | 0.02% | Reduce -26.6% | 81,108 | $886K |
| Stolper Co | 0.29% | Add +6.5% | 80,493 | $879K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.6% | 79,470 | $868K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 75,647 | $826K |
| Focus Partners Wealth | 0.00% | No change | 74,498 | $814K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -15.2% | 68,000 | $743K |
| Riverbridge Partners LLC | 0.01% | Add +3.5% | 65,486 | $715K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 57,056 | $626K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.1% | 55,987 | $611K |
| Shulman DeMeo Asset Management LLC | 0.15% | Reduce -2.3% | 54,367 | $594K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 51,023 | $557K |
| WealthShield Partners, LLC | 0.07% | Reduce -11.3% | 50,937 | $556K |
| Pin Oak Investment Advisors Inc. | 0.45% | Reduce -1.0% | 49,680 | $532K |
| Uncommon Cents Investing LLC | 0.14% | Reduce -0.3% | 48,465 | $529K |
| Alteri Wealth LLC | 0.20% | Add +17.8% | 48,216 | $527K |
| Wela Strategies, Inc. | 0.19% | Reduce -0.1% | 43,406 | $474K |
| MGB Wealth Management, LLC | 0.14% | New | 38,424 | $420K |
| Choreo, LLC | 0.01% | Reduce -0.8% | 36,949 | $403K |
| Mezzasalma Advisors, LLC | 0.12% | Add +2.3% | 35,876 | $392K |
| Ellis Investment Partners, LLC | 0.07% | Add +1.1% | 34,341 | $375K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.2% | 32,599 | $356K |
| MML Investors Services, LLC | 0.00% | New | 32,496 | $355K |
| Broyhill Asset Management, LLC | 0.32% | No change | 32,500 | $355K |
| International Assets Investment Management, LLC | 0.03% | No change | 31,920 | $349K |
| Envestnet Asset Management Inc. | 0.00% | Add +24.8% | 31,753 | $347K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 30,979 | $338K |
| StoneX Group Inc. | 0.02% | Reduce -55.9% | 29,631 | $324K |
| Palogic Value Management, L.P. | 0.14% | Reduce -5.5% | 29,366 | $321K |
| NewEdge Advisors, LLC | 0.00% | Add +21.0% | 28,785 | $314K |
| Prospera Financial Services Inc | 0.01% | New | 28,772 | $314K |
| Mariner, LLC | 0.00% | Reduce -15.1% | 28,525 | $311K |
| NorthCoast Asset Management LLC | 0.00% | Add +53.6% | 28,270 | $309K |
| Truist Financial Corp. | 0.00% | No change | 27,832 | $304K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -6.7% | 27,687 | $302K |
| Evergreen Capital Management LLC | 0.01% | Reduce -93.3% | 27,097 | $296K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.8% | 22,845 | $249K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.2% | 22,375 | $244K |
| Nwam LLC | 0.01% | New | 22,067 | $243K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 21,890 | $239K |
| SMH Capital Advisors Inc. | 0.54% | Reduce -1.0% | 21,831 | $238K |
| Creekside Partners | 0.11% | Add +0.2% | 21,693 | $237K |
| Valley Brook Capital Group, Inc. | 0.18% | Add +0.4% | 21,534 | $235K |
| Affiance Financial, LLC | 0.04% | No change | 20,000 | $218K |
| Merit Financial Group, LLC | 0.00% | Add +52.3% | 19,984 | $218K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 18,416 | $201K |
| Shaker Financial Services, LLC | 0.07% | No change | 18,000 | $197K |
| Future Financial Wealth Managment LLC | 0.13% | No change | 17,000 | $186K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 16,602 | $181K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 16,423 | $179K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.1% | 16,365 | $179K |
| Stifel Financial Corp. | 0.00% | Add +7.2% | 16,281 | $178K |
| E&G Advisors, LLC | 0.05% | No change | 16,192 | $177K |
| Kingdom Financial Group LLC. | 0.15% | New | 15,745 | $172K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,654 | $171K |
| Franklin Resources Inc. | 0.00% | New | 15,313 | $167K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 15,125 | $165K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -5.1% | 14,834 | $162K |
| Northstar Financial Companies, Inc. | 0.17% | No change | 14,617 | $160K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.3% | 14,170 | $155K |
| Accredited Investor Services, LLC | 0.12% | Reduce -5.5% | 14,007 | $153K |
| Mayflower Financial Advisors, LLC | 0.02% | No change | 14,000 | $153K |
| Sound View Wealth Advisors Group, LLC | 0.01% | No change | 13,970 | $153K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.8% | 13,827 | $151K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.07% | No change | 13,500 | $147K |
| Crescent Grove Advisors, LLC | 0.01% | No change | 13,500 | $147K |
| Elm3 Financial Group, LLC | 0.12% | Add +8.1% | 13,400 | $146K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.