BlackRock Credit AllocationBTZ
13F holders, Q3 2025 (September 30)150holders +7
18new positions
12sold out
$11.04avg. 13F price*
At the end of Q3 2025, 150 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, up 7 from Q2 2025. 18 opened new positions and 12 sold out. The largest holders were Sit Investment Associates Inc. ($65.6M), Morgan Stanley ($58.1M) and Bank of America Corp. ($54.2M).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.1M |
| Exits | 12 | $4.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,853,533 shares bought and 2,148,569 shares sold, net −295,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 150 holders
| Sit Investment Associates Inc. | 1.33% | Add +2.9% | 5,938,177 | $65.6M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 5,261,818 | $58.1M |
| Bank of America Corp. | 0.00% | Add +7.3% | 4,904,167 | $54.2M |
| Guggenheim Capital LLC | 0.16% | Add +9.6% | 1,906,924 | $21.1M |
| Raymond James Financial Inc. | 0.01% | Add +2.5% | 1,520,686 | $16.8M |
| Invesco Ltd. | 0.00% | Add +0.4% | 1,265,630 | $14.0M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 1,059,568 | $11.7M |
| LPL Financial LLC | 0.00% | Add +44.7% | 972,196 | $10.7M |
| Capital Investment Advisors, LLC | 0.17% | Reduce -6.6% | 909,474 | $10.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 857,571 | $9.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -64.6% | 749,988 | $8.3M |
| UBS Group AG | 0.00% | Add +18.6% | 668,820 | $7.4M |
| Sowell Financial Services LLC | 0.28% | Reduce -0.3% | 659,351 | $7.3M |
| Penserra Capital Management LLC | 0.08% | Add +20.0% | 589,680 | $6.5M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -2.3% | 343,055 | $3.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.7M |
| Smith Asset Management Co., LLC | 2.70% | Reduce -2.6% | 286,818 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +14.7% | 282,146 | $3.1M |
| Edgemoor Investment Advisors, Inc. | 0.23% | Reduce -0.1% | 266,253 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +11.0% | 252,201 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | No change | 237,111 | $2.6M |
| Cary Street Partners Financial LLC | 0.07% | Add +38.6% | 232,149 | $2.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -8.4% | 207,772 | $2.3M |
| Rareview Capital LLC | 1.20% | Add +13.0% | 180,294 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +8.2% | 176,549 | $2.0M |
| Private Trust Co. NA | 0.13% | Add +12.5% | 134,849 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +42.8% | 125,891 | $1.4M |
| Ibex Wealth Advisors | 0.12% | Add +1.2% | 116,103 | $1.3M |
| Waterfront Wealth Inc. | 0.25% | Reduce -15.5% | 109,855 | $1.2M |
| Marks Group Wealth Management, Inc | 0.10% | No change | 97,838 | $1.1M |
| Stolper Co | 0.27% | Reduce -0.2% | 80,296 | $887K |
| Elevation Point Wealth Partners, LLC | 0.06% | New | 80,226 | $886K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.4% | 79,987 | $884K |
| Principal Securities, Inc. | 0.01% | Reduce -4.3% | 77,664 | $858K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 76,004 | $840K |
| Jane Street Group, LLC | 0.00% | New | 73,791 | $815K |
| Focus Partners Wealth | 0.00% | Reduce -2.3% | 72,771 | $804K |
| Lido Advisors, LLC | 0.00% | Reduce -25.8% | 66,816 | $738K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 57,056 | $634K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 55,926 | $616K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -18.4% | 55,500 | $613K |
| Shulman DeMeo Asset Management LLC | 0.14% | Reduce -0.5% | 54,094 | $598K |
| Prevail Innovative Wealth Advisors, LLC | 0.11% | New | 52,055 | $575K |
| WealthShield Partners, LLC | 0.06% | Reduce -1.2% | 50,313 | $556K |
| Alteri Wealth LLC | 0.19% | Add +3.4% | 49,844 | $551K |
| Pin Oak Investment Advisors Inc. | 0.39% | No change | 49,680 | $549K |
| Uncommon Cents Investing LLC | 0.13% | Reduce -0.5% | 48,202 | $533K |
| Wela Strategies, Inc. | 0.19% | Add +2.6% | 44,524 | $492K |
| Riverbridge Partners LLC | 0.01% | Reduce -33.4% | 43,627 | $482K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -20.6% | 40,534 | $448K |
| World Investment Advisors | 0.01% | New | 36,054 | $398K |
| Mezzasalma Advisors, LLC | 0.10% | Reduce -2.1% | 35,119 | $388K |
| Ellis Investment Partners, LLC | 0.07% | Add +1.1% | 34,719 | $384K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.3% | 33,755 | $373K |
| MML Investors Services, LLC | 0.00% | Add +1.6% | 33,030 | $365K |
| Shaker Financial Services, LLC | 0.13% | Add +83.3% | 33,000 | $365K |
| Broyhill Asset Management, LLC | 0.31% | No change | 32,500 | $359K |
| Choreo, LLC | 0.00% | Reduce -13.9% | 31,801 | $351K |
| International Assets Investment Management, LLC | 0.03% | No change | 31,920 | $351K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.8% | 31,689 | $350K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +38.5% | 30,986 | $342K |
| NewEdge Advisors, LLC | 0.00% | Add +3.8% | 29,885 | $330K |
| Palogic Value Management, L.P. | 0.14% | No change | 29,366 | $324K |
| MGB Wealth Management, LLC | 0.09% | Reduce -24.3% | 29,079 | $321K |
| Truist Financial Corp. | 0.00% | No change | 27,832 | $308K |
| Mariner, LLC | 0.00% | Reduce -3.4% | 27,544 | $304K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.5% | 26,498 | $293K |
| Susquehanna International Group, LLP | 0.00% | New | 26,424 | $292K |
| Prospera Financial Services Inc | 0.00% | Reduce -10.8% | 25,649 | $283K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -8.2% | 25,411 | $281K |
| Virtu Financial LLC | 0.01% | New | 23,970 | $265K |
| HRT Financial LP | 0.00% | New | 23,813 | $263K |
| Evergreen Capital Management LLC | 0.01% | Reduce -13.7% | 23,376 | $258K |
| SMH Capital Advisors Inc. | 0.50% | Add +1.3% | 22,123 | $247K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 21,890 | $242K |
| Creekside Partners | 0.11% | Add +0.2% | 21,733 | $240K |
| Valley Brook Capital Group, Inc. | 0.16% | Add +0.3% | 21,610 | $239K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.7% | 21,322 | $236K |
| Nwam LLC | 0.01% | Reduce -3.6% | 21,267 | $235K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.9% | 19,799 | $219K |
| 180 Wealth Advisors, LLC | 0.02% | No change | 18,416 | $203K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.8% | 17,654 | $195K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 17,195 | $190K |
| Park Avenue Securities LLC | 0.00% | Add +3.9% | 17,001 | $188K |
| Future Financial Wealth Managment LLC | 0.12% | No change | 17,000 | $188K |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 16,617 | $184K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 16,428 | $182K |
| E&G Advisors, LLC | 0.04% | Reduce -3.1% | 15,692 | $173K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 15,125 | $167K |
| Adapt Wealth Advisors, LLC | 0.06% | New | 15,000 | $166K |
| Northstar Financial Companies, Inc. | 0.15% | No change | 14,617 | $162K |
| Affiance Financial, LLC | 0.03% | Reduce -29.5% | 14,100 | $156K |
| Mayflower Financial Advisors, LLC | 0.02% | No change | 14,000 | $155K |
| Sound View Wealth Advisors Group, LLC | 0.01% | No change | 13,970 | $154K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +9.7% | 13,905 | $154K |
| Clearstead Advisors, LLC | 0.00% | Add +1.3% | 13,542 | $150K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.06% | No change | 13,500 | $149K |
| Crescent Grove Advisors, LLC | 0.01% | No change | 13,500 | $149K |
| Accredited Investor Services, LLC | 0.10% | Reduce -4.0% | 13,445 | $149K |
| Elm3 Financial Group, LLC | 0.12% | No change | 13,400 | $148K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.