BlackRock Credit AllocationBTZ
13F holders, Q4 2025 (December 31)155holders +5
14new positions
17sold out
2famous investors
$10.83avg. 13F price*
At the end of Q4 2025, 155 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, up 5 from Q3 2025. 14 opened new positions and 17 sold out. The largest holders were Sit Investment Associates Inc. ($69.6M), Bank of America Corp. ($57.6M) and Morgan Stanley ($54.6M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.7M |
| Exits | 17 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,748,765 shares bought and 1,345,334 shares sold, net +403,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Sit Investment Associates Inc. | 1.37% | Add +8.3% | 6,430,309 | $69.6M |
| Bank of America Corp. | 0.00% | Add +8.4% | 5,316,094 | $57.6M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 5,039,088 | $54.6M |
| Guggenheim Capital LLC | 0.16% | Add +4.3% | 1,989,430 | $21.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.5% | 1,513,270 | $16.4M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 1,093,342 | $11.8M |
| LPL Financial LLC | 0.00% | Add +2.4% | 995,529 | $10.8M |
| Invesco Ltd. | 0.00% | Reduce -21.4% | 995,409 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 869,826 | $9.4M |
| Capital Investment Advisors, LLC | 0.14% | Reduce -7.2% | 844,152 | $9.1M |
| UBS Group AG | 0.00% | Add +0.4% | 671,245 | $7.3M |
| Sowell Financial Services LLC | 0.26% | Reduce -0.7% | 654,542 | $7.1M |
| Penserra Capital Management LLC | 0.08% | Add +10.2% | 649,831 | $7.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -39.8% | 451,242 | $4.9M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +17.3% | 330,820 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +29.1% | 325,583 | $3.5M |
| Smith Asset Management Co., LLC | 2.50% | Reduce -2.6% | 279,316 | $3.0M |
| Emissary Wealth LLC | 2.41% | — | 264,350 | $2.9M |
| Edgemoor Investment Advisors, Inc. | 0.22% | Reduce -2.2% | 260,315 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Add +9.6% | 254,378 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +14.9% | 238,778 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 227,673 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +18.4% | 209,031 | $2.3M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -43.4% | 194,313 | $2.1M |
| Rareview Capital LLC | 1.01% | Reduce -21.0% | 142,441 | $1.6M |
| Private Trust Co. NA | 0.13% | No change | 134,849 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +4.2% | 131,186 | $1.4M |
| Waterfront Wealth Inc. | 0.22% | Add +1.9% | 111,912 | $1.2M |
| Diesslin Group, Inc. | 0.47% | — | 108,167 | $1.2M |
| Ibex Wealth Advisors | 0.11% | Reduce -7.3% | 107,648 | $1.2M |
| Marks Group Wealth Management, Inc | 0.10% | No change | 97,838 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.18% | Add +75.2% | 91,191 | $988K |
| Fell Capital Management | 0.89% | — | 84,684 | $917K |
| Stolper Co | 0.26% | Add +2.2% | 82,079 | $889K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +1.7% | 81,558 | $883K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 81,558 | $883K |
| Jane Street Group, LLC | 0.00% | Add +5.9% | 78,164 | $847K |
| Corient Private Wealth LP | 0.00% | New | 78,006 | $845K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 77,614 | $841K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.1% | 77,504 | $839K |
| Focus Partners Wealth | 0.00% | Reduce -0.4% | 72,500 | $785K |
| Principal Securities, Inc. | 0.01% | Reduce -9.8% | 70,053 | $759K |
| Lido Advisors, LLC | 0.00% | No change | 66,816 | $738K |
| Osaic Holdings, Inc. | 0.00% | Add +10.8% | 61,952 | $671K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 57,056 | $603K |
| Shulman DeMeo Asset Management LLC | 0.13% | Reduce -0.2% | 54,004 | $585K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -3.2% | 53,707 | $582K |
| Shaker Financial Services, LLC | 0.18% | Add +62.3% | 53,561 | $580K |
| Alteri Wealth LLC | 0.18% | Add +4.0% | 51,845 | $561K |
| Susquehanna International Group, LLP | 0.00% | Add +94.1% | 51,278 | $555K |
| Pin Oak Investment Advisors Inc. | 0.38% | Add +0.9% | 50,130 | $536K |
| WealthShield Partners, LLC | 0.06% | Reduce -1.9% | 49,359 | $535K |
| Uncommon Cents Investing LLC | 0.12% | Reduce -3.3% | 46,591 | $505K |
| EP Wealth Advisors, LLC | 0.00% | — | 46,277 | $501K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 40,534 | $439K |
| Mezzasalma Advisors, LLC | 0.09% | Add +2.3% | 35,930 | $388K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -0.2% | 34,647 | $375K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +57.4% | 34,455 | $373K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 33,426 | $362K |
| Broyhill Asset Management, LLC | 0.31% | No change | 32,500 | $352K |
| World Investment Advisors | 0.01% | Reduce -10.9% | 32,114 | $348K |
| MML Investors Services, LLC | 0.00% | Reduce -3.6% | 31,823 | $345K |
| Choreo, LLC | 0.00% | Reduce -1.2% | 31,425 | $343K |
| Closed-End Fund Advisors, Inc. | 0.20% | — | 31,590 | $342K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.6% | 31,174 | $338K |
| HRT Financial LP | 0.00% | Add +29.8% | 30,915 | $334K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.7% | 29,385 | $318K |
| Palogic Value Management, L.P. | 0.14% | No change | 29,366 | $318K |
| MGB Wealth Management, LLC | 0.09% | No change | 29,079 | $315K |
| International Assets Investment Management, LLC | 0.02% | Reduce -10.8% | 28,470 | $308K |
| Global Retirement Partners, LLC | 0.01% | Add +28543.4% | 28,357 | $307K |
| Mariner, LLC | 0.00% | Add +1.3% | 27,908 | $302K |
| Truist Financial Corp. | 0.00% | No change | 27,832 | $301K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 27,600 | $299K |
| Prospera Financial Services Inc | 0.00% | Add +0.7% | 25,830 | $280K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.8% | 22,966 | $249K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -30.5% | 22,023 | $239K |
| SMH Capital Advisors Inc. | 0.48% | Reduce -1.1% | 21,869 | $237K |
| Creekside Partners | 0.10% | Add +0.2% | 21,774 | $236K |
| Park Edge Advisors, LLC | 0.05% | Add +93.4% | 21,725 | $235K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.5% | 20,037 | $217K |
| Nwam LLC | 0.01% | Reduce -9.4% | 19,267 | $205K |
| 180 Wealth Advisors, LLC | 0.02% | No change | 18,416 | $199K |
| Merit Financial Group, LLC | 0.00% | Reduce -7.1% | 18,390 | $199K |
| Valley Brook Capital Group, Inc. | 0.13% | Reduce -15.7% | 18,220 | $197K |
| Waverly Advisors, LLC | 0.00% | Reduce -16.7% | 17,760 | $192K |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 16,647 | $180K |
| Future Financial Wealth Managment LLC | 0.12% | No change | 17,000 | $179K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 16,431 | $178K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.6% | 16,063 | $174K |
| Park Avenue Securities LLC | 0.00% | Reduce -11.2% | 15,095 | $163K |
| Mueller Wealth, LLC | 0.13% | — | 14,196 | $154K |
| Affiance Financial, LLC | 0.02% | No change | 14,100 | $153K |
| E&G Advisors, LLC | 0.03% | Reduce -11.5% | 13,892 | $150K |
| Clearstead Advisors, LLC | 0.00% | Add +1.3% | 13,723 | $149K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.06% | No change | 13,500 | $146K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -3.6% | 13,500 | $146K |
| Crescent Grove Advisors, LLC | 0.01% | No change | 13,500 | $146K |
| &partners | 0.00% | Reduce -4.9% | 13,312 | $144K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.