BlackRock Credit AllocationBTZ
13F holders, Q1 2026 (March 31)154holders −1
20new positions
19sold out
$10.10avg. 13F price*
At the end of Q1 2026, 154 institutions reported holding BlackRock Credit Allocation (BTZ) in their 13F filings, down 1 from Q4 2025. 20 opened new positions and 19 sold out. The largest holders were Sit Investment Associates Inc. ($70.1M), Morgan Stanley ($51.7M) and Bank of America Corp. ($46.4M).
- Company
- BlackRock Credit Allocation
- CUSIP
- 092508100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.6M |
| Exits | 19 | $10.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,549,377 shares bought and 2,546,705 shares sold, net +2,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Sit Investment Associates Inc. | 1.42% | Add +8.0% | 6,941,861 | $70.1M |
| Morgan Stanley | 0.00% | Add +1.5% | 5,116,716 | $51.7M |
| Bank of America Corp. | 0.00% | Reduce -13.6% | 4,594,698 | $46.4M |
| Guggenheim Capital LLC | 0.15% | Reduce -3.5% | 1,919,779 | $19.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 1,512,252 | $15.3M |
| Invesco Ltd. | 0.00% | Add +25.2% | 1,246,526 | $12.6M |
| Wells Fargo & Company | 0.00% | Reduce -7.8% | 1,008,333 | $10.2M |
| LPL Financial LLC | 0.00% | Reduce -12.8% | 867,643 | $8.8M |
| Royal Bank of Canada | 0.00% | Reduce -12.4% | 762,220 | $7.7M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -13.6% | 729,312 | $7.4M |
| Sowell Financial Services LLC | 0.27% | Add +8.8% | 712,301 | $7.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +36.8% | 617,201 | $6.2M |
| UBS Group AG | 0.00% | Reduce -11.3% | 595,265 | $6.0M |
| Rareview Capital LLC | 2.36% | Add +158.3% | 367,912 | $4.0M |
| D.A. Davidson & Co. | 0.02% | Add +60.4% | 382,991 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +14.0% | 371,215 | $3.7M |
| Cohen & Steers, Inc. | 0.01% | No change | 331,022 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.2% | 320,311 | $3.2M |
| Cary Street Partners Financial LLC | 0.08% | Add +18.6% | 301,781 | $3.0M |
| Emissary Wealth LLC | 2.65% | Add +5.8% | 279,689 | $2.8M |
| Smith Asset Management Co., LLC | 2.39% | Reduce -1.1% | 276,288 | $2.8M |
| Edgemoor Investment Advisors, Inc. | 0.21% | Reduce -1.0% | 257,803 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +5.5% | 240,311 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +12.9% | 236,069 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +59.8% | 209,683 | $2.1M |
| Wolverine Asset Management LLC | 0.10% | Add +96944.5% | 194,089 | $2.0M |
| Private Trust Co. NA | 0.12% | No change | 134,849 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -34.0% | 128,229 | $1.3M |
| Karpus Management, Inc. | 0.04% | New | 121,250 | $1.2M |
| Waterfront Wealth Inc. | 0.22% | Add +4.0% | 116,422 | $1.2M |
| Ibex Wealth Advisors | 0.10% | Add +0.9% | 108,640 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +46.0% | 105,820 | $1.1M |
| Readystate Asset Management LP | 0.10% | New | 100,594 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +24.7% | 97,450 | $984K |
| 1607 Capital Partners, LLC | 0.07% | New | 91,026 | $919K |
| Marks Group Wealth Management, Inc | 0.09% | Reduce -8.8% | 89,273 | $902K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 81,558 | $824K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce 0.0% | 81,557 | $824K |
| Fell Capital Management | 0.78% | Reduce -4.1% | 81,184 | $820K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.3% | 77,409 | $782K |
| Shaker Financial Services, LLC | 0.27% | Add +42.1% | 76,139 | $769K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.1% | 74,352 | $751K |
| Principal Securities, Inc. | 0.01% | Reduce -1.6% | 68,937 | $696K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 57,056 | $592K |
| Stolper Co | 0.16% | Reduce -19.9% | 65,772 | $567K |
| Johnson Financial Group, Inc. | 0.02% | No change | 53,707 | $542K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.6% | 53,555 | $541K |
| Susquehanna International Group, LLP | 0.00% | Add +2.7% | 52,675 | $532K |
| Alteri Wealth LLC | 0.17% | Add +0.6% | 52,152 | $527K |
| Lido Advisors, LLC | 0.00% | Reduce -22.4% | 51,815 | $523K |
| Logan Stone Capital, LLC | 0.14% | New | 50,991 | $515K |
| Shulman DeMeo Asset Management LLC | 0.11% | Reduce -6.4% | 50,539 | $510K |
| Pin Oak Investment Advisors Inc. | 0.35% | Reduce -0.9% | 49,680 | $502K |
| Uncommon Cents Investing LLC | 0.11% | Add +0.1% | 46,633 | $471K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -9.7% | 41,787 | $422K |
| WealthShield Partners, LLC | 0.05% | Reduce -16.7% | 41,099 | $415K |
| Envestnet Asset Management Inc. | 0.00% | Add +22.3% | 40,895 | $413K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 40,534 | $409K |
| Mezzasalma Advisors, LLC | 0.10% | Add +2.4% | 36,808 | $372K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.9% | 35,455 | $358K |
| Diesslin Group, Inc. | 0.16% | Reduce -67.7% | 34,928 | $353K |
| Noble Wealth Management PBC | 0.18% | Add +428.4% | 34,033 | $344K |
| Broyhill Asset Management, LLC | 0.32% | No change | 32,500 | $328K |
| XTX Topco Ltd | 0.01% | New | 32,493 | $328K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.6% | 32,284 | $326K |
| Closed-End Fund Advisors, Inc. | 0.32% | No change | 31,590 | $319K |
| Choreo, LLC | 0.00% | Add +0.1% | 31,440 | $318K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -10.7% | 30,948 | $313K |
| Palogic Value Management, L.P. | 0.13% | No change | 29,366 | $297K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.4% | 28,685 | $290K |
| Virtu Financial LLC | 0.01% | New | 28,280 | $286K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.8% | 27,970 | $284K |
| Truist Financial Corp. | 0.00% | No change | 27,832 | $281K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 27,440 | $277K |
| Mariner, LLC | 0.00% | Reduce -7.2% | 25,892 | $253K |
| MML Investors Services, LLC | 0.00% | Reduce -24.6% | 24,002 | $242K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.5% | 23,234 | $235K |
| Nomura Holdings Inc. | 0.00% | New | 23,000 | $232K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.1% | 22,955 | $232K |
| Park Edge Advisors, LLC | 0.05% | Add +2.9% | 22,356 | $226K |
| SMH Capital Advisors Inc. | 0.63% | Add +1.1% | 22,105 | $223K |
| Mueller Wealth, LLC | 0.16% | Add +42.6% | 20,243 | $204K |
| Creekside Partners | 0.08% | Reduce -11.3% | 19,311 | $195K |
| Nwam LLC | 0.01% | No change | 19,267 | $195K |
| Merit Financial Group, LLC | 0.00% | Add +0.9% | 18,553 | $187K |
| 180 Wealth Advisors, LLC | 0.02% | No change | 18,416 | $186K |
| Boothbay Fund Management, LLC | 0.00% | New | 17,619 | $178K |
| Future Financial Wealth Managment LLC | 0.11% | No change | 17,000 | $177K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.9% | 17,421 | $176K |
| Stifel Financial Corp. | 0.00% | Add +2.5% | 17,056 | $172K |
| Valley Brook Capital Group, Inc. | 0.11% | Reduce -8.2% | 16,720 | $169K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 16,439 | $166K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.2% | 15,787 | $159K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.4% | 15,680 | $158K |
| Equitable Holdings, Inc. | 0.00% | Add +21.7% | 14,399 | $156K |
| Prospera Financial Services Inc | 0.00% | Reduce -42.0% | 14,990 | $151K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.2% | 14,918 | $151K |
| Clearstead Advisors, LLC | 0.00% | Add +1.4% | 13,919 | $141K |
| E&G Advisors, LLC | 0.03% | No change | 13,892 | $140K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 13,813 | $140K |
"% of holder's portfolio" is BTZ's weight in each manager's 13F, not the share of BlackRock Credit Allocation the manager owns.