Who Owns BTZ?
BlackRock Credit Allocation Income Trust — Institutional Ownership & 13F Holdings
$10.38
+0.04 (+0.34%)
Market Cap
$995.3M
Shares Outstanding
93,324,457
Institutional Holders
146
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+52
Institutional data as of Q1 2025
New Positions
38
Closed Positions
20
Increased
37
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $807.1M | 75,286 |
| 2 | SIT INVESTMENT ASSOCIATES INC | $59.8M | 5,581,167 |
| 3 | MORGAN STANLEY | $56.7M | 5,291,406 |
| 4 | BANK OF AMERICA CORP /DE/ | $41.0M | 3,828,803 |
| 5 | Allspring Global Investments Holdings, LLC | $26.7M | 2,486,405 |
| 6 | GUGGENHEIM CAPITAL LLC | $17.5M | 1,629,233 |
| 7 | RAYMOND JAMES FINANCIAL INC | $14.6M | 1,366,269 |
| 8 | Invesco Ltd. | $13.6M | 1,265,933 |
| 9 | WELLS FARGO & COMPANY/MN | $11.1M | 1,034,860 |
| 10 | Capital Investment Advisors, LLC | $10.9M | 1,020,187 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +420K | $59.8M |
| MORGAN STANLEY | +338K | $56.7M |
| BANK OF AMERICA CORP /DE/ | +210K | $41.0M |
| GUGGENHEIM CAPITAL LLC | +189K | $17.5M |
| RAYMOND JAMES FINANCIAL INC | +11K | $14.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Karpus Management, Inc. | -363K | $1.7M |
| Allspring Global Investments Holdings, LLC | -316K | $26.7M |
| Advisors Asset Management, Inc. | -81K | $3.8M |
| Invesco Ltd. | -38K | $13.6M |
| Chicago Partners Investment Group LLC | -30K | $604K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold BTZ?
As of Q1 2025, 146 institutional investors report holding BTZ (BlackRock Credit Allocation Income Trust) in their 13F filings.
Which hedge fund owns the most BTZ?
The largest institutional holder of BTZ is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $807.1M in shares.
Are institutions buying or selling BTZ?
This quarter, 38 institutions opened new positions in BTZ and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.