Who Owns BlackRock Credit Allocation Income Stock?
NYSE: BTZFinanceFinance/Investors ServicesUSD
Market open · Delayed 15 min · as of Oct 9, 10:16 AM ET
Ownership breakdown
- Held by institutions
- 37.34%
- Held by insiders
- 0.00%
- Institutional holders
- 167
- Institutions 37.3%
- Insiders 0.0%
- Public and other 62.7%
Who owns BlackRock Credit Allocation Income stock?
Institutional investors own about 37.3% of BlackRock Credit Allocation Income's shares, spread across 167 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of BTZ.
The largest institutional holders are SIT Investment Associates Inc (7.49%), Morgan Stanley (5.69%) and Bank of America Corporation (5.09%). Together, the top 10 institutions control 26.9% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their BTZ positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BTZ
| Institution | Shares | % Held | Change |
|---|---|---|---|
| SIT Investment Associates Inc | 6.99M | 7.49% | +0.7% |
| Morgan Stanley | 5.31M | 5.69% | +3.9% |
| Bank of America Corporation | 4.75M | 5.09% | +3.4% |
| Guggenheim Capital, LLC | 1.85M | 1.99% | -3.5% |
| Raymond James Financial, Inc. | 1.49M | 1.60% | -1.4% |
| Invesco Ltd. | 1.26M | 1.35% | +0.9% |
| Wells Fargo & Company | 976.93K | 1.05% | -3.1% |
| Allspring Global Investments Holdings, LLC | 877.14K | 0.94% | +42.1% |
| Royal Bank of Canada | 799.21K | 0.86% | +4.8% |
| Sowell Financial Services LLC | 761.47K | 0.82% | +6.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BTZ
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 1.11M | 1.19% |
| Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF | 420.19K | 0.45% |
| Guggenheim Active Allocation Fund | 290.33K | 0.31% |
| Guggenheim Strategic Opportunities Fund | 184.29K | 0.20% |
| First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF | 160.63K | 0.17% |
| Thrivent Mutual Funds-Thrivent Multisector Bond Fund | 68.38K | 0.07% |
| Thrivent Mutual Funds-Thrivent Conservative Allocation Fund | 28.30K | 0.03% |
| Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio | 17.67K | 0.02% |
| Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio | 13.64K | 0.01% |
| Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund | 9.33K | 0.01% |
Frequently asked questions
Who is the largest shareholder of BlackRock Credit Allocation Income?
SIT Investment Associates Inc is the largest institutional shareholder of BTZ, owning 7.49% of shares outstanding (6.99M shares) as of its latest 13F filing.
What percentage of BlackRock Credit Allocation Income is owned by institutions?
Institutions own about 37.3% of BTZ shares and 37.3% of the public float.
How much of BlackRock Credit Allocation Income do insiders own?
Insiders, such as officers and directors, own about 0.00% of BTZ shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.