BTZ

Blackrock Credit Allocation

Latest period2024 - Q4Total superinvestors18

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 18 superinvestors own shares of Blackrock Credit Allocation (BTZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Blackrock Credit Allocation (BTZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Blackrock Credit Allocation (BTZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Blackrock Credit Allocation (BTZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Jon Stolper@Stolper Co
Recent Activity
Decreased -1.1%
0.26%
$780,000
74,602 shares@ 10.46 avg price
Sheena Hanson@Uncommon Cents Investing Llc
Recent Activity
Decreased -3.47%
0.16%
$516,207
49,351 shares@ 10.46 avg price
Helen Halloran@Wela Strategies, Inc.
Recent Activity
Decreased -2.95%
2.27%
$5.244M
39,799 shares@ 131.77 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -91.91%
0.03%
$324,656
30,920 shares@ 10.5 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -4.51%
0.04%
$192,627
18,416 shares@ 10.46 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -3.27%
0.01%
$180,000
17,228 shares@ 10.45 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -25.65%
0.01%
$41,840
4,000 shares@ 10.46 avg price