BlackRock CR Allocation (BTZ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of BTZ (all 13F filers)
- SIT Investment Associates7.0 MType not verified+49 K
- Morgan Stanley5.3 MBank or trading desk+197 K
- Bank of America4.7 MBank or trading desk+154 K
- Guggenheim Capital1.9 MType not verified−67 K
- Raymond James Financial1.5 MWealth adviser−22 K
- Invesco1.3 MInvestment firm+11 K
- Wells Fargo977 KBank or trading desk−31 K
- Allspring Global Investments Holdings877 KInvestment firm+260 K
- Royal Bank of Canada799 KBank or trading desk+37 K
- Sowell Financial Services761 KType not verified+49 K
- Shares
- 7.0 M
- Change
- +49 K
See more
- Type
- Type not verified
- Value
- $71.4M
- Shares
- 5.3 M
- Change
- +197 K
See more
- Type
- Bank or trading desk
- Value
- $54.3M
- Shares
- 4.7 M
- Change
- +154 K
See more
- Type
- Bank or trading desk
- Value
- $48.5M
- Shares
- 1.9 M
- Change
- −67 K
See more
- Type
- Type not verified
- Value
- $18.9M
- Shares
- 1.5 M
- Change
- −22 K
See more
- Type
- Wealth adviser
- Value
- $15.2M
- Shares
- 1.3 M
- Change
- +11 K
See more
- Type
- Investment firm
- Value
- $12.9M
- Shares
- 977 K
- Change
- −31 K
See more
- Type
- Bank or trading desk
- Value
- $10.0M
- Shares
- 877 K
- Change
- +260 K
See more
- Type
- Investment firm
- Value
- $9.0M
- Shares
- 799 K
- Change
- +37 K
See more
- Type
- Bank or trading desk
- Value
- $8.2M
- Shares
- 761 K
- Change
- +49 K
See more
- Type
- Type not verified
- Value
- $7.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Bank of America5.1%13Gfiling ↗Event: Jun 30, 2026 · filed: Aug 3, 2026
- Bank of America5%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: May 28, 2026
- Bank of America5%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: May 15, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗