Blackrock Cr Allocation (BTZ) Hedge Fund Ownership (Q1 2026)

Blackrock Cr Allocation (BTZ)

155 + Investors. Track Smart Money conviction in BTZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BTZ

Based on 156 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their BTZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

156 hedge funds hold BTZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

66 buying71 selling

Last quarter: 71 funds reduced or exited vs 66 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 15 → 18 → 28 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new

100 out of 156 hedge funds have held BTZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -6%, value -37%

Value

-37%

-6%

Last quarter: funds added -6% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

16 → 15 → 18 → 28 → 22 new funds/Q

New funds entering each quarter: 15 → 18 → 28 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new

Entry-cohort mix of 156 holders: 103 (66%) are 2+ year veterans, 21 entered 1–2 years ago, and 32 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

15 of 156 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in BTZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	155	156	-0.64%
13F Shares	33M	36M	-6.21%
Total Value	$260M	$412M	-36.96%
New Positions	21	28	-7
Increased Positions	44	44	-
Closed Positions	22	19	+3
Reduced Positions	48	49	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

155

156

-0.64%

13F Shares

33M

36M

-6.21%

Total Value

$260M

$412M

-36.96%

New Positions

-7

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

155 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BTZ. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BTZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rareview Capital LLC	2.57%	420,186	$4.6M
2	Smith Asset Management Co., LLC	2.20%	273,343	$2.8M
3	Emissary Wealth LLC	1.04%	133,636	$1.4M
4	Smh Capital Advisors Inc	0.89%	22,212	$227K
5	Thomas J. Herzfeld Advisors, Inc.	0.77%	245,318	$2.5M
6	Fell Capital Management /Adv	0.69%	80,184	$819K
7	Closed-End Fund Advisors, Inc.	0.32%	32,040	$327K
8	Broyhill Asset Management, LLC	0.30%	32,500	$332K
9	Sowell Financial Services LLC	0.25%	761,468	$7.8M
10	Noble Wealth Management PBC	0.24%	52,533	$537K
11	Waterfront Wealth Inc.	0.19%	122,488	$1.3M
12	Edgemoor Investment Advisors, Inc.	0.17%	245,206	$2.5M
13	Mueller Wealth, LLC	0.15%	21,662	$221K
14	Alteri Wealth LLC	0.15%	52,262	$534K
15	Guggenheim Capital LLC	0.12%	1,853,133	$18.9M
16	Miller Financial Services LLC	0.11%	13,000	$133K
17	Future Financial Wealth Managment LLC	0.11%	17,000	$169K
18	Uncommon Cents Investing LLC	0.10%	47,266	$483K
19	Valley Brook Capital Group, Inc.	0.10%	16,720	$171K
20	Shulman DeMeo Asset Management LLC	0.10%	50,279	$514K
21	Capital Investment Advisors, LLC	0.09%	668,720	$6.8M
22	Northstar Financial Companies, Inc.	0.09%	13,004	$133K
23	Ibex Wealth Advisors	0.08%	106,089	$1.1M
24	Marks Group Wealth Management, Inc	0.08%	89,273	$912K
25	Mezzasalma Advisors, LLC	0.07%	35,842	$366K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Blackrock Cr Allocation (BTZ)

What does the Smart Money Trend signal show for BTZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BTZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BTZ?

More sellers than buyers — 48% buying: Last quarter: 71 funds reduced or exited vs 66 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BTZ holders?

Elite ownership — 59% AUM from top-100 funds: 15 of 156 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in BTZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BTZ?

64% of holders stayed for 2+ years: 100 out of 156 hedge funds have held BTZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Blackrock Cr Allocation (BTZ)

Smart Money Signals — BTZ

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +8% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-6 vs last Q)

64% of holders stayed for 2+ years

Buying through price weakness — shares -6%, value -37%

Acceleration phase — new buyers rushing in

Veteran-anchored — 66% veterans vs 21% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — BTZ

Hedge Fund Ownership: BTZ

Market Analysis: BTZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BTZ

Hedge Fund Positioning: BTZ

Statistics: BTZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Blackrock Cr Allocation (BTZ)

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