BLACKROCK CR ALLOCATION (BTZ): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

BLACKROCK CR ALLOCATION (BTZ)

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

Smart Money Signals — BTZ

Based on 151 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BTZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

151 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding BTZ is almost the same as a year ago (+5 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 51% buying

70 buying67 selling

Last quarter: 70 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new BTZ position: 15 → 14 → 18 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new

94 out of 151 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.

🚀

Acceleration phase — new buyers rushing in

32 → 15 → 14 → 18 → 26 new funds/Q

New funds entering each quarter: 15 → 14 → 18 → 26. 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.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 10% 1-2yr ■ 26% new

Of 151 current holders: 96 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

13 of 151 holders are among the 100 largest funds by AUM, controlling 51% 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	151	144	4.86%
13F Shares	35M	33M	6.38%
Total Value	$407M	$365M	11.47%
New Positions	26	18	+8
Increased Positions	44	45	-1
Closed Positions	19	14	+5
Reduced Positions	48	41	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

151

144

4.86%

13F Shares

35M

33M

6.38%

Total Value

$407M

$365M

11.47%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

151 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of BTZ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rareview Capital LLC	2.36%	367,912	$4.0M
2	SMH CAPITAL ADVISORS INC	0.68%	223	$223K
3	Sowell Financial Services LLC	0.27%	712,301	$7.2M
4	Waterfront Wealth Inc.	0.22%	116,422	$1.2M
5	Noble Wealth Management PBC	0.17%	34,033	$344K
6	Mueller Wealth, LLC	0.16%	20,243	$204K
7	Stolper Co	0.16%	65,772	—
8	Diesslin Group, Inc.	0.16%	34,928	$353K
9	PRIVATE TRUST CO NA	0.12%	134,849	$1.4M
10	Future Financial Wealth Managment LLC	0.11%	17,000	$177K
11	Uncommon Cents Investing LLC	0.11%	46,633	$471K
12	Shulman DeMeo Asset Management LLC	0.11%	50,539	$510K
13	IBEX WEALTH ADVISORS	0.10%	108,640	$1.1M
14	Elm3 Financial Group, LLC	0.10%	11,400	$115K
15	Mezzasalma Advisors, LLC	0.09%	36,808	$372K
16	Creekside Partners	0.08%	19,311	$195K
17	MELFA WEALTH MANAGEMENT, INC.	0.08%	13,236	$134K
18	CARY STREET PARTNERS FINANCIAL LLC	0.08%	301,781	$3.0M
19	ACCREDITED INVESTOR SERVICES, LLC	0.07%	11,501	$116K
20	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	0.06%	13,500	$136K
21	MRA Advisory Group	0.05%	13,087	$132K
22	Park Edge Advisors, LLC	0.05%	22,356	$226K
23	WPG Advisers, LLC	0.05%	6,245	$63K
24	WealthShield Partners, LLC	0.05%	41,099	$415K
25	Cutter & CO Brokerage, Inc.	0.04%	14,801	$159K

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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BTZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BTZ?

Slight buying edge — 51% buying: Last quarter: 70 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BTZ holders?

Elite ownership — 51% AUM from top-100 funds: 13 of 151 holders are among the 100 largest funds by AUM, controlling 51% 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?

62% of holders stayed for 2+ years: 94 out of 151 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

BLACKROCK CR ALLOCATION (BTZ)

Smart Money Signals — BTZ

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 51% buying

More new buyers each quarter (+8 vs last Q)

62% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 51% AUM from top-100 funds

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 Q1)

Frequently Asked Questions — BLACKROCK CR ALLOCATION (BTZ)

Welcome to 13Foresight!