Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Cr Allocation (BTZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — BTZ

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

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% 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 — 49% buying

66 buying70 selling
Last quarter: 70 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: 14 → 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%
Shares
-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 → 14 → 18 → 28 → 22 new funds/Q
New funds entering each quarter: 14 → 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.

Institutional Sentiment Summary — BTZ

In 2026 Q1, 66 hedge funds were net buyers of BTZ (22 opened a new position, 44 added to an existing one), while 70 reduced or exited (48 trimmed, 22 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 59% of total institutional value in BTZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 156.

Hedge Fund Ownership: BTZ

How many hedge funds hold BTZ — quarterly history vs. share price
Quarterly hedge fund ownership of BTZ vs. share price

Market Analysis: BTZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Blackrock Cr Allocation (BTZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BTZ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
BTZ
-0.4%
XLF
+1220.3%

BTZ outperformed XLF by -1220.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
BTZ
-1.3%
XLF
+4.8%

Since the filing became public, BTZ outperformed XLF by -6.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: BTZ
155 + Investors

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

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

Statistics: BTZ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 BTZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Emissary Wealth LLC 2.65% 279,689 $2.8M
2 Smith Asset Management Co., LLC 2.39% 276,288 $2.8M
3 Rareview Capital LLC 2.36% 367,912 $4.0M
4 Fell Capital Management /Adv 0.78% 81,184 $820K
5 Closed-End Fund Advisors, Inc. 0.32% 31,590 $319K
6 Broyhill Asset Management, LLC 0.30% 32,500 $328K
7 Shaker Financial Services, LLC 0.27% 76,139 $769K
8 Sowell Financial Services LLC 0.27% 712,301 $7.2M
9 Waterfront Wealth Inc. 0.22% 116,422 $1.2M
10 Edgemoor Investment Advisors, Inc. 0.20% 257,803 $2.6M
11 Noble Wealth Management PBC 0.17% 34,033 $344K
12 Alteri Wealth LLC 0.17% 52,152 $527K
13 Mueller Wealth, LLC 0.16% 20,243 $204K
14 Diesslin Group, Inc. 0.16% 34,928 $353K
15 Guggenheim Capital LLC 0.15% 1,919,779 $19.4M
16 Miller Financial Services LLC 0.14% 13,000 $131K
17 Logan Stone Capital, LLC 0.14% 50,991 $515K
18 Palogic Value Management, L.P. 0.13% 29,366 $297K
19 Private Trust Co NA 0.12% 134,849 $1.4M
20 Future Financial Wealth Managment LLC 0.11% 17,000 $177K
21 Valley Brook Capital Group, Inc. 0.11% 16,720 $169K
22 Uncommon Cents Investing LLC 0.11% 46,633 $471K
23 Shulman DeMeo Asset Management LLC 0.11% 50,539 $510K
24 Northstar Financial Companies, Inc. 0.10% 13,004 $131K
25 Ibex Wealth Advisors 0.10% 108,640 $1.1M
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for BTZ?

More sellers than buyers — 49% buying: Last quarter: 70 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.

Is it too late to buy Blackrock Cr Allocation (BTZ) following the 2026 Q1 hedge fund 13F filings?

As of today, BTZ has moved -1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -6.1%. Since the quarter end (March 31, 2026), BTZ has gained -0.4% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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