BlackRock Credit Allocation Income Trust
BTZ- 交易所
- NYSE
- SEC CIK
- 0001379384
近 90 天，BlackRock Credit Allocation Income Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 156 家機構在 13F 申報持有，市值合計 $3.54 億；沒有大師持有。
2022 年第 4 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 151
- 較 2022 年第 3 季 +5 家
- 持有股數
- 3,291 萬
- 較 2022 年第 3 季 −6.11 萬 (−0.2%)
- 總市值
- $3.33 億
- 較 2022 年第 3 季 +$1,771 萬 (+5.6%)
- 新進機構
- 25
- 另有 36 家加碼
- 清倉機構
- 20
- 另有 48 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BTZ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 156 | $3.54 億 |
| 2026 年第 1 季 | 155 | $3.45 億 |
| 2025 年第 4 季 | 156 | $3.70 億 |
| 2025 年第 3 季 | 151 | $3.67 億 |
| 2025 年第 2 季 | 144 | $3.67 億 |
| 2025 年第 1 季 | 146 | $3.57 億 |
| 2024 年第 4 季 | 157 | $3.45 億 |
| 2024 年第 3 季 | 136 | $3.55 億 |
| 2024 年第 2 季 | 140 | $3.58 億 |
| 2024 年第 1 季 | 141 | $3.56 億 |
| 2023 年第 4 季 | 150 | $3.54 億 |
| 2023 年第 3 季 | 134 | $3.18 億 |
| 2023 年第 2 季 | 140 | $3.34 億 |
| 2023 年第 1 季 | 138 | $3.31 億 |
| 2022 年第 4 季 | 151 | $3.33 億 |
| 2022 年第 3 季 | 149 | $3.15 億 |
| 2022 年第 2 季 | 147 | $3.57 億 |
| 2022 年第 1 季 | 137 | $3.97 億 |
| 2021 年第 4 季 | 138 | $4.63 億 |
| 2021 年第 3 季 | 136 | $4.81 億 |
| 2021 年第 2 季 | 136 | $5.00 億 |
| 2021 年第 1 季 | 134 | $4.89 億 |
2022 年第 4 季持有機構
每家機構持有 BlackRock Credit Allocation Income Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,207,917 | $5,260 萬 | 1.47% | +433,193+9.1% | 加碼 |
| Morgan Stanley | 4,589,426 | $4,635 萬 | 0.01% | −867,394−15.9% | 減碼 |
| Bank of America Corp | 3,202,803 | $3,235 萬 | 0.00% | −85,747−2.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,179,019 | $2,201 萬 | 0.04% | +202,105+10.2% | 加碼 |
| Guggenheim Capital LLC | 1,312,570 | $1,326 萬 | 0.12% | −553,308−29.7% | 減碼 |
| Invesco Ltd. | 1,189,095 | $1,201 萬 | 0.00% | −2920.0% | 減碼 |
| UBS Group AG | 1,089,852 | $1,101 萬 | 0.01% | −57,981−5.1% | 減碼 |
| Penserra Capital Management LLC | 958,712 | $968.2 萬 | 0.21% | +86,159+9.9% | 加碼 |
| Karpus Management, Inc. | 870,118 | $878.8 萬 | 0.30% | +536,907+161.1% | 加碼 |
| Johnson Financial Group, Inc. | 817,370 | $825.5 萬 | 0.65% | −96,939−10.6% | 減碼 |
| Spectrum Asset Management, Inc. | 723,135 | $730.4 萬 | 5.25% | 00.0% | 不變 |
| Royal Bank of Canada | 658,262 | $664.8 萬 | 0.00% | +238,737+56.9% | 加碼 |
| Wells Fargo & Company | 649,626 | $656.1 萬 | 0.00% | −50,874−7.3% | 減碼 |
| 1607 Capital Partners, LLC | 646,216 | $652.7 萬 | 0.45% | −67,134−9.4% | 減碼 |
| Capital Investment Advisors, LLC | 607,482 | $613.6 萬 | 0.19% | +339,955+127.1% | 加碼 |
| LPL Financial LLC | 543,233 | $548.7 萬 | 0.00% | +20,706+4.0% | 加碼 |
| Evergreen Capital Management LLC | 537,222 | $542.6 萬 | 0.26% | +322,315+150.0% | 加碼 |
| Bramshill Investments, LLC | 502,625 | $507.7 萬 | 0.60% | −15,567−3.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 500,320 | $505.3 萬 | 0.01% | +36,220+7.8% | 加碼 |
| Rivernorth Capital Management, LLC | 497,792 | $502.8 萬 | 0.23% | −267,148−34.9% | 減碼 |
| Raymond James & Associates | 470,808 | $475.5 萬 | 0.00% | −139,897−22.9% | 減碼 |
| Sowell Financial Services LLC | 463,212 | $467.8 萬 | 0.30% | +463,212 | 新進 |
| Edgemoor Investment Advisors, Inc. | 364,493 | $368.1 萬 | 0.46% | −10,292−2.7% | 減碼 |
| Cohen & Steers, Inc. | 331,022 | $334.3 萬 | 0.01% | 00.0% | 不變 |
| Family Management Corp | 284,548 | $287.4 萬 | 0.70% | +210.0% | 加碼 |
| Thrivent Financial for Lutherans | 253,758 | $256.3 萬 | 0.01% | 00.0% | 不變 |
| Lehman & Derafelo Financial Resources LLC | 180,378 | $182.2 萬 | 0.54% | −4,474−2.4% | 減碼 |
| Fiera Capital Corp | 166,460 | $168.1 萬 | 0.01% | +8,940+5.7% | 加碼 |
| Waterfront Wealth Inc. | 149,087 | $166.8 萬 | 0.57% | −1,866−1.2% | 減碼 |
| Ibex Wealth Advisors | 149,094 | $150.6 萬 | 0.34% | −13,612−8.4% | 減碼 |
| Advisor Group Holdings, Inc. | 131,283 | $132.7 萬 | 0.00% | −37,466−22.2% | 減碼 |
| Rockefeller Capital Management L.P. | 131,286 | $132.5 萬 | 0.01% | +9,627+7.9% | 加碼 |
| Chicago Partners Investment Group LLC | 87,232 | $98.3 萬 | 0.06% | 00.0% | 不變 |
| CNH Partners LLC | 92,832 | $93.8 萬 | 0.02% | −39,364−29.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 91,109 | $92.0 萬 | 0.00% | −181,261−66.5% | 減碼 |
| Transcend Wealth Collective, LLC | 83,123 | $84.0 萬 | 0.09% | −2,770−3.2% | 減碼 |
| Ellis Investment Partners, LLC | 75,308 | $76.1 萬 | 0.21% | −18,723−19.9% | 減碼 |
| Ameriprise Financial Inc | 74,534 | $75.3 萬 | 0.00% | −5,637−7.0% | 減碼 |
| Elequin Capital LP | 67,166 | $67.8 萬 | 0.19% | +67,166 | 新進 |
| D.A. Davidson & Co. | 65,532 | $66.2 萬 | 0.01% | +29,480+81.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 65,314 | $66.0 萬 | 0.00% | +23,895+57.7% | 加碼 |
| Commonwealth Equity Services, LLC | 65,441 | $66.0 萬 | 0.00% | +27,494+72.5% | 加碼 |
| Stolper Co | 64,660 | $65.3 萬 | 0.29% | −2,339−3.5% | 減碼 |
| Peapack Gladstone Financial Corp | 58,031 | $58.6 萬 | 0.01% | −711−1.2% | 減碼 |
| Shulman DeMeo Asset Management LLC | 57,176 | $57.7 萬 | 0.19% | −3,873−6.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 55,538 | $56.1 萬 | 0.08% | +7,813+16.4% | 加碼 |
| Palogic Value Management, L.P. | 54,702 | $55.2 萬 | 0.29% | +54,702 | 新進 |
| Stephens Inc | 50,112 | $50.6 萬 | 0.01% | −5,955−10.6% | 減碼 |
| Uncommon Cents Investing LLC | 48,735 | $49.2 萬 | 0.18% | +1,400+3.0% | 加碼 |
| Horizon Kinetics Asset Management LLC | 44,357 | $44.8 萬 | 0.01% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 41,267 | $41.7 萬 | 0.01% | +13,762+50.0% | 加碼 |
| Stifel Financial Corp | 40,900 | $41.3 萬 | 0.00% | +1,655+4.2% | 加碼 |
| Spinnaker Investment Group, LLC | 37,640 | $38.0 萬 | 0.14% | +2,640+7.5% | 加碼 |
| Semus Wealth Partners LLC | 37,442 | $37.8 萬 | 0.46% | +37,442 | 新進 |
| SMH Capital Advisors Inc | 36,710 | $37.1 萬 | 0.54% | −287−0.8% | 減碼 |
| Nwam LLC | 36,476 | $36.8 萬 | 0.03% | +3,058+9.2% | 加碼 |
| GWM Advisors LLC | 35,490 | $35.8 萬 | 0.01% | +2,640+8.0% | 加碼 |
| Weiss Asset Management LP | 34,847 | $35.2 萬 | 0.02% | +34,847 | 新進 |
| The PNC Financial Services Group, Inc. | 32,029 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 31,611 | $31.9 萬 | 0.00% | −9,849−23.8% | 減碼 |
| Advisors Asset Management, Inc. | 31,591 | $31.9 萬 | 0.01% | −55,822−63.9% | 減碼 |
| Park Avenue Securities LLC | 31,301 | $31.6 萬 | 0.01% | −2,526−7.5% | 減碼 |
| Transform Wealth, LLC | 29,300 | $29.6 萬 | 0.03% | +29,300 | 新進 |
| Shaker Financial Services, LLC | 29,040 | $29.3 萬 | 0.14% | +6,161+26.9% | 加碼 |
| MML Investors Services, LLC | 28,711 | $29.0 萬 | 0.00% | +3,644+14.5% | 加碼 |
| Mariner, LLC | 28,655 | $28.9 萬 | 0.00% | −3,193−10.0% | 減碼 |
| Wedbush Securities Inc | 28,299 | $28.6 萬 | 0.02% | −880−3.0% | 減碼 |
| Mirador Capital Partners LP | 27,212 | $27.5 萬 | 0.07% | −1,063−3.8% | 減碼 |
| International Assets Investment Management, LLC | 26,948 | $27.2 萬 | 0.03% | +14,663+119.4% | 加碼 |
| ProVise Management Group, LLC | 25,944 | $26.2 萬 | 0.03% | −16,897−39.4% | 減碼 |
| Mackay Shields LLC | 24,596 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 24,408 | $24.7 萬 | 0.00% | −2,250−8.4% | 減碼 |
| 180 Wealth Advisors, LLC | 21,544 | $24.0 萬 | 0.06% | +42+0.2% | 加碼 |
| 9258 Wealth Management, LLC | 22,490 | $22.7 萬 | 0.05% | −2,475−9.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 22,199 | $22.4 萬 | 0.01% | +10,004+82.0% | 加碼 |
| Creative Planning | 21,746 | $22.0 萬 | 0.00% | +21,746 | 新進 |
| Kestra Advisory Services, LLC | 21,666 | $21.9 萬 | 0.00% | +9,607+79.7% | 加碼 |
| Glassy Mountain Advisors, Inc. | 21,400 | $21.6 萬 | 0.12% | +21,400 | 新進 |
| E&G Advisors, LP | 21,192 | $21.4 萬 | 0.08% | −2,900−12.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 21,134 | $21.3 萬 | 0.04% | −7,429−26.0% | 減碼 |
| Relative Value Partners Group, LLC | 19,327 | $19.5 萬 | 0.01% | −54,385−73.8% | 減碼 |
| Captrust Financial Advisors | 19,295 | $19.5 萬 | 0.00% | +19,295 | 新進 |
| Janney Montgomery Scott LLC | 18,613 | $18.8 萬 | 0.00% | +1,930+11.6% | 加碼 |
| Sigma Planning Corp | 18,466 | $18.7 萬 | 0.01% | −242−1.3% | 減碼 |
| Valley Brook Capital Group | 18,155 | $18.3 萬 | 0.18% | 00.0% | 不變 |
| Dakota Wealth Management | 17,806 | $18.0 萬 | 0.01% | +17,806 | 新進 |
| TCG Advisory Services, LLC | 15,949 | $16.1 萬 | 0.06% | −1,079−6.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 15,100 | $15.6 萬 | 0.02% | −4,000−20.9% | 減碼 |
| First Foundation Advisors | 14,615 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 14,429 | $14.6 萬 | 0.08% | 00.0% | 不變 |
| We Are One Seven, LLC | 14,317 | $14.5 萬 | 0.01% | −9,938−41.0% | 減碼 |
| UMA Financial Services, Inc. | 12,839 | $14.2 萬 | 0.04% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 14,023 | $14.2 萬 | 0.05% | +341+2.5% | 加碼 |
| Cetera Investment Advisers | 13,881 | $14.0 萬 | 0.00% | +3,360+31.9% | 加碼 |
| Integrated Wealth Concepts LLC | 13,770 | $13.9 萬 | 0.00% | +13,770 | 新進 |
| Investors Asset Management of Georgia Inc | 13,500 | $13.6 萬 | 0.07% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 13,427 | $13.6 萬 | 0.01% | +13,427 | 新進 |
| Melfa Wealth Management, LLC | 12,900 | $13.0 萬 | 0.14% | +12,900 | 新進 |
| Old National Bancorp | 12,808 | $12.9 萬 | 0.00% | +12,808 | 新進 |
| Capital Investment Advisory Services, LLC | 12,755 | $12.9 萬 | 0.02% | −13,580−51.6% | 減碼 |