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。
2023 年第 1 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2023/3/31 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
- 138
- 較 2022 年第 4 季 −10 家
- 持有股數
- 3,214 萬
- 較 2022 年第 4 季 −58.4 萬 (−1.8%)
- 總市值
- $3.31 億
- 較 2022 年第 4 季 +$46.2 萬 (+0.1%)
- 新進機構
- 13
- 另有 27 家加碼
- 清倉機構
- 23
- 另有 56 家減碼
另有 3 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,943,883 | $6,116 萬 | 1.66% | +735,966+14.1% | 加碼 |
| Morgan Stanley | 4,305,892 | $4,431 萬 | 0.00% | −283,534−6.2% | 減碼 |
| Bank of America Corp | 3,468,710 | $3,569 萬 | 0.00% | +265,907+8.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,285,140 | $2,351 萬 | 0.04% | +106,121+4.9% | 加碼 |
| Invesco Ltd. | 1,097,593 | $1,129 萬 | 0.00% | −91,502−7.7% | 減碼 |
| UBS Group AG | 992,885 | $1,022 萬 | 0.00% | −96,967−8.9% | 減碼 |
| Karpus Management, Inc. | 873,507 | $898.8 萬 | 0.28% | +3,389+0.4% | 加碼 |
| Johnson Financial Group, Inc. | 817,330 | $841.0 萬 | 0.60% | −400.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 801,977 | $825.2 萬 | 0.02% | +301,657+60.3% | 加碼 |
| Royal Bank of Canada | 745,606 | $767.2 萬 | 0.00% | +87,344+13.3% | 加碼 |
| Spectrum Asset Management, Inc. | 723,135 | $744.1 萬 | 5.76% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 686,497 | $706.4 萬 | 0.21% | +79,015+13.0% | 加碼 |
| Wells Fargo & Company | 671,541 | $691.0 萬 | 0.00% | +21,915+3.4% | 加碼 |
| Guggenheim Capital LLC | 664,447 | $683.7 萬 | 0.06% | −648,123−49.4% | 減碼 |
| LPL Financial LLC | 549,948 | $565.9 萬 | 0.00% | +6,715+1.2% | 加碼 |
| Evergreen Capital Management LLC | 542,335 | $558.1 萬 | 0.25% | +5,113+1.0% | 加碼 |
| 1607 Capital Partners, LLC | 496,666 | $511.1 萬 | 0.36% | −149,550−23.1% | 減碼 |
| Sowell Financial Services LLC | 472,910 | $486.6 萬 | 0.38% | +9,698+2.1% | 加碼 |
| Penserra Capital Management LLC | 432,654 | $445.2 萬 | 0.09% | −526,058−54.9% | 減碼 |
| Raymond James & Associates | 414,367 | $426.4 萬 | 0.00% | −56,441−12.0% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 360,645 | $371.1 萬 | 0.45% | −3,848−1.1% | 減碼 |
| Arcus Capital Partners, LLC | 354,750 | $365.0 萬 | 1.25% | +354,750 | 新進 |
| Bramshill Investments, LLC | 339,398 | $349.2 萬 | 0.42% | −163,227−32.5% | 減碼 |
| Rivernorth Capital Management, LLC | 338,476 | $348.3 萬 | 0.17% | −159,316−32.0% | 減碼 |
| Cohen & Steers, Inc. | 331,022 | $340.6 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 252,758 | $260.1 萬 | 0.01% | −1,000−0.4% | 減碼 |
| Transform Wealth, LLC | 175,400 | $180.5 萬 | 0.17% | +146,100+498.6% | 加碼 |
| Fiera Capital Corp | 163,355 | $168.1 萬 | 0.01% | −3,105−1.9% | 減碼 |
| Waterfront Wealth Inc. | 147,670 | $152.0 萬 | 0.50% | −1,417−1.0% | 減碼 |
| Rockefeller Capital Management L.P. | 129,570 | $133.3 萬 | 0.01% | −1,716−1.3% | 減碼 |
| D.A. Davidson & Co. | 110,552 | $113.6 萬 | 0.01% | +45,020+68.7% | 加碼 |
| Advisor Group Holdings, Inc. | 103,449 | $106.4 萬 | 0.00% | −27,834−21.2% | 減碼 |
| Transcend Wealth Collective, LLC | 99,546 | $102.4 萬 | 0.11% | +16,423+19.8% | 加碼 |
| Marks Group Wealth Management, Inc | 92,245 | $94.9 萬 | 0.12% | +92,245 | 新進 |
| Wela Strategies, Inc. | 90,352 | $93.0 萬 | 0.50% | +90,352 | 新進 |
| Chicago Partners Investment Group LLC | 88,058 | $91.7 萬 | 0.05% | +826+0.9% | 加碼 |
| CNH Partners LLC | 81,122 | $83.5 萬 | 0.03% | −11,710−12.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 80,520 | $82.9 萬 | 0.00% | −10,589−11.6% | 減碼 |
| Ameriprise Financial Inc | 74,433 | $76.8 萬 | 0.00% | −101−0.1% | 減碼 |
| Wolverine Asset Management LLC | 66,304 | $68.2 萬 | 0.01% | +25,037+60.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 65,002 | $66.9 萬 | 0.00% | −312−0.5% | 減碼 |
| Ellis Investment Partners, LLC | 63,735 | $65.6 萬 | 0.17% | −11,573−15.4% | 減碼 |
| Stolper Co | 63,131 | $65.0 萬 | 0.28% | −1,529−2.4% | 減碼 |
| Peapack Gladstone Financial Corp | 57,735 | $59.4 萬 | 0.01% | −296−0.5% | 減碼 |
| Shulman DeMeo Asset Management LLC | 57,012 | $58.7 萬 | 0.18% | −164−0.3% | 減碼 |
| Logan Stone Capital, LLC | 55,521 | $57.1 萬 | 0.23% | +55,521 | 新進 |
| Uncommon Cents Investing LLC | 49,280 | $50.7 萬 | 0.19% | +545+1.1% | 加碼 |
| Stephens Inc | 48,625 | $50.0 萬 | 0.01% | −1,487−3.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 44,357 | $45.6 萬 | 0.01% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 42,685 | $43.9 萬 | 0.06% | −12,853−23.1% | 減碼 |
| Stifel Financial Corp | 39,155 | $40.3 萬 | 0.00% | −1,745−4.3% | 減碼 |
| Semus Wealth Partners LLC | 36,362 | $37.4 萬 | 0.40% | −1,080−2.9% | 減碼 |
| Lazard Asset Management LLC | – | $37.0 萬 | 0.00% | – | – |
| GWM Advisors LLC | 35,125 | $36.1 萬 | 0.00% | −365−1.0% | 減碼 |
| Palogic Value Management, L.P. | 34,702 | $35.7 萬 | 0.17% | −20,000−36.6% | 減碼 |
| Commonwealth Equity Services, LLC | 32,311 | $33.2 萬 | 0.00% | −33,130−50.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 32,042 | $33.0 萬 | 0.01% | +7,634+31.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 32,029 | $33.0 萬 | 0.00% | 00.0% | 不變 |
| Claybrook Capital, LLC | 31,065 | $32.0 萬 | 0.18% | +31,065 | 新進 |
| SMH Capital Advisors Inc | 30,551 | $31.8 萬 | 1.89% | −6,159−16.8% | 減碼 |
| Truist Financial Corp | 30,425 | $31.3 萬 | 0.00% | −1,186−3.8% | 減碼 |
| Private Advisor Group, LLC | 30,251 | $31.1 萬 | 0.00% | +80+0.3% | 加碼 |
| Nwam LLC | 29,188 | $30.0 萬 | 0.03% | −7,288−20.0% | 減碼 |
| Mariner, LLC | 28,623 | $29.5 萬 | 0.00% | −32−0.1% | 減碼 |
| OTA Financial Group L.P. | 28,325 | $29.1 萬 | 0.26% | +28,325 | 新進 |
| Park Avenue Securities LLC | 26,178 | $26.9 萬 | 0.00% | −5,123−16.4% | 減碼 |
| Mirador Capital Partners LP | 25,813 | $26.6 萬 | 0.06% | −1,399−5.1% | 減碼 |
| ProVise Management Group, LLC | 24,961 | $25.7 萬 | 0.02% | −983−3.8% | 減碼 |
| Mackay Shields LLC | 24,340 | $25.0 萬 | 0.01% | −256−1.0% | 減碼 |
| Wedbush Securities Inc | 22,629 | $23.3 萬 | 0.01% | −5,670−20.0% | 減碼 |
| International Assets Investment Management, LLC | 22,628 | $23.3 萬 | 0.03% | −4,320−16.0% | 減碼 |
| 180 Wealth Advisors, LLC | 21,585 | $22.2 萬 | 0.05% | +41+0.2% | 加碼 |
| Jane Street Group, LLC | 21,285 | $21.9 萬 | 0.00% | +21,285 | 新進 |
| E&G Advisors, LP | 21,192 | $21.8 萬 | 0.08% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 21,185 | $21.8 萬 | 0.04% | −1,305−5.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 20,164 | $20.7 萬 | 0.03% | −970−4.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 20,100 | $20.7 萬 | 0.03% | +5,000+33.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 19,652 | $20.2 萬 | 0.01% | −2,547−11.5% | 減碼 |
| Millennium Management LLC | 19,521 | $20.1 萬 | 0.00% | +19,521 | 新進 |
| Family Management Corp | 18,541 | $19.1 萬 | 0.04% | −266,007−93.5% | 減碼 |
| Dakota Wealth Management | 17,806 | $18.3 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 17,599 | $18.1 萬 | 0.01% | −867−4.7% | 減碼 |
| Valley Brook Capital Group | 17,305 | $17.8 萬 | 0.16% | −850−4.7% | 減碼 |
| Freestone Capital Holdings, LLC | 16,000 | $16.5 萬 | 0.01% | +16,000 | 新進 |
| Nomura Holdings Inc | 15,000 | $15.4 萬 | 0.00% | +15,000 | 新進 |
| First Foundation Advisors | 14,615 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Oak Family Advisors, LLC | 14,429 | $14.8 萬 | 0.07% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 14,300 | $14.8 萬 | 0.05% | +277+2.0% | 加碼 |
| TCG Advisory Services, LLC | 14,332 | $14.7 萬 | 0.03% | −1,617−10.1% | 減碼 |
| Virtu Financial LLC | 14,198 | $14.6 萬 | 0.02% | +1,634+13.0% | 加碼 |
| We Are One Seven, LLC | 14,039 | $14.4 萬 | 0.01% | −278−1.9% | 減碼 |
| Cetera Investment Advisers | 13,850 | $14.3 萬 | 0.00% | −31−0.2% | 減碼 |
| Integrated Wealth Concepts LLC | 13,770 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 13,500 | $13.9 萬 | 0.07% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 12,963 | $13.3 萬 | 0.13% | +63+0.5% | 加碼 |
| UMA Financial Services, Inc. | 12,839 | $13.3 萬 | 0.03% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 11,412 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 10,992 | $11.3 萬 | 0.00% | −10,674−49.3% | 減碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $11.2 萬 | 0.03% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 10,553 | $10.9 萬 | 0.05% | −2,155−17.0% | 減碼 |