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。
2024 年第 1 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2024/3/31 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
- 141
- 較 2023 年第 4 季 −7 家
- 持有股數
- 3,333 萬
- 較 2023 年第 4 季 −95.0 萬 (−2.8%)
- 總市值
- $3.56 億
- 較 2023 年第 4 季 +$273.6 萬 (+0.8%)
- 新進機構
- 18
- 另有 43 家加碼
- 清倉機構
- 25
- 另有 41 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,339,999 | $5,709 萬 | 1.31% | −546,713−9.3% | 減碼 |
| Morgan Stanley | 4,878,470 | $5,215 萬 | 0.00% | −5,041−0.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 3,807,459 | $4,070 萬 | 0.06% | −1,1000.0% | 減碼 |
| Bank of America Corp | 3,158,143 | $3,376 萬 | 0.00% | −64,477−2.0% | 減碼 |
| Penserra Capital Management LLC | 1,239,796 | $1,325 萬 | 0.17% | +985,011+386.6% | 加碼 |
| Invesco Ltd. | 975,205 | $1,042 萬 | 0.00% | −220,498−18.4% | 減碼 |
| Karpus Management, Inc. | 954,672 | $1,021 萬 | 0.29% | −3,195−0.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 920,467 | $984.0 萬 | 0.01% | +4,250+0.5% | 加碼 |
| Royal Bank of Canada | 865,546 | $925.3 萬 | 0.00% | +66,980+8.4% | 加碼 |
| Capital Investment Advisors, LLC | 862,190 | $921.7 萬 | 0.21% | +30,638+3.7% | 加碼 |
| Guggenheim Capital LLC | 822,446 | $879.2 萬 | 0.06% | +139,193+20.4% | 加碼 |
| LPL Financial LLC | 805,469 | $861.0 萬 | 0.00% | +307,028+61.6% | 加碼 |
| Wells Fargo & Company | 756,796 | $809.0 萬 | 0.00% | +14,549+2.0% | 加碼 |
| Sowell Financial Services LLC | 661,637 | $707.3 萬 | 0.33% | +476+0.1% | 加碼 |
| UBS Group AG | 601,789 | $643.3 萬 | 0.00% | −151,711−20.1% | 減碼 |
| Evergreen Capital Management LLC | 469,703 | $502.1 萬 | 0.19% | −9,864−2.1% | 減碼 |
| CNH Partners LLC | 378,163 | $404.3 萬 | 0.14% | −262,296−41.0% | 減碼 |
| Raymond James & Associates | 365,780 | $391.0 萬 | 0.00% | +50,045+15.9% | 加碼 |
| Cohen & Steers, Inc. | 331,022 | $353.9 萬 | 0.01% | 00.0% | 不變 |
| Edgemoor Investment Advisors, Inc. | 291,724 | $311.9 萬 | 0.29% | −24,759−7.8% | 減碼 |
| Advisors Asset Management, Inc. | 288,739 | $308.7 萬 | 0.06% | +168,173+139.5% | 加碼 |
| Thrivent Financial for Lutherans | 248,758 | $265.9 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 222,962 | $238.3 萬 | 0.02% | −15,295−6.4% | 減碼 |
| Ameriprise Financial Inc | 196,658 | $210.2 萬 | 0.00% | +18,021+10.1% | 加碼 |
| 1607 Capital Partners, LLC | 185,816 | $198.6 萬 | 0.16% | −376,650−67.0% | 減碼 |
| Fiera Capital Corp | 164,028 | $175.3 萬 | 0.01% | +959+0.6% | 加碼 |
| Rockefeller Capital Management L.P. | 154,872 | $165.6 萬 | 0.00% | −18,627−10.7% | 減碼 |
| Principal Securities, Inc. | 150,698 | $161.1 萬 | 0.05% | +4,274+2.9% | 加碼 |
| Waterfront Wealth Inc. | 153,063 | $154.6 萬 | 0.43% | +8,895+6.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 142,836 | $152.7 萬 | 0.13% | −219,623−60.6% | 減碼 |
| Vivaldi Capital Management, LLC | 145,675 | $151.9 萬 | 0.44% | +104,186+251.1% | 加碼 |
| Johnson Financial Group, Inc. | 138,124 | $147.7 萬 | 0.08% | −55,150−28.5% | 減碼 |
| EP Wealth Advisors, LLC | 126,029 | $134.7 萬 | 0.02% | −7,113−5.3% | 減碼 |
| Arcus Capital Partners, LLC | 95,604 | $102.2 萬 | 0.32% | +969+1.0% | 加碼 |
| Marks Group Wealth Management, Inc | 92,245 | $98.6 萬 | 0.10% | 00.0% | 不變 |
| Lido Advisors, LLC | 87,535 | $93.6 萬 | 0.01% | −997−1.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 87,334 | $93.4 萬 | 0.00% | +6,671+8.3% | 加碼 |
| Transcend Wealth Collective, LLC | 87,205 | $93.2 萬 | 0.07% | +2,997+3.6% | 加碼 |
| Chicago Partners Investment Group LLC | 87,232 | $88.6 萬 | 0.04% | 00.0% | 不變 |
| Connectus Wealth, LLC | 82,500 | $88.2 萬 | 0.02% | 00.0% | 不變 |
| Stolper Co | 73,965 | $79.1 萬 | 0.29% | +10,005+15.6% | 加碼 |
| Advisor Group Holdings, Inc. | 72,944 | $78.0 萬 | 0.00% | −8,535−10.5% | 減碼 |
| Jane Street Group, LLC | 69,779 | $74.6 萬 | 0.00% | +57,956+490.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 64,560 | $69.0 萬 | 0.00% | +8,733+15.6% | 加碼 |
| Wela Strategies, Inc. | 61,210 | $65.4 萬 | 0.31% | −34,299−35.9% | 減碼 |
| Ellis Investment Partners, LLC | 56,420 | $60.3 萬 | 0.13% | −4,364−7.2% | 減碼 |
| Shulman DeMeo Asset Management LLC | 56,370 | $60.3 萬 | 0.16% | −317−0.6% | 減碼 |
| Moors & Cabot, Inc. | 54,500 | $58.3 萬 | 0.03% | −3,500−6.0% | 減碼 |
| Riverbridge Partners LLC | 53,214 | $56.9 萬 | 0.01% | +2,198+4.3% | 加碼 |
| Uncommon Cents Investing LLC | 50,866 | $54.4 萬 | 0.17% | +828+1.7% | 加碼 |
| HRT Financial LP | 49,012 | $52.3 萬 | 0.00% | +49,012 | 新進 |
| Pin Oak Investment Advisors Inc | 46,938 | $50.2 萬 | 0.48% | +3,960+9.2% | 加碼 |
| WealthShield Partners, LLC | 45,945 | $49.1 萬 | 0.08% | +5,365+13.2% | 加碼 |
| Cetera Investment Advisers | 42,202 | $45.1 萬 | 0.00% | +42,202 | 新進 |
| Horizon Kinetics Asset Management LLC | 40,634 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 33,113 | $35.4 萬 | 0.15% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 32,060 | $34.3 萬 | 0.00% | +31+0.1% | 加碼 |
| Truist Financial Corp | 31,559 | $33.7 萬 | 0.00% | +1,603+5.4% | 加碼 |
| Commonwealth Equity Services, LLC | 30,789 | $32.9 萬 | 0.00% | +219+0.7% | 加碼 |
| MML Investors Services, LLC | 28,345 | $30.3 萬 | 0.00% | +1,934+7.3% | 加碼 |
| SFI Advisors, LLC | 28,014 | $29.9 萬 | 0.23% | +28,014 | 新進 |
| Nwam LLC | 28,317 | $29.8 萬 | 0.02% | −1,300−4.4% | 減碼 |
| Mariner, LLC | 27,779 | $29.7 萬 | 0.00% | −2,225−7.4% | 減碼 |
| Envestnet Asset Management Inc | 27,214 | $29.1 萬 | 0.00% | +27,214 | 新進 |
| SMH Capital Advisors Inc | 26,386 | $28.2 萬 | 0.76% | +2,830+12.0% | 加碼 |
| Oppenheimer & Co Inc | 26,239 | $28.0 萬 | 0.00% | +6,400+32.3% | 加碼 |
| International Assets Investment Management, LLC | 25,742 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Semus Wealth Partners LLC | 24,909 | $26.6 萬 | 0.22% | −2,668−9.7% | 減碼 |
| Private Advisor Group, LLC | 24,744 | $26.5 萬 | 0.00% | −510−2.0% | 減碼 |
| 9258 Wealth Management, LLC | 21,476 | $23.0 萬 | 0.04% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 21,279 | $22.7 萬 | 0.00% | −16,035−43.0% | 減碼 |
| ProVise Management Group, LLC | 21,140 | $22.6 萬 | 0.02% | −500−2.3% | 減碼 |
| 180 Wealth Advisors, LLC | 20,552 | $22.0 萬 | 0.04% | −1,073−5.0% | 減碼 |
| Valley Brook Capital Group | 20,305 | $21.7 萬 | 0.17% | +3,000+17.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 20,253 | $21.7 萬 | 0.03% | −36−0.2% | 減碼 |
| Stifel Financial Corp | 20,073 | $21.5 萬 | 0.00% | −8,782−30.4% | 減碼 |
| Janney Montgomery Scott LLC | 19,375 | $20.7 萬 | 0.00% | +167+0.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 19,026 | $20.3 萬 | 0.03% | 00.0% | 不變 |
| Wedbush Securities Inc | 18,888 | $20.2 萬 | 0.01% | −1,142−5.7% | 減碼 |
| Park Avenue Securities LLC | 18,565 | $19.8 萬 | 0.00% | −1,589−7.9% | 減碼 |
| Stonebrook Private Inc. | 18,239 | $19.5 萬 | 0.06% | −3,095−14.5% | 減碼 |
| GWM Advisors LLC | 17,950 | $19.2 萬 | 0.00% | −16,350−47.7% | 減碼 |
| Dakota Wealth Management | 17,206 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 17,000 | $18.2 萬 | 0.14% | 00.0% | 不變 |
| E&G Advisors, LP | 16,892 | $18.1 萬 | 0.06% | −100−0.6% | 減碼 |
| We Are One Seven, LLC | 15,998 | $17.1 萬 | 0.01% | +800+5.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 15,634 | $16.7 萬 | 0.01% | −4,725−23.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 15,150 | $16.2 萬 | 0.01% | +15,150 | 新進 |
| Wetherby Asset Management Inc | 15,125 | $16.2 萬 | 0.01% | +15,125 | 新進 |
| Sound View Wealth Advisors Group, LLC | 15,100 | $16.1 萬 | 0.02% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 13,972 | $14.9 萬 | 0.04% | +159+1.2% | 加碼 |
| UMA Financial Services, Inc. | 14,684 | $14.7 萬 | 0.03% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 13,705 | $14.7 萬 | 0.00% | +13,705 | 新進 |
| Investors Asset Management of Georgia Inc | 13,500 | $14.4 萬 | 0.07% | −2,500−15.6% | 減碼 |
| Crescent Grove Advisors, LLC | 13,500 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 13,245 | $14.2 萬 | 0.10% | +69+0.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 12,660 | $13.4 萬 | 0.00% | +12,660 | 新進 |
| TCG Advisory Services, LLC | 12,410 | $13.3 萬 | 0.01% | +117+1.0% | 加碼 |
| Investment Partners Asset Management, Inc. | 12,073 | $12.9 萬 | 0.12% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 12,000 | $12.8 萬 | 0.05% | −2,500−17.2% | 減碼 |