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。
2025 年第 3 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2025/9/30 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 2025 年第 2 季 +8 家
- 持有股數
- 3,327 萬
- 較 2025 年第 2 季 −27.8 萬 (−0.8%)
- 總市值
- $3.67 億
- 較 2025 年第 2 季 +$122.6 萬 (+0.3%)
- 新進機構
- 20
- 另有 44 家加碼
- 清倉機構
- 12
- 另有 43 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 |
2025 年第 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,938,177 | $6,562 萬 | 1.33% | +167,338+2.9% | 加碼 |
| Morgan Stanley | 5,261,818 | $5,814 萬 | 0.00% | −86,446−1.6% | 減碼 |
| Bank of America Corp | 4,904,167 | $5,419 萬 | 0.00% | +332,714+7.3% | 加碼 |
| Guggenheim Capital LLC | 1,906,924 | $2,107 萬 | 0.16% | +167,035+9.6% | 加碼 |
| Raymond James Financial Inc | 1,520,686 | $1,680 萬 | 0.01% | +36,757+2.5% | 加碼 |
| Invesco Ltd. | 1,265,630 | $1,399 萬 | 0.00% | +5,145+0.4% | 加碼 |
| Wells Fargo & Company | 1,059,568 | $1,171 萬 | 0.00% | +9,922+0.9% | 加碼 |
| LPL Financial LLC | 972,196 | $1,074 萬 | 0.00% | +300,243+44.7% | 加碼 |
| Capital Investment Advisors, LLC | 909,474 | $1,005 萬 | 0.17% | −64,660−6.6% | 減碼 |
| Royal Bank of Canada | 857,571 | $947.6 萬 | 0.00% | −14,504−1.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 749,988 | $828.7 萬 | 0.01% | −1,367,817−64.6% | 減碼 |
| UBS Group AG | 668,820 | $739.0 萬 | 0.00% | +105,028+18.6% | 加碼 |
| Sowell Financial Services LLC | 659,351 | $728.6 萬 | 0.28% | −2,190−0.3% | 減碼 |
| Penserra Capital Management LLC | 589,680 | $651.5 萬 | 0.08% | +98,122+20.0% | 加碼 |
| Advisors Asset Management, Inc. | 343,055 | $379.1 萬 | 0.06% | −7,987−2.3% | 減碼 |
| Cohen & Steers, Inc. | 331,022 | $365.8 萬 | 0.01% | 00.0% | 不變 |
| Smith Asset Management Co., LLC | 286,818 | $316.9 萬 | 2.70% | −7,730−2.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 282,146 | $311.8 萬 | 0.02% | +36,082+14.7% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 266,253 | $294.2 萬 | 0.23% | −221−0.1% | 減碼 |
| Ameriprise Financial Inc | 252,201 | $275.1 萬 | 0.00% | +24,938+11.0% | 加碼 |
| Thrivent Financial for Lutherans | 237,111 | $262.0 萬 | 0.01% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 232,149 | $256.5 萬 | 0.07% | +64,647+38.6% | 加碼 |
| D.A. Davidson & Co. | 207,772 | $229.6 萬 | 0.01% | −19,065−8.4% | 減碼 |
| Rareview Capital LLC | 180,294 | $196.9 萬 | 1.20% | +20,776+13.0% | 加碼 |
| Cetera Investment Advisers | 176,549 | $195.1 萬 | 0.00% | +13,420+8.2% | 加碼 |
| Private Trust Co NA | 134,849 | $149.0 萬 | 0.13% | +15,000+12.5% | 加碼 |
| First Trust Advisors LP | 125,891 | $139.1 萬 | 0.00% | +37,723+42.8% | 加碼 |
| Ibex Wealth Advisors | 116,103 | $128.3 萬 | 0.12% | +1,351+1.2% | 加碼 |
| Waterfront Wealth Inc. | 109,855 | $121.9 萬 | 0.25% | −20,135−15.5% | 減碼 |
| Marks Group Wealth Management, Inc | 97,838 | $108.1 萬 | 0.10% | 00.0% | 不變 |
| Stolper Co | 80,296 | $88.7 萬 | 0.27% | −197−0.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 80,226 | $88.6 萬 | 0.06% | +80,226 | 新進 |
| Rockefeller Capital Management L.P. | 79,987 | $88.4 萬 | 0.00% | −8,335−9.4% | 減碼 |
| Principal Securities, Inc. | 77,664 | $85.8 萬 | 0.01% | −3,444−4.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 76,004 | $84.0 萬 | 0.00% | +357+0.5% | 加碼 |
| Jane Street Group, LLC | 73,791 | $81.5 萬 | 0.00% | +73,791 | 新進 |
| Colony Group, LLC | 72,771 | $80.4 萬 | 0.00% | −1,727−2.3% | 減碼 |
| Lido Advisors, LLC | 66,816 | $73.8 萬 | 0.00% | −23,186−25.8% | 減碼 |
| Chicago Partners Investment Group LLC | 57,056 | $63.4 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 55,926 | $61.6 萬 | 0.00% | −61−0.1% | 減碼 |
| Johnson Financial Group, Inc. | 55,500 | $61.3 萬 | 0.02% | −12,500−18.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 54,094 | $59.8 萬 | 0.14% | −273−0.5% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 52,055 | $57.5 萬 | 0.11% | +52,055 | 新進 |
| WealthShield Partners, LLC | 50,313 | $55.6 萬 | 0.06% | −624−1.2% | 減碼 |
| Alteri Wealth LLC | 49,844 | $55.1 萬 | 0.19% | +1,628+3.4% | 加碼 |
| Pin Oak Investment Advisors Inc | 49,680 | $54.9 萬 | 0.39% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 48,202 | $53.3 萬 | 0.13% | −263−0.5% | 減碼 |
| Wela Strategies, Inc. | 44,524 | $49.2 萬 | 0.19% | +1,118+2.6% | 加碼 |
| Riverbridge Partners LLC | 43,627 | $48.2 萬 | 0.01% | −21,859−33.4% | 減碼 |
| Horizon Kinetics Asset Management LLC | 40,534 | $44.8 萬 | 0.01% | −10,489−20.6% | 減碼 |
| Pensionmark Financial Group, LLC | 36,054 | $39.8 萬 | 0.01% | +36,054 | 新進 |
| Mezzasalma Advisors, LLC | 35,119 | $38.8 萬 | 0.10% | −757−2.1% | 減碼 |
| Ellis Investment Partners, LLC | 34,719 | $38.4 萬 | 0.07% | +378+1.1% | 加碼 |
| Envestnet Asset Management Inc | 33,755 | $37.3 萬 | 0.00% | +2,002+6.3% | 加碼 |
| MML Investors Services, LLC | 33,030 | $36.5 萬 | 0.00% | +534+1.6% | 加碼 |
| Shaker Financial Services, LLC | 33,000 | $36.5 萬 | 0.13% | +15,000+83.3% | 加碼 |
| Broyhill Asset Management | 32,500 | $35.9 萬 | 0.31% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 31,801 | $35.1 萬 | 0.00% | −5,148−13.9% | 減碼 |
| International Assets Investment Management, LLC | 31,920 | $35.1 萬 | 0.03% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 31,689 | $35.0 萬 | 0.00% | −910−2.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 30,986 | $34.2 萬 | 0.01% | +8,611+38.5% | 加碼 |
| GWM Advisors LLC | 29,885 | $33.0 萬 | 0.00% | +1,100+3.8% | 加碼 |
| Palogic Value Management, L.P. | 29,366 | $32.4 萬 | 0.14% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 29,079 | $32.1 萬 | 0.09% | −9,345−24.3% | 減碼 |
| Truist Financial Corp | 27,832 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 27,544 | $30.4 萬 | 0.00% | −981−3.4% | 減碼 |
| Commonwealth Equity Services, LLC | 26,498 | $29.3 萬 | 0.00% | −4,481−14.5% | 減碼 |
| Susquehanna International Group, LLP | 26,424 | $29.2 萬 | 0.00% | +26,424 | 新進 |
| Prospera Financial Services Inc | 25,649 | $28.3 萬 | 0.00% | −3,123−10.9% | 減碼 |
| Oppenheimer & Co Inc | 25,411 | $28.1 萬 | 0.00% | −2,276−8.2% | 減碼 |
| Virtu Financial LLC | 23,970 | $26.5 萬 | 0.01% | +23,970 | 新進 |
| HRT Financial LP | 23,813 | $26.3 萬 | 0.00% | +23,813 | 新進 |
| Evergreen Capital Management LLC | 23,376 | $25.8 萬 | 0.01% | −3,721−13.7% | 減碼 |
| SMH Capital Advisors Inc | 22,123 | $24.7 萬 | 0.50% | +292+1.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 21,890 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Creekside Partners | 21,733 | $24.0 萬 | 0.11% | +40+0.2% | 加碼 |
| Valley Brook Capital Group | 21,610 | $23.9 萬 | 0.16% | +76+0.4% | 加碼 |
| Warren Averett Asset Management, LLC | 21,322 | $23.6 萬 | 0.00% | −1,523−6.7% | 減碼 |
| Nwam LLC | 21,267 | $23.5 萬 | 0.01% | −800−3.6% | 減碼 |
| Merit Financial Group, LLC | 19,799 | $21.9 萬 | 0.00% | −185−0.9% | 減碼 |
| 180 Wealth Advisors, LLC | 18,416 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 17,654 | $19.5 萬 | 0.00% | +2,000+12.8% | 加碼 |
| Private Advisor Group, LLC | 17,195 | $19.0 萬 | 0.00% | +593+3.6% | 加碼 |
| Park Avenue Securities LLC | 17,001 | $18.8 萬 | 0.00% | +636+3.9% | 加碼 |
| Future Financial Wealth Managment LLC | 17,000 | $18.8 萬 | 0.12% | 00.0% | 不變 |
| Stifel Financial Corp | 16,617 | $18.4 萬 | 0.00% | +336+2.1% | 加碼 |
| Integrated Wealth Concepts LLC | 16,428 | $18.2 萬 | 0.00% | +50.0% | 加碼 |
| E&G Advisors, LP | 15,692 | $17.3 萬 | 0.04% | −500−3.1% | 減碼 |
| Wetherby Asset Management Inc | 15,125 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Adapt Wealth Advisors, LLC | 15,000 | $16.6 萬 | 0.06% | +15,000 | 新進 |
| Northstar Financial Companies, Inc. | 14,617 | $16.2 萬 | 0.15% | 00.0% | 不變 |
| Affiance Financial, LLC | 14,100 | $15.6 萬 | 0.03% | −5,900−29.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 14,000 | $15.5 萬 | 0.02% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 13,905 | $15.4 萬 | 0.02% | +1,231+9.7% | 加碼 |
| Clearstead Advisors, LLC | 13,542 | $15.0 萬 | 0.00% | +176+1.3% | 加碼 |
| Investors Asset Management of Georgia Inc | 13,500 | $14.9 萬 | 0.06% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 13,500 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Accredited Investor Services, LLC | 13,445 | $14.9 萬 | 0.10% | −562−4.0% | 減碼 |
| Elm3 Financial Group, LLC | 13,400 | $14.8 萬 | 0.12% | 00.0% | 不變 |