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BlackRock Income Trust

58 hedge funds and large institutions have $205M invested in BlackRock Income Trust in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

0.31% more ownership

Funds ownership: 16.93%17.24% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $206M → $205M (-$846K)

5% less funds holding

Funds holding: 6158 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
21
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
26
First Nebraska Trust
Nebraska
$291K -$616 -33 -0.2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$288K +$24.9K +1,333 +9%
GXMC
28
Global X Management Company
New York
$260K +$86.7K +4,644 +50%
LCM
29
Landscape Capital Management
New Jersey
$243K -$89.6K -4,798 -27%
CHAM
30
Clear Harbor Asset Management
Connecticut
$237K
Stifel Financial
31
Stifel Financial
Missouri
$223K +$116K +6,229 +107%
Citigroup
32
Citigroup
New York
$220K +$190K +10,198 +607%
PVWM
33
Point View Wealth Management
New Jersey
$218K +$38.9K +2,085 +22%
PSUF
34
People's United Financial
Connecticut
$189K +$131 +7 +0.1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$182K +$27.7K +1,484 +18%
PR
36
Payden & Rygel
California
$179K
CAN
37
Cetera Advisor Networks
California
$160K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$158K
PMG
39
ProVise Management Group
Florida
$138K +$11.8K +634 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$129K +$541 +29 +0.4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$107K -$239K -12,783 -69%
SWP
42
Stratos Wealth Partners
Ohio
$88K -$10.1K -539 -10%
RJA
43
Raymond James & Associates
Florida
$84K -$8.51K -456 -9%
CWM
44
Concert Wealth Management
California
$74K
WA
45
WealthTrust Axiom
Pennsylvania
$64K -$3.12K -167 -5%
GT
46
Glenview Trust
Kentucky
$62K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$39K +$39.2K +2,100 New
GWM
48
Geneos Wealth Management
Colorado
$27K
IA
49
IFP Advisors
Florida
$26K
US Bancorp
50
US Bancorp
Minnesota
$20K

BKT Hedge Fund Activity: Q1 2017 in Review

58 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2017, worth a combined $205M — down 0.41% from $206M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKT and 4 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 21 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.06M. The largest seller was Icon Advisers, cutting an estimated $1.77M.

  • 58 institutional investors held BlackRock Income Trust (BKT) as of Q1 2017, down from 61 in Q4 2016.
  • Funds reported $205M of BlackRock Income Trust stock for Q1 2017, down 0.41% quarter-over-quarter.
  • 4 funds opened new BlackRock Income Trust positions in Q1 2017 and 6 closed out, a net change of -2 holders.
  • The largest BlackRock Income Trust buyer in Q1 2017 was Sit Investment Associates, an estimated $2.06M added.
  • The largest BlackRock Income Trust seller in Q1 2017 was Icon Advisers, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2017.