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BlackRock Income Trust
BKT

63 hedge funds and large institutions have $210M invested in BlackRock Income Trust in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more funds holding

Funds holding: 58 → 63 (+5)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $205M → $210M (+$5.64M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.02% less ownership

Funds ownership: 17.24% → 17.22% (-0.02%)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
22
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.38M
2
PPA
Parametric Portfolio Associates
Washington
+$1.12M
3
SIA
Sit Investment Associates
Minnesota
+$1.02M
4
Morgan Stanley
Morgan Stanley
New York
+$879K
5
Invesco
Invesco
Georgia
+$139K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.06M
2
IA
Icon Advisers
Colorado
-$1.36M
3
KIM
Karpus Investment Management
New York
-$354K
4
1CP
1607 Capital Partners
Virginia
-$307K
5
Citigroup
Citigroup
New York
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
26
Proficio Capital Partners
Massachusetts
$306K -$35.2K -1,875 -10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$288K +$99.6K +5,300 +54%
GXMC
28
Global X Management Company
New York
$267K – – –
FNT
29
First Nebraska Trust
Nebraska
$263K -$36.3K -1,933 -12%
CAS
30
Cue Advisory Services
Arizona
$257K -$176K -9,367 -41%
CHAM
31
Clear Harbor Asset Management
Connecticut
$244K +$2.14K +114 +0.9%
Stifel Financial
32
Stifel Financial
Missouri
$244K +$13.1K +695 +6%
PVWM
33
Point View Wealth Management
New Jersey
$216K -$7.39K -393 -3%
PSUF
34
People's United Financial
Connecticut
$194K +$207 +11 +0.1%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$162K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$152K +$18.7K +996 +14%
CAN
37
Cetera Advisor Networks
California
$150K -$12.5K -667 -8%
PMG
38
ProVise Management Group
Florida
$142K – – –
RJA
39
Raymond James & Associates
Florida
$128K +$41.6K +2,215 +49%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$103K -$7.01K -373 -6%
LCM
41
Landscape Capital Management
New Jersey
$88K -$159K -8,473 -65%
IFWM
42
Institute for Wealth Management
Colorado
$75K +$73.2K +3,895 New
OA
43
Oxbow Advisors
Texas
$67K +$65.9K +3,506 New
WA
44
WealthTrust Axiom
Pennsylvania
$66K – – –
GT
45
Glenview Trust
Kentucky
$64K – – –
ACP
46
Aviance Capital Partners
Florida
$64K +$63.1K +3,355 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$41K +$789 +42 +2%
Citigroup
48
Citigroup
New York
$32K -$191K -10,185 -86%
AG
49
Advisor Group
Arizona
$30K +$10.3K +548 +52%
GWM
50
Geneos Wealth Management
Colorado
$28K – – –
1
2
3

BKT Hedge Fund Activity: Q2 2017 in Review

63 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2017, worth a combined $210M — up 2.8% from $205M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.38M. The largest seller was LPL Financial, cutting an estimated $2.06M.

  • 63 institutional investors held BlackRock Income Trust (BKT) as of Q2 2017, up from 58 in Q1 2017.
  • Funds reported $210M of BlackRock Income Trust stock for Q2 2017, up 2.8% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q2 2017 and 5 closed out, a net change of +5 holders.
  • The largest BlackRock Income Trust buyer in Q2 2017 was Wells Fargo, an estimated $1.38M added.
  • The largest BlackRock Income Trust seller in Q2 2017 was LPL Financial, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2017.