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BlackRock Income Trust
BKT

71 hedge funds and large institutions have $206M invested in BlackRock Income Trust in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

9% more funds holding

Funds holding: 65 → 71 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.95% less ownership

Funds ownership: 18.71% → 17.76% (-0.95%)

3% less capital invested

Capital invested by funds: $213M → $206M (-$7.17M)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.43M
2
SIA
Sit Investment Associates
Minnesota
+$1.22M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$753K
4
Ameriprise
Ameriprise
Minnesota
+$498K
5
RJA
Raymond James & Associates
Florida
+$442K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.47M
2
IA
Icon Advisers
Colorado
-$6.09M
3
KIM
Karpus Investment Management
New York
-$1.92M
4
Invesco
Invesco
Georgia
-$354K
5
1CP
1607 Capital Partners
Virginia
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$388K -$949 -53 -0.2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$340K -$466 -26 -0.1%
WCM
28
Whitener Capital Management
North Carolina
$340K +$3.99K +223 +1%
FHA
29
First Horizon Advisors
Tennessee
$321K +$317K +17,700 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$286K +$22.7K +1,269 +9%
CIA
31
Capital Investment Advisors
Georgia
$284K +$483 +27 +0.2%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$244K -$108K -6,024 -31%
FNT
33
First Nebraska Trust
Nebraska
$231K – – –
FIA
34
FNY Investment Advisers
New York
$222K +$77K +4,300 +54%
Bank of America
35
Bank of America
North Carolina
$208K +$7.59K +424 +4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$202K -$15.5K -865 -7%
MFW
37
Meristem Family Wealth
Minnesota
$192K – – –
DAS
38
Dynamic Advisor Solutions
Arizona
$163K -$8.61K -481 -5%
Millennium Management
39
Millennium Management
New York
$161K +$158K +8,843 New
PVWM
40
Point View Wealth Management
New Jersey
$158K -$28.3K -1,579 -15%
CAN
41
Cetera Advisor Networks
California
$141K +$1.95K +109 +1%
CHAM
42
Clear Harbor Asset Management
Connecticut
$140K -$5.96K -333 -4%
Stifel Financial
43
Stifel Financial
Missouri
$136K +$34.1K +1,905 +34%
LA
44
LexAurum Advisors
Kansas
$133K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$132K +$131K +7,298 New
PSUF
46
People's United Financial
Connecticut
$130K – – –
PMG
47
ProVise Management Group
Florida
$129K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$116K +$115K +6,403 New
GT
49
Glenview Trust
Kentucky
$107K – – –
Jane Street
50
Jane Street
New York
$96K +$94.7K +5,289 New
1
2
3

BKT Hedge Fund Activity: Q2 2019 in Review

71 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2019, worth a combined $206M — down 3.4% from $213M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.43M. The largest seller was Wells Fargo, cutting an estimated $7.47M.

  • 71 institutional investors held BlackRock Income Trust (BKT) as of Q2 2019, up from 65 in Q1 2019.
  • Funds reported $206M of BlackRock Income Trust stock for Q2 2019, down 3.4% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q2 2019 and 4 closed out, a net change of +6 holders.
  • The largest BlackRock Income Trust buyer in Q2 2019 was Morgan Stanley, an estimated $1.43M added.
  • The largest BlackRock Income Trust seller in Q2 2019 was Wells Fargo, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2019.