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BlackRock Income Trust
BKT

75 hedge funds and large institutions have $175M invested in BlackRock Income Trust in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.59% less ownership

Funds ownership: 16.48% → 15.9% (-0.59%)

1% less funds holding

Funds holding: 76 → 75 (-1)

8% less capital invested

Capital invested by funds: $191M → $175M (-$15.6M)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
16
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWA
IBEX Wealth Advisors
New Jersey
+$4.24M
2
Stifel Financial
Stifel Financial
Missouri
+$3.38M
3
Bank of America
Bank of America
North Carolina
+$2.14M
4
1CP
1607 Capital Partners
Virginia
+$2.08M
5
CS
Credit Suisse
Switzerland
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$11.7M
2
HC
HNP Capital
New York
-$1.83M
3
FM
Family Management
New York
-$1.66M
4
SIA
Sit Investment Associates
Minnesota
-$1.3M
5
OA
Oxbow Advisors
Texas
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$503K +$525K +29,129 New
PCP
27
Proficio Capital Partners
Massachusetts
$499K +$497K +27,567 New
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$420K -$219K -12,169 -33%
Lido Advisors
29
Lido Advisors
California
$411K -$149K -8,241 -26%
First Trust Advisors
30
First Trust Advisors
Illinois
$405K -$248K -13,755 -37%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$339K +$12.1K +673 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$336K -$1.37K -76 -0.4%
WCM
33
Whitener Capital Management
North Carolina
$319K -$5.54K -307 -2%
FFA
34
First Foundation Advisors
California
$265K +$179K +9,946 +184%
CIA
35
Capital Investment Advisors
Georgia
$255K -$8.26K -458 -3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$236K -$14.4K -798 -6%
FNT
37
First Nebraska Trust
Nebraska
$212K -$8.37K -464 -4%
RIG
38
Ramiah Investment Group
Wisconsin
$203K -$30.8K -1,705 -13%
MFW
39
Meristem Family Wealth
Minnesota
$183K – – –
DAS
40
Dynamic Advisor Solutions
Arizona
$183K +$1.23K +68 +0.6%
9WM
41
9258 Wealth Management
Ohio
$180K – – –
AAS
42
Avantax Advisory Services
Texas
$152K -$1.37K -76 -0.9%
PVWM
43
Point View Wealth Management
New Jersey
$150K – – –
GT
44
Glenview Trust
Kentucky
$149K +$49K +2,718 +46%
CP
45
Cumberland Partners
Ontario, Canada
$148K +$60.9K +3,379 +65%
CAN
46
Cetera Advisor Networks
California
$139K – – –
LA
47
LexAurum Advisors
Kansas
$127K – – –
PMG
48
ProVise Management Group
Florida
$123K – – –
EH
49
Equitable Holdings
New York
$117K +$122K +6,767 New
Creative Planning
50
Creative Planning
Kansas
$104K +$1.03K +57 +1%
1
2
3 4

BKT Hedge Fund Activity: Q1 2020 in Review

75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2020, worth a combined $175M — down 8.2% from $191M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKT positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 28 trimmed.

The largest buyer was IBEX Wealth Advisors, opening a new position worth an estimated $4.24M. The largest seller was Karpus Investment Management, cutting an estimated $11.7M.

  • 75 institutional investors held BlackRock Income Trust (BKT) as of Q1 2020, down from 76 in Q4 2019.
  • Funds reported $175M of BlackRock Income Trust stock for Q1 2020, down 8.2% quarter-over-quarter.
  • 11 funds opened new BlackRock Income Trust positions in Q1 2020 and 8 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q1 2020 was IBEX Wealth Advisors, an estimated $4.24M added.
  • The largest BlackRock Income Trust seller in Q1 2020 was Karpus Investment Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2020.