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BlackRock Income Trust
BKT

79 hedge funds and large institutions have $185M invested in BlackRock Income Trust in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more funds holding

Funds holding: 75 → 79 (+4)

5% more capital invested

Capital invested by funds: $175M → $185M (+$9.23M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.27% less ownership

Funds ownership: 15.9% → 15.62% (-0.27%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
18
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.97M
2
MGAM
McGowan Group Asset Management
Texas
+$2.79M
3
HC
HNP Capital
New York
+$1.98M
4
Morgan Stanley
Morgan Stanley
New York
+$915K
5
Lido Advisors
Lido Advisors
California
+$886K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.21M
2
KIM
Karpus Investment Management
New York
-$2.58M
3
Bank of America
Bank of America
North Carolina
-$2.54M
4
1CP
1607 Capital Partners
Virginia
-$2.47M
5
Wells Fargo
Wells Fargo
California
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$659K +$222K +12,152 +52%
PPA
27
Parametric Portfolio Associates
Washington
$599K -$138K -7,576 -19%
PCP
28
Proficio Capital Partners
Massachusetts
$510K – – –
RIG
29
Ramiah Investment Group
Wisconsin
$394K +$174K +9,546 +81%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$376K -$72.5K -3,966 -16%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$367K +$4.6K +252 +1%
HighTower Advisors
32
HighTower Advisors
Illinois
$352K -$1.75K -96 -0.5%
WCM
33
Whitener Capital Management
North Carolina
$341K – – –
FIA
34
Foundations Investment Advisors
Arizona
$327K +$320K +17,492 New
EH
35
Equitable Holdings
New York
$314K +$187K +10,221 +151%
CIA
36
Capital Investment Advisors
Georgia
$241K -$32.2K -1,762 -12%
FNT
37
First Nebraska Trust
Nebraska
$221K -$6.1K -334 -3%
TF
38
Trek Financial
Arizona
$217K +$214K +11,715 New
MFW
39
Meristem Family Wealth
Minnesota
$196K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$191K -$60.2K -3,294 -24%
DAS
41
Dynamic Advisor Solutions
Arizona
$187K -$9.06K -496 -5%
9WM
42
9258 Wealth Management
Ohio
$185K – – –
MA
43
Mutual Advisors
Nebraska
$167K +$165K +9,016 New
RJT
44
Raymond James Trust
Florida
$167K +$165K +9,027 New
AAS
45
Avantax Advisory Services
Texas
$164K +$420 +23 +0.3%
PVWM
46
Point View Wealth Management
New Jersey
$161K – – –
GT
47
Glenview Trust
Kentucky
$159K – – –
CAN
48
Cetera Advisor Networks
California
$149K – – –
LA
49
LexAurum Advisors
Kansas
$136K – – –
PMG
50
ProVise Management Group
Florida
$131K – – –
1
2
3 4

BKT Hedge Fund Activity: Q2 2020 in Review

79 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2020, worth a combined $185M — up 5.3% from $175M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BKT positions and 11 closed out — a net gain of 4 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $3.97M. The largest seller was Sit Investment Associates, cutting an estimated $3.21M.

  • 79 institutional investors held BlackRock Income Trust (BKT) as of Q2 2020, up from 75 in Q1 2020.
  • Funds reported $185M of BlackRock Income Trust stock for Q2 2020, up 5.3% quarter-over-quarter.
  • 15 funds opened new BlackRock Income Trust positions in Q2 2020 and 11 closed out, a net change of +4 holders.
  • The largest BlackRock Income Trust buyer in Q2 2020 was BlackRock, an estimated $3.97M added.
  • The largest BlackRock Income Trust seller in Q2 2020 was Sit Investment Associates, an estimated $3.21M sold.

Based on aggregated 13F filings for Q2 2020.