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BlackRock Income Trust
BKT

76 hedge funds and large institutions have $134M invested in BlackRock Income Trust in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 75 → 76 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.55% less ownership

Funds ownership: 11.95% → 11.4% (-0.55%)

4% less capital invested

Capital invested by funds: $139M → $134M (-$5.57M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
26
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.13M
2
CAM
Cresset Asset Management
Illinois
+$1.61M
3
HC
HNP Capital
New York
+$892K
4
VRM
Vectors Research Management
New York
+$888K
5
LPL Financial
LPL Financial
California
+$550K

Top Sellers

Rank Fund Capital Flow
1
IWA
IBEX Wealth Advisors
New Jersey
-$4.31M
2
Wells Fargo
Wells Fargo
California
-$3.63M
3
KIM
Karpus Investment Management
New York
-$2.09M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.61M
5
Morgan Stanley
Morgan Stanley
New York
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$482K -$1.61M -88,263 -77%
RIG
27
Ramiah Investment Group
Wisconsin
$463K -$10.4K -570 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$364K +$5.14K +281 +1%
RJT
29
Raymond James Trust
Florida
$359K +$77.6K +4,243 +28%
WCM
30
Whitener Capital Management
North Carolina
$323K -$7.45K -407 -2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$259K -$21.3K -1,167 -8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$258K +$7.61K +416 +3%
CIA
33
Capital Investment Advisors
Georgia
$241K +$530 +29 +0.2%
FAG
34
Financial Advisory Group
Texas
$230K – – –
GG
35
Golden Green
South Carolina
$213K +$104K +5,673 +96%
FIA
36
Foundations Investment Advisors
Arizona
$201K +$26K +1,423 +15%
FNT
37
First Nebraska Trust
Nebraska
$194K – – –
TF
38
Trek Financial
Arizona
$194K -$25.1K -1,372 -11%
MFW
39
Meristem Family Wealth
Minnesota
$194K – – –
9WM
40
9258 Wealth Management
Ohio
$183K – – –
CP
41
Cumberland Partners
Ontario, Canada
$171K – – –
CB
42
Commerce Bank
Missouri
$166K +$166K +9,082 New
AAS
43
Avantax Advisory Services
Texas
$151K +$1.21K +66 +0.8%
CAN
44
Cetera Advisor Networks
California
$148K – – –
LA
45
LexAurum Advisors
Kansas
$134K – – –
PMG
46
ProVise Management Group
Florida
$130K – – –
PGFC
47
Peapack-Gladstone Financial Corp
New Jersey
$121K +$121K +6,600 New
HI
48
Harbour Investments
Wisconsin
$114K +$114K +6,233 New
Creative Planning
49
Creative Planning
Kansas
$113K +$3.06K +167 +3%
Wells Fargo
50
Wells Fargo
California
$111K -$3.63M -198,246 -97%
1
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BKT Hedge Fund Activity: Q1 2021 in Review

76 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2021, worth a combined $134M — down 4% from $139M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKT positions and 9 closed out — a net gain of 2 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $3.13M. The largest seller was IBEX Wealth Advisors, exiting entirely with an estimated $4.31M sold.

  • 76 institutional investors held BlackRock Income Trust (BKT) as of Q1 2021, up from 75 in Q4 2020.
  • Funds reported $134M of BlackRock Income Trust stock for Q1 2021, down 4% quarter-over-quarter.
  • 11 funds opened new BlackRock Income Trust positions in Q1 2021 and 9 closed out, a net change of +2 holders.
  • The largest BlackRock Income Trust buyer in Q1 2021 was UBS Group, an estimated $3.13M added.
  • The largest BlackRock Income Trust seller in Q1 2021 was IBEX Wealth Advisors, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2021.