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BlackRock Income Trust
BKT

79 hedge funds and large institutions have $138M invested in BlackRock Income Trust in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 76 → 79 (+3)

3% more capital invested

Capital invested by funds: $134M → $138M (+$4.03M)

0.09% less ownership

Funds ownership: 11.4% → 11.31% (-0.09%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
27
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$1.75M
2
AWS
AJ Wealth Strategies
New York
+$1.53M
3
Morgan Stanley
Morgan Stanley
New York
+$836K
4
Lido Advisors
Lido Advisors
California
+$691K
5
UBS Group
UBS Group
Switzerland
+$677K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.41M
2
Bank of America
Bank of America
North Carolina
-$1.36M
3
EM
Excalibur Management
Massachusetts
-$1.12M
4
First Trust Advisors
First Trust Advisors
Illinois
-$667K
5
Ameriprise
Ameriprise
Minnesota
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$400K +$130K +7,000 +50%
RJT
27
Raymond James Trust
Florida
$373K – – –
WCM
28
Whitener Capital Management
North Carolina
$325K -$10.6K -567 -3%
SPIA
29
Steward Partners Investment Advisory
New York
$309K +$204K +10,979 +209%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$269K – – –
FAG
31
Financial Advisory Group
Texas
$267K – – –
CIA
32
Capital Investment Advisors
Georgia
$250K +$782 +42 +0.3%
CP
33
Cumberland Partners
Ontario, Canada
$243K +$64.6K +3,467 +37%
GG
34
Golden Green
South Carolina
$221K – – –
VF
35
Virtu Financial
New York
$221K +$216K +11,614 New
MFW
36
Meristem Family Wealth
Minnesota
$202K – – –
FNT
37
First Nebraska Trust
Nebraska
$199K -$2.05K -110 -1%
FIA
38
Foundations Investment Advisors
Arizona
$198K -$8.42K -452 -4%
TF
39
Trek Financial
Arizona
$194K -$7.54K -405 -4%
9WM
40
9258 Wealth Management
Ohio
$190K – – –
CAN
41
Cetera Advisor Networks
California
$183K +$29.4K +1,578 +20%
CB
42
Commerce Bank
Missouri
$173K – – –
AAS
43
Avantax Advisory Services
Texas
$159K +$1.28K +69 +0.8%
LA
44
LexAurum Advisors
Kansas
$139K – – –
IWA
45
IBEX Wealth Advisors
New Jersey
$137K +$134K +7,195 New
PMG
46
ProVise Management Group
Florida
$135K – – –
KA
47
Kovack Advisors
Florida
$135K +$132K +7,079 New
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$126K – – –
HI
49
Harbour Investments
Wisconsin
$119K – – –
MAFM
50
Mid Atlantic Financial Management
Pennsylvania
$118K +$42.8K +2,300 +59%
1
2
3 4

BKT Hedge Fund Activity: Q2 2021 in Review

79 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2021, worth a combined $138M — up 3% from $134M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.75M. The largest seller was Sit Investment Associates, cutting an estimated $5.41M.

  • 79 institutional investors held BlackRock Income Trust (BKT) as of Q2 2021, up from 76 in Q1 2021.
  • Funds reported $138M of BlackRock Income Trust stock for Q2 2021, up 3% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q2 2021 and 7 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q2 2021 was Raymond James & Associates, an estimated $1.75M added.
  • The largest BlackRock Income Trust seller in Q2 2021 was Sit Investment Associates, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2021.