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BlackRock Income Trust
BKT

80 hedge funds and large institutions have $128M invested in BlackRock Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

1% more funds holding

Funds holding: 79 → 80 (+1)

0.38% less ownership

Funds ownership: 11.31% → 10.93% (-0.38%)

7% less capital invested

Capital invested by funds: $138M → $128M (-$9.62M)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.7M
2
UBS Group
UBS Group
Switzerland
+$937K
3
RJA
Raymond James & Associates
Florida
+$506K
4
LPL Financial
LPL Financial
California
+$382K
5
Osaic Holdings
Osaic Holdings
Arizona
+$239K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$13.5M
2
Stifel Financial
Stifel Financial
Missouri
-$1.3M
3
CFGS
Concourse Financial Group Securities
Alabama
-$968K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$605K
5
Invesco
Invesco
Georgia
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$322K -$605K -31,649 -64%
CP
27
Cumberland Partners
Ontario, Canada
$268K +$35K +1,833 +14%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$263K +$4.55K +238 +2%
FAG
29
Financial Advisory Group
Texas
$256K – – –
CIA
30
Capital Investment Advisors
Georgia
$226K -$15.1K -792 -6%
GG
31
Golden Green
South Carolina
$214K +$2.04K +107 +0.9%
FIA
32
Foundations Investment Advisors
Arizona
$203K +$5K +262 +2%
FNT
33
First Nebraska Trust
Nebraska
$195K +$3.82K +200 +2%
MFW
34
Meristem Family Wealth
Minnesota
$194K – – –
9WM
35
9258 Wealth Management
Ohio
$183K – – –
CB
36
Commerce Bank
Missouri
$166K – – –
IWA
37
IBEX Wealth Advisors
New Jersey
$164K +$33.4K +1,747 +24%
HighTower Advisors
38
HighTower Advisors
Illinois
$164K +$172K +8,987 New
CAN
39
Cetera Advisor Networks
California
$161K -$16.2K -849 -9%
TF
40
Trek Financial
Arizona
$158K -$29.8K -1,560 -15%
AAS
41
Avantax Advisory Services
Texas
$147K -$4.64K -243 -3%
Creative Planning
42
Creative Planning
Kansas
$147K +$39.5K +2,067 +35%
DAS
43
Dynamic Advisor Solutions
Arizona
$135K +$23.4K +1,225 +20%
LA
44
LexAurum Advisors
Kansas
$134K – – –
PMG
45
ProVise Management Group
Florida
$130K – – –
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$121K – – –
HI
47
Harbour Investments
Wisconsin
$114K – – –
PSUF
48
People's United Financial
Connecticut
$107K – – –
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
$106K -$7.64K -400 -6%
Wells Fargo
50
Wells Fargo
California
$104K -$6.99K -366 -6%
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BKT Hedge Fund Activity: Q3 2021 in Review

80 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2021, worth a combined $128M — down 7% from $138M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.7M. The largest seller was Sit Investment Associates, cutting an estimated $13.5M.

  • 80 institutional investors held BlackRock Income Trust (BKT) as of Q3 2021, up from 79 in Q2 2021.
  • Funds reported $128M of BlackRock Income Trust stock for Q3 2021, down 7% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $10.7M added.
  • The largest BlackRock Income Trust seller in Q3 2021 was Sit Investment Associates, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2021.