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BlackRock Income Trust
BKT

79 hedge funds and large institutions have $116M invested in BlackRock Income Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.27% less ownership

Funds ownership: 10.93% → 10.66% (-0.27%)

1% less funds holding

Funds holding: 80 → 79 (-1)

10% less capital invested

Capital invested by funds: $128M → $116M (-$12.3M)

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.05M
2
SPIA
Steward Partners Investment Advisory
New York
+$1.14M
3
TA
TrueWealth Advisors
Alabama
+$766K
4
Invesco
Invesco
Georgia
+$716K
5
Millennium Management
Millennium Management
New York
+$483K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.99M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.87M
3
KAS
Kestra Advisory Services
Texas
-$1.8M
4
CAM
Cresset Asset Management
Illinois
-$1.61M
5
VRM
Vectors Research Management
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
26
Financial Advisory Group
Texas
$279K – – –
FIA
27
Foundations Investment Advisors
Arizona
$262K +$85.5K +4,802 +45%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$258K -$47.6K -2,672 -15%
LCM
29
Landscape Capital Management
New Jersey
$252K +$265K +14,877 New
CP
30
Cumberland Partners
Ontario, Canada
$248K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$245K +$1.33K +75 +0.5%
Creative Planning
32
Creative Planning
Kansas
$241K +$110K +6,162 +77%
FAG
33
Fortitude Advisory Group
Washington
$218K +$229K +12,859 New
CIA
34
Capital Investment Advisors
Georgia
$211K +$1.09K +61 +0.5%
GG
35
Golden Green
South Carolina
$199K +$801 +45 +0.4%
MFW
36
Meristem Family Wealth
Minnesota
$180K – – –
9WM
37
9258 Wealth Management
Ohio
$170K – – –
DAS
38
Dynamic Advisor Solutions
Arizona
$161K +$38.1K +2,138 +29%
HighTower Advisors
39
HighTower Advisors
Illinois
$160K +$8.46K +475 +5%
TF
40
Trek Financial
Arizona
$156K +$10.3K +577 +7%
CB
41
Commerce Bank
Missouri
$154K – – –
IWA
42
IBEX Wealth Advisors
New Jersey
$152K +$178 +10 +0.1%
CAN
43
Cetera Advisor Networks
California
$149K – – –
FNT
44
First Nebraska Trust
Nebraska
$144K -$38.6K -2,167 -20%
AAS
45
Avantax Advisory Services
Texas
$139K +$2.03K +114 +1%
NA
46
NewEdge Advisors
Louisiana
$132K +$138K +7,767 New
LA
47
LexAurum Advisors
Kansas
$124K – – –
PMG
48
ProVise Management Group
Florida
$120K – – –
KAS
49
Kestra Advisory Services
Texas
$85K -$1.8M -101,153 -95%
Wells Fargo
50
Wells Fargo
California
$84K -$13K -728 -13%
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BKT Hedge Fund Activity: Q4 2021 in Review

79 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2021, worth a combined $116M — down 9.6% from $128M a quarter earlier.

Fund positioning in BKT was balanced in Q4 2021: 15 funds opened new positions, 15 closed out, 23 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.05M. The largest seller was Morgan Stanley, cutting an estimated $1.99M.

  • 79 institutional investors held BlackRock Income Trust (BKT) as of Q4 2021, down from 80 in Q3 2021.
  • Funds reported $116M of BlackRock Income Trust stock for Q4 2021, down 9.6% quarter-over-quarter.
  • 15 funds opened new BlackRock Income Trust positions in Q4 2021 and 15 closed out, a net change of 0 holders.
  • The largest BlackRock Income Trust buyer in Q4 2021 was Sit Investment Associates, an estimated $4.05M added.
  • The largest BlackRock Income Trust seller in Q4 2021 was Morgan Stanley, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2021.