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BlackRock Income Trust
BKT

80 hedge funds and large institutions have $107M invested in BlackRock Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 79 → 80 (+1)

0.25% more ownership

Funds ownership: 10.66% → 10.91% (+0.25%)

7% less capital invested

Capital invested by funds: $116M → $107M (-$8.33M)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.61M
2
RCM
Rivernorth Capital Management
Florida
+$3.51M
3
Bank of America
Bank of America
North Carolina
+$3.28M
4
KIM
Karpus Investment Management
New York
+$2.86M
5
T
TRUADVICE
Florida
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.45M
2
SIA
Sit Investment Associates
Minnesota
-$6.5M
3
AWS
AJ Wealth Strategies
New York
-$2.49M
4
Lido Advisors
Lido Advisors
California
-$1.77M
5
LP
Lloyd Park
Illinois
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
AJ Wealth Strategies
New York
$427K -$2.49M -158,714 -85%
PCP
27
Proficio Capital Partners
Massachusetts
$424K – – –
RJT
28
Raymond James Trust
Florida
$385K +$393K +25,037 New
FIA
29
Foundations Investment Advisors
Arizona
$348K +$123K +7,867 +51%
MCWA
30
Meadow Creek Wealth Advisors
Georgia
$289K -$39.3K -2,502 -12%
HighTower Advisors
31
HighTower Advisors
Illinois
$270K +$127K +8,081 +85%
FAG
32
Financial Advisory Group
Texas
$233K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$228K -$6.2K -395 -3%
FAG
34
Fortitude Advisory Group
Washington
$224K +$26.3K +1,675 +13%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$218K -$3.86K -246 -2%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$206K +$136K +8,634 +182%
NA
37
NewEdge Advisors
Louisiana
$200K +$82.1K +5,233 +67%
CIA
38
Capital Investment Advisors
Georgia
$186K -$5.46K -348 -3%
LCM
39
Landscape Capital Management
New Jersey
$184K -$45.8K -2,915 -20%
DAS
40
Dynamic Advisor Solutions
Arizona
$181K +$35.2K +2,242 +24%
CP
41
Cumberland Partners
Ontario, Canada
$166K -$60.2K -3,833 -26%
MFW
42
Meristem Family Wealth
Minnesota
$163K – – –
CHA
43
Cooper/Haims Advisors
New York
$154K +$157K +10,000 New
EVM
44
Eaton Vance Management
Massachusetts
$145K +$148K +9,449 New
FNT
45
First Nebraska Trust
Nebraska
$141K +$10.2K +650 +8%
TF
46
Trek Financial
Arizona
$137K -$4.39K -280 -3%
CAN
47
Cetera Advisor Networks
California
$135K – – –
IWA
48
IBEX Wealth Advisors
New Jersey
$134K -$3.81K -243 -3%
AAS
49
Avantax Advisory Services
Texas
$126K +$565 +36 +0.4%
LA
50
LexAurum Advisors
Kansas
$113K – – –
1
2
3 4

BKT Hedge Fund Activity: Q1 2022 in Review

80 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2022, worth a combined $107M — down 7.2% from $116M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BKT positions and 14 closed out — a net gain of 3 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Allspring Global Investments, opening a new position worth an estimated $4.61M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.45M.

  • 80 institutional investors held BlackRock Income Trust (BKT) as of Q1 2022, up from 79 in Q4 2021.
  • Funds reported $107M of BlackRock Income Trust stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 17 funds opened new BlackRock Income Trust positions in Q1 2022 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q1 2022 was Allspring Global Investments, an estimated $4.61M added.
  • The largest BlackRock Income Trust seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2022.