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BlackRock Income Trust
BKT

74 hedge funds and large institutions have $89.8M invested in BlackRock Income Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.1% less ownership

Funds ownership: 11.43% → 11.33% (-0.1%)

10% less capital invested

Capital invested by funds: $99.4M → $89.8M (-$9.61M)

13% less funds holding

Funds holding: 85 → 74 (-11)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
74
Holders Change
-11
Holders Change %
-12.94%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
20
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.34M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.71M
3
Invesco
Invesco
Georgia
+$1.22M
4
KIM
Karpus Investment Management
New York
+$580K
5
HC
HNP Capital
New York
+$546K

Top Sellers

Rank Fund Capital Flow
1
VRM
Vectors Research Management
New York
-$4.14M
2
Bank of America
Bank of America
North Carolina
-$3.11M
3
Morgan Stanley
Morgan Stanley
New York
-$1.66M
4
ACP
Aviance Capital Partners
Florida
-$1.65M
5
Stifel Financial
Stifel Financial
Missouri
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
26
Proficio Capital Partners
Massachusetts
$342K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$322K -$34.7K -2,546 -9%
LP
28
Lloyd Park
Illinois
$309K -$134K -9,817 -28%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$305K +$44.8K +3,292 +16%
CHAM
30
Clear Harbor Asset Management
Connecticut
$287K +$3.87K +284 +1%
TA
31
TrueWealth Advisors
Alabama
$266K -$284K -20,847 -49%
MCWA
32
Meadow Creek Wealth Advisors
Georgia
$233K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$224K +$43.3K +3,181 +21%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$210K -$40.9K -3,006 -15%
FAG
35
Fortitude Advisory Group
Washington
$189K +$381 +28 +0.2%
NA
36
NewEdge Advisors
Louisiana
$188K +$7.72K +567 +4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$186K +$4.5K +331 +2%
CIA
38
Capital Investment Advisors
Georgia
$137K +$612 +45 +0.4%
CP
39
Cumberland Partners
Ontario, Canada
$134K – – –
CAN
40
Cetera Advisor Networks
California
$106K – – –
IWA
41
IBEX Wealth Advisors
New Jersey
$106K +$41 +3 +0%
CF
42
Centaurus Financial
California
$106K +$721 +53 +0.6%
FNT
43
First Nebraska Trust
Nebraska
$103K +$1.58K +116 +1%
AAS
44
Avantax Advisory Services
Texas
$92K -$12.3K -906 -11%
LA
45
LexAurum Advisors
Kansas
$91K – – –
DAS
46
Dynamic Advisor Solutions
Arizona
$87K -$44.3K -3,257 -32%
Jane Street
47
Jane Street
New York
$83K -$428K -31,464 -82%
PAG
48
Private Advisor Group
New Jersey
$83K +$90.7K +6,667 New
Wells Fargo
49
Wells Fargo
California
$81K +$23.2K +1,708 +36%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$79K +$54 +4 +0.1%
1
2
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BKT Hedge Fund Activity: Q3 2022 in Review

74 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2022, worth a combined $89.8M — down 9.7% from $99.4M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BKT and 6 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.34M. The largest seller was Vectors Research Management, exiting entirely with an estimated $4.14M sold.

  • 74 institutional investors held BlackRock Income Trust (BKT) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $89.8M of BlackRock Income Trust stock for Q3 2022, down 9.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Income Trust positions in Q3 2022 and 17 closed out, a net change of -11 holders.
  • The largest BlackRock Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $7.34M added.
  • The largest BlackRock Income Trust seller in Q3 2022 was Vectors Research Management, an estimated $4.14M sold.

Based on aggregated 13F filings for Q3 2022.