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BlackRock Income Trust

63 hedge funds and large institutions have $105M invested in BlackRock Income Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

7% more funds holding

Funds holding: 5963 (+4)

3% more capital invested

Capital invested by funds: $102M → $105M (+$3.12M)

0.46% more ownership

Funds ownership: 38.82%39.27% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$585K -$64.1K -5,000 -10%
RJT
27
Raymond James Trust
Florida
$513K +$58.9K +4,600 +13%
Stifel Financial
28
Stifel Financial
Missouri
$484K -$1.27M -98,785 -72%
RIG
29
Ramiah Investment Group
Wisconsin
$473K +$481K +37,553 New
AWA
30
Arkadios Wealth Advisors
Georgia
$454K +$10.7K +836 +2%
SWP
31
Semus Wealth Partners
Florida
$390K -$26 -2 -0%
AWS
32
AJ Wealth Strategies
New York
$350K
PCP
33
Proficio Capital Partners
Massachusetts
$347K
Osaic Holdings
34
Osaic Holdings
Arizona
$271K +$15K +1,167 +6%
WAM
35
Wolverine Asset Management
Illinois
$222K -$25.9K -2,021 -10%
JP Morgan Chase
36
JP Morgan Chase
New York
$218K +$222K +17,345 +289,083%
LFAS
37
Level Four Advisory Services
Texas
$206K +$210K +16,360 New
FAG
38
Financial Advisory Group
Texas
$204K
FAG
39
Fortitude Advisory Group
Washington
$191K +$102 +8 +0.1%
NA
40
NewEdge Advisors
Louisiana
$174K +$14.1K +1,102 +9%
Jane Street
41
Jane Street
New York
$169K +$172K +13,401 New
HF
42
HRT Financial
New York
$167K +$171K +13,334 New
IAIM
43
International Assets Investment Management
Florida
$167K +$7.7K +601 +5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$157K -$46.2K -3,604 -22%
CIA
45
Capital Investment Advisors
Georgia
$139K +$282 +22 +0.2%
CP
46
Cumberland Partners
Ontario, Canada
$136K
TA
47
TrueWealth Advisors
Alabama
$134K -$52.6K -4,108 -28%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$134K -$25.6K -2,000 -16%
CAM
49
Cresset Asset Management
Illinois
$133K +$136K +10,600 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$131K -$340K -26,524 -72%

BKT Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2023, worth a combined $105M — up 3.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BKT positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.86M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $3.21M sold.

  • 63 institutional investors held BlackRock Income Trust (BKT) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $105M of BlackRock Income Trust stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 12 funds opened new BlackRock Income Trust positions in Q1 2023 and 8 closed out, a net change of +4 holders.
  • The largest BlackRock Income Trust buyer in Q1 2023 was Sit Investment Associates, an estimated $2.86M added.
  • The largest BlackRock Income Trust seller in Q1 2023 was 1607 Capital Partners, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2023.