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BlackRock Income Trust
BKT

55 hedge funds and large institutions have $96.6M invested in BlackRock Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 39.93% → 39.89% (-0.04%)

5% less funds holding

Funds holding: 58 → 55 (-3)

7% less capital invested

Capital invested by funds: $104M → $96.6M (-$7.08M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.07M
2
VEA
Virtus ETF Advisers
New York
+$681K
3
CPRC
Consolidated Portfolio Review Corp
New York
+$392K
4
SIA
Sit Investment Associates
Minnesota
+$366K
5
Cerity Partners
Cerity Partners
New York
+$330K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$506K
2
Bank of America
Bank of America
North Carolina
-$404K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$328K
4
TW
Transform Wealth
Colorado
-$281K
5
ACP
Aviance Capital Partners
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$403K – – –
SWP
27
Semus Wealth Partners
Florida
$353K – – –
Cerity Partners
28
Cerity Partners
New York
$317K +$330K +27,836 New
PCP
29
Proficio Capital Partners
Massachusetts
$314K – – –
Stifel Financial
30
Stifel Financial
Missouri
$300K -$84K -7,094 -21%
Osaic Holdings
31
Osaic Holdings
Arizona
$289K +$32.5K +2,743 +12%
SPIA
32
Steward Partners Investment Advisory
New York
$270K +$71.5K +6,038 +34%
TW
33
Transform Wealth
Colorado
$270K -$281K -23,755 -50%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$266K -$14.4K -1,214 -5%
FAG
35
Fortitude Advisory Group
Washington
$260K +$27.6K +2,332 +11%
LFAS
36
Level Four Advisory Services
Texas
$185K +$24 +2 +0%
Bank of America
37
Bank of America
North Carolina
$179K -$404K -34,080 -68%
CAM
38
Cresset Asset Management
Illinois
$157K +$38.1K +3,217 +30%
Wells Fargo
39
Wells Fargo
California
$134K +$14.6K +1,235 +12%
TA
40
TrueWealth Advisors
Alabama
$127K +$2.87K +242 +2%
CP
41
Cumberland Partners
Ontario, Canada
$123K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$119K -$1.18K -100 -1%
Comerica Bank
43
Comerica Bank
Texas
$65.9K +$68.6K +5,794 New
IA
44
IFP Advisors
Florida
$25K +$26K +2,197 New
WB
45
Webster Bank
Connecticut
$11.3K – – –
GWSG
46
GPS Wealth Strategies Group
Colorado
$8.72K – – –
HCM
47
Highlander Capital Management
New Jersey
$8K +$7.89K +666 New
EC
48
Elequin Capital
New York
$7.65K +$7.96K +672 New
OLVIG
49
Oliver Lagore Vanvalin Investment Group
Michigan
$7.58K – – –
GRP
50
Global Retirement Partners
California
$7.42K +$7.89K +666 New
1
2
3

BKT Hedge Fund Activity: Q3 2023 in Review

55 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2023, worth a combined $96.6M — down 6.8% from $104M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BKT and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Allspring Global Investments, adding an estimated $1.07M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $506K.

  • 55 institutional investors held BlackRock Income Trust (BKT) as of Q3 2023, down from 58 in Q2 2023.
  • Funds reported $96.6M of BlackRock Income Trust stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q3 2023 and 10 closed out, a net change of -2 holders.
  • The largest BlackRock Income Trust buyer in Q3 2023 was Allspring Global Investments, an estimated $1.07M added.
  • The largest BlackRock Income Trust seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $506K sold.

Based on aggregated 13F filings for Q3 2023.