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BlackRock Income Trust
BKT

62 hedge funds and large institutions have $109M invested in BlackRock Income Trust in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $96.6M → $109M (+$12.6M)

13% more funds holding

Funds holding: 55 → 62 (+7)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

2.21% more ownership

Funds ownership: 39.89% → 42.09% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.05M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$876K
4
SIA
Sit Investment Associates
Minnesota
+$721K
5
GC
Guggenheim Capital
Illinois
+$376K

Top Sellers

Rank Fund Capital Flow
1
CPRC
Consolidated Portfolio Review Corp
New York
-$1.87M
2
GA
GraniteShares Advisors
New York
-$1.32M
3
Ameriprise
Ameriprise
Minnesota
-$814K
4
ACP
Aviance Capital Partners
Florida
-$715K
5
RIG
Ramiah Investment Group
Wisconsin
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Semus Wealth Partners
Florida
$369K -$7.95K -696 -2%
TWM
27
Tolleson Wealth Management
Texas
$362K +$340K +29,756 New
AGA
28
Accuvest Global Advisors
Utah
$330K +$310K +27,125 New
Bank of America
29
Bank of America
North Carolina
$311K +$111K +9,753 +62%
TW
30
Transform Wealth
Colorado
$289K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$278K -$28.9K -2,527 -10%
FAG
32
Fortitude Advisory Group
Washington
$278K +$103 +9 +0%
SPIA
33
Steward Partners Investment Advisory
New York
$262K -$25.9K -2,271 -10%
MC
34
Moors & Cabot
Massachusetts
$249K +$234K +20,469 New
Stifel Financial
35
Stifel Financial
Missouri
$232K -$83.3K -7,295 -28%
LCM
36
Landscape Capital Management
New Jersey
$220K +$207K +18,095 New
CIA
37
Concurrent Investment Advisors
Florida
$219K +$205K +17,940 New
ACP
38
Aviance Capital Partners
Florida
$211K -$715K -62,541 -78%
MCWA
39
Meadow Creek Wealth Advisors
Georgia
$208K +$195K +17,093 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$206K -$74.4K -6,510 -28%
LFAS
41
Level Four Advisory Services
Texas
$198K +$11 +1 +0%
WFA
42
WMG Financial Advisors
Tennessee
$179K +$168K +14,716 New
Wells Fargo
43
Wells Fargo
California
$159K +$15K +1,309 +11%
TA
44
TrueWealth Advisors
Alabama
$140K +$3.96K +347 +3%
CAM
45
Cresset Asset Management
Illinois
$129K -$36.8K -3,217 -23%
NA
46
NewEdge Advisors
Louisiana
$125K +$118K +10,370 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$123K -$3.8K -333 -3%
CP
48
Cumberland Partners
Ontario, Canada
$123K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$118K +$110K +9,657 +16,942%
AF
50
Allworth Financial
California
$82.5K +$77.4K +6,773 New
1
2
3

BKT Hedge Fund Activity: Q4 2023 in Review

62 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2023, worth a combined $109M — up 13% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BKT positions and 7 closed out — a net gain of 7 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.1M. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $1.87M sold.

  • 62 institutional investors held BlackRock Income Trust (BKT) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $109M of BlackRock Income Trust stock for Q4 2023, up 13% quarter-over-quarter.
  • 14 funds opened new BlackRock Income Trust positions in Q4 2023 and 7 closed out, a net change of +7 holders.
  • The largest BlackRock Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $5.1M added.
  • The largest BlackRock Income Trust seller in Q4 2023 was Consolidated Portfolio Review Corp, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2023.