We are live on ! Find out more
BKT icon

BlackRock Income Trust
BKT

58 hedge funds and large institutions have $93.5M invested in BlackRock Income Trust in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.2% less ownership

Funds ownership: 42.09% → 36.9% (-5.2%)

6% less funds holding

Funds holding: 62 → 58 (-4)

14% less capital invested

Capital invested by funds: $109M → $93.5M (-$15.7M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
16
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.08M
2
RJA
Raymond James & Associates
Florida
+$1.04M
3
MWM
Melfa Wealth Management
Massachusetts
+$249K
4
VEA
Virtus ETF Advisers
New York
+$166K
5
Jane Street
Jane Street
New York
+$161K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.41M
2
SIA
Sit Investment Associates
Minnesota
-$5.11M
3
RVPG
Relative Value Partners Group
-$1.5M
4
Invesco
Invesco
Georgia
-$610K
5
SWP
Significant Wealth Partners
Illinois
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Semus Wealth Partners
Florida
$320K -$40.5K -3,374 -11%
Bank of America
27
Bank of America
North Carolina
$303K – – –
FAG
28
Fortitude Advisory Group
Washington
$272K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$259K +$3.63K +302 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$256K -$16.6K -1,387 -6%
LCM
31
Landscape Capital Management
New Jersey
$220K +$4.78K +398 +2%
ACP
32
Aviance Capital Partners
Florida
$208K +$1.42K +118 +0.7%
MCWA
33
Meadow Creek Wealth Advisors
Georgia
$203K – – –
LFAS
34
Level Four Advisory Services
Texas
$198K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$195K -$6.61K -551 -3%
Wells Fargo
36
Wells Fargo
California
$182K +$26.7K +2,227 +17%
WFA
37
WMG Financial Advisors
Tennessee
$175K – – –
RVPG
38
Relative Value Partners Group
$161K -$1.5M -125,366 -90%
Jane Street
39
Jane Street
New York
$160K +$161K +13,404 New
Stifel Financial
40
Stifel Financial
Missouri
$149K -$78.3K -6,524 -34%
NA
41
NewEdge Advisors
Louisiana
$149K +$25.6K +2,132 +21%
CIA
42
Concurrent Investment Advisors
Florida
$149K -$65.4K -5,445 -30%
CP
43
Cumberland Partners
Ontario, Canada
$128K – – –
CAM
44
Cresset Asset Management
Illinois
$126K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$124K +$3.6K +300 +3%
PAG
46
Private Advisor Group
New Jersey
$123K +$124K +10,332 New
Comerica Bank
47
Comerica Bank
Texas
$80.8K +$1.21K +101 +2%
AF
48
Allworth Financial
California
$80.6K – – –
IA
49
IFP Advisors
Florida
$27.4K +$612 +51 +2%
WB
50
Webster Bank
Connecticut
$11.9K – – –
1
2
3

BKT Hedge Fund Activity: Q1 2024 in Review

58 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2024, worth a combined $93.5M — down 14% from $109M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKT and 2 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $6.41M.

  • 58 institutional investors held BlackRock Income Trust (BKT) as of Q1 2024, down from 62 in Q4 2023.
  • Funds reported $93.5M of BlackRock Income Trust stock for Q1 2024, down 14% quarter-over-quarter.
  • 2 funds opened new BlackRock Income Trust positions in Q1 2024 and 6 closed out, a net change of -4 holders.
  • The largest BlackRock Income Trust buyer in Q1 2024 was Guggenheim Capital, an estimated $1.08M added.
  • The largest BlackRock Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2024.