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BlackRock Income Trust
BKT

54 hedge funds and large institutions have $91M invested in BlackRock Income Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $93.5M → $91M (-$2.52M)

1.1% less ownership

Funds ownership: 36.9% → 35.8% (-1.1%)

7% less funds holding

Funds holding: 58 → 54 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
18
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$1.29M
2
GC
Guggenheim Capital
Illinois
+$1.17M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$308K
4
VCM
Virtue Capital Management
Tennessee
+$304K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$254K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.39M
2
KIM
Karpus Investment Management
New York
-$699K
3
RJT
Raymond James Trust
Florida
-$540K
4
RP
Riverbridge Partners
Minnesota
-$378K
5
SP
Stonebrook Private
Michigan
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
26
Fortitude Advisory Group
Washington
$272K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$261K +$254K +21,896 New
SPIA
28
Steward Partners Investment Advisory
New York
$248K -$11.1K -960 -4%
CL
29
Choreo LLC
Illinois
$233K +$229K +19,783 New
CCM
30
Canal Capital Management
Virginia
$231K +$224K +19,332 New
SWP
31
Semus Wealth Partners
Florida
$217K -$101K -8,733 -32%
ACP
32
Aviance Capital Partners
Florida
$211K +$2.6K +224 +1%
MCWA
33
Meadow Creek Wealth Advisors
Georgia
$204K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$196K +$591 +51 +0.3%
Wells Fargo
35
Wells Fargo
California
$193K +$10.3K +891 +6%
NA
36
NewEdge Advisors
Louisiana
$175K +$24.7K +2,134 +17%
KAS
37
Kestra Advisory Services
Texas
$165K +$160K +13,829 New
LCM
38
Landscape Capital Management
New Jersey
$163K -$56.2K -4,852 -26%
CIA
39
Concurrent Investment Advisors
Florida
$149K – – –
Stifel Financial
40
Stifel Financial
Missouri
$136K -$13.3K -1,150 -9%
CP
41
Cumberland Partners
Ontario, Canada
$129K – – –
CAM
42
Cresset Asset Management
Illinois
$126K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$125K +$1.41K +122 +1%
DIP
44
DT Investment Partners
Pennsylvania
$103K +$99.8K +8,613 New
Comerica Bank
45
Comerica Bank
Texas
$83.4K +$2.34K +202 +3%
AF
46
Allworth Financial
California
$81.5K – – –
IA
47
IFP Advisors
Florida
$39.4K +$11.6K +1,000 +43%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$19.2K +$18.7K +1,612 New
OLVIG
49
Oliver Lagore Vanvalin Investment Group
Michigan
$14.2K +$6.07K +524 +79%
WB
50
Webster Bank
Connecticut
$11.9K – – –
1
2
3

BKT Hedge Fund Activity: Q2 2024 in Review

54 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2024, worth a combined $91M — down 2.7% from $93.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BKT and 8 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.29M. The largest seller was Sit Investment Associates, cutting an estimated $3.39M.

  • 54 institutional investors held BlackRock Income Trust (BKT) as of Q2 2024, down from 58 in Q1 2024.
  • Funds reported $91M of BlackRock Income Trust stock for Q2 2024, down 2.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q2 2024 and 11 closed out, a net change of -3 holders.
  • The largest BlackRock Income Trust buyer in Q2 2024 was Raymond James & Associates, an estimated $1.29M added.
  • The largest BlackRock Income Trust seller in Q2 2024 was Sit Investment Associates, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2024.