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BlackRock Income Trust

50 hedge funds and large institutions have $89.5M invested in BlackRock Income Trust in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $91M → $89.5M (-$1.53M)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

1.52% less ownership

Funds ownership: 35.8%34.28% (-1.5%)

7% less funds holding

Funds holding: 5450 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
16
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
26
Fortitude Advisory Group
Washington
$284K
CCM
27
Canal Capital Management
Virginia
$273K +$32.3K +2,632 +14%
SPIA
28
Steward Partners Investment Advisory
New York
$250K -$8.82K -719 -3%
CL
29
Choreo LLC
Illinois
$248K
Wells Fargo
30
Wells Fargo
California
$221K +$19.6K +1,600 +10%
ACP
31
Aviance Capital Partners
Florida
$221K +$1.01K +82 +0.5%
MCWA
32
Meadow Creek Wealth Advisors
Georgia
$212K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$205K +$1.51K +123 +0.8%
NA
34
NewEdge Advisors
Louisiana
$172K -$9.79K -798 -5%
SWP
35
Semus Wealth Partners
Florida
$156K -$69.2K -5,641 -31%
CIA
36
Concurrent Investment Advisors
Florida
$142K -$13K -1,060 -8%
CP
37
Cumberland Partners
Ontario, Canada
$134K
CAM
38
Cresset Asset Management
Illinois
$132K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$127K -$4.08K -333 -3%
DIP
40
DT Investment Partners
Pennsylvania
$107K
Comerica Bank
41
Comerica Bank
Texas
$86.7K -$245 -20 -0.3%
AF
42
Allworth Financial
California
$84.2K
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K -$368 -30 -3%
PWA
44
Provenance Wealth Advisors
Florida
$14.4K +$14.2K +1,160 New
WB
45
Webster Bank
Connecticut
$12.4K
IAIM
46
International Assets Investment Management
Florida
$8.66K +$1.32M +107,644 New
GRP
47
Global Retirement Partners
California
$8.28K
UCI
48
Uncommon Cents Investing
Wisconsin
$8.28K +$8.17K +666 New
CFD
49
Creative Financial Designs
Indiana
$7.98K
LFG
50
Larson Financial Group
Missouri
$820

BKT Hedge Fund Activity: Q3 2024 in Review

50 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2024, worth a combined $89.5M — down 1.7% from $91M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BKT and 4 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.19M. The largest seller was Allspring Global Investments, cutting an estimated $3.55M.

  • 50 institutional investors held BlackRock Income Trust (BKT) as of Q3 2024, down from 54 in Q2 2024.
  • Funds reported $89.5M of BlackRock Income Trust stock for Q3 2024, down 1.7% quarter-over-quarter.
  • 4 funds opened new BlackRock Income Trust positions in Q3 2024 and 8 closed out, a net change of -4 holders.
  • The largest BlackRock Income Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $2.19M added.
  • The largest BlackRock Income Trust seller in Q3 2024 was Allspring Global Investments, an estimated $3.55M sold.

Based on aggregated 13F filings for Q3 2024.