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BlackRock Income Trust
BKT

63 hedge funds and large institutions have $210M invested in BlackRock Income Trust in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more funds holding

Funds holding: 58 → 63 (+5)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

3% more capital invested

Capital invested by funds: $205M → $210M (+$5.64M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.02% less ownership

Funds ownership: 17.24% → 17.22% (-0.02%)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
22
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.38M
2
PPA
Parametric Portfolio Associates
Washington
+$1.12M
3
SIA
Sit Investment Associates
Minnesota
+$1.02M
4
Morgan Stanley
Morgan Stanley
New York
+$879K
5
Invesco
Invesco
Georgia
+$139K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.06M
2
IA
Icon Advisers
Colorado
-$1.36M
3
KIM
Karpus Investment Management
New York
-$354K
4
1CP
1607 Capital Partners
Virginia
-$307K
5
Citigroup
Citigroup
New York
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$20K -$7.35K -391 -28%
US Bancorp
52
US Bancorp
Minnesota
$20K – – –
VWA
53
V Wealth Advisors
Kansas
$16K +$15.7K +833 New
CAL
54
Capital Advisors Ltd
Ohio
$15K – – –
NSIM
55
North Star Investment Management
Illinois
$14K – – –
BAM
56
Bruderman Asset Management
New York
$13K +$12.5K +667 New
PCM
57
Penserra Capital Management
California
$10K +$752 +40 +8%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$6K +$6.26K +333 New
SPIA
59
Steward Partners Investment Advisory
New York
$6K +$6.26K +333 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$3K – – –
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.58K +137 New
SEI Investments
62
SEI Investments
Pennsylvania
$1K -$3.04K -162 -75%
IWM
63
IHT Wealth Management
Illinois
$12 +$5.26K +280 New
PR
64
Payden & Rygel
California
– -$179K -9,633 Closed
SWP
65
Stratos Wealth Partners
Ohio
– -$88K -4,763 Closed
CWM
66
Concert Wealth Management
California
– -$74K -3,895 Closed
HCA
67
Harbour Capital Advisors
Virginia
– -$12.4K -667 Closed
DADC
68
D.A. Davidson & Co
Montana
– -$9K -517 Closed
1 2
3

BKT Hedge Fund Activity: Q2 2017 in Review

63 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2017, worth a combined $210M — up 2.8% from $205M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.38M. The largest seller was LPL Financial, cutting an estimated $2.06M.

  • 63 institutional investors held BlackRock Income Trust (BKT) as of Q2 2017, up from 58 in Q1 2017.
  • Funds reported $210M of BlackRock Income Trust stock for Q2 2017, up 2.8% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q2 2017 and 5 closed out, a net change of +5 holders.
  • The largest BlackRock Income Trust buyer in Q2 2017 was Wells Fargo, an estimated $1.38M added.
  • The largest BlackRock Income Trust seller in Q2 2017 was LPL Financial, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2017.