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BlackRock Income Trust

65 hedge funds and large institutions have $208M invested in BlackRock Income Trust in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 6365 (+2)

0.03% more ownership

Funds ownership: 17.22%17.24% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $210M → $208M (-$2.57M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$20K
MA
52
MUFG Americas
New York
$20K +$20.2K +1,067 New
IA
53
IFP Advisors
Florida
$19K
MFT
54
Moisand Fitzgerald Tamayo
Florida
$16K +$15.8K +833 New
CAL
55
Capital Advisors Ltd
Ohio
$15K
NSIM
56
North Star Investment Management
Illinois
$14K
BRC
57
Bell Rock Capital
Delaware
$8K +$8.54K +451 New
SEI Investments
58
SEI Investments
Pennsylvania
$7K +$6.33K +334 +630%
CFA
59
Carroll Financial Associates
North Carolina
$7K +$8.07K +426 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$6K
SPIA
61
Steward Partners Investment Advisory
New York
$6K
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$6K +$6.31K +333 New
IWM
63
IHT Wealth Management
Illinois
$3K -$2.22K -117 -42%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$3K
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$3K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$103K -5,401 Closed
LCM
67
Landscape Capital Management
New Jersey
-$88K -4,611 Closed
IFWM
68
Institute for Wealth Management
Colorado
-$75K -3,895 Closed
ACP
69
Aviance Capital Partners
Florida
-$64K -3,355 Closed
VWA
70
V Wealth Advisors
Kansas
-$16K -833 Closed
BAM
71
Bruderman Asset Management
New York
-$13K -667 Closed
PCM
72
Penserra Capital Management
California
-$10K -553 Closed

BKT Hedge Fund Activity: Q3 2017 in Review

65 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2017, worth a combined $208M — down 1.2% from $210M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.51M. The largest seller was Icon Advisers, cutting an estimated $1.67M.

  • 65 institutional investors held BlackRock Income Trust (BKT) as of Q3 2017, up from 63 in Q2 2017.
  • Funds reported $208M of BlackRock Income Trust stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q3 2017 and 7 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q3 2017 was Wells Fargo, an estimated $3.51M added.
  • The largest BlackRock Income Trust seller in Q3 2017 was Icon Advisers, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2017.