We are live on ! Find out more
BKT icon

BlackRock Income Trust
BKT

67 hedge funds and large institutions have $207M invested in BlackRock Income Trust in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 65 → 67 (+2)

0.27% more ownership

Funds ownership: 17.24% → 17.51% (+0.27%)

0% less capital invested

Capital invested by funds: $208M → $207M (-$519K)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
16
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.4M
2
IA
Icon Advisers
Colorado
+$1.85M
3
Bank of America
Bank of America
North Carolina
+$1.28M
4
BRWA
B. Riley Wealth Advisors
Florida
+$356K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$225K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$5.35M
2
SIA
Sit Investment Associates
Minnesota
-$2.32M
3
Bessemer Group
Bessemer Group
New Jersey
-$923K
4
UR
USCA RIA
Texas
-$920K
5
LPL Financial
LPL Financial
California
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Advisor Group
Arizona
$29K – – –
GWM
52
Geneos Wealth Management
Colorado
$24K – – –
SWP
53
Stratos Wealth Partners
Ohio
$23K +$22.8K +1,229 New
US Bancorp
54
US Bancorp
Minnesota
$20K – – –
IA
55
IFP Advisors
Florida
$15K -$4.26K -229 -22%
CAL
56
Capital Advisors Ltd
Ohio
$15K – – –
MFT
57
Moisand Fitzgerald Tamayo
Florida
$15K – – –
BRC
58
Bell Rock Capital
Delaware
$8K +$112 +6 +1%
SPIA
59
Steward Partners Investment Advisory
New York
$8K +$1.86K +100 +30%
APA
60
American Portfolios Advisors
New York
$7.09K +$7.12K +383 New
CFA
61
Carroll Financial Associates
North Carolina
$7K – – –
SEI Investments
62
SEI Investments
Pennsylvania
$7K – – –
MSA
63
Marino Stram & Associates
Massachusetts
$5K +$4.89K +263 New
SWM
64
SeaCrest Wealth Management
New York
$4K +$4.28K +230 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$2K -$1.04K -56 -34%
CA
66
Calton & Associates
Florida
$2K +$2.56K +138 New
NSIM
67
North Star Investment Management
Illinois
$1K -$12.4K -666 -91%
UR
68
USCA RIA
Texas
– -$920K -48,125 Closed
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
– -$168K -8,929 Closed
ECM
70
ETrade Capital Management
Virginia
– -$142K -7,525 Closed
VF
71
Virtu Financial
New York
– -$98K -5,184 Closed
OA
72
Oxbow Advisors
Texas
– -$66K -3,506 Closed
MA
73
MUFG Americas
New York
– -$20K -1,067 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– -$6K -333 Closed
WAP
75
Wealthcare Advisory Partners
Pennsylvania
– -$6K -333 Closed
1 2
3
4

BKT Hedge Fund Activity: Q4 2017 in Review

67 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2017, worth a combined $207M — down 0.25% from $208M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKT positions and 10 closed out — a net gain of 3 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.4M. The largest seller was Karpus Investment Management, cutting an estimated $5.35M.

  • 67 institutional investors held BlackRock Income Trust (BKT) as of Q4 2017, up from 65 in Q3 2017.
  • Funds reported $207M of BlackRock Income Trust stock for Q4 2017, down 0.25% quarter-over-quarter.
  • 13 funds opened new BlackRock Income Trust positions in Q4 2017 and 10 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q4 2017 was Wells Fargo, an estimated $10.4M added.
  • The largest BlackRock Income Trust seller in Q4 2017 was Karpus Investment Management, an estimated $5.35M sold.

Based on aggregated 13F filings for Q4 2017.