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BlackRock Income Trust
BKT

65 hedge funds and large institutions have $198M invested in BlackRock Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 17.51% → 17.56% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $207M → $198M (-$9.54M)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

3% less funds holding

Funds holding: 67 → 65 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$2.36M
2
Wells Fargo
Wells Fargo
California
+$947K
3
1CP
1607 Capital Partners
Virginia
+$564K
4
IA
Icon Advisers
Colorado
+$460K
5
Bank of America
Bank of America
North Carolina
+$372K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.14M
2
UBS Group
UBS Group
Switzerland
-$953K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$653K
4
SIA
Sit Investment Associates
Minnesota
-$613K
5
PCP
Proficio Capital Partners
Massachusetts
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$22K – – –
US Bancorp
52
US Bancorp
Minnesota
$19K – – –
IA
53
IFP Advisors
Florida
$15K – – –
MFT
54
Moisand Fitzgerald Tamayo
Florida
$15K – – –
CAL
55
Capital Advisors Ltd
Ohio
$14K – – –
BRC
56
Bell Rock Capital
Delaware
$8K +$71 +4 +0.9%
CFA
57
Carroll Financial Associates
North Carolina
$7K – – –
SEI Investments
58
SEI Investments
Pennsylvania
$7K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$7K – – –
APA
60
American Portfolios Advisors
New York
$6.75K – – –
MSA
61
Marino Stram & Associates
Massachusetts
$5K +$71 +4 +2%
SWM
62
SeaCrest Wealth Management
New York
$4K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$4K +$4.32K +243 New
BFEC
64
Benjamin F. Edwards & Company
Missouri
$1K -$996 -56 -50%
NSIM
65
North Star Investment Management
Illinois
$1K – – –
PCP
66
Proficio Capital Partners
Massachusetts
– -$215K -11,630 Closed
CAS
67
Cue Advisory Services
Arizona
– -$212K -11,435 Closed
CAN
68
Cetera Advisor Networks
California
– -$154K -8,260 Closed
Squarepoint
69
Squarepoint
New York
– -$144K -7,793 Closed
IFWM
70
Institute for Wealth Management
Colorado
– -$72K -3,895 Closed
CA
71
Calton & Associates
Florida
– -$2K -138 Closed
1 2
3

BKT Hedge Fund Activity: Q1 2018 in Review

65 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2018, worth a combined $198M — down 4.6% from $207M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKT and 5 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 20 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.36M. The largest seller was LPL Financial, cutting an estimated $1.14M.

  • 65 institutional investors held BlackRock Income Trust (BKT) as of Q1 2018, down from 67 in Q4 2017.
  • Funds reported $198M of BlackRock Income Trust stock for Q1 2018, down 4.6% quarter-over-quarter.
  • 5 funds opened new BlackRock Income Trust positions in Q1 2018 and 6 closed out, a net change of -1 holder.
  • The largest BlackRock Income Trust buyer in Q1 2018 was Karpus Investment Management, an estimated $2.36M added.
  • The largest BlackRock Income Trust seller in Q1 2018 was LPL Financial, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2018.