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BlackRock Income Trust
BKT

76 hedge funds and large institutions have $134M invested in BlackRock Income Trust in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 75 → 76 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.55% less ownership

Funds ownership: 11.95% → 11.4% (-0.55%)

4% less capital invested

Capital invested by funds: $139M → $134M (-$5.57M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
26
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.13M
2
CAM
Cresset Asset Management
Illinois
+$1.61M
3
HC
HNP Capital
New York
+$892K
4
VRM
Vectors Research Management
New York
+$888K
5
LPL Financial
LPL Financial
California
+$550K

Top Sellers

Rank Fund Capital Flow
1
IWA
IBEX Wealth Advisors
New Jersey
-$4.31M
2
Wells Fargo
Wells Fargo
California
-$3.63M
3
KIM
Karpus Investment Management
New York
-$2.09M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.61M
5
Morgan Stanley
Morgan Stanley
New York
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
51
People's United Financial
Connecticut
$107K – – –
STA
52
Summit Trail Advisors
New York
$104K +$104K +5,700 New
SPIA
53
Steward Partners Investment Advisory
New York
$96.5K +$62.2K +3,398 +182%
CCG
54
Cypress Capital Group
Florida
$93K – – –
MA
55
Mutual Advisors
Nebraska
$90K -$33.3K -1,821 -27%
CB
56
Community Bank
New York
$85K +$7.32K +400 +9%
CHAM
57
Clear Harbor Asset Management
Connecticut
$78K – – –
ACM
58
Anfield Capital Management
California
$78K +$17.1K +933 +28%
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$72K +$71.5K +3,911 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$68K -$3.02K -165 -4%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$66K +$66.3K +3,622 New
WA
62
WealthTrust Axiom
Pennsylvania
$64K – – –
TNB
63
Thomasville National Bank
Georgia
$58K +$61.5K +3,362 New
GWSG
64
GPS Wealth Strategies Group
Colorado
$20K +$20.1K +1,100 New
WB
65
Webster Bank
Connecticut
$18K – – –
RIM
66
Rockbridge Investment Management
New York
$14K – – –
GWM
67
Geneos Wealth Management
Colorado
$13K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$11K +$10.6K +582 New
CFA
69
Carroll Financial Associates
North Carolina
$7K – – –
APA
70
American Portfolios Advisors
New York
$6.11K – – –
AWA
71
Arkadios Wealth Advisors
Georgia
$3K -$1.63K -89 -29%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
SWM
73
Spire Wealth Management
Virginia
$2K +$1.52K +83 New
CCM
74
Covington Capital Management
California
$1K – – –
FF
75
FourThought Financial
Florida
$1K – – –
1 2
3
4

BKT Hedge Fund Activity: Q1 2021 in Review

76 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2021, worth a combined $134M — down 4% from $139M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKT positions and 9 closed out — a net gain of 2 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $3.13M. The largest seller was IBEX Wealth Advisors, exiting entirely with an estimated $4.31M sold.

  • 76 institutional investors held BlackRock Income Trust (BKT) as of Q1 2021, up from 75 in Q4 2020.
  • Funds reported $134M of BlackRock Income Trust stock for Q1 2021, down 4% quarter-over-quarter.
  • 11 funds opened new BlackRock Income Trust positions in Q1 2021 and 9 closed out, a net change of +2 holders.
  • The largest BlackRock Income Trust buyer in Q1 2021 was UBS Group, an estimated $3.13M added.
  • The largest BlackRock Income Trust seller in Q1 2021 was IBEX Wealth Advisors, an estimated $4.31M sold.

Based on aggregated 13F filings for Q1 2021.