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BlackRock Income Trust
BKT

79 hedge funds and large institutions have $138M invested in BlackRock Income Trust in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 76 → 79 (+3)

3% more capital invested

Capital invested by funds: $134M → $138M (+$4.03M)

0.09% less ownership

Funds ownership: 11.4% → 11.31% (-0.09%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
27
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$1.75M
2
AWS
AJ Wealth Strategies
New York
+$1.53M
3
Morgan Stanley
Morgan Stanley
New York
+$836K
4
Lido Advisors
Lido Advisors
California
+$691K
5
UBS Group
UBS Group
Switzerland
+$677K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.41M
2
Bank of America
Bank of America
North Carolina
-$1.36M
3
EM
Excalibur Management
Massachusetts
-$1.12M
4
First Trust Advisors
First Trust Advisors
Illinois
-$667K
5
Ameriprise
Ameriprise
Minnesota
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$117K +$114K +6,137 New
Wells Fargo
52
Wells Fargo
California
$115K -$19 -1 -0%
Creative Planning
53
Creative Planning
Kansas
$114K -$3.11K -167 -3%
PSUF
54
People's United Financial
Connecticut
$111K – – –
CCG
55
Cypress Capital Group
Florida
$96K – – –
CB
56
Community Bank
New York
$88K – – –
Citadel Advisors
57
Citadel Advisors
Florida
$86K +$84.4K +4,534 New
MA
58
Mutual Advisors
Nebraska
$85K -$8.31K -446 -9%
STA
59
Summit Trail Advisors
New York
$84K -$23.5K -1,264 -22%
ACM
60
Anfield Capital Management
California
$84K +$2.63K +141 +3%
CHAM
61
Clear Harbor Asset Management
Connecticut
$81K – – –
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$76K +$74.5K +4,000 New
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$71K +$186 +10 +0.3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$66K -$3.11K -167 -5%
CFD
65
Creative Financial Designs
Indiana
$41K +$39.7K +2,134 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$21K – – –
AWA
67
Arkadios Wealth Advisors
Georgia
$20K +$16.5K +885 +408%
WB
68
Webster Bank
Connecticut
$19K – – –
RIM
69
Rockbridge Investment Management
New York
$15K – – –
GWM
70
Geneos Wealth Management
Colorado
$13K – – –
HFA
71
Hoover Financial Advisors
Pennsylvania
$10K +$9.8K +526 New
CFA
72
Carroll Financial Associates
North Carolina
$8K – – –
APA
73
American Portfolios Advisors
New York
$6.34K – – –
VNA
74
Valley National Advisers
Pennsylvania
$3K +$2.46K +132 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
1 2
3
4

BKT Hedge Fund Activity: Q2 2021 in Review

79 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2021, worth a combined $138M — up 3% from $134M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.75M. The largest seller was Sit Investment Associates, cutting an estimated $5.41M.

  • 79 institutional investors held BlackRock Income Trust (BKT) as of Q2 2021, up from 76 in Q1 2021.
  • Funds reported $138M of BlackRock Income Trust stock for Q2 2021, up 3% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q2 2021 and 7 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q2 2021 was Raymond James & Associates, an estimated $1.75M added.
  • The largest BlackRock Income Trust seller in Q2 2021 was Sit Investment Associates, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2021.