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BlackRock Income Trust
BKT

80 hedge funds and large institutions have $128M invested in BlackRock Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 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

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

1% more funds holding

Funds holding: 79 → 80 (+1)

0.38% less ownership

Funds ownership: 11.31% → 10.93% (-0.38%)

7% less capital invested

Capital invested by funds: $138M → $128M (-$9.62M)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.7M
2
UBS Group
UBS Group
Switzerland
+$937K
3
RJA
Raymond James & Associates
Florida
+$506K
4
LPL Financial
LPL Financial
California
+$382K
5
Osaic Holdings
Osaic Holdings
Arizona
+$239K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$13.5M
2
Stifel Financial
Stifel Financial
Missouri
-$1.3M
3
CFGS
Concourse Financial Group Securities
Alabama
-$968K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$605K
5
Invesco
Invesco
Georgia
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Anfield Capital Management
California
$94K +$12.9K +675 +15%
CCG
52
Cypress Capital Group
Florida
$93K – – –
TA
53
TrueWealth Advisors
Alabama
$89K +$93.3K +4,886 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$84K -$378K -19,794 -81%
STA
55
Summit Trail Advisors
New York
$81K – – –
Jane Street
56
Jane Street
New York
$80K +$83K +4,346 New
CB
57
Community Bank
New York
$78K -$7.64K -400 -9%
CHAM
58
Clear Harbor Asset Management
Connecticut
$78K – – –
AWM
59
AE Wealth Management
Kansas
$77K +$79.9K +4,184 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$73K – – –
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$68K +$191 +10 +0.3%
CFD
62
Creative Financial Designs
Indiana
$39K +$38 +2 +0.1%
GWSG
63
GPS Wealth Strategies Group
Colorado
$20K – – –
WB
64
Webster Bank
Connecticut
$18K – – –
Citigroup
65
Citigroup
New York
$18K +$18.6K +973 New
US Bancorp
66
US Bancorp
Minnesota
$18K +$19.1K +1,000 New
RIM
67
Rockbridge Investment Management
New York
$14K – – –
GWM
68
Geneos Wealth Management
Colorado
$13K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$11K -$968K -50,679 -99%
CFA
70
Carroll Financial Associates
North Carolina
$7K – – –
APA
71
American Portfolios Advisors
New York
$6.1K – – –
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$4K +$4.51K +236 New
AWA
73
Arkadios Wealth Advisors
Georgia
$2K -$18.5K -971 -88%
VNA
74
Valley National Advisers
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.39K +125 New
1 2
3
4

BKT Hedge Fund Activity: Q3 2021 in Review

80 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2021, worth a combined $128M — down 7% from $138M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.7M. The largest seller was Sit Investment Associates, cutting an estimated $13.5M.

  • 80 institutional investors held BlackRock Income Trust (BKT) as of Q3 2021, up from 79 in Q2 2021.
  • Funds reported $128M of BlackRock Income Trust stock for Q3 2021, down 7% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $10.7M added.
  • The largest BlackRock Income Trust seller in Q3 2021 was Sit Investment Associates, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2021.