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BlackRock Income Trust
BKT

80 hedge funds and large institutions have $107M invested in BlackRock Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 79 → 80 (+1)

0.25% more ownership

Funds ownership: 10.66% → 10.91% (+0.25%)

7% less capital invested

Capital invested by funds: $116M → $107M (-$8.33M)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.61M
2
RCM
Rivernorth Capital Management
Florida
+$3.51M
3
Bank of America
Bank of America
North Carolina
+$3.28M
4
KIM
Karpus Investment Management
New York
+$2.86M
5
T
TRUADVICE
Florida
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.45M
2
SIA
Sit Investment Associates
Minnesota
-$6.5M
3
AWS
AJ Wealth Strategies
New York
-$2.49M
4
Lido Advisors
Lido Advisors
California
-$1.77M
5
LP
Lloyd Park
Illinois
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
51
Peapack-Gladstone Financial Corp
New Jersey
$102K +$104K +6,600 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$98K +$100K +6,385 New
Creative Planning
53
Creative Planning
Kansas
$96K -$126K -8,002 -56%
AWS
54
Atria Wealth Solutions
New York
$94K +$95.5K +6,083 New
BFS
55
Bradley Foster & Sargent
Connecticut
$86K +$14K +889 +19%
PMG
56
ProVise Management Group
Florida
$84K -$25.6K -1,633 -23%
Wells Fargo
57
Wells Fargo
California
$76K – – –
PPP
58
Private Portfolio Partners
New Jersey
$73.5K +$74.9K +4,773 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$71K – – –
CF
60
Centaurus Financial
California
$68K +$69.1K +4,401 New
CHAM
61
Clear Harbor Asset Management
Connecticut
$66K – – –
CB
62
Community Bank
New York
$65K – – –
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$62K – – –
ACM
64
Anfield Capital Management
California
$59K -$12.6K -803 -17%
HNWAG
65
High Net Worth Advisory Group
Florida
$45K – – –
AA
66
Ancora Advisors
Ohio
$42K +$43.2K +2,750 New
CC
67
Commons Capital
Massachusetts
$31K +$628 +40 +2%
IA
68
IFP Advisors
Florida
$28K +$25.1K +1,600 New
WB
69
Webster Bank
Connecticut
$15K – – –
RA
70
Rise Advisors
New York
$14K +$283 +18 +2%
GWSG
71
GPS Wealth Strategies Group
Colorado
$12K – – –
RIM
72
Rockbridge Investment Management
New York
$11.7K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$9K – – –
MCC
74
Money Concepts Capital
Florida
$8K +$8.63K +550 New
GWM
75
Geneos Wealth Management
Colorado
$7K – – –
1 2
3
4

BKT Hedge Fund Activity: Q1 2022 in Review

80 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2022, worth a combined $107M — down 7.2% from $116M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BKT positions and 14 closed out — a net gain of 3 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Allspring Global Investments, opening a new position worth an estimated $4.61M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.45M.

  • 80 institutional investors held BlackRock Income Trust (BKT) as of Q1 2022, up from 79 in Q4 2021.
  • Funds reported $107M of BlackRock Income Trust stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 17 funds opened new BlackRock Income Trust positions in Q1 2022 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q1 2022 was Allspring Global Investments, an estimated $4.61M added.
  • The largest BlackRock Income Trust seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2022.