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BlackRock Income Trust

85 hedge funds and large institutions have $99.4M invested in BlackRock Income Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

6% more funds holding

Funds holding: 8085 (+5)

0.52% more ownership

Funds ownership: 10.91%11.43% (+0.52%)

7% less capital invested

Capital invested by funds: $107M → $99.4M (-$7.85M)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
27
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
IBEX Wealth Advisors
New Jersey
$116K -$2.92K -208 -2%
CF
52
Centaurus Financial
California
$115K +$56.9K +4,061 +92%
AAS
53
Avantax Advisory Services
Texas
$113K +$1.21K +86 +1%
FNT
54
First Nebraska Trust
Nebraska
$112K -$13.5K -966 -11%
LA
55
LexAurum Advisors
Kansas
$100K
TF
56
Trek Financial
Arizona
$96K -$26.1K -1,862 -21%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$90K
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$87K +$70 +5 +0.1%
Creative Planning
59
Creative Planning
Kansas
$85K +$154 +11 +0.2%
Lido Advisors
60
Lido Advisors
California
$84K -$769K -54,836 -90%
Nomura Holdings
61
Nomura Holdings
Japan
$84K +$84.7K +6,040 New
PMG
62
ProVise Management Group
Florida
$75K
BFS
63
Bradley Foster & Sargent
Connecticut
$67K -$9.35K -667 -12%
TI
64
Telemetry Investments
New York
$66K +$67.8K +4,833 New
PPP
65
Private Portfolio Partners
New Jersey
$65K
Wells Fargo
66
Wells Fargo
California
$65K -$2.12K -151 -3%
WFA
67
WMG Financial Advisors
Tennessee
$59K +$60.3K +4,300 New
SWP
68
Stratos Wealth Partners
Ohio
$55K +$56.6K +4,033 New
ACM
69
Anfield Capital Management
California
$53K +$1.21K +86 +2%
HF
70
HRT Financial
New York
$50K +$51.8K +3,697 New
HI
71
Harbour Investments
Wisconsin
$46K +$47.4K +3,383 New
HNWAG
72
High Net Worth Advisory Group
Florida
$40K
AA
73
Ancora Advisors
Ohio
$37K
IA
74
IFP Advisors
Florida
$28K
WB
75
Webster Bank
Connecticut
$14K

BKT Hedge Fund Activity: Q2 2022 in Review

85 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2022, worth a combined $99.4M — down 7.3% from $107M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BKT positions and 10 closed out — a net gain of 6 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $2.95M. The largest seller was Stifel Financial, cutting an estimated $3.79M.

  • 85 institutional investors held BlackRock Income Trust (BKT) as of Q2 2022, up from 80 in Q1 2022.
  • Funds reported $99.4M of BlackRock Income Trust stock for Q2 2022, down 7.3% quarter-over-quarter.
  • 16 funds opened new BlackRock Income Trust positions in Q2 2022 and 10 closed out, a net change of +6 holders.
  • The largest BlackRock Income Trust buyer in Q2 2022 was 1607 Capital Partners, an estimated $2.95M added.
  • The largest BlackRock Income Trust seller in Q2 2022 was Stifel Financial, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2022.