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BlackRock Income Trust
BKT

74 hedge funds and large institutions have $89.8M invested in BlackRock Income Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.1% less ownership

Funds ownership: 11.43% → 11.33% (-0.1%)

10% less capital invested

Capital invested by funds: $99.4M → $89.8M (-$9.61M)

13% less funds holding

Funds holding: 85 → 74 (-11)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
74
Holders Change
-11
Holders Change %
-12.94%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
20
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.34M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.71M
3
Invesco
Invesco
Georgia
+$1.22M
4
KIM
Karpus Investment Management
New York
+$580K
5
HC
HNP Capital
New York
+$546K

Top Sellers

Rank Fund Capital Flow
1
VRM
Vectors Research Management
New York
-$4.14M
2
Bank of America
Bank of America
North Carolina
-$3.11M
3
Morgan Stanley
Morgan Stanley
New York
-$1.66M
4
ACP
Aviance Capital Partners
Florida
-$1.65M
5
Stifel Financial
Stifel Financial
Missouri
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$77K -$544 -40 -0.6%
TF
52
Trek Financial
Arizona
$74K -$14.8K -1,087 -15%
LCM
53
Landscape Capital Management
New Jersey
$69K -$94.1K -6,912 -55%
CCG
54
Cypress Capital Group
Florida
$63K +$69K +5,067 New
PMG
55
ProVise Management Group
Florida
$62K -$6.13K -450 -8%
PPP
56
Private Portfolio Partners
New Jersey
$59.3K – – –
BFS
57
Bradley Foster & Sargent
Connecticut
$53K -$9.06K -666 -13%
WFA
58
WMG Financial Advisors
Tennessee
$53K – – –
ACM
59
Anfield Capital Management
California
$52K +$3.97K +292 +7%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$49K -$90.7K -6,663 -63%
HI
61
Harbour Investments
Wisconsin
$46K – – –
VF
62
Virtu Financial
New York
$45K +$49.6K +3,644 New
WE
63
Wealth Effects
Massachusetts
$43K +$47.6K +3,500 New
HNWAG
64
High Net Worth Advisory Group
Florida
$37K – – –
AA
65
Ancora Advisors
Ohio
$34K – – –
IA
66
IFP Advisors
Florida
$28K – – –
WB
67
Webster Bank
Connecticut
$12K – – –
RA
68
Rise Advisors
New York
$12K +$259 +19 +2%
GWSG
69
GPS Wealth Strategies Group
Colorado
$10K – – –
Bessemer Group
70
Bessemer Group
New Jersey
$5K – – –
APA
71
American Portfolios Advisors
New York
$4.14K – – –
MAM
72
Meeder Asset Management
Ohio
$4K +$4.78K +351 New
SWM
73
Spire Wealth Management
Virginia
$2K +$2.27K +167 New
NSIM
74
North Star Investment Management
Illinois
$1K – – –
VRM
75
Vectors Research Management
New York
– -$4.14M -303,740 Closed
1 2
3
4

BKT Hedge Fund Activity: Q3 2022 in Review

74 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2022, worth a combined $89.8M — down 9.7% from $99.4M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BKT and 6 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.34M. The largest seller was Vectors Research Management, exiting entirely with an estimated $4.14M sold.

  • 74 institutional investors held BlackRock Income Trust (BKT) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $89.8M of BlackRock Income Trust stock for Q3 2022, down 9.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Income Trust positions in Q3 2022 and 17 closed out, a net change of -11 holders.
  • The largest BlackRock Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $7.34M added.
  • The largest BlackRock Income Trust seller in Q3 2022 was Vectors Research Management, an estimated $4.14M sold.

Based on aggregated 13F filings for Q3 2022.