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BlackRock Income Trust

59 hedge funds and large institutions have $102M invested in BlackRock Income Trust in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27.49% more ownership

Funds ownership: 11.33%38.82% (+27%)

14% more capital invested

Capital invested by funds: $89.8M → $102M (+$12.4M)

20% less funds holding

Funds holding: 7459 (-15)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
59
Holders Change
-15
Holders Change %
-20.27%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
16
Reduced
24
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Accurate Wealth Management
Florida
$25.1K +$23.8K +1,931 New
ASN
52
Advisory Services Network
Georgia
$18.4K +$18.4K +1,490 New
RA
53
Rise Advisors
New York
$11.9K +$148 +12 +1%
OLVIG
54
Oliver Lagore Vanvalin Investment Group
Michigan
$8.22K +$8.22K +666 New
SWM
55
Sugarloaf Wealth Management
Georgia
$6.55K +$6.56K +531 New
Bessemer Group
56
Bessemer Group
New Jersey
$5K
RBC
57
Romano Brothers & Co
Illinois
$4.11K +$4.11K +333 New
NSIM
58
North Star Investment Management
Illinois
$814 -$12 -1 -1%
CAM
59
Cresset Asset Management
Illinois
-$1.23M -98,721 Closed
CAN
60
Cetera Advisor Networks
California
-$106K -8,565 Closed
IWA
61
IBEX Wealth Advisors
New Jersey
-$106K -8,504 Closed
FNT
62
First Nebraska Trust
Nebraska
-$103K -8,312 Closed
AAS
63
Avantax Advisory Services
Texas
-$92K -7,419 Closed
LA
64
LexAurum Advisors
Kansas
-$91K -7,328 Closed
DAS
65
Dynamic Advisor Solutions
Arizona
-$87K -7,023 Closed
Jane Street
66
Jane Street
New York
-$83K -6,700 Closed
PAG
67
Private Advisor Group
New Jersey
-$83K -6,667 Closed
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
-$79K -6,394 Closed
Creative Planning
69
Creative Planning
Kansas
-$77K -6,183 Closed
TF
70
Trek Financial
Arizona
-$74K -5,962 Closed
LCM
71
Landscape Capital Management
New Jersey
-$69K -5,586 Closed
CCG
72
Cypress Capital Group
Florida
-$63K -5,067 Closed
PMG
73
ProVise Management Group
Florida
-$62K -5,020 Closed
PPP
74
Private Portfolio Partners
New Jersey
-$59.3K -4,773 Closed
WFA
75
WMG Financial Advisors
Tennessee
-$53K -4,300 Closed

BKT Hedge Fund Activity: Q4 2022 in Review

59 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2022, worth a combined $102M — up 14% from $89.8M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of BKT and 16 opened new positions — a net loss of 12 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.37M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $1.23M sold.

  • 59 institutional investors held BlackRock Income Trust (BKT) as of Q4 2022, down from 74 in Q3 2022.
  • Funds reported $102M of BlackRock Income Trust stock for Q4 2022, up 14% quarter-over-quarter.
  • 16 funds opened new BlackRock Income Trust positions in Q4 2022 and 28 closed out, a net change of -12 holders.
  • The largest BlackRock Income Trust buyer in Q4 2022 was Sit Investment Associates, an estimated $4.37M added.
  • The largest BlackRock Income Trust seller in Q4 2022 was Cresset Asset Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2022.