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BlackRock Income Trust

63 hedge funds and large institutions have $105M invested in BlackRock Income Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

7% more funds holding

Funds holding: 5963 (+4)

3% more capital invested

Capital invested by funds: $102M → $105M (+$3.12M)

0.46% more ownership

Funds ownership: 38.82%39.27% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
51
WMG Financial Advisors
Tennessee
$130K +$132K +10,299 New
Wells Fargo
52
Wells Fargo
California
$123K -$7.71K -602 -6%
TRCT
53
Tower Research Capital (TRC)
New York
$37K +$37.7K +2,941 New
HI
54
Harbour Investments
Wisconsin
$19.1K -$13.4K -1,048 -41%
ASN
55
Advisory Services Network
Georgia
$18.8K
WB
56
Webster Bank
Connecticut
$12.6K +$12.8K +997 New
RA
57
Rise Advisors
New York
$12.3K +$269 +21 +2%
GWSG
58
GPS Wealth Strategies Group
Colorado
$9.64K +$9.81K +766 New
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$8.38K
SWM
60
Sugarloaf Wealth Management
Georgia
$6.68K
Bessemer Group
61
Bessemer Group
New Jersey
$5K
NSIM
62
North Star Investment Management
Illinois
$831
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$209 +$13.8K +1,075 +7%
1CP
64
1607 Capital Partners
Virginia
-$3.21M -259,951 Closed
CHAM
65
Clear Harbor Asset Management
Connecticut
-$285K -23,094 Closed
MCC
66
Money Concepts Capital
Florida
-$196K -15,871 Closed
CF
67
Centaurus Financial
California
-$105K -8,529 Closed
EC
68
Elequin Capital
New York
-$56.7K -4,594 Closed
HNWAG
69
High Net Worth Advisory Group
Florida
-$36.4K -2,952 Closed
AWM
70
Accurate Wealth Management
Florida
-$25.1K -1,931 Closed
RBC
71
Romano Brothers & Co
Illinois
-$4.11K -333 Closed

BKT Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2023, worth a combined $105M — up 3.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BKT positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.86M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $3.21M sold.

  • 63 institutional investors held BlackRock Income Trust (BKT) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $105M of BlackRock Income Trust stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 12 funds opened new BlackRock Income Trust positions in Q1 2023 and 8 closed out, a net change of +4 holders.
  • The largest BlackRock Income Trust buyer in Q1 2023 was Sit Investment Associates, an estimated $2.86M added.
  • The largest BlackRock Income Trust seller in Q1 2023 was 1607 Capital Partners, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2023.