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BlackRock Income Trust
BKT

58 hedge funds and large institutions have $104M invested in BlackRock Income Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% more ownership

Funds ownership: 39.27% → 39.93% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $105M → $104M (-$1.68M)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

8% less funds holding

Funds holding: 63 → 58 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
19
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.31M
2
SIA
Sit Investment Associates
Minnesota
+$2.6M
3
CC
Courier Capital
New York
+$2.32M
4
CPRC
Consolidated Portfolio Review Corp
New York
+$782K
5
MWM
Melfa Wealth Management
Massachusetts
+$290K

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$1.87M
2
Bank of America
Bank of America
North Carolina
-$1.19M
3
SPIA
Steward Partners Investment Advisory
New York
-$1.03M
4
VRM
Vectors Research Management
New York
-$230K
5
JP Morgan Chase
JP Morgan Chase
New York
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
51
GPS Wealth Strategies Group
Colorado
$9.32K – – –
OLVIG
52
Oliver Lagore Vanvalin Investment Group
Michigan
$8.11K – – –
CFD
53
Creative Financial Designs
Indiana
$7.81K +$7.98K +642 New
HI
54
Harbour Investments
Wisconsin
$6.08K -$12.6K -1,016 -67%
Bessemer Group
55
Bessemer Group
New Jersey
$5K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$3.06K +$3.12K +251 New
NSIM
57
North Star Investment Management
Illinois
$803 – – –
AF
58
Allworth Financial
California
$779 +$796 +64 New
FIA
59
Foundations Investment Advisors
Arizona
– -$1.87M -148,833 Closed
JP Morgan Chase
60
JP Morgan Chase
New York
– -$218K -17,351 Closed
Jane Street
61
Jane Street
New York
– -$169K -13,401 Closed
HF
62
HRT Financial
New York
– -$167K -13,334 Closed
TRCT
63
Tower Research Capital (TRC)
New York
– -$37K -2,941 Closed
ASN
64
Advisory Services Network
Georgia
– -$18.8K -1,490 Closed
RA
65
Rise Advisors
New York
– -$12.3K -981 Closed
SWM
66
Sugarloaf Wealth Management
Georgia
– -$6.68K -531 Closed
1 2
3

BKT Hedge Fund Activity: Q2 2023 in Review

58 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2023, worth a combined $104M — down 1.6% from $105M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BKT and 4 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 19 added.

The largest buyer was Allspring Global Investments, adding an estimated $3.31M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $1.87M sold.

  • 58 institutional investors held BlackRock Income Trust (BKT) as of Q2 2023, down from 63 in Q1 2023.
  • Funds reported $104M of BlackRock Income Trust stock for Q2 2023, down 1.6% quarter-over-quarter.
  • 4 funds opened new BlackRock Income Trust positions in Q2 2023 and 8 closed out, a net change of -4 holders.
  • The largest BlackRock Income Trust buyer in Q2 2023 was Allspring Global Investments, an estimated $3.31M added.
  • The largest BlackRock Income Trust seller in Q2 2023 was Foundations Investment Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2023.