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BlackRock Income Trust
BKT

55 hedge funds and large institutions have $96.6M invested in BlackRock Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.04% less ownership

Funds ownership: 39.93% → 39.89% (-0.04%)

5% less funds holding

Funds holding: 58 → 55 (-3)

7% less capital invested

Capital invested by funds: $104M → $96.6M (-$7.08M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.07M
2
VEA
Virtus ETF Advisers
New York
+$681K
3
CPRC
Consolidated Portfolio Review Corp
New York
+$392K
4
SIA
Sit Investment Associates
Minnesota
+$366K
5
Cerity Partners
Cerity Partners
New York
+$330K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$506K
2
Bank of America
Bank of America
North Carolina
-$404K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$328K
4
TW
Transform Wealth
Colorado
-$281K
5
ACP
Aviance Capital Partners
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$7.31K – – –
HI
52
Harbour Investments
Wisconsin
$5.69K – – –
Bessemer Group
53
Bessemer Group
New Jersey
$5K – – –
NSIM
54
North Star Investment Management
Illinois
$751 – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$649 +$675 +57 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
– -$328K -26,979 Closed
WAM
57
Wolverine Asset Management
Illinois
– -$192K -15,763 Closed
NA
58
NewEdge Advisors
Louisiana
– -$175K -14,357 Closed
IAIM
59
International Assets Investment Management
Florida
– -$161K -13,232 Closed
WFA
60
WMG Financial Advisors
Tennessee
– -$155K -12,749 Closed
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
– -$152K -12,527 Closed
CIA
62
Capital Investment Advisors
Georgia
– -$135K -11,090 Closed
FAG
63
Financial Advisory Group
Texas
– -$211K -305 Closed
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
– -$3.06K -251 Closed
AF
65
Allworth Financial
California
– -$779 -64 Closed
1 2
3

BKT Hedge Fund Activity: Q3 2023 in Review

55 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2023, worth a combined $96.6M — down 6.8% from $104M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BKT and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Allspring Global Investments, adding an estimated $1.07M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $506K.

  • 55 institutional investors held BlackRock Income Trust (BKT) as of Q3 2023, down from 58 in Q2 2023.
  • Funds reported $96.6M of BlackRock Income Trust stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q3 2023 and 10 closed out, a net change of -2 holders.
  • The largest BlackRock Income Trust buyer in Q3 2023 was Allspring Global Investments, an estimated $1.07M added.
  • The largest BlackRock Income Trust seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $506K sold.

Based on aggregated 13F filings for Q3 2023.