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BlackRock Income Trust
BKT

58 hedge funds and large institutions have $93.5M invested in BlackRock Income Trust in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.2% less ownership

Funds ownership: 42.09% → 36.9% (-5.2%)

6% less funds holding

Funds holding: 62 → 58 (-4)

14% less capital invested

Capital invested by funds: $109M → $93.5M (-$15.7M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
16
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.08M
2
RJA
Raymond James & Associates
Florida
+$1.04M
3
MWM
Melfa Wealth Management
Massachusetts
+$249K
4
VEA
Virtus ETF Advisers
New York
+$166K
5
Jane Street
Jane Street
New York
+$161K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.41M
2
SIA
Sit Investment Associates
Minnesota
-$5.11M
3
RVPG
Relative Value Partners Group
-$1.5M
4
Invesco
Invesco
Georgia
-$610K
5
SWP
Significant Wealth Partners
Illinois
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
51
GPS Wealth Strategies Group
Colorado
$9.12K – – –
GRP
52
Global Retirement Partners
California
$7.92K – – –
HCM
53
Highlander Capital Management
New Jersey
$7.92K – – –
OLVIG
54
Oliver Lagore Vanvalin Investment Group
Michigan
$7.92K – – –
CFD
55
Creative Financial Designs
Indiana
$7.64K – – –
HI
56
Harbour Investments
Wisconsin
$5.95K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$4.05K -$1.04K -87 -20%
NSIM
58
North Star Investment Management
Illinois
$785 – – –
SWP
59
Significant Wealth Partners
Illinois
– -$499K -40,990 Closed
AGA
60
Accuvest Global Advisors
Utah
– -$330K -27,125 Closed
TW
61
Transform Wealth
Colorado
– -$289K -23,755 Closed
TA
62
TrueWealth Advisors
Alabama
– -$140K -11,495 Closed
JP Morgan Chase
63
JP Morgan Chase
New York
– -$118K -9,714 Closed
RIM
64
Rockbridge Investment Management
New York
– -$4.65K -382 Closed
1 2
3

BKT Hedge Fund Activity: Q1 2024 in Review

58 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2024, worth a combined $93.5M — down 14% from $109M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKT and 2 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $6.41M.

  • 58 institutional investors held BlackRock Income Trust (BKT) as of Q1 2024, down from 62 in Q4 2023.
  • Funds reported $93.5M of BlackRock Income Trust stock for Q1 2024, down 14% quarter-over-quarter.
  • 2 funds opened new BlackRock Income Trust positions in Q1 2024 and 6 closed out, a net change of -4 holders.
  • The largest BlackRock Income Trust buyer in Q1 2024 was Guggenheim Capital, an estimated $1.08M added.
  • The largest BlackRock Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2024.