BlackRock Income Trust
BKT
76 hedge funds and large institutions have $134M invested in BlackRock Income Trust in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 9 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
1% more funds holding
Funds holding: 75 → 76 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.55% less ownership
Funds ownership: 11.95% → 11.4% (-0.55%)
4% less capital invested
Capital invested by funds: $139M → $134M (-$5.57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.13M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.61M |
| 3 |
HC
HNP Capital
Rochester,
New York
|
+$892K |
| 4 |
VRM
Vectors Research Management
New York
|
+$888K |
| 5 |
LPL Financial
San Diego,
California
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$4.31M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.63M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.09M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.61M |
| 5 |
Morgan Stanley
New York
|
-$845K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
76
North Star Investment Management
Chicago,
Illinois
| $1K | – | – | – |
|
|
IWA
77
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$4.31M | -236,436 | Closed |
|
|
KIM
78
Karpus Investment Management
Pittsford,
New York
| – | -$2.09M | -114,672 | Closed |
|
|
DAS
79
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$296K | -16,277 | Closed |
|
|
GT
80
Glenview Trust
Louisville,
Kentucky
| – | -$157K | -8,606 | Closed |
|
|
SAM
81
Seelaus Asset Management
Chatham,
New Jersey
| – | -$127K | -6,949 | Closed |
|
82
Citigroup
New York
| – | -$124K | -6,790 | Closed |
|
|
KA
83
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$83K | -4,546 | Closed |
|
|
AWG
84
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$7K | -361 | Closed |
|
|
BHWM
85
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$4K | -218 | Closed |
|
BKT Hedge Fund Activity: Q1 2021 in Review
76 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2021, worth a combined $134M — down 4% from $139M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BKT positions and 9 closed out — a net gain of 2 holders — while 26 added to existing stakes and 17 trimmed.
The largest buyer was UBS Group, adding an estimated $3.13M. The largest seller was IBEX Wealth Advisors, exiting entirely with an estimated $4.31M sold.
- 76 institutional investors held BlackRock Income Trust (BKT) as of Q1 2021, up from 75 in Q4 2020.
- Funds reported $134M of BlackRock Income Trust stock for Q1 2021, down 4% quarter-over-quarter.
- 11 funds opened new BlackRock Income Trust positions in Q1 2021 and 9 closed out, a net change of +2 holders.
- The largest BlackRock Income Trust buyer in Q1 2021 was UBS Group, an estimated $3.13M added.
- The largest BlackRock Income Trust seller in Q1 2021 was IBEX Wealth Advisors, an estimated $4.31M sold.
Based on aggregated 13F filings for Q1 2021.