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BlackRock Income Trust
BKT

85 hedge funds and large institutions have $99.4M invested in BlackRock Income Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

6% more funds holding

Funds holding: 80 → 85 (+5)

0.52% more ownership

Funds ownership: 10.91% → 11.43% (+0.52%)

7% less capital invested

Capital invested by funds: $107M → $99.4M (-$7.85M)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$2.95M
2
KIM
Karpus Investment Management
New York
+$2.71M
3
Bank of America
Bank of America
North Carolina
+$2.09M
4
VRM
Vectors Research Management
New York
+$1.87M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$3.79M
2
RCM
Rivernorth Capital Management
Florida
-$3.44M
3
LPL Financial
LPL Financial
California
-$2.2M
4
Morgan Stanley
Morgan Stanley
New York
-$1.57M
5
T
TRUADVICE
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
Rise Advisors
New York
$13K +$266 +19 +2%
GWSG
77
GPS Wealth Strategies Group
Colorado
$10K – – –
CFGS
78
Concourse Financial Group Securities
Alabama
$8K – – –
RIM
79
Rockbridge Investment Management
New York
$7.83K -$2.69K -192 -25%
Bessemer Group
80
Bessemer Group
New Jersey
$5K – – –
APA
81
American Portfolios Advisors
New York
$4.54K – – –
CCM
82
Covington Capital Management
California
$1K – – –
NSIM
83
North Star Investment Management
Illinois
$1K – – –
FCB
84
First Command Bank
Texas
$1K +$407 +29 New
FCFS
85
First Command Financial Services
Texas
$1K +$407 +29 New
RCM
86
Rivernorth Capital Management
Florida
– -$3.44M -223,833 Closed
CHA
87
Cooper/Haims Advisors
New York
– -$154K -10,000 Closed
AWS
88
Atria Wealth Solutions
New York
– -$94K -6,083 Closed
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
– -$71K -4,611 Closed
CB
90
Community Bank
New York
– -$65K -4,253 Closed
CC
91
Commons Capital
Massachusetts
– -$31K -2,042 Closed
MCC
92
Money Concepts Capital
Florida
– -$8K -550 Closed
GWM
93
Geneos Wealth Management
Colorado
– -$7K -460 Closed
FAG
94
Financial Advisory Group
Texas
– -$233K -102 Closed
FF
95
FourThought Financial
Florida
– -$1K -44 Closed
1 2 3
4

BKT Hedge Fund Activity: Q2 2022 in Review

85 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2022, worth a combined $99.4M — down 7.3% from $107M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BKT positions and 10 closed out — a net gain of 6 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $2.95M. The largest seller was Stifel Financial, cutting an estimated $3.79M.

  • 85 institutional investors held BlackRock Income Trust (BKT) as of Q2 2022, up from 80 in Q1 2022.
  • Funds reported $99.4M of BlackRock Income Trust stock for Q2 2022, down 7.3% quarter-over-quarter.
  • 16 funds opened new BlackRock Income Trust positions in Q2 2022 and 10 closed out, a net change of +6 holders.
  • The largest BlackRock Income Trust buyer in Q2 2022 was 1607 Capital Partners, an estimated $2.95M added.
  • The largest BlackRock Income Trust seller in Q2 2022 was Stifel Financial, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2022.