BlackRock Income Trust
BKT
80 hedge funds and large institutions have $128M invested in BlackRock Income Trust in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
14% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 21
1% more funds holding
Funds holding: 79 → 80 (+1)
0.38% less ownership
Funds ownership: 11.31% → 10.93% (-0.38%)
7% less capital invested
Capital invested by funds: $138M → $128M (-$9.62M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$937K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$506K |
| 4 |
LPL Financial
San Diego,
California
|
+$382K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$13.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.3M |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$968K |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$605K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$483K |
BKT Hedge Fund Activity: Q3 2021 in Review
80 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2021, worth a combined $128M — down 7% from $138M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 24 added to existing stakes and 21 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.7M. The largest seller was Sit Investment Associates, cutting an estimated $13.5M.
- 80 institutional investors held BlackRock Income Trust (BKT) as of Q3 2021, up from 79 in Q2 2021.
- Funds reported $128M of BlackRock Income Trust stock for Q3 2021, down 7% quarter-over-quarter.
- 10 funds opened new BlackRock Income Trust positions in Q3 2021 and 7 closed out, a net change of +3 holders.
- The largest BlackRock Income Trust buyer in Q3 2021 was Raymond James Financial Services Advisors, an estimated $10.7M added.
- The largest BlackRock Income Trust seller in Q3 2021 was Sit Investment Associates, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2021.