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BlackRock Income Trust

80 hedge funds and large institutions have $107M invested in BlackRock Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 7980 (+1)

0.25% more ownership

Funds ownership: 10.66%10.91% (+0.25%)

7% less capital invested

Capital invested by funds: $116M → $107M (-$8.33M)

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
25
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$23.4M -$6.5M -414,223 -21%
Morgan Stanley
2
Morgan Stanley
New York
$12.7M +$780K +49,661 +6%
Stifel Financial
3
Stifel Financial
Missouri
$8.69M +$1.09M +69,268 +14%
LPL Financial
4
LPL Financial
California
$5.68M +$909K +57,895 +19%
UBS Group
5
UBS Group
Switzerland
$4.98M +$31.3K +1,996 +0.6%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$4.51M +$4.61M +293,411 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.48M -$7.45M -474,498 -62%
Invesco
8
Invesco
Georgia
$3.83M +$877K +55,884 +29%
Bank of America
9
Bank of America
North Carolina
$3.8M +$3.28M +209,069 +556%
RJA
10
Raymond James & Associates
Florida
$3.54M -$238K -15,130 -6%
RCM
11
Rivernorth Capital Management
Florida
$3.44M +$3.51M +223,833 New
KIM
12
Karpus Investment Management
New York
$2.81M +$2.86M +182,301 New
VRM
13
Vectors Research Management
New York
$2.62M +$54.9K +3,499 +2%
HC
14
HNP Capital
New York
$2.47M -$104K -6,596 -4%
Ameriprise
15
Ameriprise
Minnesota
$2.25M +$270K +17,225 +13%
T
16
TRUADVICE
Florida
$1.77M +$1.99M +126,673 New
GC
17
Guggenheim Capital
Illinois
$1.62M +$11.6K +740 +0.7%
ACP
18
Aviance Capital Partners
Florida
$1.61M +$521K +33,163 +46%
SPIA
19
Steward Partners Investment Advisory
New York
$1.54M +$130K +8,262 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.24M +$7.87K +501 +0.6%
Lido Advisors
21
Lido Advisors
California
$939K -$1.77M -112,501 -65%
TA
22
TrueWealth Advisors
Alabama
$812K
Osaic Holdings
23
Osaic Holdings
Arizona
$748K +$26K +1,655 +4%
RIG
24
Ramiah Investment Group
Wisconsin
$590K +$46.7K +2,978 +8%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$524K +$535K +34,067 New

BKT Hedge Fund Activity: Q1 2022 in Review

80 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2022, worth a combined $107M — down 7.2% from $116M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BKT positions and 14 closed out — a net gain of 3 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Allspring Global Investments, opening a new position worth an estimated $4.61M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7.45M.

  • 80 institutional investors held BlackRock Income Trust (BKT) as of Q1 2022, up from 79 in Q4 2021.
  • Funds reported $107M of BlackRock Income Trust stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 17 funds opened new BlackRock Income Trust positions in Q1 2022 and 14 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q1 2022 was Allspring Global Investments, an estimated $4.61M added.
  • The largest BlackRock Income Trust seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $7.45M sold.

Based on aggregated 13F filings for Q1 2022.