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BlackRock Income Trust

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: 8085 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$21.3M +$597K +42,554 +3%
Morgan Stanley
2
Morgan Stanley
New York
$9.67M -$1.57M -112,165 -14%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$5.74M +$1.8M +128,184 +44%
Bank of America
4
Bank of America
North Carolina
$5.39M +$2.09M +149,230 +61%
KIM
5
Karpus Investment Management
New York
$5.11M +$2.71M +192,913 +106%
VRM
6
Vectors Research Management
New York
$4.14M +$1.87M +133,214 +78%
Stifel Financial
7
Stifel Financial
Missouri
$4.01M -$3.79M -270,150 -48%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.87M -$106K -7,562 -3%
HC
9
HNP Capital
New York
$3.76M +$1.62M +115,709 +72%
RJA
10
Raymond James & Associates
Florida
$3.01M -$126K -8,980 -4%
Invesco
11
Invesco
Georgia
$2.92M -$474K -33,794 -14%
UBS Group
12
UBS Group
Switzerland
$2.91M -$1.54M -109,855 -34%
LPL Financial
13
LPL Financial
California
$2.89M -$2.2M -156,712 -42%
1CP
14
1607 Capital Partners
Virginia
$2.86M +$2.95M +210,190 New
Ameriprise
15
Ameriprise
Minnesota
$2.02M +$30.4K +2,168 +1%
ACP
16
Aviance Capital Partners
Florida
$1.65M +$229K +16,360 +16%
GC
17
Guggenheim Capital
Illinois
$1.6M +$178K +12,705 +12%
SPIA
18
Steward Partners Investment Advisory
New York
$1.36M -$897 -64 -0.1%
CAM
19
Cresset Asset Management
Illinois
$1.34M +$1.38M +98,721 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.23M +$140K +10,014 +12%
RPA
21
Rock Point Advisors
Vermont
$1.21M +$1.24M +88,517 New
FIA
22
Foundations Investment Advisors
Arizona
$994K +$674K +48,046 +205%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$702K +$244K +17,433 +51%
RP
24
Riverbridge Partners
Minnesota
$606K +$624K +44,516 New
TA
25
TrueWealth Advisors
Alabama
$576K -$79.1K -5,639 -12%

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.