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BlackRock Income Trust

74 hedge funds and large institutions have $89.8M invested in BlackRock Income Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.1% less ownership

Funds ownership: 11.43%11.33% (-0.1%)

10% less capital invested

Capital invested by funds: $99.4M → $89.8M (-$9.61M)

13% less funds holding

Funds holding: 8574 (-11)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
74
Holders Change
-11
Holders Change %
-12.94%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
29
Reduced
20
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$26.1M +$7.34M +539,247 +35%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$7.7M +$2.71M +198,754 +47%
Morgan Stanley
3
Morgan Stanley
New York
$7.3M -$1.66M -121,777 -17%
KIM
4
Karpus Investment Management
New York
$5.19M +$580K +42,579 +11%
HC
5
HNP Capital
New York
$3.93M +$546K +40,139 +15%
Invesco
6
Invesco
Georgia
$3.78M +$1.22M +89,538 +42%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.56M +$40.4K +2,969 +1%
1CP
8
1607 Capital Partners
Virginia
$2.92M +$337K +24,796 +12%
Stifel Financial
9
Stifel Financial
Missouri
$2.89M -$846K -62,134 -21%
UBS Group
10
UBS Group
Switzerland
$2.71M +$53.5K +3,931 +2%
RJA
11
Raymond James & Associates
Florida
$2.61M -$144K -10,569 -5%
LPL Financial
12
LPL Financial
California
$2.29M -$379K -27,856 -13%
Bank of America
13
Bank of America
North Carolina
$2.08M -$3.11M -228,621 -58%
Ameriprise
14
Ameriprise
Minnesota
$1.86M +$15.1K +1,108 +0.7%
GC
15
Guggenheim Capital
Illinois
$1.57M +$118K +8,654 +7%
CAM
16
Cresset Asset Management
Illinois
$1.23M
FIA
17
Foundations Investment Advisors
Arizona
$1.2M +$337K +24,782 +35%
SPIA
18
Steward Partners Investment Advisory
New York
$1.17M -$74.3K -5,458 -5%
RPA
19
Rock Point Advisors
Vermont
$1.13M +$37K +2,716 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$902K -$244K -17,905 -20%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$640K
RP
22
Riverbridge Partners
Minnesota
$581K +$31.2K +2,294 +5%
RJT
23
Raymond James Trust
Florida
$467K +$157K +11,560 +44%
AWA
24
Arkadios Wealth Advisors
Georgia
$437K +$142K +10,443 +42%
AWS
25
AJ Wealth Strategies
New York
$345K

BKT Hedge Fund Activity: Q3 2022 in Review

74 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2022, worth a combined $89.8M — down 9.7% from $99.4M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BKT and 6 opened new positions — a net loss of 11 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.34M. The largest seller was Vectors Research Management, exiting entirely with an estimated $4.14M sold.

  • 74 institutional investors held BlackRock Income Trust (BKT) as of Q3 2022, down from 85 in Q2 2022.
  • Funds reported $89.8M of BlackRock Income Trust stock for Q3 2022, down 9.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Income Trust positions in Q3 2022 and 17 closed out, a net change of -11 holders.
  • The largest BlackRock Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $7.34M added.
  • The largest BlackRock Income Trust seller in Q3 2022 was Vectors Research Management, an estimated $4.14M sold.

Based on aggregated 13F filings for Q3 2022.