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BlackRock Income Trust

63 hedge funds and large institutions have $105M invested in BlackRock Income Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

7% more funds holding

Funds holding: 5963 (+4)

3% more capital invested

Capital invested by funds: $102M → $105M (+$3.12M)

0.46% more ownership

Funds ownership: 38.82%39.27% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$33.7M +$2.86M +223,005 +9%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.7M
Morgan Stanley
3
Morgan Stanley
New York
$7.23M +$135K +10,524 +2%
KIM
4
Karpus Investment Management
New York
$5.61M -$105K -8,213 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.35M +$2.06M +161,042 +61%
MWM
6
Melfa Wealth Management
Massachusetts
$3.92M +$1.09M +84,902 +38%
Invesco
7
Invesco
Georgia
$2.81M -$1.15M -90,153 -29%
VRM
8
Vectors Research Management
New York
$2.69M -$1.33M -103,576 -33%
HC
9
HNP Capital
New York
$2.6M -$1.31M -102,340 -33%
RVPG
10
Relative Value Partners Group
$2.31M -$386K -30,121 -14%
RJA
11
Raymond James & Associates
Florida
$2.3M +$263K +20,514 +13%
LPL Financial
12
LPL Financial
California
$2.21M -$33.3K -2,599 -1%
FIA
13
Foundations Investment Advisors
Arizona
$1.87M +$132K +10,286 +7%
GC
14
Guggenheim Capital
Illinois
$1.84M +$327K +25,553 +21%
Bank of America
15
Bank of America
North Carolina
$1.83M +$4.82K +376 +0.3%
Ameriprise
16
Ameriprise
Minnesota
$1.71M -$39.1K -3,054 -2%
UBS Group
17
UBS Group
Switzerland
$1.63M -$236K -18,430 -12%
GA
18
GraniteShares Advisors
New York
$1.42M +$1.45M +112,807 New
SPIA
19
Steward Partners Investment Advisory
New York
$1.26M +$112K +8,706 +10%
ACP
20
Aviance Capital Partners
Florida
$1.24M +$32.3K +2,518 +3%
RPA
21
Rock Point Advisors
Vermont
$1.21M +$12.8K +998 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$915K +$40.6K +3,168 +5%
CPRC
23
Consolidated Portfolio Review Corp
New York
$859K +$874K +68,191 New
RP
24
Riverbridge Partners
Minnesota
$636K +$43.4K +3,390 +7%
TW
25
Transform Wealth
Colorado
$598K +$609K +47,510 New

BKT Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2023, worth a combined $105M — up 3.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BKT positions and 8 closed out — a net gain of 4 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.86M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $3.21M sold.

  • 63 institutional investors held BlackRock Income Trust (BKT) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $105M of BlackRock Income Trust stock for Q1 2023, up 3.1% quarter-over-quarter.
  • 12 funds opened new BlackRock Income Trust positions in Q1 2023 and 8 closed out, a net change of +4 holders.
  • The largest BlackRock Income Trust buyer in Q1 2023 was Sit Investment Associates, an estimated $2.86M added.
  • The largest BlackRock Income Trust seller in Q1 2023 was 1607 Capital Partners, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2023.