BlackRock Income Trust
BKT
58 hedge funds and large institutions have $104M invested in BlackRock Income Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.
0.65% more ownership
Funds ownership: 39.27% → 39.93% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $105M → $104M (-$1.68M)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
8% less funds holding
Funds holding: 63 → 58 (-5)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.31M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.6M |
| 3 |
CC
Courier Capital
Buffalo,
New York
|
+$2.32M |
| 4 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$782K |
| 5 |
MWM
Melfa Wealth Management
Westborough,
Massachusetts
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$1.87M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.19M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.03M |
| 4 |
VRM
Vectors Research Management
New York
|
-$230K |
| 5 |
JP Morgan Chase
New York
|
-$218K |
BKT Hedge Fund Activity: Q2 2023 in Review
58 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2023, worth a combined $104M — down 1.6% from $105M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BKT and 4 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 19 added.
The largest buyer was Allspring Global Investments, adding an estimated $3.31M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $1.87M sold.
- 58 institutional investors held BlackRock Income Trust (BKT) as of Q2 2023, down from 63 in Q1 2023.
- Funds reported $104M of BlackRock Income Trust stock for Q2 2023, down 1.6% quarter-over-quarter.
- 4 funds opened new BlackRock Income Trust positions in Q2 2023 and 8 closed out, a net change of -4 holders.
- The largest BlackRock Income Trust buyer in Q2 2023 was Allspring Global Investments, an estimated $3.31M added.
- The largest BlackRock Income Trust seller in Q2 2023 was Foundations Investment Advisors, an estimated $1.87M sold.
Based on aggregated 13F filings for Q2 2023.