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BlackRock Income Trust

55 hedge funds and large institutions have $96.6M invested in BlackRock Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.04% less ownership

Funds ownership: 39.93%39.89% (-0.04%)

5% less funds holding

Funds holding: 5855 (-3)

7% less capital invested

Capital invested by funds: $104M → $96.6M (-$7.08M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$33.2M +$366K +30,894 +1%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$13.7M +$1.07M +90,370 +8%
Morgan Stanley
3
Morgan Stanley
New York
$6.38M -$31.2K -2,638 -0.5%
KIM
4
Karpus Investment Management
New York
$4.89M -$42.9K -3,624 -0.8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.37M -$506K -42,709 -10%
MWM
6
Melfa Wealth Management
Massachusetts
$3.96M +$156K +13,204 +4%
Invesco
7
Invesco
Georgia
$2.74M -$15.3K -1,288 -0.5%
GC
8
Guggenheim Capital
Illinois
$2.2M +$323K +27,298 +16%
RJA
9
Raymond James & Associates
Florida
$2.09M +$25.2K +2,130 +1%
VRM
10
Vectors Research Management
New York
$2.08M -$81.4K -6,872 -4%
CC
11
Courier Capital
New York
$2.05M -$75.8K -6,398 -3%
LPL Financial
12
LPL Financial
California
$1.94M -$152K -12,858 -7%
CPRC
13
Consolidated Portfolio Review Corp
New York
$1.87M +$392K +33,102 +25%
RVPG
14
Relative Value Partners Group
$1.76M -$204K -17,217 -10%
Ameriprise
15
Ameriprise
Minnesota
$1.36M -$35.1K -2,961 -2%
GA
16
GraniteShares Advisors
New York
$1.32M +$52.7K +4,450 +4%
UBS Group
17
UBS Group
Switzerland
$1.15M -$170K -14,345 -12%
RPA
18
Rock Point Advisors
Vermont
$1.09M +$11.1K +934 +1%
ACP
19
Aviance Capital Partners
Florida
$909K -$211K -17,815 -18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$745K -$4.75K -401 -0.6%
VEA
21
Virtus ETF Advisers
New York
$654K +$681K +57,476 New
RP
22
Riverbridge Partners
Minnesota
$558K +$19.6K +1,658 +3%
RJT
23
Raymond James Trust
Florida
$474K +$10.6K +898 +2%
RIG
24
Ramiah Investment Group
Wisconsin
$443K +$63.1K +5,331 +16%
AWA
25
Arkadios Wealth Advisors
Georgia
$422K +$12.3K +1,040 +3%

BKT Hedge Fund Activity: Q3 2023 in Review

55 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2023, worth a combined $96.6M — down 6.8% from $104M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BKT and 8 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Allspring Global Investments, adding an estimated $1.07M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $506K.

  • 55 institutional investors held BlackRock Income Trust (BKT) as of Q3 2023, down from 58 in Q2 2023.
  • Funds reported $96.6M of BlackRock Income Trust stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q3 2023 and 10 closed out, a net change of -2 holders.
  • The largest BlackRock Income Trust buyer in Q3 2023 was Allspring Global Investments, an estimated $1.07M added.
  • The largest BlackRock Income Trust seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $506K sold.

Based on aggregated 13F filings for Q3 2023.