We are live on ! Find out more
BKT icon

BlackRock Income Trust

58 hedge funds and large institutions have $93.5M invested in BlackRock Income Trust in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.2% less ownership

Funds ownership: 42.09%36.9% (-5.2%)

6% less funds holding

Funds holding: 6258 (-4)

14% less capital invested

Capital invested by funds: $109M → $93.5M (-$15.7M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
16
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$30.4M -$5.11M -425,278 -14%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$15.3M
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.77M +$99.2K +8,265 +2%
Morgan Stanley
4
Morgan Stanley
New York
$5.64M -$6.41M -533,625 -53%
KIM
5
Karpus Investment Management
New York
$4.89M -$148K -12,288 -3%
MWM
6
Melfa Wealth Management
Massachusetts
$4.45M +$249K +20,750 +6%
GC
7
Guggenheim Capital
Illinois
$3.76M +$1.08M +89,901 +40%
RJA
8
Raymond James & Associates
Florida
$3.38M +$1.04M +86,684 +44%
Invesco
9
Invesco
Georgia
$1.97M -$610K -50,783 -23%
VRM
10
Vectors Research Management
New York
$1.88M -$158K -13,189 -8%
LPL Financial
11
LPL Financial
California
$1.83M -$201K -16,761 -10%
CC
12
Courier Capital
New York
$1.83M -$122K -10,137 -6%
RC
13
Rareview Capital
Nevada
$1.25M -$74.9K -6,241 -6%
RPA
14
Rock Point Advisors
Vermont
$1.11M -$8.78K -731 -0.8%
UBS Group
15
UBS Group
Switzerland
$926K -$74.2K -6,183 -7%
VEA
16
Virtus ETF Advisers
New York
$654K +$166K +13,829 +34%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$588K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$563K -$208K -17,348 -27%
Ameriprise
19
Ameriprise
Minnesota
$550K -$29.3K -2,444 -5%
RJT
20
Raymond James Trust
Florida
$540K +$30K +2,500 +6%
AWA
21
Arkadios Wealth Advisors
Georgia
$501K +$47.8K +3,978 +10%
RP
22
Riverbridge Partners
Minnesota
$378K -$209K -17,398 -35%
SP
23
Stonebrook Private
Michigan
$364K -$48.8K -4,065 -12%
MC
24
Moors & Cabot
Massachusetts
$363K +$120K +10,000 +49%
TWM
25
Tolleson Wealth Management
Texas
$354K

BKT Hedge Fund Activity: Q1 2024 in Review

58 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2024, worth a combined $93.5M — down 14% from $109M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKT and 2 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.08M. The largest seller was Morgan Stanley, cutting an estimated $6.41M.

  • 58 institutional investors held BlackRock Income Trust (BKT) as of Q1 2024, down from 62 in Q4 2023.
  • Funds reported $93.5M of BlackRock Income Trust stock for Q1 2024, down 14% quarter-over-quarter.
  • 2 funds opened new BlackRock Income Trust positions in Q1 2024 and 6 closed out, a net change of -4 holders.
  • The largest BlackRock Income Trust buyer in Q1 2024 was Guggenheim Capital, an estimated $1.08M added.
  • The largest BlackRock Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2024.