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BlackRock Income Trust

54 hedge funds and large institutions have $91M invested in BlackRock Income Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $93.5M → $91M (-$2.52M)

1.1% less ownership

Funds ownership: 36.9%35.8% (-1.1%)

7% less funds holding

Funds holding: 5854 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
18
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27M -$3.39M -292,820 -11%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$15.3M
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.1M +$308K +26,572 +5%
Morgan Stanley
4
Morgan Stanley
New York
$5.5M -$149K -12,876 -3%
GC
5
Guggenheim Capital
Illinois
$4.97M +$1.17M +100,674 +32%
RJA
6
Raymond James & Associates
Florida
$4.72M +$1.29M +111,364 +39%
MWM
7
Melfa Wealth Management
Massachusetts
$4.41M -$50.4K -4,346 -1%
KIM
8
Karpus Investment Management
New York
$4.18M -$699K -60,266 -15%
Invesco
9
Invesco
Georgia
$2.21M +$230K +19,817 +12%
LPL Financial
10
LPL Financial
California
$1.77M -$61.5K -5,302 -3%
VRM
11
Vectors Research Management
New York
$1.72M -$167K -14,423 -9%
CC
12
Courier Capital
New York
$1.62M -$201K -17,380 -11%
RC
13
Rareview Capital
Nevada
$1.25M +$359 +31 +0%
RPA
14
Rock Point Advisors
Vermont
$1.11M +$1.54K +133 +0.1%
VEA
15
Virtus ETF Advisers
New York
$891K +$229K +19,731 +36%
UBS Group
16
UBS Group
Switzerland
$769K -$155K -13,346 -17%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$591K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$529K -$34.3K -2,956 -6%
Ameriprise
19
Ameriprise
Minnesota
$504K -$45.7K -3,945 -9%
AWA
20
Arkadios Wealth Advisors
Georgia
$501K -$1.65K -142 -0.3%
TWM
21
Tolleson Wealth Management
Texas
$352K -$2.64K -228 -0.8%
VCM
22
Virtue Capital Management
Tennessee
$315K +$304K +26,204 New
Bank of America
23
Bank of America
North Carolina
$306K +$1.58K +136 +0.5%
WFA
24
WMG Financial Advisors
Tennessee
$292K +$113K +9,779 +66%
Osaic Holdings
25
Osaic Holdings
Arizona
$276K +$19.3K +1,668 +8%

BKT Hedge Fund Activity: Q2 2024 in Review

54 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2024, worth a combined $91M — down 2.7% from $93.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BKT and 8 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.29M. The largest seller was Sit Investment Associates, cutting an estimated $3.39M.

  • 54 institutional investors held BlackRock Income Trust (BKT) as of Q2 2024, down from 58 in Q1 2024.
  • Funds reported $91M of BlackRock Income Trust stock for Q2 2024, down 2.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q2 2024 and 11 closed out, a net change of -3 holders.
  • The largest BlackRock Income Trust buyer in Q2 2024 was Raymond James & Associates, an estimated $1.29M added.
  • The largest BlackRock Income Trust seller in Q2 2024 was Sit Investment Associates, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2024.