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BlackRock Income Trust

50 hedge funds and large institutions have $89.5M invested in BlackRock Income Trust in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $91M → $89.5M (-$1.53M)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

1.52% less ownership

Funds ownership: 35.8%34.28% (-1.5%)

7% less funds holding

Funds holding: 5450 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
16
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.1M -$977K -79,628 -4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$12.3M -$3.55M -289,459 -23%
GC
3
Guggenheim Capital
Illinois
$7.39M +$2.19M +178,186 +43%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.99M +$627K +51,095 +10%
Morgan Stanley
5
Morgan Stanley
New York
$6.12M +$390K +31,806 +7%
RJA
6
Raymond James & Associates
Florida
$5.15M +$234K +19,061 +5%
MWM
7
Melfa Wealth Management
Massachusetts
$4.65M +$60.1K +4,896 +1%
Invesco
8
Invesco
Georgia
$2.21M -$95.3K -7,772 -4%
LPL Financial
9
LPL Financial
California
$1.86M +$13.9K +1,135 +0.8%
KIM
10
Karpus Investment Management
New York
$1.79M -$2.54M -206,867 -59%
RC
11
Rareview Capital
Nevada
$1.3M
VRM
12
Vectors Research Management
New York
$1.29M -$488K -39,793 -28%
CC
13
Courier Capital
New York
$1.23M -$458K -37,306 -27%
RPA
14
Rock Point Advisors
Vermont
$1.12M -$41.7K -3,399 -4%
UBS Group
15
UBS Group
Switzerland
$877K +$74.3K +6,054 +9%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$826K +$209K +17,000 +34%
VEA
17
Virtus ETF Advisers
New York
$643K -$281K -22,924 -31%
AWA
18
Arkadios Wealth Advisors
Georgia
$544K +$21.8K +1,780 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$539K -$12.8K -1,046 -2%
Ameriprise
20
Ameriprise
Minnesota
$530K +$675 +55 +0.1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$430K +$425K +34,613 New
Osaic Holdings
22
Osaic Holdings
Arizona
$355K +$66K +5,383 +23%
TWM
23
Tolleson Wealth Management
Texas
$354K -$12.8K -1,043 -4%
WFA
24
WMG Financial Advisors
Tennessee
$331K +$26.2K +2,133 +9%
Bank of America
25
Bank of America
North Carolina
$319K

BKT Hedge Fund Activity: Q3 2024 in Review

50 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2024, worth a combined $89.5M — down 1.7% from $91M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BKT and 4 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.19M. The largest seller was Allspring Global Investments, cutting an estimated $3.55M.

  • 50 institutional investors held BlackRock Income Trust (BKT) as of Q3 2024, down from 54 in Q2 2024.
  • Funds reported $89.5M of BlackRock Income Trust stock for Q3 2024, down 1.7% quarter-over-quarter.
  • 4 funds opened new BlackRock Income Trust positions in Q3 2024 and 8 closed out, a net change of -4 holders.
  • The largest BlackRock Income Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $2.19M added.
  • The largest BlackRock Income Trust seller in Q3 2024 was Allspring Global Investments, an estimated $3.55M sold.

Based on aggregated 13F filings for Q3 2024.