Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Income Tr Inc (BKT)

66 + Investors. Track Smart Money conviction in BKT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — BKT

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BKT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
67 hedge funds hold BKT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 49% buying

33 buying34 selling
Last quarter: 34 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 15 → 20 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 31% medium ■ 25% new
29 out of 67 hedge funds have held BKT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +9%, value -33%

Value
-33%
Shares
+9%
Last quarter: funds added +9% more shares while total portfolio value only changed -33%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

13 → 7 → 15 → 20 → 12 new funds/Q
New funds entering each quarter: 7 → 15 → 20 → 12. A growing number of institutions are discovering BKT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 33% newcomers

■ 52% veterans ■ 15% 1-2yr ■ 33% new
Entry-cohort mix of 67 holders: 35 (52%) are 2+ year veterans, 10 entered 1–2 years ago, and 22 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
13 of 67 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BKT

In 2026 Q1, 33 hedge funds were net buyers of BKT (12 opened a new position, 21 added to an existing one), while 34 reduced or exited (21 trimmed, 13 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 25% of total institutional value in BKT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 67.

Hedge Fund Ownership: BKT

How many hedge funds hold BKT — quarterly history vs. share price
Quarterly hedge fund ownership of BKT vs. share price

Market Analysis: BKT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BKT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Blackrock Income Tr Inc (BKT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BKT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
BKT
-1.3%
XLF
+8.5%

BKT outperformed XLF by -9.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
BKT
+0.9%
XLF
+4.8%

Since the filing became public, BKT outperformed XLF by -3.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BKT
66 + Investors

Track Smart Money conviction in BKT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 68 -2.94%
13F Shares 14M 13M 8.88%
Total Value $97M $146M -33.4%
New Positions 11 20 -9
Increased Positions 21 25 -4
Closed Positions 13 14 -1
Reduced Positions 21 17 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BKT

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

66 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BKT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melfa Wealth Management, INC. 2.25% 370,302 $3.9M
2 Rareview Capital LLC 1.10% 159,882 $1.9M
3 Rock Point Advisors, LLC 0.77% 268,365 $2.8M
4 Karpus Management, Inc. 0.61% 1,851,052 $19.6M
5 Ramiah Investment Group 0.43% 40,321 $426K
6 1607 Capital Partners, LLC 0.21% 277,822 $2.9M
7 Noble Wealth Management PBC 0.21% 39,045 $413K
8 Fortitude Advisory Group L.L.C. 0.14% 28,870 $305K
9 Vectors Research Management, LLC 0.11% 36,629 $387K
10 Virtus Investment Advisers, LLC 0.11% 38,229 $404K
11 Meadow Creek Wealth Advisors LLC 0.11% 15,576 $165K
12 Guggenheim Capital LLC 0.10% 1,182,919 $12.5M
13 Rivernorth Capital Management, LLC 0.08% 154,493 $1.6M
14 ELCO Management Co., LLC 0.07% 13,800 $146K
15 Shulman DeMeo Asset Management LLC 0.06% 26,110 $276K
16 Ethos Financial Group, LLC 0.04% 45,108 $498K
17 Riverbridge Partners LLC 0.03% 108,500 $1.1M
18 Quadcap Wealth Management, LLC 0.03% 22,681 $240K
19 Aviance Capital Partners, LLC 0.02% 18,967 $200K
20 First Nebraska Trust Co 0.02% 16,303 $172K
21 Matauro, LLC 0.02% 10,226 $108K
22 Courier Capital LLC 0.01% 24,654 $261K
23 Savvy Advisors, Inc. 0.01% 42,717 $452K
24 Chicago Partners Investment Group LLC 0.01% 47,284 $507K
25 Uhlmann Price Securities, LLC 0.01% 11,014 $116K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackrock Income Tr Inc (BKT)

What does the Smart Money Trend signal show for BKT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BKT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BKT?

More sellers than buyers — 49% buying: Last quarter: 34 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BKT holders?

Strong quality — 25% AUM from major funds: 13 of 67 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BKT?

43% of holders stayed for 2+ years: 29 out of 67 hedge funds have held BKT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Blackrock Income Tr Inc (BKT) following the 2026 Q1 hedge fund 13F filings?

As of today, BKT has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -3.9%. Since the quarter end (March 31, 2026), BKT has gained -1.3% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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