Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKROCK INCOME TR INC (BKT)

67 + 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
↑ +5
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — BKT

Based on 67 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BKT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% 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 — +52% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+52% 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.
🟡

Slight buying edge — 59% buying

44 buying31 selling
Last quarter: 44 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 7 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 27% medium ■ 30% 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.
🚀

Acceleration phase — new buyers rushing in

5 → 13 → 7 → 15 → 19 new funds/Q
New funds entering each quarter: 13 → 7 → 15 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 12% 1-2yr ■ 42% new
Of 67 current holders: 31 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
9 of 67 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 2025 Q4, 44 hedge funds were net buyers of BKT (19 opened a new position, 25 added to an existing one), while 31 reduced or exited (17 trimmed, 14 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). 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

Financial Services Asset Management

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BKT
2026 Q1 Stats Unlock in 7 days 67 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 67 62 8.06%
13F Shares 13M 9M 38.5%
Total Value $145M $108M 34.89%
New Positions 19 15 +4
Increased Positions 25 20 +5
Closed Positions 14 10 +4
Reduced Positions 17 16 +1
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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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

67 + investors

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

Top 25 institutional holders of BKT — 2025 Q4 · 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 BDF-GESTION 0.52% 4,074 $3.9M
4 Ramiah Investment Group 0.43% 40,321 $426K
5 KERR FINANCIAL PLANNING Corp 0.37% 284 $298K
6 Noble Wealth Management PBC 0.21% 39,045 $413K
7 Fortitude Advisory Group L.L.C. 0.14% 28,870 $305K
8 Vectors Research Management, LLC 0.11% 36,629 $387K
9 Meadow Creek Wealth Advisors LLC 0.11% 15,576 $165K
10 ELCO Management Co., LLC 0.07% 13,800 $146K
11 Shulman DeMeo Asset Management LLC 0.06% 26,110 $276K
12 Ethos Financial Group, LLC 0.04% 45,108 $498K
13 RIVERBRIDGE PARTNERS LLC 0.03% 108,500 $1.1M
14 Aviance Capital Partners, LLC 0.02% 18,967 $200K
15 MATAURO, LLC 0.02% 10,226 $108K
16 COURIER CAPITAL LLC 0.01% 24,654 $261K
17 Savvy Advisors, Inc. 0.01% 42,717 $452K
18 Chicago Partners Investment Group LLC 0.01% 47,284 $507K
19 UHLMANN PRICE SECURITIES, LLC 0.01% 11,014 $116K
20 Verdence Capital Advisors LLC 0.01% 10,298 $109K
21 Private Advisor Group, LLC 0.01% 110,547 $1.2M
22 Steward Partners Investment Advisory, LLC 0.00% 51,777 $547K
23 Allspring Global Investments Holdings, LLC 0.00% 147,457 $1.6M
24 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 100,656 $1K
25 LPL Financial LLC 0.00% 565,724 $6.0M
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BKT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BKT?

Slight buying edge — 59% buying: Last quarter: 44 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BKT holders?

Smaller funds dominant — 16% AUM from top-100: 9 of 67 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

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.