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BlackRock Income Trust

50 hedge funds and large institutions have $84.7M invested in BlackRock Income Trust in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding

Funds holding: 5050 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.2% less ownership

Funds ownership: 34.28%32.08% (-2.2%)

5% less capital invested

Capital invested by funds: $89.5M → $84.7M (-$4.82M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$219K -$13.3K -1,112 -6%
WFA
27
WMG Financial Advisors
Tennessee
$210K -$99.9K -8,366 -31%
ACP
28
Aviance Capital Partners
Florida
$206K +$1.53K +128 +0.7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$202K +$11.7K +978 +6%
MCWA
30
Meadow Creek Wealth Advisors
Georgia
$197K
CCM
31
Canal Capital Management
Virginia
$185K -$70.6K -5,912 -27%
Wells Fargo
32
Wells Fargo
California
$184K -$21K -1,759 -10%
WIA
33
World Investment Advisors
California
$170K +$176K +14,714 New
CIA
34
Concurrent Investment Advisors
Florida
$157K +$26.4K +2,206 +19%
NA
35
NewEdge Advisors
Louisiana
$151K -$8.48K -710 -5%
CAM
36
Cresset Asset Management
Illinois
$122K
SWP
37
Semus Wealth Partners
Florida
$116K -$29.3K -2,449 -20%
KAS
38
Kestra Advisory Services
Texas
$116K +$120K +10,037 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$112K -$5.96K -499 -5%
DIP
40
DT Investment Partners
Pennsylvania
$99.2K
Comerica Bank
41
Comerica Bank
Texas
$93.6K +$13.7K +1,150 +16%
AF
42
Allworth Financial
California
$78.6K
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$13.4K
PWA
44
Provenance Wealth Advisors
Florida
$13.4K
WB
45
Webster Bank
Connecticut
$11.5K
GRP
46
Global Retirement Partners
California
$7.67K
CFD
47
Creative Financial Designs
Indiana
$7.4K
WA
48
WPG Advisers
Maryland
$3.97K +$4.12K +345 New
LFG
49
Larson Financial Group
Missouri
$760
MCM
50
MAI Capital Management
Ohio
$738 +$764 +64 New

BKT Hedge Fund Activity: Q4 2024 in Review

50 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2024, worth a combined $84.7M — down 5.4% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKT positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.32M. The largest seller was Sit Investment Associates, cutting an estimated $2.81M.

  • 50 institutional investors held BlackRock Income Trust (BKT) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $84.7M of BlackRock Income Trust stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 7 funds opened new BlackRock Income Trust positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest BlackRock Income Trust buyer in Q4 2024 was Guggenheim Capital, an estimated $2.32M added.
  • The largest BlackRock Income Trust seller in Q4 2024 was Sit Investment Associates, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2024.