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BlackRock Income Trust
BKT

53 hedge funds and large institutions have $108M invested in BlackRock Income Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $84.7M → $108M (+$23.6M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

6% more funds holding

Funds holding: 50 → 53 (+3)

3.65% more ownership

Funds ownership: 32.08% → 35.74% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
15
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$17.4M
2
1CP
1607 Capital Partners
Virginia
+$2.2M
3
GC
Guggenheim Capital
Illinois
+$1.77M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.13M
5
VIA
Virtus Investment Advisers
Connecticut
+$980K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.22M
2
VEA
Virtus ETF Advisers
New York
-$751K
3
UBS Group
UBS Group
Switzerland
-$341K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$261K
5
WIA
World Investment Advisors
California
-$170K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$461K -$2.37K -203 -0.5%
QWM
27
Quadcap Wealth Management
Texas
$342K +$337K +28,848 New
TWM
28
Tolleson Wealth Management
Texas
$338K – – –
FAG
29
Fortitude Advisory Group
Washington
$322K +$43K +3,684 +15%
Bank of America
30
Bank of America
North Carolina
$319K -$6.08K -521 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$242K +$33.9K +2,908 +17%
CL
32
Choreo LLC
Illinois
$234K – – –
ACP
33
Aviance Capital Partners
Florida
$213K +$1.53K +131 +0.7%
WFA
34
WMG Financial Advisors
Tennessee
$210K -$6.02K -516 -3%
MCWA
35
Meadow Creek Wealth Advisors
Georgia
$203K – – –
CCM
36
Canal Capital Management
Virginia
$190K – – –
CIA
37
Concurrent Investment Advisors
Florida
$181K +$19.5K +1,671 +12%
NA
38
NewEdge Advisors
Louisiana
$152K -$3.5K -300 -2%
SPIA
39
Steward Partners Investment Advisory
New York
$142K -$81.9K -7,014 -37%
VCM
40
Virtue Capital Management
Tennessee
$139K +$138K +11,791 New
Wells Fargo
41
Wells Fargo
California
$135K -$53.9K -4,615 -29%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$129K +$127K +10,861 New
CAM
43
Cresset Asset Management
Illinois
$126K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$113K -$1.42K -122 -1%
DIP
45
DT Investment Partners
Pennsylvania
$102K – – –
Comerica Bank
46
Comerica Bank
Texas
$87.3K -$8.83K -756 -9%
AF
47
Allworth Financial
California
$77.8K – – –
QL
48
Quarry LP
New York
$20.2K +$19.9K +1,703 New
WB
49
Webster Bank
Connecticut
$11.8K – – –
CFD
50
Creative Financial Designs
Indiana
$7.61K – – –
1
2
3

BKT Hedge Fund Activity: Q1 2025 in Review

53 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2025, worth a combined $108M — up 28% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BKT positions and 7 closed out — a net gain of 5 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $17.4M. The largest seller was Allspring Global Investments, cutting an estimated $4.22M.

  • 53 institutional investors held BlackRock Income Trust (BKT) as of Q1 2025, up from 50 in Q4 2024.
  • Funds reported $108M of BlackRock Income Trust stock for Q1 2025, up 28% quarter-over-quarter.
  • 12 funds opened new BlackRock Income Trust positions in Q1 2025 and 7 closed out, a net change of +5 holders.
  • The largest BlackRock Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $17.4M added.
  • The largest BlackRock Income Trust seller in Q1 2025 was Allspring Global Investments, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2025.