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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
SIA
1
Sit Investment Associates
Minnesota
$22.4M -$2.81M -235,520 -11%
Raymond James Financial
2
Raymond James Financial
Florida
$12.8M +$13.3M +1,112,406 New
GC
3
Guggenheim Capital
Illinois
$9.09M +$2.32M +194,603 +33%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$8.78M -$2.75M -230,525 -23%
BG
5
BDF Gestion
France
$5.97M +$69.6K +5,824 New
Morgan Stanley
6
Morgan Stanley
New York
$5.88M +$217K +18,194 +4%
MWM
7
Melfa Wealth Management
Massachusetts
$4.28M -$33.5K -2,805 -0.7%
Invesco
8
Invesco
Georgia
$2.45M +$417K +34,937 +20%
LPL Financial
9
LPL Financial
California
$1.87M +$153K +12,848 +9%
RPA
10
Rock Point Advisors
Vermont
$1.08M +$49.2K +4,118 +5%
UBS Group
11
UBS Group
Switzerland
$786K -$27.1K -2,272 -3%
VRM
12
Vectors Research Management
New York
$768K -$445K -37,290 -36%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$766K
VEA
14
Virtus ETF Advisers
New York
$751K +$161K +13,450 +26%
CC
15
Courier Capital
New York
$618K -$540K -45,182 -46%
AWA
16
Arkadios Wealth Advisors
Georgia
$502K -$2.79K -234 -0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$495K -$4.26K -357 -0.8%
Ameriprise
18
Ameriprise
Minnesota
$450K -$38.8K -3,249 -8%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$398K -$681 -57 -0.2%
Osaic Holdings
20
Osaic Holdings
Arizona
$360K +$32.5K +2,723 +10%
TWM
21
Tolleson Wealth Management
Texas
$328K
Bank of America
22
Bank of America
North Carolina
$316K +$21.4K +1,793 +7%
FAG
23
Fortitude Advisory Group
Washington
$282K +$19.3K +1,617 +7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$261K +$271K +22,666 New
CL
25
Choreo LLC
Illinois
$228K

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.