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BlackRock Income Trust

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: 5053 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$40.7M +$17.4M +1,489,662 +76%
Raymond James Financial
2
Raymond James Financial
Florida
$13.7M +$528K +45,257 +4%
GC
3
Guggenheim Capital
Illinois
$11.2M +$1.77M +151,896 +19%
Morgan Stanley
4
Morgan Stanley
New York
$6.42M +$359K +30,751 +6%
BG
5
BDF Gestion
France
$5.51M
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$4.76M -$4.22M -361,080 -47%
MWM
7
Melfa Wealth Management
Massachusetts
$4.57M +$166K +14,262 +4%
Invesco
8
Invesco
Georgia
$2.57M +$46.2K +3,958 +2%
1CP
9
1607 Capital Partners
Virginia
$2.23M +$2.2M +188,072 New
LPL Financial
10
LPL Financial
California
$2.06M +$134K +11,497 +7%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.15M +$1.13M +96,695 New
RPA
12
Rock Point Advisors
Vermont
$1.11M
VIA
13
Virtus Investment Advisers
Connecticut
$995K +$980K +83,971 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$788K
PAG
15
Private Advisor Group
New Jersey
$737K +$726K +62,192 New
VRM
16
Vectors Research Management
New York
$654K -$134K -11,464 -17%
CPRC
17
Consolidated Portfolio Review Corp
New York
$568K +$559K +47,894 New
CPIG
18
Chicago Partners Investment Group
Illinois
$552K +$552K +47,284 New
EFG
19
Ethos Financial Group
Pennsylvania
$540K +$532K +45,561 New
Osaic Holdings
20
Osaic Holdings
Arizona
$529K +$156K +13,371 +43%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$517K +$7.44K +637 +1%
AWA
22
Arkadios Wealth Advisors
Georgia
$517K +$537 +46 +0.1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$470K +$59.5K +5,094 +15%
CC
24
Courier Capital
New York
$468K -$165K -14,130 -26%
UBS Group
25
UBS Group
Switzerland
$463K -$341K -29,208 -43%

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.