BLACKROCK INCOME TR INC BKT
COM NEW · Closed-End Fund · CUSIP 09247F209
- HeadquartersWilmington, DE
- FilingsSEC EDGAR
66
institutional holders
-5 vs Q1 2026
14.0m
shares reported held*
$155.1mreported value*
7 new
23 added
25 reduced
13 sold out
net bought ≈ $43.3k (+5.2k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.11.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 60 |
| Q1 2023 | 63 |
| Q2 2023 | 58 |
| Q3 2023 | 56 |
| Q4 2023 | 63 |
| Q1 2024 | 60 |
| Q2 2024 | 55 |
| Q3 2024 | 52 |
| Q4 2024 | 52 |
| Q1 2025 | 54 |
| Q2 2025 | 61 |
| Q3 2025 | 68 |
| Q4 2025 | 74 |
| Q1 2026 | 71 |
| Q2 2026 | 66 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 20 | 24 |
| Q4 2024 | 18 | 22 |
| Q1 2025 | 26 | 19 |
| Q2 2025 | 24 | 16 |
| Q3 2025 | 37 | 23 |
| Q4 2025 | 45 | 32 |
| Q1 2026 | 32 | 33 |
| Q2 2026 | 30 | 38 |
Biggest buyers
| SIT INVESTMENT ASSOCIATES INC | Added | +499.2k |
| Allspring Global Investments Holdings, LLC | Added | +222.4k |
| FIRST TRUST ADVISORS LP | Added | +30.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +30.1k |
| NOMURA HOLDINGS INC | New | +20.0k |
| Cambridge Investment Research Advisors, Inc. | Added | +19.9k |
| OSAIC HOLDINGS, INC. | Added | +19.8k |
| Vinva Investment Management Ltd | New | +13.9k |
| XTX Topco Ltd | New | +11.5k |
| Thrivent Financial for Lutherans | Added | +7.0k |
Biggest sellers
| GUGGENHEIM CAPITAL LLC | Reduced | -180.7k |
| Rareview Capital LLC | Sold out | -159.9k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Sold out | -154.5k |
| LPL Financial LLC | Reduced | -129.7k |
| Steward Partners Investment Advisory, LLC | Reduced | -39.0k |
| Hamrick Investment Counsel, llc | Sold out | -25.3k |
| Karpus Management, Inc. | Reduced | -22.6k |
| JANE STREET GROUP, LLC | Sold out | -21.5k |
| CHOREO, LLC | Sold out | -19.8k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -19.8k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
SIT INVESTMENT ASSOCIATES INC
13D · may seek influence
no change · filed 2025-03-26
Stated purposeThe Sit Entities have acquired the Issuer's Shares for investment purposes, and such purchases have been made in the ordinary course of business. The Issuer's Shares have been acquired on behalf of SIA's and SFI's clients. As of March 24, 2025, the Sit Entities no longer hold securities of the Issuer with a purpose or effect of changing or influencing control of the Issuer, or in connection with or as a participant in any transaction having that purpose or effect. Accordingly, the Sit Entities are filing this Amendment No. 1 to reflect certain changes since the filing of the Schedule 13D and intend to file a Schedule 13G substantially concurrently with the filing of this Amendment No. 1 pursuant to Rule 13d-1(b) of the Exchange Act in accordance with Rule 13d-1(h) of the Exchange Act. Full filing |
14.2% |
| Karpus Management, Inc. 13G · institution new · filed 2026-02-13 | 5.8% |
| FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2025-07-16 | 5.2% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $118 | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.10% of their portfolio | 5.4m $58.1m | Added +499.2k |
| Karpus Management, Inc. 0.56% of their portfolio | 1.8m $19.6m | Reduced -22.6k |
| GUGGENHEIM CAPITAL LLC 0.07% of their portfolio | 1.0m $10.7m | Reduced -180.7k |
| MORGAN STANLEY 0.00% of their portfolio | 978.8k $10.5m | Added +4.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 915.3k $9.8m | Reduced -19.8k |
| LPL Financial LLC 0.00% of their portfolio | 436.0k $4.7m | Reduced -129.7k |
| MELFA WEALTH MANAGEMENT, INC. 2.14% of their portfolio | 370.5k $4.0m | Added +166 |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 369.8k $4.0m | Added +222.4k |
| Invesco Ltd. 0.00% of their portfolio | 329.5k $3.5m | Added +6.3k |
| Rock Point Advisors, LLC 0.72% of their portfolio | 273.5k $2.9m | Added +5.1k |
| 1607 Capital Partners, LLC 0.24% of their portfolio | 258.3k $2.8m | Reduced -19.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 211.8k $2.3m | Added +30.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 122.7k $1.3m | Reduced -9.6k |
| RIVERBRIDGE PARTNERS LLC 0.03% of their portfolio | 111.6k $1.2m | Added +3.1k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 107.7k $1.2m | Added +7.0k |
| Private Advisor Group, LLC 0.00% of their portfolio | 96.6k $1.0m | Reduced -13.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 76.8k $822.8k | Added +19.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 65.1k $698.1k | Added +6.5k |
| Pavaki Capital Management LLC 0.39% of their portfolio | 63.8k $684.0k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 53.1k $569.6k | Added +30.1k |
| Chicago Partners Investment Group LLC 0.01% of their portfolio | 47.3k $484.2k | Unchanged |
| Ethos Financial Group, LLC 0.03% of their portfolio | 46.5k $498.1k | Added +1.4k |
| Savvy Advisors, Inc. 0.01% of their portfolio | 43.5k $466.7k | Added +822 |
| Arkadios Wealth Advisors 0.01% of their portfolio | 42.7k $457.9k | Reduced -702 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 41.9k $449.5k | Added +3.4k |
| Ramiah Investment Group 0.34% of their portfolio | 41.6k $446.0k | Added +1.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 39.7k $426.0k | Added +19.9k |
| UBS Group AG 0.00% of their portfolio | 36.5k $391.4k | Reduced -8.2k |
| Vectors Research Management, LLC 0.10% of their portfolio | 35.1k $376.0k | Reduced -1.6k |
| Noble Wealth Management PBC 0.16% of their portfolio | 32.7k $350.4k | Reduced -6.4k |
| Virtus Investment Advisers, LLC 0.08% of their portfolio | 32.3k $346.5k | Reduced -5.9k |
| Fortitude Advisory Group L.L.C. 0.13% of their portfolio | 30.7k $329.6k | Added +1.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 28.6k $307.0k | Added +138 |
| Shulman DeMeo Asset Management LLC 0.05% of their portfolio | 25.3k $271.5k | Reduced -785 |
| COURIER CAPITAL LLC 0.01% of their portfolio | 24.4k $261.3k | Reduced -275 |
| Quadcap Wealth Management, LLC 0.02% of their portfolio | 22.7k $243.1k | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 22.1k $236.9k | Unchanged |
| Cresset Asset Management, LLC 0.00% of their portfolio | 22.0k $235.7k | Unchanged |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 20.0k $214.4k | New |
| Aviance Capital Partners, LLC 0.02% of their portfolio | 19.1k $205.1k | Added +163 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 19.0k $204.2k | Reduced -1.1k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 16.4k $175.4k | Reduced -144 |
| Tolleson Wealth Management, Inc. 0.02% of their portfolio | 15.9k $169.9k | Reduced -12.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 15.5k $166.1k | Reduced -2.9k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 15.3k $164.2k | Added +3.9k |
| Meadow Creek Wealth Advisors LLC 0.10% of their portfolio | 15.3k $164.1k | Reduced -270 |
| Vinva Investment Management Ltd 0.00% of their portfolio | 13.9k $132.2k | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 13.6k $145.6k | Reduced -315 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 13.0k $139.8k | Reduced -100 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 12.8k $137.1k | Reduced -39.0k |
| XTX Topco Ltd 0.00% of their portfolio | 11.5k $123.0k | New |
| UHLMANN PRICE SECURITIES, LLC 0.00% of their portfolio | 11.3k $120.9k | Added +266 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 11.1k $119.4k | Reduced -333 |
| DT Investment Partners, LLC 0.01% of their portfolio | 8.6k $92.3k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 6.8k $73.4k | First filing |
| Sankala Group LLC 0.03% of their portfolio | 4.9k $51.1k | Added +815 |
| BDF-GESTION 0.75% of their portfolio | 3.7k $5.5m | Reduced -412 |
| Allworth Financial LP 0.00% of their portfolio | 1.9k $20.2k | Reduced -1.9k |
| IFG Advisory, LLC 0.00% of their portfolio | 1.0k $11.1k | New |
| WEBSTER BANK, N. A. 0.00% of their portfolio | 997 $10.7k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 840 $9.0k | Unchanged |
| Institute for Wealth Management, LLC. 0.00% of their portfolio | 495 $5.3k | New |
| KERR FINANCIAL PLANNING Corp 0.00% of their portfolio | 284 $2.7k | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 279 $3.0k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 162 $1.7k | New |
| Godfrey Financial Associates, Inc. 0.00% of their portfolio | 108 $1.2k | Unchanged |