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BlackRock Multi-Sector Income Trust
BIT

68 hedge funds and large institutions have $96.5M invested in BlackRock Multi-Sector Income Trust in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0.38% less ownership

Funds ownership: 14.54% → 14.16% (-0.38%)

6% less funds holding

Funds holding: 72 → 68 (-4)

6% less capital invested

Capital invested by funds: $102M → $96.5M (-$5.68M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.86M
2
WANY
Wealthspire Advisors (New York)
New York
+$1.02M
3
Jane Street
Jane Street
New York
+$908K
4
NA
NewEdge Advisors
Louisiana
+$848K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$389K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.66M
2
UBS Group
UBS Group
Switzerland
-$1.15M
3
Invesco
Invesco
Georgia
-$880K
4
AAM
Advisors Asset Management
Colorado
-$657K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$570K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$886K +$908K +48,821 New
NA
27
NewEdge Advisors
Louisiana
$827K +$848K +45,620 New
Osaic Holdings
28
Osaic Holdings
Arizona
$808K +$3.79K +204 +0.5%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$628K -$23K -1,239 -3%
RIG
30
Ramiah Investment Group
Wisconsin
$576K +$10.4K +558 +2%
Stifel Financial
31
Stifel Financial
Missouri
$493K +$44.7K +2,404 +10%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$479K -$24.8K -1,336 -5%
PGFC
33
Peapack-Gladstone Financial Corp
New Jersey
$415K -$6.1K -328 -1%
FG
34
Fiduciary Group
Georgia
$387K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$361K +$36.6K +1,970 +11%
OC
36
Oppenheimer & Co
New York
$342K -$103K -5,561 -23%
CCFM
37
Clear Creek Financial Management
Washington
$273K +$14.3K +768 +5%
IFG
38
Independent Financial Group
California
$273K – – –
P
39
&Partners
Tennessee
$262K +$15.8K +848 +6%
SCA
40
SMH Capital Advisors
Texas
$254K +$14.7K +792 +6%
Truist Financial
41
Truist Financial
North Carolina
$232K -$38.1K -2,050 -14%
OFG
42
OTA Financial Group
New York
$218K +$224K +12,030 New
SCA
43
Snowden Capital Advisors
New York
$216K – – –
CA
44
CoreCap Advisors
Michigan
$206K +$211K +11,350 New
TCA
45
Transcend Capital Advisors
New Jersey
$203K – – –
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$197K +$428 +23 +0.2%
WI
47
Wintrust Investments
Illinois
$197K +$1.75K +94 +0.9%
SWM
48
Spire Wealth Management
Virginia
$181K +$186K +10,000 New
JP Morgan Chase
49
JP Morgan Chase
New York
$163K +$167K +8,981 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$156K – – –
1
2
3 4

BIT Hedge Fund Activity: Q4 2021 in Review

68 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2021, worth a combined $96.5M — down 5.6% from $102M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BIT and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 27 added.

The largest buyer was Ameriprise, adding an estimated $1.86M. The largest seller was Morgan Stanley, cutting an estimated $4.66M.

  • 68 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2021, down from 72 in Q3 2021.
  • Funds reported $96.5M of BlackRock Multi-Sector Income Trust stock for Q4 2021, down 5.6% quarter-over-quarter.
  • 7 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2021 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2021 was Ameriprise, an estimated $1.86M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2021 was Morgan Stanley, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2021.