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BlackRock Multi-Sector Income Trust
BIT

67 hedge funds and large institutions have $93.8M invested in BlackRock Multi-Sector Income Trust in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more ownership

Funds ownership: 14.16% → 15.16% (+1%)

3% less capital invested

Capital invested by funds: $96.5M → $93.8M (-$2.69M)

1% less funds holding

Funds holding: 68 → 67 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.33M
2
SCA
Snowden Capital Advisors
New York
+$2.46M
3
SFS
Shaker Financial Services
Virginia
+$1.55M
4
WANY
Wealthspire Advisors (New York)
New York
+$1.24M
5
Invesco
Invesco
Georgia
+$475K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$4.61M
2
Ameriprise
Ameriprise
Minnesota
-$1.13M
3
Jane Street
Jane Street
New York
-$886K
4
AAM
Advisors Asset Management
Colorado
-$359K
5
OFG
OTA Financial Group
New York
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$912K -$359K -21,719 -28%
NA
27
NewEdge Advisors
Louisiana
$887K +$135K +8,196 +18%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$833K +$26.2K +1,585 +3%
Osaic Holdings
29
Osaic Holdings
Arizona
$683K -$50.9K -3,082 -7%
RIG
30
Ramiah Investment Group
Wisconsin
$621K +$98.2K +5,946 +19%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$530K -$40.4K -2,447 -7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$526K +$91.5K +5,542 +21%
LCM
33
Landscape Capital Management
New Jersey
$436K +$437K +26,476 New
Stifel Financial
34
Stifel Financial
Missouri
$428K -$19.8K -1,201 -4%
WAM
35
Wolverine Asset Management
Illinois
$411K +$412K +24,972 New
MHB
36
Midwest Heritage Bank
Iowa
$388K +$388K +23,520 New
PGFC
37
Peapack-Gladstone Financial Corp
New Jersey
$365K -$11.9K -720 -3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$351K +$211K +12,781 +150%
Truist Financial
39
Truist Financial
North Carolina
$333K +$123K +7,418 +58%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$317K -$11.6K -700 -4%
FG
41
Fiduciary Group
Georgia
$317K – – –
OC
42
Oppenheimer & Co
New York
$313K +$1.87K +113 +0.6%
AWS
43
Atria Wealth Solutions
New York
$273K +$274K +16,573 New
CCFM
44
Clear Creek Financial Management
Washington
$251K +$3.42K +207 +1%
SCA
45
SMH Capital Advisors
Texas
$250K +$19K +1,153 +8%
P
46
&Partners
Tennessee
$239K +$1.5K +91 +0.6%
IFG
47
Independent Financial Group
California
$237K -$11K -666 -4%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$191K +$12K +725 +7%
TCA
49
Transcend Capital Advisors
New Jersey
$184K – – –
WI
50
Wintrust Investments
Illinois
$184K +$5.07K +307 +3%
1
2
3

BIT Hedge Fund Activity: Q1 2022 in Review

67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2022, worth a combined $93.8M — down 2.8% from $96.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BIT positions and 8 closed out — a net gain of 2 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.33M. The largest seller was Cohen & Steers, cutting an estimated $4.61M.

  • 67 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2022, down from 68 in Q4 2021.
  • Funds reported $93.8M of BlackRock Multi-Sector Income Trust stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 10 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2022 and 8 closed out, a net change of +2 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2022 was Morgan Stanley, an estimated $5.33M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2022 was Cohen & Steers, an estimated $4.61M sold.

Based on aggregated 13F filings for Q1 2022.