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BlackRock Multi-Sector Income Trust
BIT

82 hedge funds and large institutions have $80.8M invested in BlackRock Multi-Sector Income Trust in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

8% more funds holding

Funds holding: 76 → 82 (+6)

0.1% more ownership

Funds ownership: 15.2% → 15.3% (+0.1%)

1% less capital invested

Capital invested by funds: $81.3M → $80.8M (-$472K)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$1.07M
2
Cerity Partners
Cerity Partners
New York
+$771K
3
Ameriprise
Ameriprise
Minnesota
+$696K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$625K
5
Invesco
Invesco
Georgia
+$525K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.22M
2
BA
Bridge Advisory
California
-$1.22M
3
UBS Group
UBS Group
Switzerland
-$604K
4
WANY
Wealthspire Advisors (New York)
New York
-$385K
5
LPL Financial
LPL Financial
California
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$764K -$130K -8,907 -14%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$754K -$1.81K -124 -0.2%
Cerity Partners
28
Cerity Partners
New York
$749K +$771K +52,703 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$717K -$110K -7,504 -13%
GC
30
Guggenheim Capital
Illinois
$712K -$286K -19,522 -28%
AAM
31
Advisors Asset Management
Colorado
$701K -$66.6K -4,552 -8%
Osaic Holdings
32
Osaic Holdings
Arizona
$650K +$37.1K +2,532 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$499K +$8.82K +603 +2%
MHB
34
Midwest Heritage Bank
Iowa
$344K -$6.48K -443 -2%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$296K – – –
SCA
36
SMH Capital Advisors
Texas
$288K -$30.5K -2,086 -9%
LSIA
37
LaSalle St. Investment Advisors
Illinois
$283K +$292K +19,963 New
AWS
38
Atria Wealth Solutions
New York
$281K +$43.1K +2,948 +18%
SWP
39
Stratos Wealth Partners
Ohio
$277K – – –
FG
40
Fiduciary Group
Georgia
$268K – – –
WAM
41
Weiss Asset Management
Massachusetts
$257K +$264K +18,063 New
IFG
42
Independent Financial Group
California
$251K +$49K +3,350 +23%
ASN
43
Advisory Services Network
Georgia
$244K +$14.6K +1,000 +6%
OC
44
Oppenheimer & Co
New York
$238K -$36.6K -2,500 -13%
WWM
45
Western Wealth Management
Colorado
$235K -$226K -15,438 -48%
FCFC
46
First Citizens Financial Corp
Iowa
$222K +$31K +2,115 +16%
Stifel Financial
47
Stifel Financial
Missouri
$213K +$4.89K +334 +2%
P
48
&Partners
Tennessee
$204K +$2.5K +171 +1%
HighTower Advisors
49
HighTower Advisors
Illinois
$201K -$73.2K -5,000 -26%
CCFM
50
Clear Creek Financial Management
Washington
$195K +$1.9K +130 +1%
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BIT Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2022, worth a combined $80.8M — down 0.58% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BIT positions and 9 closed out — a net gain of 8 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $1.07M. The largest seller was Morgan Stanley, cutting an estimated $2.22M.

  • 82 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $80.8M of BlackRock Multi-Sector Income Trust stock for Q4 2022, down 0.58% quarter-over-quarter.
  • 17 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2022 was Mariner, an estimated $1.07M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2022 was Morgan Stanley, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2022.