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BlackRock Multi-Sector Income Trust
BIT

70 hedge funds and large institutions have $87.1M invested in BlackRock Multi-Sector Income Trust in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $80.8M → $87.1M (+$6.23M)

0.63% more ownership

Funds ownership: 15.3% → 15.93% (+0.63%)

15% less funds holding

Funds holding: 82 → 70 (-12)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
70
Holders Change
-12
Holders Change %
-14.63%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
33
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.28M
2
Ameriprise
Ameriprise
Minnesota
+$1.88M
3
RIG
Ramiah Investment Group
Wisconsin
+$1.82M
4
CWP
Cyndeo Wealth Partners
Florida
+$1.81M
5
Morgan Stanley
Morgan Stanley
New York
+$570K

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$3.65M
2
AWM
Apollon Wealth Management
South Carolina
-$764K
3
AAM
Advisors Asset Management
Colorado
-$701K
4
WANY
Wealthspire Advisors (New York)
New York
-$499K
5
First Trust Advisors
First Trust Advisors
Illinois
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$873K -$268K -18,131 -23%
NA
27
NewEdge Advisors
Louisiana
$871K -$5.98K -404 -0.7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$779K +$4.44K +300 +0.6%
Cerity Partners
29
Cerity Partners
New York
$769K – – –
Wells Fargo
30
Wells Fargo
California
$742K -$80.5K -5,434 -10%
Osaic Holdings
31
Osaic Holdings
Arizona
$719K +$52.1K +3,520 +8%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$518K +$394K +26,595 +297%
AWS
33
Atria Wealth Solutions
New York
$478K +$193K +13,006 +66%
SA
34
Sunesis Advisors
Kansas
$397K +$403K +27,240 New
MHB
35
Midwest Heritage Bank
Iowa
$333K -$20.3K -1,368 -6%
PGFC
36
Peapack-Gladstone Financial Corp
New Jersey
$304K – – –
LSIA
37
LaSalle St. Investment Advisors
Illinois
$290K -$607 -41 -0.2%
ASN
38
Advisory Services Network
Georgia
$290K +$40K +2,700 +16%
SWP
39
Stratos Wealth Partners
Ohio
$284K – – –
FG
40
Fiduciary Group
Georgia
$276K – – –
SCA
41
SMH Capital Advisors
Texas
$261K -$37.4K -2,529 -12%
JP Morgan Chase
42
JP Morgan Chase
New York
$260K +$264K +17,847 New
IFG
43
Independent Financial Group
California
$258K – – –
CAM
44
Cresset Asset Management
Illinois
$254K +$68.8K +4,645 +36%
WWM
45
Western Wealth Management
Colorado
$242K +$222 +15 +0.1%
Stifel Financial
46
Stifel Financial
Missouri
$211K -$6.9K -466 -3%
HighTower Advisors
47
HighTower Advisors
Illinois
$207K – – –
CCFM
48
Clear Creek Financial Management
Washington
$194K -$6.37K -430 -3%
WI
49
Wintrust Investments
Illinois
$164K +$1.32K +89 +0.8%
P
50
&Partners
Tennessee
$149K -$61.8K -4,177 -29%
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BIT Hedge Fund Activity: Q1 2023 in Review

70 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2023, worth a combined $87.1M — up 7.7% from $80.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BIT and 5 opened new positions — a net loss of 9 holders — while 15 trimmed existing stakes and 33 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.28M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $3.65M sold.

  • 70 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2023, down from 82 in Q4 2022.
  • Funds reported $87.1M of BlackRock Multi-Sector Income Trust stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 5 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2023 and 14 closed out, a net change of -9 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $2.28M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2023 was Penserra Capital Management, an estimated $3.65M sold.

Based on aggregated 13F filings for Q1 2023.