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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

69 hedge funds and large institutions have $86.8M invested in BlackRock Multi-Sector Income Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-13
Holders Change %
-15.85%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
33
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$2.98M
2
Ameriprise
Ameriprise
Minnesota
$6.8M
3
CWP
Cyndeo Wealth Partners
Florida
$3.63M
4
Morgan Stanley
Morgan Stanley
New York
$18.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.43M

Top Sellers

1
PCM
Penserra Capital Management
California
$0
2
AWM
Apollon Wealth Management
South Carolina
$0
3
AAM
Advisors Asset Management
Colorado
$0
4
WANY
Wealthspire Advisors (New York)
New York
$948K
5
First Trust Advisors
First Trust Advisors
Illinois
$873K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$873K -$265K -18,131 -23%
NA
27
NewEdge Advisors
Louisiana
$871K -$5.86K -404 -0.7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$779K +$4.38K +300 +0.6%
Cerity Partners
29
Cerity Partners
New York
$769K – – –
Wells Fargo
30
Wells Fargo
California
$742K -$79.3K -5,434 -10%
Osaic Holdings
31
Osaic Holdings
Arizona
$719K +$51.4K +3,520 +8%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$518K +$388K +26,595 +297%
AWS
33
Atria Wealth Solutions
New York
$478K +$190K +13,006 +66%
SA
34
Sunesis Advisors
Kansas
$397K +$397K +27,240 New
MHB
35
Midwest Heritage Bank
Iowa
$333K -$20K -1,368 -6%
PGFC
36
Peapack-Gladstone Financial Corp
New Jersey
$304K – – –
LSIA
37
LaSalle St. Investment Advisors
Illinois
$290K -$597 -41 -0.2%
ASN
38
Advisory Services Network
Georgia
$290K +$39.4K +2,700 +16%
SWP
39
Stratos Wealth Partners
Ohio
$284K – – –
FG
40
Fiduciary Group
Georgia
$276K – – –
SCA
41
SMH Capital Advisors
Texas
$261K -$37.3K -2,529 -12%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$260K +$260K +17,847 New
CAM
43
Cresset Asset Management
Illinois
$254K +$67.8K +4,645 +36%
WWM
44
Western Wealth Management
Colorado
$242K +$219 +15 +0.1%
Stifel Financial
45
Stifel Financial
Missouri
$211K -$6.8K -466 -3%
HighTower Advisors
46
HighTower Advisors
Illinois
$207K – – –
CCFM
47
Clear Creek Financial Management
Washington
$194K -$6.27K -430 -3%
WI
48
Wintrust Investments
Illinois
$164K +$1.3K +89 +0.8%
P
49
&Partners
Tennessee
$149K -$60.9K -4,177 -29%
CBA
50
Coastal Bridge Advisors
Connecticut
$147K +$1.36K +93 +0.9%
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