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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

72 hedge funds and large institutions have $90.9M invested in BlackRock Multi-Sector Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
$2.42M
2
LPL Financial
LPL Financial
California
$4.31M
3
Bank of America
Bank of America
North Carolina
$3.48M
4
CAM
Cresset Asset Management
Illinois
$1.58M
5
HFRG
Houlihan Financial Resource Group
Virginia
$281K

Top Sellers

1
RIG
Ramiah Investment Group
Wisconsin
$634K
2
Mariner
Mariner
Kansas
$162K
3
Invesco
Invesco
Georgia
$5.66M
4
GC
Guggenheim Capital
Illinois
$625K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$806K -$53.9K -3,750 -6%
Osaic Holdings
27
Osaic Holdings
Arizona
$784K +$75.7K +5,271 +11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$774K +$7.18K +500 +0.9%
Cerity Partners
29
Cerity Partners
New York
$757K – – –
Wells Fargo
30
Wells Fargo
California
$736K +$5.07K +353 +0.7%
RIG
31
Ramiah Investment Group
Wisconsin
$634K -$1.13M -78,450 -64%
GC
32
Guggenheim Capital
Illinois
$625K -$261K -18,195 -30%
AWS
33
Atria Wealth Solutions
New York
$614K +$143K +9,961 +30%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$524K +$13.3K +923 +3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$477K -$37.2K -2,591 -7%
SWP
36
Stratos Wealth Partners
Ohio
$307K +$26.9K +1,874 +10%
MHB
37
Midwest Heritage Bank
Iowa
$290K -$37.5K -2,612 -11%
HFRG
38
Houlihan Financial Resource Group
Virginia
$281K +$281K +19,200 New
ASN
39
Advisory Services Network
Georgia
$280K -$5.75K -400 -2%
FG
40
Fiduciary Group
Georgia
$271K – – –
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$257K -$42.4K -2,949 -14%
SCA
42
SMH Capital Advisors
Texas
$252K -$2.98K -207 -1%
WWM
43
Western Wealth Management
Colorado
$238K +$201 +14 +0.1%
FCFC
44
First Citizens Financial Corp
Iowa
$224K +$224K +15,603 New
LSIA
45
LaSalle St. Investment Advisors
Illinois
$222K -$64K -4,460 -22%
Stifel Financial
46
Stifel Financial
Missouri
$221K +$12.6K +877 +6%
HighTower Advisors
47
HighTower Advisors
Illinois
$220K +$16.1K +1,121 +8%
CPRC
48
Consolidated Portfolio Review Corp
New York
$211K +$211K +14,698 New
CCFM
49
Clear Creek Financial Management
Washington
$190K -$1.05K -73 -0.5%
WI
50
Wintrust Investments
Illinois
$166K +$4.5K +313 +3%
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