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BlackRock Multi-Sector Income Trust

73 hedge funds and large institutions have $91.1M 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

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

4% more funds holding

Funds holding: 7073 (+3)

5% more capital invested

Capital invested by funds: $87.1M → $91.1M (+$4.05M)

0.95% more ownership

Funds ownership: 15.93%16.88% (+0.95%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$806K -$54.3K -3,750 -6%
Osaic Holdings
27
Osaic Holdings
Arizona
$784K +$76.3K +5,271 +11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$774K +$7.24K +500 +0.9%
Cerity Partners
29
Cerity Partners
New York
$757K
Wells Fargo
30
Wells Fargo
California
$736K +$5.11K +353 +0.7%
RIG
31
Ramiah Investment Group
Wisconsin
$634K -$1.14M -78,450 -64%
GC
32
Guggenheim Capital
Illinois
$625K -$264K -18,195 -30%
AWS
33
Atria Wealth Solutions
New York
$614K +$144K +9,961 +30%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$524K +$13.4K +923 +3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$477K -$37.5K -2,591 -7%
SWP
36
Stratos Wealth Partners
Ohio
$307K +$27.1K +1,874 +10%
MHB
37
Midwest Heritage Bank
Iowa
$290K -$37.8K -2,612 -11%
HFRG
38
Houlihan Financial Resource Group
Virginia
$281K +$278K +19,200 New
ASN
39
Advisory Services Network
Georgia
$280K -$5.79K -400 -2%
FG
40
Fiduciary Group
Georgia
$271K
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$257K -$42.7K -2,949 -14%
IFG
42
Independent Financial Group
California
$254K
SCA
43
SMH Capital Advisors
Texas
$252K -$3K -207 -1%
WWM
44
Western Wealth Management
Colorado
$238K +$203 +14 +0.1%
FCFC
45
First Citizens Financial Corp
Iowa
$224K +$226K +15,603 New
LSIA
46
LaSalle St. Investment Advisors
Illinois
$222K -$64.6K -4,460 -22%
Stifel Financial
47
Stifel Financial
Missouri
$221K +$12.7K +877 +6%
HighTower Advisors
48
HighTower Advisors
Illinois
$220K +$16.2K +1,121 +8%
CPRC
49
Consolidated Portfolio Review Corp
New York
$211K +$213K +14,698 New
CCFM
50
Clear Creek Financial Management
Washington
$190K -$1.06K -73 -0.5%

BIT Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2023, worth a combined $91.1M — up 4.7% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BIT positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.44M. The largest seller was Ramiah Investment Group, cutting an estimated $1.14M.

  • 73 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2023, up from 70 in Q1 2023.
  • Funds reported $91.1M of BlackRock Multi-Sector Income Trust stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2023 was Foundations Investment Advisors, an estimated $2.44M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2023 was Ramiah Investment Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2023.