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BlackRock Multi-Sector Income Trust
BIT

77 hedge funds and large institutions have $91.5M invested in BlackRock Multi-Sector Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 22 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

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

5% more funds holding

Funds holding: 73 → 77 (+4)

0% more capital invested

Capital invested by funds: $91.1M → $91.5M (+$410K)

0.04% less ownership

Funds ownership: 16.88% → 16.84% (-0.04%)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.55M
2
Ameriprise
Ameriprise
Minnesota
+$444K
3
FIA
Foundations Investment Advisors
Arizona
+$404K
4
GC
Guggenheim Capital
Illinois
+$388K
5
Osaic Holdings
Osaic Holdings
Arizona
+$384K

Top Sellers

Rank Fund Capital Flow
1
SCA
Snowden Capital Advisors
New York
-$2.71M
2
Morgan Stanley
Morgan Stanley
New York
-$765K
3
UBS Group
UBS Group
Switzerland
-$641K
4
CAM
Cresset Asset Management
Illinois
-$349K
5
HFRG
Houlihan Financial Resource Group
Virginia
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$787K +$7.32K +500 +0.9%
First Trust Advisors
27
First Trust Advisors
Illinois
$772K -$39.7K -2,710 -5%
Cerity Partners
28
Cerity Partners
New York
$763K -$44 -3 -0%
RIG
29
Ramiah Investment Group
Wisconsin
$700K +$62.1K +4,242 +10%
DC
30
Davenport & Co
Virginia
$623K -$237K -16,160 -27%
Wells Fargo
31
Wells Fargo
California
$617K -$126K -8,596 -17%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$541K +$13.6K +931 +3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$499K +$19.3K +1,321 +4%
AWS
34
Atria Wealth Solutions
New York
$405K -$216K -14,769 -35%
SA
35
Sunesis Advisors
Kansas
$354K +$359K +24,490 New
HighTower Advisors
36
HighTower Advisors
Illinois
$298K +$78.8K +5,386 +35%
MHB
37
Midwest Heritage Bank
Iowa
$292K – – –
ASN
38
Advisory Services Network
Georgia
$285K +$3.66K +250 +1%
SWP
39
Stratos Wealth Partners
Ohio
$282K -$27.4K -1,874 -9%
FG
40
Fiduciary Group
Georgia
$273K – – –
IFG
41
Independent Financial Group
California
$256K – – –
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$250K -$8.93K -610 -3%
WWM
43
Western Wealth Management
Colorado
$240K +$132 +9 +0.1%
Stifel Financial
44
Stifel Financial
Missouri
$235K +$12.6K +860 +6%
FCFC
45
First Citizens Financial Corp
Iowa
$226K – – –
SCA
46
Snowden Capital Advisors
New York
$207K -$2.71M -184,862 -93%
Northern Trust
47
Northern Trust
Illinois
$205K +$208K +14,196 New
LSIA
48
LaSalle St. Investment Advisors
Illinois
$205K -$18.6K -1,272 -8%
CPRC
49
Consolidated Portfolio Review Corp
New York
$198K -$14.7K -1,002 -7%
Truist Financial
50
Truist Financial
North Carolina
$192K +$28K +1,913 +17%
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BIT Hedge Fund Activity: Q3 2023 in Review

77 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2023, worth a combined $91.5M — up 0.45% from $91.1M 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 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.55M. The largest seller was Snowden Capital Advisors, cutting an estimated $2.71M.

  • 77 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2023, up from 73 in Q2 2023.
  • Funds reported $91.5M of BlackRock Multi-Sector Income Trust stock for Q3 2023, up 0.45% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2023 was LPL Financial, an estimated $1.55M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2023 was Snowden Capital Advisors, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2023.