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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

76 hedge funds and large institutions have $91.3M 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
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
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

1
LPL Financial
1
LPL Financial
California
$5.86M
2
Ameriprise
2
Ameriprise
Minnesota
$7.12M
3
FIA
3
Foundations Investment Advisors
Arizona
$2.83M
4
GC
4
Guggenheim Capital
Illinois
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.17M

Top Sellers

1
SCA
1
Snowden Capital Advisors
New York
$207K
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
UBS Group
3
UBS Group
Switzerland
$5.58M
4
CAM
4
Cresset Asset Management
Illinois
$1.24M
5
HFRG
5
Houlihan Financial Resource Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$787K +$7.24K +500 +0.9%
First Trust Advisors
27
First Trust Advisors
Illinois
$772K -$39.2K -2,710 -5%
Cerity Partners
28
Cerity Partners
New York
$763K -$43 -3 -0%
RIG
29
Ramiah Investment Group
Wisconsin
$700K +$61.4K +4,242 +10%
DC
30
Davenport & Co
Virginia
$623K -$234K -16,160 -27%
Wells Fargo
31
Wells Fargo
California
$617K -$124K -8,596 -17%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$541K +$13.5K +931 +3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$499K +$19.1K +1,321 +4%
AWS
34
Atria Wealth Solutions
New York
$405K -$214K -14,769 -35%
SA
35
Sunesis Advisors
Kansas
$354K +$354K +24,490 New
HighTower Advisors
36
HighTower Advisors
Illinois
$298K +$77.7K +5,386 +35%
MHB
37
Midwest Heritage Bank
Iowa
$292K – – –
ASN
38
Advisory Services Network
Georgia
$285K +$3.62K +250 +1%
SWP
39
Stratos Wealth Partners
Ohio
$282K -$27.1K -1,874 -9%
FG
40
Fiduciary Group
Georgia
$273K – – –
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$250K -$8.83K -610 -3%
WWM
42
Western Wealth Management
Colorado
$240K +$130 +9 +0.1%
Stifel Financial
43
Stifel Financial
Missouri
$235K +$12.4K +860 +6%
FCFC
44
First Citizens Financial Corp
Iowa
$226K – – –
SCA
45
Snowden Capital Advisors
New York
$207K -$2.67M -184,862 -93%
Northern Trust
46
Northern Trust
Illinois
$205K +$205K +14,196 New
LSIA
47
LaSalle St. Investment Advisors
Illinois
$205K -$18.4K -1,272 -8%
CPRC
48
Consolidated Portfolio Review Corp
New York
$198K -$14.5K -1,002 -7%
Truist Financial
49
Truist Financial
North Carolina
$192K +$27.7K +1,913 +17%
SCA
50
SMH Capital Advisors
Texas
$186K -$66.8K -4,627 -26%
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