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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

78 hedge funds and large institutions have $116M invested in BlackRock Multi-Sector Income Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.3M
2
MFIM
Mesirow Financial Investment Management
Illinois
$2.42M
3
Ameriprise
Ameriprise
Minnesota
$9.32M
4
GS
GTS Securities
New York
$933K
5
CWP
Cyndeo Wealth Partners
Florida
$4.75M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
$0
2
EW
Evoke Wealth
California
$0
3
RIG
Ramiah Investment Group
Wisconsin
$0
4
Invesco
Invesco
Georgia
$5.53M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$795K -$20.1K -1,340 -2%
Cerity Partners
27
Cerity Partners
New York
$791K +$45 +3 +0%
SPIA
28
Steward Partners Investment Advisory
New York
$777K +$635K +42,317 +447%
AWS
29
Atria Wealth Solutions
New York
$735K +$315K +21,027 +75%
First Trust Advisors
30
First Trust Advisors
Illinois
$731K -$69.6K -4,638 -9%
CAN
31
Cetera Advisor Networks
California
$719K -$121K -8,050 -14%
DC
32
Davenport & Co
Virginia
$596K -$50.4K -3,358 -8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$575K +$14.3K +955 +3%
Wells Fargo
34
Wells Fargo
California
$574K -$65.3K -4,352 -10%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$480K -$38.2K -2,542 -7%
SA
36
Sunesis Advisors
Kansas
$367K – – –
PWA
37
Primoris Wealth Advisors
Florida
$334K +$154K +10,250 +85%
SWP
38
Stratos Wealth Partners
Ohio
$292K – – –
ASN
39
Advisory Services Network
Georgia
$289K -$7.08K -472 -2%
MHB
40
Midwest Heritage Bank
Iowa
$287K -$15.6K -1,038 -5%
FG
41
Fiduciary Group
Georgia
$283K – – –
Stifel Financial
42
Stifel Financial
Missouri
$240K -$3.26K -217 -1%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$235K -$23.5K -1,569 -9%
FCFC
44
First Citizens Financial Corp
Iowa
$234K – – –
SCA
45
Snowden Capital Advisors
New York
$217K +$1.49K +99 +0.7%
SCA
46
SMH Capital Advisors
Texas
$190K -$3.03K -202 -2%
HF
47
HRT Financial
New York
$190K +$190K +12,726 New
WWM
48
Western Wealth Management
Colorado
$189K -$59.9K -3,992 -24%
Jane Street
49
Jane Street
New York
$188K +$188K +12,550 New
CCFM
50
Clear Creek Financial Management
Washington
$188K -$4.58K -305 -2%
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