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BlackRock Multi-Sector Income Trust
BIT

80 hedge funds and large institutions have $90.8M invested in BlackRock Multi-Sector Income Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

4% more funds holding

Funds holding: 77 → 80 (+3)

0.65% less ownership

Funds ownership: 17.03% → 16.37% (-0.65%)

11% less capital invested

Capital invested by funds: $102M → $90.8M (-$10.8M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$1.08M
2
Morgan Stanley
Morgan Stanley
New York
+$974K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$964K
4
LCM
Landscape Capital Management
New Jersey
+$899K
5
WAM
Wolverine Asset Management
Illinois
+$819K

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$3.62M
2
MFIM
Mesirow Financial Investment Management
Illinois
-$2.56M
3
Northern Trust
Northern Trust
Illinois
-$946K
4
EW
Evoke Wealth
California
-$931K
5
UBS Group
UBS Group
Switzerland
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$791K +$819K +54,242 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$790K -$619 -41 -0.1%
Cerity Partners
28
Cerity Partners
New York
$768K – – –
First Trust Advisors
29
First Trust Advisors
Illinois
$766K +$69.5K +4,604 +10%
SWP
30
Semus Wealth Partners
Florida
$740K -$104K -6,862 -12%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$587K +$14.9K +984 +3%
GC
32
Guggenheim Capital
Illinois
$584K -$190K -12,592 -24%
Wells Fargo
33
Wells Fargo
California
$569K +$31.3K +2,072 +6%
DC
34
Davenport & Co
Virginia
$559K +$650 +43 +0.1%
MG
35
Marex Group
$502K +$520K +34,422 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$485K +$9.15K +606 +2%
PWA
37
Primoris Wealth Advisors
Florida
$303K – – –
ASN
38
Advisory Services Network
Georgia
$302K +$22.7K +1,500 +8%
FG
39
Fiduciary Group
Georgia
$280K +$4.53K +300 +2%
IFG
40
Independent Financial Group
California
$268K – – –
MHB
41
Midwest Heritage Bank
Iowa
$260K -$19.8K -1,311 -7%
EW
42
Evoke Wealth
California
$258K -$931K -61,643 -78%
Stifel Financial
43
Stifel Financial
Missouri
$250K +$76 +5 +0%
FCFC
44
First Citizens Financial Corp
Iowa
$227K – – –
PS
45
Principal Securities
Iowa
$227K +$619 +41 +0.3%
WI
46
Wintrust Investments
Illinois
$220K +$32.1K +2,122 +16%
WS
47
Wedbush Securities
California
$210K -$13.7K -907 -6%
SCA
48
SMH Capital Advisors
Texas
$196K -$18.6K -1,233 -8%
WWM
49
Western Wealth Management
Colorado
$184K – – –
CCFM
50
Clear Creek Financial Management
Washington
$183K +$166 +11 +0.1%
1
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BIT Hedge Fund Activity: Q2 2024 in Review

80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2024, worth a combined $90.8M — down 11% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIT positions and 5 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Mariner, adding an estimated $1.08M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $3.62M sold.

  • 80 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2024, up from 77 in Q1 2024.
  • Funds reported $90.8M of BlackRock Multi-Sector Income Trust stock for Q2 2024, down 11% quarter-over-quarter.
  • 9 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2024 was Mariner, an estimated $1.08M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2024 was Foundations Investment Advisors, an estimated $3.62M sold.

Based on aggregated 13F filings for Q2 2024.