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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

79 hedge funds and large institutions have $90.2M 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
Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.15%
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

1
Mariner
Mariner
Kansas
$1.2M
2
Morgan Stanley
Morgan Stanley
New York
$16.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3M
4
LCM
Landscape Capital Management
New Jersey
$867K
5
WAM
Wolverine Asset Management
Illinois
$791K

Top Sellers

1
FIA
Foundations Investment Advisors
Arizona
$0
2
MFIM
Mesirow Financial Investment Management
Illinois
$0
3
Northern Trust
Northern Trust
Illinois
$0
4
EW
Evoke Wealth
California
$258K
5
UBS Group
UBS Group
Switzerland
$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$791K +$791K +54,242 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$790K -$598 -41 -0.1%
Cerity Partners
28
Cerity Partners
New York
$768K – – –
First Trust Advisors
29
First Trust Advisors
Illinois
$766K +$67.1K +4,604 +10%
SWP
30
Semus Wealth Partners
Florida
$740K -$100K -6,862 -12%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$587K +$14.3K +984 +3%
GC
32
Guggenheim Capital
Illinois
$584K -$184K -12,592 -24%
Wells Fargo
33
Wells Fargo
California
$569K +$30.2K +2,072 +6%
DC
34
Davenport & Co
Virginia
$559K +$627 +43 +0.1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$485K +$8.83K +606 +2%
PWA
36
Primoris Wealth Advisors
Florida
$303K – – –
ASN
37
Advisory Services Network
Georgia
$302K +$21.9K +1,500 +8%
FG
38
Fiduciary Group
Georgia
$280K +$4.37K +300 +2%
MHB
39
Midwest Heritage Bank
Iowa
$260K -$19.1K -1,311 -7%
EW
40
Evoke Wealth
California
$258K -$899K -61,643 -78%
Stifel Financial
41
Stifel Financial
Missouri
$250K +$73 +5 +0%
FCFC
42
First Citizens Financial Corp
Iowa
$227K – – –
PS
43
Principal Securities
Iowa
$227K +$598 +41 +0.3%
WI
44
Wintrust Investments
Illinois
$220K +$30.9K +2,122 +16%
VCP
45
Verus Capital Partners
Arizona
$219K +$219K +15,000 New
WS
46
Wedbush Securities
California
$210K -$13.2K -907 -6%
SCA
47
SMH Capital Advisors
Texas
$196K -$18K -1,233 -8%
WWM
48
Western Wealth Management
Colorado
$184K – – –
CCFM
49
Clear Creek Financial Management
Washington
$183K +$160 +11 +0.1%
Walleye Capital
50
Walleye Capital
New York
$177K +$177K +12,172 New
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