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BlackRock Multi-Sector Income Trust
BIT

79 hedge funds and large institutions have $97.2M invested in BlackRock Multi-Sector Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

7% more capital invested

Capital invested by funds: $90.8M → $97.2M (+$6.43M)

0.48% more ownership

Funds ownership: 16.37% → 16.85% (+0.48%)

1% less funds holding

Funds holding: 80 → 79 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
31
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWP
Cyndeo Wealth Partners
Florida
+$1.15M
2
Morgan Stanley
Morgan Stanley
New York
+$961K
3
EW
Evoke Wealth
California
+$916K
4
LCM
Landscape Capital Management
New Jersey
+$807K
5
SFS
Shaker Financial Services
Virginia
+$664K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$2.43M
2
Bank of America
Bank of America
North Carolina
-$640K
3
Cohen & Steers
Cohen & Steers
New York
-$622K
4
MG
Marex Group
-$502K
5
SCA
Snowden Capital Advisors
New York
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$877K +$49.3K +3,325 +6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$860K +$19.7K +1,330 +2%
First Trust Advisors
28
First Trust Advisors
Illinois
$811K +$12K +810 +2%
Cerity Partners
29
Cerity Partners
New York
$801K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$777K -$45.8K -3,092 -6%
SFS
31
Shaker Financial Services
Virginia
$682K +$664K +44,841 New
SWP
32
Semus Wealth Partners
Florida
$657K -$112K -7,571 -15%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$585K -$26.5K -1,788 -4%
DC
34
Davenport & Co
Virginia
$562K -$20.1K -1,356 -4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$493K -$13.3K -895 -3%
SCA
36
Snowden Capital Advisors
New York
$461K -$428K -28,862 -49%
GC
37
Guggenheim Capital
Illinois
$373K -$229K -15,473 -39%
PWA
38
Primoris Wealth Advisors
Florida
$315K – – –
ASN
39
Advisory Services Network
Georgia
$302K – – –
FG
40
Fiduciary Group
Georgia
$292K – – –
IFG
41
Independent Financial Group
California
$279K – – –
Stifel Financial
42
Stifel Financial
Missouri
$267K +$5.9K +398 +2%
HighTower Advisors
43
HighTower Advisors
Illinois
$241K +$235K +15,867 New
PS
44
Principal Securities
Iowa
$238K +$622 +42 +0.3%
FCFC
45
First Citizens Financial Corp
Iowa
$237K – – –
MHB
46
Midwest Heritage Bank
Iowa
$231K -$38.8K -2,621 -15%
WS
47
Wedbush Securities
California
$221K +$1.88K +127 +0.9%
SCA
48
SMH Capital Advisors
Texas
$196K -$8.03K -542 -4%
WWM
49
Western Wealth Management
Colorado
$192K – – –
CCFM
50
Clear Creek Financial Management
Washington
$191K +$178 +12 +0.1%
1
2
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BIT Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2024, worth a combined $97.2M — up 7.1% from $90.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BIT and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 31 added.

The largest buyer was Cyndeo Wealth Partners, adding an estimated $1.15M. The largest seller was Ameriprise, cutting an estimated $2.43M.

  • 79 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2024, down from 80 in Q2 2024.
  • Funds reported $97.2M of BlackRock Multi-Sector Income Trust stock for Q3 2024, up 7.1% quarter-over-quarter.
  • 7 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2024 was Cyndeo Wealth Partners, an estimated $1.15M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2024 was Ameriprise, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2024.