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BlackRock Multi-Sector Income Trust
BIT

76 hedge funds and large institutions have $132M invested in BlackRock Multi-Sector Income Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

3% more funds holding

Funds holding: 74 → 76 (+2)

3% less capital invested

Capital invested by funds: $137M → $132M (-$4.77M)

1.24% less ownership

Funds ownership: 20.82% → 19.58% (-1.2%)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$3.42M
2
Cohen & Steers
Cohen & Steers
New York
+$1.99M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.54M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$850K
5
PGFC
Peapack-Gladstone Financial Corp
New Jersey
+$416K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$7M
2
UBS Group
UBS Group
Switzerland
-$2.14M
3
Invesco
Invesco
Georgia
-$1.87M
4
Wells Fargo
Wells Fargo
California
-$1.4M
5
Morgan Stanley
Morgan Stanley
New York
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$151K +$10.6K +600 +8%
WOC
52
West Oak Capital
California
$150K – – –
FIA
53
FNY Investment Advisers
New York
$65K +$21.9K +1,241 +52%
HI
54
Harbour Investments
Wisconsin
$56K +$55K +3,123 New
GWM
55
Geneos Wealth Management
Colorado
$41K – – –
APA
56
American Portfolios Advisors
New York
$39.6K – – –
LC
57
Lindbrook Capital
California
$37K +$740 +42 +2%
Citigroup
58
Citigroup
New York
$36K -$134K -7,618 -79%
SSC
59
Syverson Strege & Co
Iowa
$36K +$35.3K +2,006 New
GWSG
60
GPS Wealth Strategies Group
Colorado
$34K +$33.5K +1,900 New
SFS
61
Sowell Financial Services
Arkansas
$32K +$30K +1,700 New
NFG
62
Next Financial Group
Texas
$25K – – –
EWM
63
Edge Wealth Management
New York
$21K +$20.7K +1,176 New
CIM
64
Contravisory Investment Management
Massachusetts
$18K – – –
JCM
65
Jacobi Capital Management
Pennsylvania
$18K – – –
EIP
66
Ellis Investment Partners
Pennsylvania
$18K +$370 +21 +2%
JPLA
67
Joseph P. Lucia & Associates
New York
$18K +$17.6K +1,000 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$9K – – –
AWA
69
Arkadios Wealth Advisors
Georgia
$7K -$3.15K -179 -29%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$7K – – –
IAIM
71
International Assets Investment Management
Florida
$4K – – –
CCC
72
Crescent Capital Consulting
Louisiana
$2K – – –
SWM
73
Sugarloaf Wealth Management
Georgia
$84 – – –
RCM
74
Rivernorth Capital Management
Florida
– -$7M -399,340 Closed
CCFM
75
Clear Creek Financial Management
Washington
– -$891K -50,822 Closed
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BIT Hedge Fund Activity: Q1 2021 in Review

76 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2021, worth a combined $132M — down 3.5% from $137M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BIT positions and 10 closed out — a net gain of 3 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.42M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $7M sold.

  • 76 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2021, up from 74 in Q4 2020.
  • Funds reported $132M of BlackRock Multi-Sector Income Trust stock for Q1 2021, down 3.5% quarter-over-quarter.
  • 13 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2021 and 10 closed out, a net change of +3 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2021 was Ameriprise, an estimated $3.42M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2021 was Rivernorth Capital Management, an estimated $7M sold.

Based on aggregated 13F filings for Q1 2021.