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BlackRock Multi-Sector Income Trust
BIT

72 hedge funds and large institutions have $102M invested in BlackRock Multi-Sector Income Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0% more funds holding

Funds holding: 72 → 72 (0)

2.04% less ownership

Funds ownership: 16.58% → 14.54% (-2%)

13% less capital invested

Capital invested by funds: $118M → $102M (-$15.8M)

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EGA
E&G Advisors
Texas
+$1.78M
2
WANY
Wealthspire Advisors (New York)
New York
+$1.68M
3
AWM
Apollon Wealth Management
South Carolina
+$897K
4
CAN
Cetera Advisor Networks
California
+$467K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$392K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.87M
2
EVM
Eaton Vance Management
Massachusetts
-$5.85M
3
Cohen & Steers
Cohen & Steers
New York
-$3.99M
4
FFA
First Foundation Advisors
California
-$888K
5
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$735K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Sugarloaf Wealth Management
Georgia
$87K – – –
APA
52
American Portfolios Advisors
New York
$45.2K +$4.01K +215 +10%
GWM
53
Geneos Wealth Management
Colorado
$42K – – –
WB
54
Webster Bank
Connecticut
$42K – – –
LC
55
Lindbrook Capital
California
$40K -$17.9K -958 -31%
SSC
56
Syverson Strege & Co
Iowa
$39K +$764 +41 +2%
Citigroup
57
Citigroup
New York
$37K -$93 -5 -0.3%
GWSG
58
GPS Wealth Strategies Group
Colorado
$36K – – –
HI
59
Harbour Investments
Wisconsin
$33K -$25.1K -1,347 -43%
NFG
60
Next Financial Group
Texas
$26K – – –
EWM
61
Edge Wealth Management
New York
$22K – – –
CIM
62
Contravisory Investment Management
Massachusetts
$19K – – –
JCM
63
Jacobi Capital Management
Pennsylvania
$19K – – –
EIP
64
Ellis Investment Partners
Pennsylvania
$19K +$391 +21 +2%
ECM
65
Estabrook Capital Management
New York
$11.2K +$11.2K +600 New
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$9K – – –
JPLA
67
Joseph P. Lucia & Associates
New York
$6K +$5.59K +300 New
AWA
68
Arkadios Wealth Advisors
Georgia
$4K -$30.9K -1,658 -88%
S
69
SignatureFD
Georgia
$4K +$75 +4 +2%
CCC
70
Crescent Capital Consulting
Louisiana
$2K – – –
TFA
71
Toth Financial Advisory
Virginia
$2K +$746 +40 New
AF
72
Allworth Financial
California
$2K +$1.86K +100 New
EVM
73
Eaton Vance Management
Massachusetts
– -$5.85M -313,300 Closed
FFA
74
First Foundation Advisors
California
– -$888K -47,569 Closed
EDRIA
75
Edmonds Duncan Registered Investment Advisors
Kansas
– -$735K -39,395 Closed
1 2
3
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BIT Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2021, worth a combined $102M — down 13% from $118M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BIT positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was E&G Advisors, opening a new position worth an estimated $1.78M. The largest seller was Morgan Stanley, cutting an estimated $5.87M.

  • 72 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $102M of BlackRock Multi-Sector Income Trust stock for Q3 2021, down 13% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2021 and 6 closed out, a net change of +2 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2021 was E&G Advisors, an estimated $1.78M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2021 was Morgan Stanley, an estimated $5.87M sold.

Based on aggregated 13F filings for Q3 2021.