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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

76 hedge funds and large institutions have $81.5M invested in BlackRock Multi-Sector Income Trust in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
27
Closed
9
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
PCM
Penserra Capital Management
California
$3.33M
2
WWM
Western Wealth Management
Colorado
$456K
3
Morgan Stanley
Morgan Stanley
New York
$19.4M
4
WANY
Wealthspire Advisors (New York)
New York
$1.78M
5
RJA
Raymond James & Associates
Florida
$2.3M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.01M
3
CAM
Cresset Asset Management
Illinois
$155K
4
WAM
Wolverine Asset Management
Illinois
$0
5
UBS Group
UBS Group
Switzerland
$6.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
51
Wintrust Investments
Illinois
$164K +$2.86K +201 +2%
CAM
52
Cresset Asset Management
Illinois
$155K -$785K -55,178 -84%
FFA
53
Founders Financial Alliance
North Carolina
$148K +$314 +22 +0.2%
NFG
54
Nations Financial Group
Iowa
$144K +$144K +10,145 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$124K -$194K -13,645 -61%
IA
56
IFP Advisors
Florida
$120K +$120K +7,000 New
HI
57
Hoey Investments
Pennsylvania
$120K +$120K +8,449 New
SPIA
58
Steward Partners Investment Advisory
New York
$95K +$1.42K +100 +2%
WOC
59
West Oak Capital
California
$58K – – –
PTC
60
Private Trust Company
Ohio
$50K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$49K +$49K +3,411 New
APA
62
American Portfolios Advisors
New York
$41.5K – – –
WB
63
Webster Bank
Connecticut
$32K – – –
SSC
64
Syverson Strege & Co
Iowa
$30K -$1.9K -133 -6%
GWSG
65
GPS Wealth Strategies Group
Colorado
$27K – – –
HI
66
Harbour Investments
Wisconsin
$18K – – –
EIP
67
Ellis Investment Partners
Pennsylvania
$17K +$396 +29 +2%
CIM
68
Contravisory Investment Management
Massachusetts
$14K – – –
ECM
69
Estabrook Capital Management
New York
$8.54K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$7K – – –
UB
71
UMB Bank
Missouri
$7K – – –
AF
72
Allworth Financial
California
$6K +$4.5K +300 +300%
FCAS
73
First Command Advisory Services
Texas
$4K +$4K +270 New
SSG
74
Summit Securities Group
New York
$4K +$4K +311 New
S
75
SignatureFD
Georgia
$3K +$3K +200 New
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