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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

69 hedge funds and large institutions have $86.8M invested in BlackRock Multi-Sector Income Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-13
Holders Change %
-15.85%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
33
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$2.98M
2
Ameriprise
Ameriprise
Minnesota
$6.8M
3
CWP
Cyndeo Wealth Partners
Florida
$3.63M
4
Morgan Stanley
Morgan Stanley
New York
$18.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.43M

Top Sellers

1
PCM
Penserra Capital Management
California
$0
2
AWM
Apollon Wealth Management
South Carolina
$0
3
AAM
Advisors Asset Management
Colorado
$0
4
WANY
Wealthspire Advisors (New York)
New York
$948K
5
First Trust Advisors
First Trust Advisors
Illinois
$873K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$98K +$292 +20 +0.3%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$83.2K – – –
SWM
53
Sugarloaf Wealth Management
Georgia
$67.9K – – –
PTC
54
Private Trust Company
Ohio
$62.9K – – –
WOC
55
West Oak Capital
California
$59.8K +$8.75K +600 +17%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$51.7K +$7.32K +502 +16%
WB
57
Webster Bank
Connecticut
$32.9K – – –
HI
58
Hoey Investments
Pennsylvania
$32.1K -$18.6K -1,278 -37%
SSC
59
Syverson Strege & Co
Iowa
$31.3K +$26.3K +1,803 +524%
GWSG
60
GPS Wealth Strategies Group
Colorado
$27.7K +$27.7K +1,900 New
HI
61
Harbour Investments
Wisconsin
$18.6K – – –
CIM
62
Contravisory Investment Management
Massachusetts
$14.6K – – –
ECM
63
Estabrook Capital Management
New York
$8.75K – – –
AAS
64
Ameritas Advisory Services
Nebraska
$8.46K +$8.46K +580 New
UB
65
UMB Bank
Missouri
$7.3K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$7.27K +$7.26K +498 +49,800%
AF
67
Allworth Financial
California
$5.84K – – –
CWC
68
Carolinas Wealth Consulting
North Carolina
$4.94K +$131 +9 +3%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$522 +$9 +649 +2%
PCM
70
Penserra Capital Management
California
– -$3.65M -256,894 Closed
AWM
71
Apollon Wealth Management
South Carolina
– -$764K -53,770 Closed
AAM
72
Advisors Asset Management
Colorado
– -$701K -49,327 Closed
WAM
73
Weiss Asset Management
Massachusetts
– -$257K -18,063 Closed
OC
74
Oppenheimer & Co
New York
– -$238K -16,782 Closed
VF
75
Virtu Financial
New York
– -$171K -12,028 Closed
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