We are live on ! Find out more
BIT icon

BlackRock Multi-Sector Income Trust
BIT

73 hedge funds and large institutions have $91.1M invested in BlackRock Multi-Sector Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

4% more funds holding

Funds holding: 70 → 73 (+3)

5% more capital invested

Capital invested by funds: $87.1M → $91.1M (+$4.05M)

0.95% more ownership

Funds ownership: 15.93% → 16.88% (+0.95%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$2.44M
2
LPL Financial
LPL Financial
California
+$2.36M
3
Bank of America
Bank of America
North Carolina
+$1.43M
4
CAM
Cresset Asset Management
Illinois
+$1.34M
5
HFRG
Houlihan Financial Resource Group
Virginia
+$278K

Top Sellers

Rank Fund Capital Flow
1
RIG
Ramiah Investment Group
Wisconsin
-$1.14M
2
Mariner
Mariner
Kansas
-$1.01M
3
Invesco
Invesco
Georgia
-$499K
4
GC
Guggenheim Capital
Illinois
-$264K
5
JP Morgan Chase
JP Morgan Chase
New York
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
51
Wintrust Investments
Illinois
$166K +$4.53K +313 +3%
Truist Financial
52
Truist Financial
North Carolina
$163K +$164K +11,332 New
Mariner
53
Mariner
Kansas
$162K -$1.01M -69,834 -86%
P
54
&Partners
Tennessee
$149K +$2.64K +182 +2%
CBA
55
Coastal Bridge Advisors
Connecticut
$147K +$1.42K +98 +1%
SPIA
56
Steward Partners Investment Advisory
New York
$104K +$7.55K +521 +8%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$90.2K +$39.6K +2,733 +77%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$81.9K – – –
SWM
59
Sugarloaf Wealth Management
Georgia
$66.8K – – –
PTC
60
Private Trust Company
Ohio
$61.9K – – –
WOC
61
West Oak Capital
California
$58.9K – – –
OP
62
ORG Partners
Indiana
$47.1K +$47.2K +3,260 New
WB
63
Webster Bank
Connecticut
$32.4K – – –
GWSG
64
GPS Wealth Strategies Group
Colorado
$27.3K – – –
HI
65
Harbour Investments
Wisconsin
$18.3K – – –
CIM
66
Contravisory Investment Management
Massachusetts
$14.4K – – –
ECM
67
Estabrook Capital Management
New York
$8.62K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$7.23K +$7.29K +503 New
UB
69
UMB Bank
Missouri
$7.18K – – –
AF
70
Allworth Financial
California
$5.75K – – –
CWC
71
Carolinas Wealth Consulting
North Carolina
$5K +$130 +9 +3%
FFA
72
Farther Finance Advisors
California
$3K +$3.03K +209 New
HI
73
Hoey Investments
Pennsylvania
$1.44K -$30.4K -2,100 -95%
JP Morgan Chase
74
JP Morgan Chase
New York
– -$260K -17,847 Closed
SSC
75
Syverson Strege & Co
Iowa
– -$31.3K -2,147 Closed
1 2
3
4

BIT Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2023, worth a combined $91.1M — up 4.7% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BIT positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.44M. The largest seller was Ramiah Investment Group, cutting an estimated $1.14M.

  • 73 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2023, up from 70 in Q1 2023.
  • Funds reported $91.1M of BlackRock Multi-Sector Income Trust stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2023 was Foundations Investment Advisors, an estimated $2.44M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2023 was Ramiah Investment Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2023.