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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

72 hedge funds and large institutions have $90.9M 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
Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.14%
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

1
FIA
Foundations Investment Advisors
Arizona
$2.42M
2
LPL Financial
LPL Financial
California
$4.31M
3
Bank of America
Bank of America
North Carolina
$3.48M
4
CAM
Cresset Asset Management
Illinois
$1.58M
5
HFRG
Houlihan Financial Resource Group
Virginia
$281K

Top Sellers

1
RIG
Ramiah Investment Group
Wisconsin
$634K
2
Mariner
Mariner
Kansas
$162K
3
Invesco
Invesco
Georgia
$5.66M
4
GC
Guggenheim Capital
Illinois
$625K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$163K +$163K +11,332 New
Mariner
52
Mariner
Kansas
$162K -$1M -69,834 -86%
P
53
&Partners
Tennessee
$149K +$2.62K +182 +2%
CBA
54
Coastal Bridge Advisors
Connecticut
$147K +$1.41K +98 +1%
SPIA
55
Steward Partners Investment Advisory
New York
$104K +$7.49K +521 +8%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$90.2K +$39.3K +2,733 +77%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$81.9K – – –
SWM
58
Sugarloaf Wealth Management
Georgia
$66.8K – – –
PTC
59
Private Trust Company
Ohio
$61.9K – – –
WOC
60
West Oak Capital
California
$58.9K – – –
OP
61
ORG Partners
Indiana
$47.1K +$47.1K +3,260 New
WB
62
Webster Bank
Connecticut
$32.4K – – –
GWSG
63
GPS Wealth Strategies Group
Colorado
$27.3K – – –
HI
64
Harbour Investments
Wisconsin
$18.3K – – –
CIM
65
Contravisory Investment Management
Massachusetts
$14.4K – – –
ECM
66
Estabrook Capital Management
New York
$8.62K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$7.23K +$7.23K +503 New
UB
68
UMB Bank
Missouri
$7.19K – – –
AF
69
Allworth Financial
California
$5.75K – – –
CWC
70
Carolinas Wealth Consulting
North Carolina
$5K +$129 +9 +3%
FFA
71
Farther Finance Advisors
California
$3K +$3K +209 New
HI
72
Hoey Investments
Pennsylvania
$1.44K -$30.2K -2,100 -95%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
– -$260K -17,847 Closed
SSC
74
Syverson Strege & Co
Iowa
– -$31.3K -2,147 Closed
AAS
75
Ameritas Advisory Services
Nebraska
– -$8.46K -580 Closed
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