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BlackRock Multi-Sector Income Trust
BIT

77 hedge funds and large institutions have $91.5M invested in BlackRock Multi-Sector Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 22 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

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

5% more funds holding

Funds holding: 73 → 77 (+4)

0% more capital invested

Capital invested by funds: $91.1M → $91.5M (+$410K)

0.04% less ownership

Funds ownership: 16.88% → 16.84% (-0.04%)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.55M
2
Ameriprise
Ameriprise
Minnesota
+$444K
3
FIA
Foundations Investment Advisors
Arizona
+$404K
4
GC
Guggenheim Capital
Illinois
+$388K
5
Osaic Holdings
Osaic Holdings
Arizona
+$384K

Top Sellers

Rank Fund Capital Flow
1
SCA
Snowden Capital Advisors
New York
-$2.71M
2
Morgan Stanley
Morgan Stanley
New York
-$765K
3
UBS Group
UBS Group
Switzerland
-$641K
4
CAM
Cresset Asset Management
Illinois
-$349K
5
HFRG
Houlihan Financial Resource Group
Virginia
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
51
SMH Capital Advisors
Texas
$186K -$67.7K -4,627 -26%
CCFM
52
Clear Creek Financial Management
Washington
$186K -$6.03K -412 -3%
Mariner
53
Mariner
Kansas
$184K +$22K +1,500 +13%
PWA
54
Primoris Wealth Advisors
Florida
$174K +$176K +12,000 New
WI
55
Wintrust Investments
Illinois
$162K -$4.83K -330 -3%
P
56
&Partners
Tennessee
$153K +$2.69K +184 +2%
KAS
57
Kestra Advisory Services
Texas
$150K +$152K +10,356 New
SPIA
58
Steward Partners Investment Advisory
New York
$137K +$32.5K +2,222 +31%
Comerica Bank
59
Comerica Bank
Texas
$115K +$116K +7,950 New
JP Morgan Chase
60
JP Morgan Chase
New York
$109K +$110K +7,533 New
NS
61
NBC Securities
Alabama
$83K +$84.9K +5,796 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$82.5K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$81K -$10K -683 -11%
SWM
64
Sugarloaf Wealth Management
Georgia
$67.3K – – –
PTC
65
Private Trust Company
Ohio
$62.4K – – –
WOC
66
West Oak Capital
California
$59K – – –
OP
67
ORG Partners
Indiana
$47.2K – – –
SIS
68
Sound Income Strategies
Florida
$42K +$42.5K +2,900 New
WB
69
Webster Bank
Connecticut
$32.6K – – –
GWSG
70
GPS Wealth Strategies Group
Colorado
$27.5K – – –
HI
71
Harbour Investments
Wisconsin
$18.5K – – –
CIM
72
Contravisory Investment Management
Massachusetts
$14.5K – – –
ECM
73
Estabrook Capital Management
New York
$8.68K – – –
FFA
74
Farther Finance Advisors
California
$7.76K +$4.79K +327 +156%
UB
75
UMB Bank
Missouri
$7.24K – – –
1 2
3
4

BIT Hedge Fund Activity: Q3 2023 in Review

77 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2023, worth a combined $91.5M — up 0.45% from $91.1M 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 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.55M. The largest seller was Snowden Capital Advisors, cutting an estimated $2.71M.

  • 77 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2023, up from 73 in Q2 2023.
  • Funds reported $91.5M of BlackRock Multi-Sector Income Trust stock for Q3 2023, up 0.45% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2023 was LPL Financial, an estimated $1.55M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2023 was Snowden Capital Advisors, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2023.