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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

76 hedge funds and large institutions have $91.3M 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
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
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

1
LPL Financial
LPL Financial
California
$5.86M
2
Ameriprise
Ameriprise
Minnesota
$7.12M
3
FIA
Foundations Investment Advisors
Arizona
$2.83M
4
GC
Guggenheim Capital
Illinois
$1.01M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.17M

Top Sellers

1
SCA
Snowden Capital Advisors
New York
$207K
2
Morgan Stanley
Morgan Stanley
New York
$17.1M
3
UBS Group
UBS Group
Switzerland
$5.58M
4
CAM
Cresset Asset Management
Illinois
$1.24M
5
HFRG
Houlihan Financial Resource Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$186K -$5.96K -412 -3%
Mariner
52
Mariner
Kansas
$184K +$21.7K +1,500 +13%
PWA
53
Primoris Wealth Advisors
Florida
$174K +$174K +12,000 New
WI
54
Wintrust Investments
Illinois
$162K -$4.77K -330 -3%
P
55
&Partners
Tennessee
$153K +$2.66K +184 +2%
KAS
56
Kestra Advisory Services
Texas
$150K +$150K +10,356 New
SPIA
57
Steward Partners Investment Advisory
New York
$137K +$32.2K +2,222 +31%
Comerica Bank
58
Comerica Bank
Texas
$115K +$115K +7,950 New
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$109K +$109K +7,533 New
NS
60
NBC Securities
Alabama
$83K +$83K +5,796 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$82.5K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$81K -$9.88K -683 -11%
SWM
63
Sugarloaf Wealth Management
Georgia
$67.3K – – –
PTC
64
Private Trust Company
Ohio
$62.4K – – –
WOC
65
West Oak Capital
California
$59K – – –
OP
66
ORG Partners
Indiana
$47.2K – – –
SIS
67
Sound Income Strategies
Florida
$42K +$42K +2,900 New
WB
68
Webster Bank
Connecticut
$32.6K – – –
GWSG
69
GPS Wealth Strategies Group
Colorado
$27.5K – – –
HI
70
Harbour Investments
Wisconsin
$18.5K – – –
CIM
71
Contravisory Investment Management
Massachusetts
$14.5K – – –
ECM
72
Estabrook Capital Management
New York
$8.68K – – –
FFA
73
Farther Finance Advisors
California
$7.76K +$4.73K +327 +156%
UB
74
UMB Bank
Missouri
$7.24K – – –
AF
75
Allworth Financial
California
$5.79K – – –
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