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BlackRock Multi-Sector Income Trust
BIT

80 hedge funds and large institutions have $90.8M invested in BlackRock Multi-Sector Income Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

4% more funds holding

Funds holding: 77 → 80 (+3)

0.65% less ownership

Funds ownership: 17.03% → 16.37% (-0.65%)

11% less capital invested

Capital invested by funds: $102M → $90.8M (-$10.8M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$1.08M
2
Morgan Stanley
Morgan Stanley
New York
+$974K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$964K
4
LCM
Landscape Capital Management
New Jersey
+$899K
5
WAM
Wolverine Asset Management
Illinois
+$819K

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$3.62M
2
MFIM
Mesirow Financial Investment Management
Illinois
-$2.56M
3
Northern Trust
Northern Trust
Illinois
-$946K
4
EW
Evoke Wealth
California
-$931K
5
UBS Group
UBS Group
Switzerland
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
51
Walleye Capital
New York
$177K +$184K +12,172 New
LSIA
52
LaSalle St. Investment Advisors
Illinois
$176K – – –
P
53
&Partners
Tennessee
$172K +$2.93K +194 +2%
MML Investors Services
54
MML Investors Services
Massachusetts
$157K +$163K +10,800 New
CIA
55
Concurrent Investment Advisors
Florida
$151K +$408 +27 +0.3%
Comerica Bank
56
Comerica Bank
Texas
$94K – – –
NS
57
NBC Securities
Alabama
$89K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$88.6K -$5.97K -395 -6%
GJWM
59
Gilliland Jeter Wealth Management
Arkansas
$86.5K +$2.19K +145 +3%
CA
60
CoreCap Advisors
Michigan
$83.1K +$19.6K +1,300 +30%
PTC
61
Private Trust Company
Ohio
$62.8K – – –
US Bancorp
62
US Bancorp
Minnesota
$60.1K +$62.3K +4,125 New
OP
63
ORG Partners
Indiana
$47.3K – – –
WOC
64
West Oak Capital
California
$45.2K – – –
SWM
65
Sugarloaf Wealth Management
Georgia
$40.6K – – –
WB
66
Webster Bank
Connecticut
$32.9K – – –
GWSG
67
GPS Wealth Strategies Group
Colorado
$27.7K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$21.9K +$15.2K +1,005 +201%
CAM
69
Creekmur Asset Management
Illinois
$20.6K +$347 +23 +2%
HI
70
Harbour Investments
Wisconsin
$18.6K – – –
CIM
71
Contravisory Investment Management
Massachusetts
$14.6K – – –
WAS
72
Winch Advisory Services
Wisconsin
$9.72K +$10.1K +667 New
ECM
73
Estabrook Capital Management
New York
$8.75K – – –
UB
74
UMB Bank
Missouri
$7.29K – – –
RWMG
75
Redwood Wealth Management Group
New Jersey
$5.83K +$6.04K +400 New
1 2
3
4

BIT Hedge Fund Activity: Q2 2024 in Review

80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2024, worth a combined $90.8M — down 11% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIT positions and 5 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Mariner, adding an estimated $1.08M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $3.62M sold.

  • 80 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2024, up from 77 in Q1 2024.
  • Funds reported $90.8M of BlackRock Multi-Sector Income Trust stock for Q2 2024, down 11% quarter-over-quarter.
  • 9 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2024 was Mariner, an estimated $1.08M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2024 was Foundations Investment Advisors, an estimated $3.62M sold.

Based on aggregated 13F filings for Q2 2024.