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BlackRock Multi-Sector Income Trust
BIT

87 hedge funds and large institutions have $102M invested in BlackRock Multi-Sector Income Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

10% more funds holding

Funds holding: 79 → 87 (+8)

1.41% more ownership

Funds ownership: 16.85% → 18.27% (+1.4%)

5% more capital invested

Capital invested by funds: $97.2M → $102M (+$4.53M)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
24
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GA
GraniteShares Advisors
New York
+$2.49M
2
CWP
Cyndeo Wealth Partners
Florida
+$1.86M
3
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.55M
4
LPL Financial
LPL Financial
California
+$1.14M
5
GC
Guggenheim Capital
Illinois
+$902K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$2.28M
2
WANY
Wealthspire Advisors (New York)
New York
-$988K
3
LCM
Landscape Capital Management
New Jersey
-$841K
4
WAM
Wolverine Asset Management
Illinois
-$540K
5
FG
Fiduciary Group
Georgia
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$197K +$199K +13,500 New
SCA
52
SMH Capital Advisors
Texas
$189K +$781 +53 +0.4%
HighTower Advisors
53
HighTower Advisors
Illinois
$187K -$45.2K -3,063 -19%
WWM
54
Western Wealth Management
Colorado
$184K – – –
CCFM
55
Clear Creek Financial Management
Washington
$184K +$192 +13 +0.1%
P
56
&Partners
Tennessee
$178K +$3.08K +209 +2%
CIA
57
Concurrent Investment Advisors
Florida
$178K +$21.8K +1,479 +14%
EWA
58
EP Wealth Advisors
California
$170K +$171K +11,629 New
WS
59
Wedbush Securities
California
$158K -$55.4K -3,755 -26%
SG
60
StoneX Group
New York
$151K +$152K +10,331 New
SWM
61
Spire Wealth Management
Virginia
$146K +$147K +10,000 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$141K – – –
PS
63
Principal Securities
Iowa
$132K -$96.7K -6,556 -42%
Comerica Bank
64
Comerica Bank
Texas
$94.2K – – –
CA
65
CoreCap Advisors
Michigan
$78.8K -$19.2K -1,300 -19%
PTC
66
Private Trust Company
Ohio
$62.9K – – –
OP
67
ORG Partners
Indiana
$48.8K +$1.22K +83 +3%
SWM
68
Sugarloaf Wealth Management
Georgia
$40.6K – – –
WB
69
Webster Bank
Connecticut
$32.9K – – –
GWSG
70
GPS Wealth Strategies Group
Colorado
$27.7K – – –
GWM
71
Geneos Wealth Management
Colorado
$26.8K +$27.1K +1,835 New
US Bancorp
72
US Bancorp
Minnesota
$26.6K -$19.3K -1,307 -42%
CAM
73
Creekmur Asset Management
Illinois
$25.7K +$649 +44 +3%
T
74
Transce3nd
Texas
$20.2K +$20.3K +1,380 New
HI
75
Harbour Investments
Wisconsin
$18.6K – – –
1 2
3
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BIT Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2024, worth a combined $102M — up 4.7% from $97.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BIT positions and 12 closed out — a net gain of 10 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was GraniteShares Advisors, opening a new position worth an estimated $2.49M. The largest seller was Cohen & Steers, exiting entirely with an estimated $2.28M sold.

  • 87 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $102M of BlackRock Multi-Sector Income Trust stock for Q4 2024, up 4.7% quarter-over-quarter.
  • 22 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2024 and 12 closed out, a net change of +10 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2024 was GraniteShares Advisors, an estimated $2.49M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2024 was Cohen & Steers, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.