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BlackRock Multi-Sector Income Trust
BIT

72 hedge funds and large institutions have $118M invested in BlackRock Multi-Sector Income Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less ownership

Funds ownership: 19.58% → 16.58% (-3%)

5% less funds holding

Funds holding: 76 → 72 (-4)

11% less capital invested

Capital invested by funds: $132M → $118M (-$14.4M)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$939K
2
CCFM
Clear Creek Financial Management
Washington
+$653K
3
AWM
Apollon Wealth Management
South Carolina
+$568K
4
LPL Financial
LPL Financial
California
+$530K
5
EW
Evoke Wealth
California
+$443K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.98M
2
UBS Group
UBS Group
Switzerland
-$4.28M
3
Ameriprise
Ameriprise
Minnesota
-$3.92M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$2.64M
5
Stifel Financial
Stifel Financial
Missouri
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
76
Family Management
New York
– -$232K -12,870 Closed
WS
77
Wedbush Securities
California
– -$232K -12,870 Closed
TCA
78
Transcend Capital Advisors
New Jersey
– -$210K -11,713 Closed
SWM
79
Spire Wealth Management
Virginia
– -$180K -10,000 Closed
FIA
80
FNY Investment Advisers
New York
– -$65K -3,611 Closed
SFS
81
Sowell Financial Services
Arkansas
– -$32K -1,700 Closed
JPLA
82
Joseph P. Lucia & Associates
New York
– -$18K -1,000 Closed
IAIM
83
International Assets Investment Management
Florida
– -$4K -250 Closed
1 2 3
4

BIT Hedge Fund Activity: Q2 2021 in Review

72 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2021, worth a combined $118M — down 11% from $132M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BIT and 9 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 23 added.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $939K. The largest seller was Morgan Stanley, cutting an estimated $4.98M.

  • 72 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2021, down from 76 in Q1 2021.
  • Funds reported $118M of BlackRock Multi-Sector Income Trust stock for Q2 2021, down 11% quarter-over-quarter.
  • 9 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2021 and 13 closed out, a net change of -4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2021 was Private Advisor Group, an estimated $939K added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2021 was Morgan Stanley, an estimated $4.98M sold.

Based on aggregated 13F filings for Q2 2021.