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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

69 hedge funds and large institutions have $86.8M invested in BlackRock Multi-Sector Income Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-13
Holders Change %
-15.85%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
33
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$2.98M
2
Ameriprise
Ameriprise
Minnesota
$6.8M
3
CWP
Cyndeo Wealth Partners
Florida
$3.63M
4
Morgan Stanley
Morgan Stanley
New York
$18.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.43M

Top Sellers

1
PCM
Penserra Capital Management
California
$0
2
AWM
Apollon Wealth Management
South Carolina
$0
3
AAM
Advisors Asset Management
Colorado
$0
4
WANY
Wealthspire Advisors (New York)
New York
$948K
5
First Trust Advisors
First Trust Advisors
Illinois
$873K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.3M +$562K +38,498 +3%
Ameriprise
2
Ameriprise
Minnesota
$6.8M +$1.94M +127,240 +40%
UBS Group
3
UBS Group
Switzerland
$6.31M -$170K -11,627 -3%
Invesco
4
Invesco
Georgia
$6.25M -$238K -16,322 -4%
CWP
5
Cyndeo Wealth Partners
Florida
$3.63M +$1.78M +121,965 +96%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.43M +$553K +37,890 +19%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.98M +$2.25M +153,998 +305%
Cohen & Steers
8
Cohen & Steers
New York
$2.8M – – –
SCA
9
Snowden Capital Advisors
New York
$2.72M +$274K +18,798 +11%
RJA
10
Raymond James & Associates
Florida
$2.49M +$65.2K +4,470 +3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$2.32M +$43.8K +3,000 +2%
Bank of America
12
Bank of America
North Carolina
$2.1M +$55.6K +3,811 +3%
LPL Financial
13
LPL Financial
California
$1.99M +$13.4K +917 +0.7%
RIG
14
Ramiah Investment Group
Wisconsin
$1.79M -$21.9K -1,503 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.72M +$447K +30,606 +35%
EGA
16
E&G Advisors
Texas
$1.31M -$7.3K -500 -0.6%
EW
17
Evoke Wealth
California
$1.28M – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.2M +$13.3K +914 +1%
Mariner
19
Mariner
Kansas
$1.18M +$119K +8,167 +11%
PAG
20
Private Advisor Group
New Jersey
$1.08M +$303K +20,800 +39%
WANY
21
Wealthspire Advisors (New York)
New York
$948K -$492K -33,694 -34%
DC
22
Davenport & Co
Virginia
$913K +$554 +38 +0.1%
GC
23
Guggenheim Capital
Illinois
$900K +$169K +11,553 +23%
SWP
24
Semus Wealth Partners
Florida
$891K -$39.5K -2,709 -4%
CAN
25
Cetera Advisor Networks
California
$890K +$72.4K +4,959 +9%
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