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BlackRock Multi-Sector Income Trust

73 hedge funds and large institutions have $91.1M invested in BlackRock Multi-Sector Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

4% more funds holding

Funds holding: 7073 (+3)

5% more capital invested

Capital invested by funds: $87.1M → $91.1M (+$4.05M)

0.95% more ownership

Funds ownership: 15.93%16.88% (+0.95%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.8M -$217K -15,012 -1%
Ameriprise
2
Ameriprise
Minnesota
$6.6M +$187K +12,901 +3%
UBS Group
3
UBS Group
Switzerland
$6.17M -$38.4K -2,652 -0.6%
Invesco
4
Invesco
Georgia
$5.66M -$499K -34,434 -8%
LPL Financial
5
LPL Financial
California
$4.31M +$2.36M +162,979 +119%
CWP
6
Cyndeo Wealth Partners
Florida
$3.67M +$96K +6,631 +3%
Bank of America
7
Bank of America
North Carolina
$3.48M +$1.43M +98,425 +69%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.45M +$75.5K +5,212 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.87M -$65K -4,491 -2%
SCA
10
Snowden Capital Advisors
New York
$2.86M +$189K +13,053 +7%
Cohen & Steers
11
Cohen & Steers
New York
$2.76M
RJA
12
Raymond James & Associates
Florida
$2.42M -$31.7K -2,191 -1%
FIA
13
Foundations Investment Advisors
Arizona
$2.42M +$2.44M +168,226 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.29M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.73M +$36.2K +2,496 +2%
CAM
16
Cresset Asset Management
Illinois
$1.58M +$1.34M +92,375 +532%
EGA
17
E&G Advisors
Texas
$1.29M -$1.45K -100 -0.1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.2M +$17.6K +1,215 +1%
EW
19
Evoke Wealth
California
$1.17M -$93.6K -6,465 -7%
PAG
20
Private Advisor Group
New Jersey
$1.01M -$52.4K -3,616 -5%
NA
21
NewEdge Advisors
Louisiana
$951K +$87.8K +6,061 +10%
WANY
22
Wealthspire Advisors (New York)
New York
$934K
CAN
23
Cetera Advisor Networks
California
$913K +$36.6K +2,528 +4%
SWP
24
Semus Wealth Partners
Florida
$887K +$9.38K +648 +1%
DC
25
Davenport & Co
Virginia
$851K -$48.7K -3,359 -5%

BIT Hedge Fund Activity: Q2 2023 in Review

73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2023, worth a combined $91.1M — up 4.7% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BIT positions and 4 closed out — a net gain of 4 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.44M. The largest seller was Ramiah Investment Group, cutting an estimated $1.14M.

  • 73 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2023, up from 70 in Q1 2023.
  • Funds reported $91.1M of BlackRock Multi-Sector Income Trust stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2023 was Foundations Investment Advisors, an estimated $2.44M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2023 was Ramiah Investment Group, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2023.