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BlackRock Multi-Sector Income Trust

77 hedge funds and large institutions have $91.5M invested in BlackRock Multi-Sector Income Trust in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 22 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

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

5% more funds holding

Funds holding: 7377 (+4)

0% more capital invested

Capital invested by funds: $91.1M → $91.5M (+$410K)

0.04% less ownership

Funds ownership: 16.88%16.84% (-0.04%)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
22
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
$17.1M -$765K -52,264 -4%
Ameriprise
2
Ameriprise
Minnesota
$7.12M +$444K +30,332 +7%
Invesco
3
Invesco
Georgia
$5.99M +$289K +19,741 +5%
LPL Financial
4
LPL Financial
California
$5.86M +$1.55M +105,614 +35%
UBS Group
5
UBS Group
Switzerland
$5.58M -$641K -43,790 -10%
CWP
6
Cyndeo Wealth Partners
Florida
$3.79M +$102K +7,000 +3%
Bank of America
7
Bank of America
North Carolina
$3.69M +$186K +12,709 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.33M -$150K -10,248 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.97M +$73.7K +5,031 +3%
FIA
10
Foundations Investment Advisors
Arizona
$2.83M +$404K +27,565 +16%
Cohen & Steers
11
Cohen & Steers
New York
$2.78M
RJA
12
Raymond James & Associates
Florida
$2.52M +$85.7K +5,854 +3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.25M -$58.6K -4,000 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.82M +$81.2K +5,544 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.5M +$294K +20,059 +24%
EGA
16
E&G Advisors
Texas
$1.3M -$2.93K -200 -0.2%
CAM
17
Cresset Asset Management
Illinois
$1.24M -$349K -23,853 -22%
EW
18
Evoke Wealth
California
$1.18M
Osaic Holdings
19
Osaic Holdings
Arizona
$1.17M +$384K +26,204 +48%
PAG
20
Private Advisor Group
New Jersey
$1.07M +$48.8K +3,330 +5%
GC
21
Guggenheim Capital
Illinois
$1.01M +$388K +26,520 +61%
WANY
22
Wealthspire Advisors (New York)
New York
$941K
SWP
23
Semus Wealth Partners
Florida
$893K +$366 +25 +0%
NA
24
NewEdge Advisors
Louisiana
$854K -$105K -7,168 -11%
CAN
25
Cetera Advisor Networks
California
$810K -$111K -7,560 -12%

BIT Hedge Fund Activity: Q3 2023 in Review

77 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2023, worth a combined $91.5M — up 0.45% from $91.1M 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 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.55M. The largest seller was Snowden Capital Advisors, cutting an estimated $2.71M.

  • 77 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2023, up from 73 in Q2 2023.
  • Funds reported $91.5M of BlackRock Multi-Sector Income Trust stock for Q3 2023, up 0.45% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2023 was LPL Financial, an estimated $1.55M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2023 was Snowden Capital Advisors, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2023.