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BlackRock Multi-Sector Income Trust
BIT

Overview Fund Activity

76 hedge funds and large institutions have $91.3M 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
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.21%
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.86M
2
Ameriprise
2
Ameriprise
Minnesota
$7.12M
3
FIA
3
Foundations Investment Advisors
Arizona
$2.83M
4
GC
4
Guggenheim Capital
Illinois
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.17M

Top Sellers

1
SCA
1
Snowden Capital Advisors
New York
$207K
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
UBS Group
3
UBS Group
Switzerland
$5.58M
4
CAM
4
Cresset Asset Management
Illinois
$1.24M
5
HFRG
5
Houlihan Financial Resource Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.1M -$756K -52,264 -4%
Ameriprise
2
Ameriprise
Minnesota
$7.12M +$441K +30,332 +7%
Invesco
3
Invesco
Georgia
$5.99M +$286K +19,741 +5%
LPL Financial
4
LPL Financial
California
$5.86M +$1.53M +105,614 +35%
UBS Group
5
UBS Group
Switzerland
$5.58M -$634K -43,790 -10%
CWP
6
Cyndeo Wealth Partners
Florida
$3.79M +$101K +7,000 +3%
Bank of America
7
Bank of America
North Carolina
$3.69M +$184K +12,709 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.33M -$148K -10,248 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.97M +$72.8K +5,031 +3%
FIA
10
Foundations Investment Advisors
Arizona
$2.83M +$399K +27,565 +16%
Cohen & Steers
11
Cohen & Steers
New York
$2.78M – – –
RJA
12
Raymond James & Associates
Florida
$2.52M +$84.7K +5,854 +3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.25M -$57.9K -4,000 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.82M +$80.2K +5,544 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.5M +$290K +20,059 +24%
EGA
16
E&G Advisors
Texas
$1.3M -$2.89K -200 -0.2%
CAM
17
Cresset Asset Management
Illinois
$1.24M -$345K -23,853 -22%
EW
18
Evoke Wealth
California
$1.18M – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$1.17M +$379K +26,204 +48%
PAG
20
Private Advisor Group
New Jersey
$1.07M +$48.2K +3,330 +5%
GC
21
Guggenheim Capital
Illinois
$1.01M +$384K +26,520 +61%
WANY
22
Wealthspire Advisors (New York)
New York
$941K – – –
SWP
23
Semus Wealth Partners
Florida
$893K +$362 +25 +0%
NA
24
NewEdge Advisors
Louisiana
$854K -$104K -7,168 -11%
CAN
25
Cetera Advisor Networks
California
$810K -$109K -7,560 -12%
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