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BlackRock Multi-Sector Income Trust

87 hedge funds and large institutions have $102M invested in BlackRock Multi-Sector Income Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

10% more funds holding

Funds holding: 7987 (+8)

1.41% more ownership

Funds ownership: 16.85%18.27% (+1.4%)

5% more capital invested

Capital invested by funds: $97.2M → $102M (+$4.53M)

Holders
87
Holders Change
+8
Holders Change %
+10.13%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
24
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.3M +$386K +26,170 +2%
LPL Financial
2
LPL Financial
California
$8.51M +$1.14M +77,324 +15%
CWP
3
Cyndeo Wealth Partners
Florida
$8.23M +$1.86M +126,000 +29%
Ameriprise
4
Ameriprise
Minnesota
$7.15M +$324K +21,972 +5%
Invesco
5
Invesco
Georgia
$5.32M -$81.8K -5,550 -2%
UBS Group
6
UBS Group
Switzerland
$4.11M -$271K -18,395 -6%
Raymond James Financial
7
Raymond James Financial
Florida
$4.1M +$4.14M +280,789 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.55M +$159K +10,791 +5%
Bank of America
9
Bank of America
North Carolina
$3.34M -$57K -3,866 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.88M -$234K -15,871 -7%
GA
11
GraniteShares Advisors
New York
$2.46M +$2.49M +168,754 New
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$2.23M +$289K +19,613 +15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.93M +$222K +15,059 +13%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.54M +$1.55M +105,440 New
Osaic Holdings
15
Osaic Holdings
Arizona
$1.5M +$314K +21,276 +26%
AWS
16
Atria Wealth Solutions
New York
$1.46M +$85.9K +5,825 +6%
Wells Fargo
17
Wells Fargo
California
$1.32M +$220K +14,904 +20%
GC
18
Guggenheim Capital
Illinois
$1.25M +$902K +61,169 +249%
NA
19
NewEdge Advisors
Louisiana
$1.24M +$50.1K +3,397 +4%
Mariner
20
Mariner
Kansas
$1.19M -$18.4K -1,250 -2%
EGA
21
E&G Advisors
Texas
$1.17M -$19.2K -1,300 -2%
EW
22
Evoke Wealth
California
$1.16M
SPIA
23
Steward Partners Investment Advisory
New York
$1M +$106K +7,186 +12%
PAG
24
Private Advisor Group
New Jersey
$1,000K -$215K -14,563 -18%
WAM
25
Wolverine Asset Management
Illinois
$860K -$540K -36,652 -38%

BIT Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2024, worth a combined $102M — up 4.7% from $97.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BIT positions and 12 closed out — a net gain of 10 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was GraniteShares Advisors, opening a new position worth an estimated $2.49M. The largest seller was Cohen & Steers, exiting entirely with an estimated $2.28M sold.

  • 87 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $102M of BlackRock Multi-Sector Income Trust stock for Q4 2024, up 4.7% quarter-over-quarter.
  • 22 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2024 and 12 closed out, a net change of +10 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2024 was GraniteShares Advisors, an estimated $2.49M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2024 was Cohen & Steers, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2024.