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BlackRock Multi-Sector Income Trust
BIT

79 hedge funds and large institutions have $105M invested in BlackRock Multi-Sector Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

3% more capital invested

Capital invested by funds: $102M → $105M (+$3.17M)

0.79% more ownership

Funds ownership: 18.27% → 19.05% (+0.79%)

9% less funds holding

Funds holding: 87 → 79 (-8)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWP
Cyndeo Wealth Partners
Florida
+$2.49M
2
Ameriprise
Ameriprise
Minnesota
+$1.8M
3
Truist Financial
Truist Financial
North Carolina
+$1.58M
4
Morgan Stanley
Morgan Stanley
New York
+$1.48M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.15M
2
WAM
Wolverine Asset Management
Illinois
-$860K
3
LCM
Landscape Capital Management
New Jersey
-$830K
4
WOC
West Oak Capital
California
-$365K
5
Jane Street
Jane Street
New York
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.6M +$1.48M +100,814 +8%
CWP
2
Cyndeo Wealth Partners
Florida
$10.6M +$2.49M +170,000 +30%
Ameriprise
3
Ameriprise
Minnesota
$8.86M +$1.8M +122,906 +25%
Raymond James Financial
4
Raymond James Financial
Florida
$5.46M +$1.41M +96,283 +34%
Invesco
5
Invesco
Georgia
$5.14M -$133K -9,095 -2%
LPL Financial
6
LPL Financial
California
$4.33M -$4.15M -283,407 -49%
UBS Group
7
UBS Group
Switzerland
$4.07M -$5.27K -360 -0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.86M +$1.02M +69,337 +35%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.31M -$220K -15,008 -6%
Bank of America
10
Bank of America
North Carolina
$3.2M -$116K -7,906 -3%
GA
11
GraniteShares Advisors
New York
$2.6M +$160K +10,890 +6%
GC
12
Guggenheim Capital
Illinois
$2.37M +$1.14M +77,796 +91%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.21M – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$1.79M +$311K +21,201 +21%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.75M -$157K -10,699 -8%
AWS
16
Atria Wealth Solutions
New York
$1.66M +$212K +14,480 +14%
Truist Financial
17
Truist Financial
North Carolina
$1.56M +$1.58M +108,031 New
USCWA
18
U.S. Capital Wealth Advisors
Texas
$1.53M – – –
Wells Fargo
19
Wells Fargo
California
$1.49M +$180K +12,290 +14%
SPIA
20
Steward Partners Investment Advisory
New York
$1.28M +$286K +19,506 +28%
NA
21
NewEdge Advisors
Louisiana
$1.2M -$33.2K -2,266 -3%
Mariner
22
Mariner
Kansas
$1.19M +$10.2K +697 +0.9%
EGA
23
E&G Advisors
Texas
$1.15M -$13.2K -900 -1%
EW
24
Evoke Wealth
California
$1.15M – – –
PAG
25
Private Advisor Group
New Jersey
$945K -$47.3K -3,232 -5%
1
2 3 4

BIT Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2025, worth a combined $105M — up 3.1% from $102M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BIT and 7 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 29 added.

The largest buyer was Cyndeo Wealth Partners, adding an estimated $2.49M. The largest seller was LPL Financial, cutting an estimated $4.15M.

  • 79 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2025, down from 87 in Q4 2024.
  • Funds reported $105M of BlackRock Multi-Sector Income Trust stock for Q1 2025, up 3.1% quarter-over-quarter.
  • 7 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2025 and 14 closed out, a net change of -7 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2025 was Cyndeo Wealth Partners, an estimated $2.49M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2025 was LPL Financial, an estimated $4.15M sold.

Based on aggregated 13F filings for Q1 2025.