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BlackRock Multi-Sector Income Trust

72 hedge funds and large institutions have $104M invested in BlackRock Multi-Sector Income Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

0.28% less ownership

Funds ownership: 19.05%18.77% (-0.28%)

1% less capital invested

Capital invested by funds: $105M → $104M (-$1.06M)

9% less funds holding

Funds holding: 7972 (-7)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
72
Holders Change
-7
Holders Change %
-8.86%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.8M -$921K -65,137 -5%
CWP
2
Cyndeo Wealth Partners
Florida
$9.76M -$921K -65,110 -9%
LPL Financial
3
LPL Financial
California
$7.51M +$3.05M +215,358 +72%
Ameriprise
4
Ameriprise
Minnesota
$6.37M -$2.5M -177,002 -29%
Invesco
5
Invesco
Georgia
$5.13M -$50.1K -3,546 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$5.03M -$461K -32,573 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.25M +$347K +24,537 +9%
UBS Group
8
UBS Group
Switzerland
$4.1M -$8.1K -573 -0.2%
GC
9
Guggenheim Capital
Illinois
$3.96M +$1.53M +107,911 +66%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.17M -$154K -10,873 -5%
Bank of America
11
Bank of America
North Carolina
$3.16M -$60.6K -4,283 -2%
GA
12
GraniteShares Advisors
New York
$2.8M +$169K +11,979 +7%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.23M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.93M +$1.87M +132,289 New
Osaic Holdings
15
Osaic Holdings
Arizona
$1.75M -$57.8K -4,089 -3%
Truist Financial
16
Truist Financial
North Carolina
$1.7M +$124K +8,743 +8%
Mariner
17
Mariner
Kansas
$1.51M +$307K +21,700 +26%
SPIA
18
Steward Partners Investment Advisory
New York
$1.46M +$169K +11,917 +13%
Wells Fargo
19
Wells Fargo
California
$1.3M -$196K -13,876 -13%
NA
20
NewEdge Advisors
Louisiana
$1.23M +$23.7K +1,678 +2%
EW
21
Evoke Wealth
California
$1.16M
EGA
22
E&G Advisors
Texas
$1.14M -$15.6K -1,100 -1%
PHS
23
Pekin Hardy Strauss
Illinois
$1.03M +$652K +46,100 +190%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$989K -$755K -53,417 -44%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$956K +$96.7K +6,835 +12%

BIT Hedge Fund Activity: Q2 2025 in Review

72 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2025, worth a combined $104M — down 1% from $105M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BIT and 8 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 23 added.

The largest buyer was LPL Financial, adding an estimated $3.05M. The largest seller was Ameriprise, cutting an estimated $2.5M.

  • 72 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2025, down from 79 in Q1 2025.
  • Funds reported $104M of BlackRock Multi-Sector Income Trust stock for Q2 2025, down 1% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2025 and 15 closed out, a net change of -7 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2025 was LPL Financial, an estimated $3.05M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2025 was Ameriprise, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2025.