BlackRock Multi-Sector Income Trust
BIT- Exchange
- NYSE
- SEC CIK
- 0001562818
No open-market purchases or sales by BlackRock Multi-Sector Income Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $224.0M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in BlackRock Multi-Sector Income Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 72
- +1 vs. Q2 2021
- Shares held
- 5.46M
- −703.3K (−11.4%) vs. Q2 2021
- Total value
- $102.2M
- −$14.6M (−12.5%) vs. Q2 2021
- New holders
- 7
- 27 more added
- Sold out
- 6
- 22 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BIT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $224.0M |
| Q1 2026 | 100 | $229.4M |
| Q4 2025 | 107 | $227.5M |
| Q3 2025 | 105 | $227.0M |
| Q2 2025 | 73 | $103.9M |
| Q1 2025 | 79 | $104.9M |
| Q4 2024 | 87 | $101.4M |
| Q3 2024 | 79 | $97.3M |
| Q2 2024 | 80 | $90.8M |
| Q1 2024 | 76 | $100.8M |
| Q4 2023 | 79 | $97.6M |
| Q3 2023 | 77 | $91.5M |
| Q2 2023 | 73 | $91.1M |
| Q1 2023 | 70 | $87.6M |
| Q4 2022 | 83 | $82.6M |
| Q3 2022 | 77 | $81.7M |
| Q2 2022 | 73 | $83.4M |
| Q1 2022 | 66 | $92.9M |
| Q4 2021 | 68 | $96.5M |
| Q3 2021 | 72 | $102.2M |
| Q2 2021 | 73 | $118.0M |
| Q1 2021 | 76 | $132.5M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,149,629 | $21.5M | 0.00% | −315,007−21.5% | Reduced |
| UBS Group AG | 655,347 | $12.3M | 0.01% | −9,086−1.4% | Reduced |
| Cohen & Steers, Inc. | 470,903 | $8.81M | 0.02% | −213,765−31.2% | Reduced |
| Invesco Ltd. | 446,084 | $8.35M | 0.00% | −8,018−1.8% | Reduced |
| Royal Bank of Canada | 266,582 | $4.99M | 0.00% | −26,441−9.0% | Reduced |
| Ameriprise Financial Inc | 220,320 | $4.13M | 0.00% | +11,101+5.3% | Added |
| Thrivent Financial for Lutherans | 173,509 | $3.25M | 0.01% | +21,049+13.8% | Added |
| Bank of America Corp | 143,093 | $2.68M | 0.00% | +3,216+2.3% | Added |
| LPL Financial LLC | 118,036 | $2.21M | 0.00% | +10,478+9.7% | Added |
| Advisors Asset Management, Inc. | 112,439 | $2.10M | 0.03% | −28,131−20.0% | Reduced |
| Raymond James & Associates | 102,576 | $1.92M | 0.00% | −7,676−7.0% | Reduced |
| Evoke Wealth, LLC | 97,898 | $1.83M | 0.07% | +10,633+12.2% | Added |
| Guggenheim Capital LLC | 97,394 | $1.82M | 0.01% | −18,391−15.9% | Reduced |
| Wells Fargo & Company | 96,280 | $1.80M | 0.00% | −11,641−10.8% | Reduced |
| First Trust Advisors LP | 95,731 | $1.79M | 0.00% | +1,004+1.1% | Added |
| E&G Advisors, LP | 95,515 | $1.79M | 0.48% | +95,515 | Added |
| Wealthspire Advisors, LLC | 90,000 | $1.68M | 0.03% | +90,000 | New |
| Envestnet Asset Management Inc | 80,545 | $1.51M | 0.00% | +1,457+1.8% | Added |
| Apollon Wealth Management, LLC | 78,673 | $1.47M | 0.20% | +48,116+157.5% | Added |
| Cetera Advisor Networks LLC | 73,287 | $1.37M | 0.02% | +25,029+51.9% | Added |
| Davenport & Co LLC | 66,925 | $1.25M | 0.01% | +5,200+8.4% | Added |
| Private Advisor Group, LLC | 63,115 | $1.18M | 0.01% | +12,565+24.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 61,694 | $1.15M | 0.00% | −5,369−8.0% | Reduced |
| Stratos Wealth Partners, LTD. | 53,850 | $1.01M | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 49,006 | $917.0K | 0.00% | −4,836−9.0% | Reduced |
| Advisor Group Holdings, Inc. | 44,328 | $830.0K | 0.00% | −9,833−18.2% | Reduced |
| Mid Atlantic Financial Management Inc | 42,515 | $795.0K | 0.05% | +10,700+33.6% | Added |
| Baird Financial Group, Inc. | 35,857 | $671.0K | 0.00% | −1,839−4.9% | Reduced |
| Ramiah Investment Group | 31,189 | $583.5K | 0.42% | +4,474+16.7% | Added |
| Commonwealth Equity Services, LLC | 27,762 | $519.0K | 0.00% | +319+1.2% | Added |
| Stifel Financial Corp | 24,785 | $464.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 24,436 | $457.0K | 0.01% | +8,825+56.5% | Added |
| Peapack Gladstone Financial Corp | 23,175 | $434.0K | 0.01% | +10.0% | Added |
| Fiduciary Group LLC | 21,340 | $403.0K | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 20,000 | $374.0K | 0.02% | +20,000 | New |
| Cambridge Investment Research Advisors, Inc. | 17,939 | $336.0K | 0.00% | +5,020+38.9% | Added |
| Independent Financial Group, LLC | 15,045 | $281.5K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 14,838 | $278.0K | 0.00% | −3,418−18.7% | Reduced |
| Clear Creek Financial Management, LLC | 14,266 | $267.0K | 0.04% | −20,858−59.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,587 | $254.0K | 0.16% | −795−5.5% | Reduced |
| SMH Capital Advisors Inc | 13,198 | $247.0K | 0.45% | −311−2.3% | Reduced |
| Kestra Advisory Services, LLC | 12,185 | $228.0K | 0.00% | +2,146+21.4% | Added |
| Snowden Capital Advisors LLC | 11,913 | $222.9K | 0.01% | +725+6.5% | Added |
| Transcend Wealth Collective, LLC | 11,188 | $211.0K | 0.02% | +11,188 | New |
| Cetera Investment Advisers | 10,854 | $203.0K | 0.00% | +824+8.2% | Added |
| Wintrust Investments LLC | 10,752 | $201.0K | 0.03% | −276−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,626 | $161.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,359 | $156.0K | 0.00% | +158+1.9% | Added |
| West Oak Capital, LLC | 7,800 | $146.0K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,800 | $127.0K | 0.00% | +200+3.0% | Added |
| Sugarloaf Wealth Management, LLC | 4,652 | $87.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,415 | $45.2K | 0.00% | +215+9.8% | Added |
| Webster Bank, N. A. | 2,255 | $42.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,260 | $42.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,115 | $40.0K | 0.01% | −958−31.2% | Reduced |
| Syverson Strege & Co | 2,087 | $39.0K | 0.03% | +41+2.0% | Added |
| Citigroup Inc | 1,995 | $37.0K | 0.00% | −5−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,900 | $36.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,776 | $33.0K | 0.00% | −1,347−43.1% | Reduced |
| NEXT Financial Group, Inc | 1,400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,176 | $22.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,036 | $19.0K | 0.00% | +21+2.1% | Added |
| Estabrook Capital Management | 600 | $11.2K | 0.00% | +600 | New |
| O'Shaughnessy Asset Management, LLC | 505 | $9.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 300 | $6.00K | 0.00% | +300 | New |
| Arkadios Wealth Advisors | 224 | $4.00K | 0.00% | −1,658−88.1% | Reduced |
| Signaturefd, LLC | 189 | $4.00K | 0.00% | +4+2.2% | Added |
| Crescent Capital Consulting, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $2.00K | 0.00% | +40 | New |
| Allworth Financial LP | 100 | $2.00K | 0.00% | +100 | New |
| Eaton Vance Management | 0 | $0 | 0.00% | −313,300−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −47,569−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −39,395−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −11,302−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |