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 |
|---|---|---|---|---|---|
| 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 |
| Arkadios Wealth Advisors | 224 | $4.00K | 0.00% | −1,658−88.1% | Reduced |
| Signaturefd, LLC | 189 | $4.00K | 0.00% | +4+2.2% | Added |
| Joseph P. Lucia & Associates, LLC | 300 | $6.00K | 0.00% | +300 | New |
| O'Shaughnessy Asset Management, LLC | 505 | $9.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $11.2K | 0.00% | +600 | New |
| 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 |
| Edge Wealth Management LLC | 1,176 | $22.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,776 | $33.0K | 0.00% | −1,347−43.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,900 | $36.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,995 | $37.0K | 0.00% | −5−0.3% | Reduced |
| Syverson Strege & Co | 2,087 | $39.0K | 0.03% | +41+2.0% | Added |
| Lindbrook Capital, LLC | 2,115 | $40.0K | 0.01% | −958−31.2% | Reduced |
| 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 |
| American Portfolios Advisors | 2,415 | $45.2K | 0.00% | +215+9.8% | Added |
| Sugarloaf Wealth Management, LLC | 4,652 | $87.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,800 | $127.0K | 0.00% | +200+3.0% | Added |
| West Oak Capital, LLC | 7,800 | $146.0K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,359 | $156.0K | 0.00% | +158+1.9% | Added |
| The PNC Financial Services Group, Inc. | 8,626 | $161.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 10,752 | $201.0K | 0.03% | −276−2.5% | Reduced |
| Cetera Investment Advisers | 10,854 | $203.0K | 0.00% | +824+8.2% | Added |
| Transcend Wealth Collective, LLC | 11,188 | $211.0K | 0.02% | +11,188 | New |
| Snowden Capital Advisors LLC | 11,913 | $222.9K | 0.01% | +725+6.5% | Added |
| Kestra Advisory Services, LLC | 12,185 | $228.0K | 0.00% | +2,146+21.4% | Added |
| SMH Capital Advisors Inc | 13,198 | $247.0K | 0.45% | −311−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,587 | $254.0K | 0.16% | −795−5.5% | Reduced |
| Clear Creek Financial Management, LLC | 14,266 | $267.0K | 0.04% | −20,858−59.4% | Reduced |
| Truist Financial Corp | 14,838 | $278.0K | 0.00% | −3,418−18.7% | Reduced |
| Independent Financial Group, LLC | 15,045 | $281.5K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,939 | $336.0K | 0.00% | +5,020+38.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 20,000 | $374.0K | 0.02% | +20,000 | New |
| Fiduciary Group LLC | 21,340 | $403.0K | 0.05% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 23,175 | $434.0K | 0.01% | +10.0% | Added |
| Oppenheimer & Co Inc | 24,436 | $457.0K | 0.01% | +8,825+56.5% | Added |
| Stifel Financial Corp | 24,785 | $464.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,762 | $519.0K | 0.00% | +319+1.2% | Added |
| Ramiah Investment Group | 31,189 | $583.5K | 0.42% | +4,474+16.7% | Added |
| Baird Financial Group, Inc. | 35,857 | $671.0K | 0.00% | −1,839−4.9% | Reduced |
| Mid Atlantic Financial Management Inc | 42,515 | $795.0K | 0.05% | +10,700+33.6% | Added |
| Advisor Group Holdings, Inc. | 44,328 | $830.0K | 0.00% | −9,833−18.2% | Reduced |
| Janney Montgomery Scott LLC | 49,006 | $917.0K | 0.00% | −4,836−9.0% | Reduced |
| Stratos Wealth Partners, LTD. | 53,850 | $1.01M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 61,694 | $1.15M | 0.00% | −5,369−8.0% | Reduced |
| Private Advisor Group, LLC | 63,115 | $1.18M | 0.01% | +12,565+24.9% | Added |
| Davenport & Co LLC | 66,925 | $1.25M | 0.01% | +5,200+8.4% | Added |
| Cetera Advisor Networks LLC | 73,287 | $1.37M | 0.02% | +25,029+51.9% | Added |
| Apollon Wealth Management, LLC | 78,673 | $1.47M | 0.20% | +48,116+157.5% | Added |
| Envestnet Asset Management Inc | 80,545 | $1.51M | 0.00% | +1,457+1.8% | Added |
| Wealthspire Advisors, LLC | 90,000 | $1.68M | 0.03% | +90,000 | New |
| E&G Advisors, LP | 95,515 | $1.79M | 0.48% | +95,515 | Added |
| First Trust Advisors LP | 95,731 | $1.79M | 0.00% | +1,004+1.1% | Added |
| Wells Fargo & Company | 96,280 | $1.80M | 0.00% | −11,641−10.8% | Reduced |
| Guggenheim Capital LLC | 97,394 | $1.82M | 0.01% | −18,391−15.9% | Reduced |
| Evoke Wealth, LLC | 97,898 | $1.83M | 0.07% | +10,633+12.2% | Added |
| Raymond James & Associates | 102,576 | $1.92M | 0.00% | −7,676−7.0% | Reduced |
| Advisors Asset Management, Inc. | 112,439 | $2.10M | 0.03% | −28,131−20.0% | Reduced |
| LPL Financial LLC | 118,036 | $2.21M | 0.00% | +10,478+9.7% | Added |
| Bank of America Corp | 143,093 | $2.68M | 0.00% | +3,216+2.3% | Added |
| Thrivent Financial for Lutherans | 173,509 | $3.25M | 0.01% | +21,049+13.8% | Added |
| Ameriprise Financial Inc | 220,320 | $4.13M | 0.00% | +11,101+5.3% | Added |
| Royal Bank of Canada | 266,582 | $4.99M | 0.00% | −26,441−9.0% | Reduced |
| Invesco Ltd. | 446,084 | $8.35M | 0.00% | −8,018−1.8% | Reduced |
| Cohen & Steers, Inc. | 470,903 | $8.81M | 0.02% | −213,765−31.2% | Reduced |
| UBS Group AG | 655,347 | $12.3M | 0.01% | −9,086−1.4% | Reduced |
| Morgan Stanley | 1,149,629 | $21.5M | 0.00% | −315,007−21.5% | Reduced |
| 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 |