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, Q4 2021
Institutional positions in BlackRock Multi-Sector Income Trust as of Dec 31, 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
- 68
- −3 vs. Q3 2021
- Shares held
- 5.32M
- −98.5K (−1.8%) vs. Q3 2021
- Total value
- $96.5M
- −$4.89M (−4.8%) vs. Q3 2021
- New holders
- 7
- 27 more added
- Sold out
- 10
- 17 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 899,145 | $16.3M | 0.00% | −250,484−21.8% | Reduced |
| UBS Group AG | 593,498 | $10.8M | 0.00% | −61,849−9.4% | Reduced |
| Cohen & Steers, Inc. | 470,903 | $8.54M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 398,747 | $7.23M | 0.00% | −47,337−10.6% | Reduced |
| Ameriprise Financial Inc | 320,533 | $5.80M | 0.00% | +100,213+45.5% | Added |
| Royal Bank of Canada | 235,903 | $4.28M | 0.00% | −30,679−11.5% | Reduced |
| Thrivent Financial for Lutherans | 194,415 | $3.53M | 0.01% | +20,906+12.0% | Added |
| Bank of America Corp | 145,022 | $2.63M | 0.00% | +1,929+1.3% | Added |
| Wealthspire Advisors, LLC | 145,000 | $2.63M | 0.06% | +55,000+61.1% | Added |
| LPL Financial LLC | 126,352 | $2.29M | 0.00% | +8,316+7.0% | Added |
| Raymond James & Associates | 112,175 | $2.04M | 0.00% | +9,599+9.4% | Added |
| Guggenheim Capital LLC | 100,929 | $1.83M | 0.01% | +3,535+3.6% | Added |
| Evoke Wealth, LLC | 99,529 | $1.82M | 0.06% | +1,631+1.7% | Added |
| First Trust Advisors LP | 96,460 | $1.75M | 0.00% | +729+0.8% | Added |
| E&G Advisors, LP | 95,215 | $1.73M | 0.43% | −300−0.3% | Reduced |
| Apollon Wealth Management, LLC | 94,987 | $1.72M | 0.14% | +16,314+20.7% | Added |
| Wells Fargo & Company | 90,943 | $1.65M | 0.00% | −5,337−5.5% | Reduced |
| Envestnet Asset Management Inc | 80,021 | $1.45M | 0.00% | −524−0.7% | Reduced |
| Private Advisor Group, LLC | 77,347 | $1.40M | 0.01% | +14,232+22.5% | Added |
| Advisors Asset Management, Inc. | 77,077 | $1.40M | 0.02% | −35,362−31.4% | Reduced |
| Cetera Advisor Networks LLC | 74,622 | $1.35M | 0.02% | +1,335+1.8% | Added |
| Davenport & Co LLC | 66,925 | $1.21M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 64,199 | $1.17M | 0.00% | +2,505+4.1% | Added |
| Stratos Wealth Partners, LTD. | 55,080 | $999.0K | 0.02% | +1,230+2.3% | Added |
| Janney Montgomery Scott LLC | 48,980 | $888.0K | 0.00% | −26−0.1% | Reduced |
| Jane Street Group, LLC | 48,821 | $886.0K | 0.00% | +48,821 | New |
| GWM Advisors LLC | 45,620 | $827.0K | 0.01% | +45,620 | New |
| Advisor Group Holdings, Inc. | 44,532 | $808.0K | 0.00% | +204+0.5% | Added |
| Baird Financial Group, Inc. | 34,618 | $628.0K | 0.00% | −1,239−3.5% | Reduced |
| Ramiah Investment Group | 31,747 | $575.9K | 0.39% | +558+1.8% | Added |
| Stifel Financial Corp | 27,189 | $493.0K | 0.00% | +2,404+9.7% | Added |
| Commonwealth Equity Services, LLC | 26,426 | $479.0K | 0.00% | −1,336−4.8% | Reduced |
| Peapack Gladstone Financial Corp | 22,847 | $415.0K | 0.01% | −328−1.4% | Reduced |
| Fiduciary Group LLC | 21,340 | $387.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,909 | $361.0K | 0.00% | +1,970+11.0% | Added |
| Oppenheimer & Co Inc | 18,875 | $342.0K | 0.01% | −5,561−22.8% | Reduced |
| Clear Creek Financial Management, LLC | 15,034 | $273.0K | 0.04% | +768+5.4% | Added |
| Independent Financial Group, LLC | 15,045 | $272.9K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 14,435 | $262.0K | 0.16% | +848+6.2% | Added |
| SMH Capital Advisors Inc | 13,990 | $254.0K | 0.50% | +792+6.0% | Added |
| Truist Financial Corp | 12,788 | $232.0K | 0.00% | −2,050−13.8% | Reduced |
| OTA Financial Group L.P. | 12,030 | $218.0K | 0.15% | +12,030 | New |
| Snowden Capital Advisors LLC | 11,913 | $216.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11,350 | $206.0K | 0.01% | +11,350 | New |
| Transcend Wealth Collective, LLC | 11,188 | $203.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,877 | $197.0K | 0.00% | +23+0.2% | Added |
| Wintrust Investments LLC | 10,846 | $197.0K | 0.02% | +94+0.9% | Added |
| Spire Wealth Management | 10,000 | $181.0K | 0.00% | +10,000 | New |
| JPMorgan Chase & Co | 8,981 | $163.0K | 0.00% | +8,981 | New |
| The PNC Financial Services Group, Inc. | 8,626 | $156.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,519 | $154.0K | 0.00% | +160+1.9% | Added |
| West Oak Capital, LLC | 6,600 | $120.0K | 0.04% | −1,200−15.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,400 | $116.0K | 0.00% | −400−5.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,652 | $84.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,915 | $52.9K | 0.00% | +500+20.7% | Added |
| Webster Bank, N. A. | 2,255 | $41.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,260 | $40.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 2,129 | $39.0K | 0.03% | +42+2.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,900 | $34.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,565 | $28.0K | 0.01% | +529+51.1% | Added |
| NEXT Financial Group, Inc | 1,400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,350 | $24.0K | 0.00% | +1,350 | New |
| Harbour Investments, Inc. | 1,276 | $23.0K | 0.00% | −500−28.2% | Reduced |
| Edge Wealth Management LLC | 1,176 | $21.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $10.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,185−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,995−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |