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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $10.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,176 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,276 | $23.0K | 0.00% | −500−28.2% | Reduced |
| Covington Capital Management | 1,350 | $24.0K | 0.00% | +1,350 | New |
| NEXT Financial Group, Inc | 1,400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,565 | $28.0K | 0.01% | +529+51.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,900 | $34.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 2,129 | $39.0K | 0.03% | +42+2.0% | Added |
| Geneos Wealth Management Inc. | 2,260 | $40.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,255 | $41.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,915 | $52.9K | 0.00% | +500+20.7% | Added |
| Sugarloaf Wealth Management, LLC | 4,652 | $84.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,400 | $116.0K | 0.00% | −400−5.9% | Reduced |
| West Oak Capital, LLC | 6,600 | $120.0K | 0.04% | −1,200−15.4% | Reduced |
| Rockefeller Capital Management L.P. | 8,519 | $154.0K | 0.00% | +160+1.9% | Added |
| The PNC Financial Services Group, Inc. | 8,626 | $156.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,981 | $163.0K | 0.00% | +8,981 | New |
| Spire Wealth Management | 10,000 | $181.0K | 0.00% | +10,000 | New |
| 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 |
| Transcend Wealth Collective, LLC | 11,188 | $203.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11,350 | $206.0K | 0.01% | +11,350 | New |
| Snowden Capital Advisors LLC | 11,913 | $216.0K | 0.01% | 00.0% | Unchanged |
| OTA Financial Group L.P. | 12,030 | $218.0K | 0.15% | +12,030 | New |
| Truist Financial Corp | 12,788 | $232.0K | 0.00% | −2,050−13.8% | Reduced |
| SMH Capital Advisors Inc | 13,990 | $254.0K | 0.50% | +792+6.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,435 | $262.0K | 0.16% | +848+6.2% | Added |
| Independent Financial Group, LLC | 15,045 | $272.9K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 15,034 | $273.0K | 0.04% | +768+5.4% | Added |
| Oppenheimer & Co Inc | 18,875 | $342.0K | 0.01% | −5,561−22.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,909 | $361.0K | 0.00% | +1,970+11.0% | Added |
| Fiduciary Group LLC | 21,340 | $387.0K | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 22,847 | $415.0K | 0.01% | −328−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 26,426 | $479.0K | 0.00% | −1,336−4.8% | Reduced |
| Stifel Financial Corp | 27,189 | $493.0K | 0.00% | +2,404+9.7% | Added |
| Ramiah Investment Group | 31,747 | $575.9K | 0.39% | +558+1.8% | Added |
| Baird Financial Group, Inc. | 34,618 | $628.0K | 0.00% | −1,239−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 44,532 | $808.0K | 0.00% | +204+0.5% | Added |
| GWM Advisors LLC | 45,620 | $827.0K | 0.01% | +45,620 | New |
| Jane Street Group, LLC | 48,821 | $886.0K | 0.00% | +48,821 | New |
| Janney Montgomery Scott LLC | 48,980 | $888.0K | 0.00% | −26−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 55,080 | $999.0K | 0.02% | +1,230+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,199 | $1.17M | 0.00% | +2,505+4.1% | Added |
| Davenport & Co LLC | 66,925 | $1.21M | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 74,622 | $1.35M | 0.02% | +1,335+1.8% | Added |
| Advisors Asset Management, Inc. | 77,077 | $1.40M | 0.02% | −35,362−31.4% | Reduced |
| Private Advisor Group, LLC | 77,347 | $1.40M | 0.01% | +14,232+22.5% | Added |
| Envestnet Asset Management Inc | 80,021 | $1.45M | 0.00% | −524−0.7% | Reduced |
| Wells Fargo & Company | 90,943 | $1.65M | 0.00% | −5,337−5.5% | Reduced |
| Apollon Wealth Management, LLC | 94,987 | $1.72M | 0.14% | +16,314+20.7% | Added |
| E&G Advisors, LP | 95,215 | $1.73M | 0.43% | −300−0.3% | Reduced |
| First Trust Advisors LP | 96,460 | $1.75M | 0.00% | +729+0.8% | Added |
| Evoke Wealth, LLC | 99,529 | $1.82M | 0.06% | +1,631+1.7% | Added |
| Guggenheim Capital LLC | 100,929 | $1.83M | 0.01% | +3,535+3.6% | Added |
| Raymond James & Associates | 112,175 | $2.04M | 0.00% | +9,599+9.4% | Added |
| LPL Financial LLC | 126,352 | $2.29M | 0.00% | +8,316+7.0% | Added |
| Wealthspire Advisors, LLC | 145,000 | $2.63M | 0.06% | +55,000+61.1% | Added |
| Bank of America Corp | 145,022 | $2.63M | 0.00% | +1,929+1.3% | Added |
| Thrivent Financial for Lutherans | 194,415 | $3.53M | 0.01% | +20,906+12.0% | Added |
| Royal Bank of Canada | 235,903 | $4.28M | 0.00% | −30,679−11.5% | Reduced |
| Ameriprise Financial Inc | 320,533 | $5.80M | 0.00% | +100,213+45.5% | Added |
| Invesco Ltd. | 398,747 | $7.23M | 0.00% | −47,337−10.6% | Reduced |
| Cohen & Steers, Inc. | 470,903 | $8.54M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 593,498 | $10.8M | 0.00% | −61,849−9.4% | Reduced |
| Morgan Stanley | 899,145 | $16.3M | 0.00% | −250,484−21.8% | Reduced |
| 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 |