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, Q2 2023
Institutional positions in BlackRock Multi-Sector Income Trust as of Jun 30, 2023. 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
- 73
- +4 vs. Q1 2023
- Shares held
- 6.34M
- +383.3K (+6.4%) vs. Q1 2023
- Total value
- $91.1M
- +$3.93M (+4.5%) vs. Q1 2023
- New holders
- 8
- 27 more added
- Sold out
- 4
- 21 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 100 | $1.44K | 0.00% | −2,100−95.5% | Reduced |
| Farther Finance Advisors, LLC | 209 | $3.00K | 0.00% | +209 | New |
| Carolinas Wealth Consulting LLC | 348 | $5.00K | 0.00% | +9+2.7% | Added |
| Allworth Financial LP | 400 | $5.75K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $7.18K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 503 | $7.23K | 0.00% | +503 | New |
| Estabrook Capital Management | 600 | $8.62K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,276 | $18.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $27.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,255 | $32.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 3,260 | $47.1K | 0.01% | +3,260 | New |
| West Oak Capital, LLC | 4,100 | $58.9K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 4,309 | $61.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,652 | $66.8K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,700 | $81.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,278 | $90.2K | 0.00% | +2,733+77.1% | Added |
| Steward Partners Investment Advisory, LLC | 7,241 | $104.1K | 0.00% | +521+7.8% | Added |
| Coastal Bridge Advisors, LLC | 10,204 | $146.6K | 0.04% | +98+1.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,384 | $149.2K | 0.07% | +182+1.8% | Added |
| Mariner, LLC | 11,250 | $161.7K | 0.00% | −69,834−86.1% | Reduced |
| Truist Financial Corp | 11,332 | $162.8K | 0.00% | +11,332 | New |
| Wintrust Investments LLC | 11,541 | $166.0K | 0.02% | +313+2.8% | Added |
| Clear Creek Financial Management, LLC | 13,248 | $190.4K | 0.03% | −73−0.5% | Reduced |
| Consolidated Portfolio Review Corp | 14,698 | $211.2K | 0.05% | +14,698 | New |
| HighTower Advisors, LLC | 15,273 | $220.0K | 0.00% | +1,121+7.9% | Added |
| Stifel Financial Corp | 15,366 | $220.8K | 0.00% | +877+6.1% | Added |
| LaSalle St. Investment Advisors, LLC | 15,462 | $222.0K | 0.10% | −4,460−22.4% | Reduced |
| First Citizens Financial Corp | 15,603 | $224.2K | 0.15% | +15,603 | New |
| Western Wealth Management, LLC | 16,587 | $238.4K | 0.02% | +14+0.1% | Added |
| SMH Capital Advisors Inc | 17,511 | $252.0K | 0.55% | −207−1.2% | Reduced |
| Independent Financial Group, LLC | 17,663 | $253.8K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 17,876 | $257.0K | 0.00% | −2,949−14.2% | Reduced |
| Fiduciary Group LLC | 18,890 | $271.4K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,468 | $279.8K | 0.01% | −400−2.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 19,200 | $281.0K | 0.01% | +19,200 | New |
| Midwest Heritage Bank, FSB | 20,200 | $290.3K | 0.22% | −2,612−11.5% | Reduced |
| Stratos Wealth Partners, LTD. | 21,359 | $306.9K | 0.01% | +1,874+9.6% | Added |
| Commonwealth Equity Services, LLC | 33,197 | $477.0K | 0.00% | −2,591−7.2% | Reduced |
| Rockefeller Capital Management L.P. | 36,462 | $524.0K | 0.00% | +923+2.6% | Added |
| Atria Wealth Solutions, Inc. | 42,749 | $614.3K | 0.01% | +9,961+30.4% | Added |
| Guggenheim Capital LLC | 43,480 | $624.8K | 0.00% | −18,195−29.5% | Reduced |
| Ramiah Investment Group | 44,144 | $634.3K | 0.62% | −78,450−64.0% | Reduced |
| Wells Fargo & Company | 51,208 | $735.9K | 0.00% | +353+0.7% | Added |
| Cerity Partners LLC | 52,703 | $757.3K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 53,873 | $774.0K | 0.00% | +500+0.9% | Added |
| Advisor Group Holdings, Inc. | 54,555 | $784.0K | 0.00% | +5,271+10.7% | Added |
| First Trust Advisors LP | 56,086 | $806.0K | 0.00% | −3,750−6.3% | Reduced |
| Davenport & Co LLC | 59,242 | $851.3K | 0.01% | −3,359−5.4% | Reduced |
| Semus Wealth Partners LLC | 61,711 | $886.8K | 0.81% | +648+1.1% | Added |
| Cetera Advisor Networks LLC | 63,536 | $913.0K | 0.01% | +2,528+4.1% | Added |
| Wealthspire Advisors, LLC | 65,000 | $934.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 66,182 | $951.0K | 0.01% | +6,061+10.1% | Added |
| Private Advisor Group, LLC | 70,542 | $1.01M | 0.01% | −3,616−4.9% | Reduced |
| Evoke Wealth, LLC | 81,501 | $1.17M | 0.04% | −6,465−7.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,366 | $1.20M | 0.01% | +1,215+1.5% | Added |
| E&G Advisors, LP | 89,715 | $1.29M | 0.45% | −100−0.1% | Reduced |
| Cresset Asset Management, LLC | 109,751 | $1.58M | 0.01% | +92,375+531.6% | Added |
| Envestnet Asset Management Inc | 120,302 | $1.73M | 0.00% | +2,496+2.1% | Added |
| Thrivent Financial for Lutherans | 159,182 | $2.29M | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 168,226 | $2.42M | 0.08% | +168,226 | New |
| Raymond James & Associates | 168,598 | $2.42M | 0.00% | −2,191−1.3% | Reduced |
| Cohen & Steers, Inc. | 191,884 | $2.76M | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 199,201 | $2.86M | 0.10% | +13,053+7.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 199,986 | $2.87M | 0.01% | −4,491−2.2% | Reduced |
| Royal Bank of Canada | 240,174 | $3.45M | 0.00% | +5,212+2.2% | Added |
| Bank of America Corp | 242,054 | $3.48M | 0.00% | +98,425+68.5% | Added |
| Cyndeo Wealth Partners, LLC | 255,135 | $3.67M | 0.38% | +6,631+2.7% | Added |
| LPL Financial LLC | 299,616 | $4.31M | 0.00% | +162,979+119.3% | Added |
| Invesco Ltd. | 393,916 | $5.66M | 0.00% | −34,434−8.0% | Reduced |
| UBS Group AG | 429,666 | $6.17M | 0.00% | −2,652−0.6% | Reduced |
| Ameriprise Financial Inc | 459,232 | $6.60M | 0.00% | +12,901+2.9% | Added |
| Morgan Stanley | 1,236,629 | $17.8M | 0.00% | −15,012−1.2% | Reduced |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −17,847−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Sunesis Advisors, LLC | – | – | – | – | Not filed |