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, Q1 2025
Institutional positions in BlackRock Multi-Sector Income Trust as of Mar 31, 2025. 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
- 79
- −7 vs. Q4 2024
- Shares held
- 7.25M
- +302.2K (+4.4%) vs. Q4 2024
- Total value
- $104.9M
- +$3.54M (+3.5%) vs. Q4 2024
- New holders
- 7
- 29 more added
- Sold out
- 14
- 23 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,351,831 | $19.6M | 0.00% | +100,814+8.1% | Added |
| Cyndeo Wealth Partners, LLC | 733,880 | $10.6M | 0.70% | +170,000+30.1% | Added |
| Ameriprise Financial Inc | 612,965 | $8.86M | 0.00% | +122,906+25.1% | Added |
| Raymond James Financial Inc | 377,072 | $5.46M | 0.00% | +96,283+34.3% | Added |
| Invesco Ltd. | 355,073 | $5.14M | 0.00% | −9,095−2.5% | Reduced |
| LPL Financial LLC | 299,314 | $4.33M | 0.00% | −283,407−48.6% | Reduced |
| UBS Group AG | 281,240 | $4.07M | 0.00% | −360−0.1% | Reduced |
| Envestnet Asset Management Inc | 266,453 | $3.86M | 0.00% | +69,337+35.2% | Added |
| Royal Bank of Canada | 228,320 | $3.31M | 0.00% | −15,008−6.2% | Reduced |
| Bank of America Corp | 220,832 | $3.20M | 0.00% | −7,906−3.5% | Reduced |
| GraniteShares Advisors LLC | 179,644 | $2.60M | 1.66% | +10,890+6.5% | Added |
| Guggenheim Capital LLC | 163,516 | $2.37M | 0.02% | +77,796+90.8% | Added |
| Thrivent Financial for Lutherans | 152,795 | $2.21M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 123,707 | $1.79M | 0.00% | +21,201+20.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 121,151 | $1.75M | 0.01% | −10,699−8.1% | Reduced |
| Atria Wealth Solutions, Inc. | 114,818 | $1.66M | 0.02% | +14,480+14.4% | Added |
| Truist Financial Corp | 108,031 | $1.56M | 0.00% | +108,031 | New |
| U.S. Capital Wealth Advisors, LLC | 105,440 | $1.53M | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 102,970 | $1.49M | 0.00% | +12,290+13.6% | Added |
| Steward Partners Investment Advisory, LLC | 88,320 | $1.28M | 0.01% | +19,506+28.3% | Added |
| GWM Advisors LLC | 82,751 | $1.20M | 0.01% | −2,266−2.7% | Reduced |
| Mariner, LLC | 81,997 | $1.19M | 0.00% | +697+0.9% | Added |
| E&G Advisors, LP | 79,500 | $1.15M | 0.32% | −900−1.1% | Reduced |
| Evoke Wealth, LLC | 79,506 | $1.15M | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 65,252 | $944.8K | 0.01% | −3,232−4.7% | Reduced |
| Janney Montgomery Scott LLC | 58,658 | $849.0K | 0.00% | −150.0% | Reduced |
| Cetera Investment Advisers | 57,594 | $834.0K | 0.00% | +10,362+21.9% | Added |
| First Trust Advisors LP | 57,408 | $831.3K | 0.00% | −834−1.4% | Reduced |
| Cerity Partners LLC | 53,203 | $770.4K | 0.00% | +500+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,374 | $657.0K | 0.00% | +6,977+18.2% | Added |
| Rockefeller Capital Management L.P. | 41,490 | $600.8K | 0.00% | +1,692+4.3% | Added |
| Readystate Asset Management LP | 39,319 | $569.3K | 0.03% | −5,929−13.1% | Reduced |
| Ramiah Investment Group | 34,274 | $496.3K | 0.48% | −9,839−22.3% | Reduced |
| Commonwealth Equity Services, LLC | 32,408 | $469.0K | 0.00% | −940−2.8% | Reduced |
| Davenport & Co LLC | 32,245 | $466.9K | 0.00% | −3,053−8.6% | Reduced |
| Snowden Capital Advisors LLC | 30,318 | $439.0K | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 30,260 | $438.2K | 0.17% | −4,310−12.5% | Reduced |
| Semus Wealth Partners LLC | 27,358 | $396.1K | 0.28% | −5,863−17.6% | Reduced |
| Elm3 Financial Group, LLC | 25,535 | $369.7K | 0.32% | +2,334+10.1% | Added |
| Pekin Hardy Strauss, Inc. | 24,265 | $351.4K | 0.04% | +24,265 | New |
| Advisory Services Network, LLC | 22,472 | $325.4K | 0.01% | +3,182+16.5% | Added |
| Stifel Financial Corp | 18,079 | $261.8K | 0.00% | +502+2.9% | Added |
| First Citizens Financial Corp | 15,603 | $225.9K | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 15,422 | $223.3K | 0.01% | +229+1.5% | Added |
| Walkner Condon Financial Advisors LLC | 14,243 | $206.2K | 0.04% | +743+5.5% | Added |
| HighTower Advisors, LLC | 13,109 | $189.8K | 0.00% | +305+2.4% | Added |
| SMH Capital Advisors Inc | 12,614 | $182.7K | 0.42% | −316−2.4% | Reduced |
| Founders Financial Alliance, LLC | 12,309 | $178.2K | 0.04% | +12,309 | New |
| Clear Creek Financial Management, LLC | 12,291 | $178.0K | 0.02% | −287−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,296 | $177.8K | 0.00% | +70+0.6% | Added |
| Concurrent Investment Advisors, LLC | 12,220 | $176.9K | 0.00% | +30+0.2% | Added |
| Western Wealth Management, LLC | 11,609 | $168.1K | 0.01% | −1,000−7.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 11,105 | $160.0K | 0.04% | +11,105 | New |
| EP Wealth Advisors, LLC | 10,979 | $159.0K | 0.00% | −650−5.6% | Reduced |
| StoneX Group Inc. | 10,331 | $149.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 10,000 | $144.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,980 | $144.5K | 0.00% | +300+3.1% | Added |
| Elequin Capital LP | 9,653 | $139.8K | 0.03% | +9,653 | New |
| Principal Securities, Inc. | 9,071 | $132.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,450 | $93.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,400 | $78.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5,242 | $75.9K | 0.01% | +933+21.7% | Added |
| ORG Wealth Partners, LLC | 3,343 | $48.1K | 0.01% | +3,343 | New |
| Webster Bank, N. A. | 2,255 | $32.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $27.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,820 | $26.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,805 | $26.1K | 0.01% | +45+2.6% | Added |
| Sunbelt Securities, Inc. | 1,500 | $21.7K | 0.00% | +1,500 | New |
| Harbour Investments, Inc. | 1,276 | $18.5K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,098 | $15.9K | 0.00% | +21+1.9% | Added |
| Contravisory Investment Management, Inc. | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,000 | $14.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 550 | $7.96K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $7.49K | 0.00% | −512−99.8% | Reduced |
| Geneos Wealth Management Inc. | 500 | $7.24K | 0.00% | −1,335−72.8% | Reduced |
| The PNC Financial Services Group, Inc. | 500 | $7.24K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $7.24K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 391 | $5.63K | 0.00% | +280+252.3% | Added |
| Allworth Financial LP | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −58,914−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −56,860−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,542−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,508−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −22,620−100.0% | Sold out |
| Primoris Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,750−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −18,622−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,792−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |