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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 391 | $5.63K | 0.00% | +280+252.3% | Added |
| 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 |
| Curio Wealth, LLC | 1 | $7.49K | 0.00% | −512−99.8% | Reduced |
| Westside Investment Management, Inc. | 550 | $7.96K | 0.00% | 00.0% | Unchanged |
| 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 |
| Golden State Wealth Management, LLC | 1,098 | $15.9K | 0.00% | +21+1.9% | Added |
| Harbour Investments, Inc. | 1,276 | $18.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,500 | $21.7K | 0.00% | +1,500 | New |
| Creekmur Asset Management LLC | 1,805 | $26.1K | 0.01% | +45+2.6% | Added |
| US Bancorp | 1,820 | $26.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $27.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,255 | $32.7K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,343 | $48.1K | 0.01% | +3,343 | New |
| Private Trust Co NA | 5,242 | $75.9K | 0.01% | +933+21.7% | Added |
| CoreCap Advisors, LLC | 5,400 | $78.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,450 | $93.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9,071 | $132.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 9,653 | $139.8K | 0.03% | +9,653 | New |
| Northwestern Mutual Wealth Management Co | 9,980 | $144.5K | 0.00% | +300+3.1% | Added |
| Spire Wealth Management | 10,000 | $144.8K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,331 | $149.6K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,979 | $159.0K | 0.00% | −650−5.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 11,105 | $160.0K | 0.04% | +11,105 | New |
| Western Wealth Management, LLC | 11,609 | $168.1K | 0.01% | −1,000−7.9% | Reduced |
| Concurrent Investment Advisors, LLC | 12,220 | $176.9K | 0.00% | +30+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,296 | $177.8K | 0.00% | +70+0.6% | Added |
| Clear Creek Financial Management, LLC | 12,291 | $178.0K | 0.02% | −287−2.3% | Reduced |
| Founders Financial Alliance, LLC | 12,309 | $178.2K | 0.04% | +12,309 | New |
| SMH Capital Advisors Inc | 12,614 | $182.7K | 0.42% | −316−2.4% | Reduced |
| HighTower Advisors, LLC | 13,109 | $189.8K | 0.00% | +305+2.4% | Added |
| Walkner Condon Financial Advisors LLC | 14,243 | $206.2K | 0.04% | +743+5.5% | Added |
| Independent Financial Group, LLC | 15,422 | $223.3K | 0.01% | +229+1.5% | Added |
| First Citizens Financial Corp | 15,603 | $225.9K | 0.13% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,079 | $261.8K | 0.00% | +502+2.9% | Added |
| Advisory Services Network, LLC | 22,472 | $325.4K | 0.01% | +3,182+16.5% | Added |
| Pekin Hardy Strauss, Inc. | 24,265 | $351.4K | 0.04% | +24,265 | New |
| Elm3 Financial Group, LLC | 25,535 | $369.7K | 0.32% | +2,334+10.1% | Added |
| Semus Wealth Partners LLC | 27,358 | $396.1K | 0.28% | −5,863−17.6% | Reduced |
| Shaker Financial Services, LLC | 30,260 | $438.2K | 0.17% | −4,310−12.5% | Reduced |
| Snowden Capital Advisors LLC | 30,318 | $439.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 32,245 | $466.9K | 0.00% | −3,053−8.6% | Reduced |
| Commonwealth Equity Services, LLC | 32,408 | $469.0K | 0.00% | −940−2.8% | Reduced |
| Ramiah Investment Group | 34,274 | $496.3K | 0.48% | −9,839−22.3% | Reduced |
| Readystate Asset Management LP | 39,319 | $569.3K | 0.03% | −5,929−13.1% | Reduced |
| Rockefeller Capital Management L.P. | 41,490 | $600.8K | 0.00% | +1,692+4.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,374 | $657.0K | 0.00% | +6,977+18.2% | Added |
| Cerity Partners LLC | 53,203 | $770.4K | 0.00% | +500+0.9% | Added |
| First Trust Advisors LP | 57,408 | $831.3K | 0.00% | −834−1.4% | Reduced |
| Cetera Investment Advisers | 57,594 | $834.0K | 0.00% | +10,362+21.9% | Added |
| Janney Montgomery Scott LLC | 58,658 | $849.0K | 0.00% | −150.0% | Reduced |
| Private Advisor Group, LLC | 65,252 | $944.8K | 0.01% | −3,232−4.7% | Reduced |
| Evoke Wealth, LLC | 79,506 | $1.15M | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 79,500 | $1.15M | 0.32% | −900−1.1% | Reduced |
| Mariner, LLC | 81,997 | $1.19M | 0.00% | +697+0.9% | Added |
| GWM Advisors LLC | 82,751 | $1.20M | 0.01% | −2,266−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 88,320 | $1.28M | 0.01% | +19,506+28.3% | Added |
| Wells Fargo & Company | 102,970 | $1.49M | 0.00% | +12,290+13.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 105,440 | $1.53M | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 108,031 | $1.56M | 0.00% | +108,031 | New |
| Atria Wealth Solutions, Inc. | 114,818 | $1.66M | 0.02% | +14,480+14.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 121,151 | $1.75M | 0.01% | −10,699−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 123,707 | $1.79M | 0.00% | +21,201+20.7% | Added |
| Thrivent Financial for Lutherans | 152,795 | $2.21M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 163,516 | $2.37M | 0.02% | +77,796+90.8% | Added |
| GraniteShares Advisors LLC | 179,644 | $2.60M | 1.66% | +10,890+6.5% | Added |
| Bank of America Corp | 220,832 | $3.20M | 0.00% | −7,906−3.5% | Reduced |
| Royal Bank of Canada | 228,320 | $3.31M | 0.00% | −15,008−6.2% | Reduced |
| Envestnet Asset Management Inc | 266,453 | $3.86M | 0.00% | +69,337+35.2% | Added |
| UBS Group AG | 281,240 | $4.07M | 0.00% | −360−0.1% | Reduced |
| LPL Financial LLC | 299,314 | $4.33M | 0.00% | −283,407−48.6% | Reduced |
| Invesco Ltd. | 355,073 | $5.14M | 0.00% | −9,095−2.5% | Reduced |
| Raymond James Financial Inc | 377,072 | $5.46M | 0.00% | +96,283+34.3% | Added |
| Ameriprise Financial Inc | 612,965 | $8.86M | 0.00% | +122,906+25.1% | Added |
| Cyndeo Wealth Partners, LLC | 733,880 | $10.6M | 0.70% | +170,000+30.1% | Added |
| Morgan Stanley | 1,351,831 | $19.6M | 0.00% | +100,814+8.1% | Added |
| 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 |