SMH CAPITAL ADVISORS INC BIT — BLACKROCK MULTI-SECTOR INC T

Ownership history in SMH CAPITAL ADVISORS INC  ·  27 quarters on record

AI Ownership Summary

SMH CAPITAL ADVISORS INC reported BLACKROCK MULTI-SECTOR INC T (BIT) in 27 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.63% in 2024 Q1. The latest visible filing shows BIT at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMH CAPITAL ADVISORS INC's position in BLACKROCK MULTI-SECTOR INC T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BIT was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIT stock page SMH CAPITAL ADVISORS INC fund profile SMH CAPITAL ADVISORS INC full holdings
How SMH CAPITAL ADVISORS INC held BIT — position size vs. price
% of Fund (quarterly)    BIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 12,685 +43 +0.3% 0.34% $166K 2026-02-12 $12.68
2025 Q3 ADDED — — — 12,642 +226 +1.8% 0.34% $167K 2025-11-13 $12.22
2025 Q2 REDUCED — — — 12,416 -198 -1.6% 0.41% $181K 2025-08-06 $13.32
2025 Q1 REDUCED — — — 12,614 -316 -2.4% 0.42% $183K 2025-05-08 $12.48
2024 Q4 ADDED — — — 12,930 +53 +0.4% 0.46% $189K 2025-02-12 $12.66
2024 Q3 REDUCED — — — 12,877 -542 -4.0% 0.60% $196K 2024-11-08 $12.47
2024 Q2 REDUCED 8.4% +6.8% ❌ 13,419 -1,233 -8.4% 0.60% $196K 2024-08-12 $12.07
2024 Q1 ADDED — — — 14,652 +1,970 +15.5% 0.63% $233K 2024-05-13 $12.26
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIT

As of 2026 Q1 — sorted by position size

Rareview Capital LLC 1.26% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.19% Significant Wealth Partners LLC 0.81% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.76% Yakira Capital Management, Inc. 3Y 7Y 0.63% Shaker Financial Services, LLC 3Y 7Y 0.6% Cyndeo Wealth Partners, LLC 3Y 0.58% Wealth Care LLC 0.58% Ramiah Investment Group 0.43% 1607 Capital Partners, LLC 3Y 7Y 0.39%

FAQ About SMH CAPITAL ADVISORS INC and BIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has SMH CAPITAL ADVISORS INC reported owning BIT?

SMH CAPITAL ADVISORS INC reported BIT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BIT position in SMH CAPITAL ADVISORS INC's portfolio?

The largest reported portfolio weight for BIT was 0.63% in 2024 Q1.

What is the latest reported BIT position on this page?

The most recent filing on this page is 2025 Q4, when SMH CAPITAL ADVISORS INC reported 12,685 shares, equal to 0.34% of portfolio, with an estimated market value of $166K.

What does the chart on this BIT ownership page compare?

The chart compares SMH CAPITAL ADVISORS INC's quarterly BIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SMH CAPITAL ADVISORS INC time their BIT position?

Based on 13F filing dates vs. subsequent BIT price moves, SMH CAPITAL ADVISORS INC correctly timed 8 out of 26 reported position changes (31%). The annualised alpha on BIT relative to SPY over the holding period was -8.6%.

← Back to SMH CAPITAL ADVISORS INC Holdings