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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

59 hedge funds and large institutions have $76.4M invested in BlackRock Floating Rate Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
$1.08M
2
AWM
AE Wealth Management
Kansas
$2.94M
3
WWM
Wagner Wealth Management
South Carolina
$5.24M
4
AAM
Advisors Asset Management
Colorado
$3.1M
5
LPL Financial
LPL Financial
California
$858K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.94M
2
SFS
Shaker Financial Services
Virginia
$0
3
LSC
Logan Stone Capital
Illinois
$0
4
GC
Guggenheim Capital
Illinois
$6.32M
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$624K -$61.1K -5,239 -9%
CA
27
Cornerstone Advisory
Maryland
$583K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$476K +$8.05K +691 +2%
PA
29
Pinnacle Associates
New York
$440K +$117 +10 +0%
JRCM
30
Jones Road Capital Management
New York
$435K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$379K +$52.9K +4,544 +16%
HAIM
32
Hunter Associates Investment Management
Pennsylvania
$303K -$11.6K -1,000 -4%
SIC
33
Samalin Investment Counsel
New York
$302K -$51.8K -4,446 -15%
SCA
34
Snowden Capital Advisors
New York
$299K -$3.16K -271 -1%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$280K – – –
CI
36
Conning Inc
Connecticut
$276K +$7.74K +664 +3%
VEA
37
Virtus ETF Advisers
New York
$272K -$37.4K -3,204 -12%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$241K +$241K +20,702 New
CW
39
CreativeOne Wealth
Kansas
$239K +$239K +20,535 New
SDAM
40
Shulman DeMeo Asset Management
New York
$227K -$2.25K -193 -1%
CIA
41
Capital Investment Advisors
Georgia
$227K -$11.4K -975 -5%
AWS
42
Atria Wealth Solutions
New York
$206K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$189K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$188K -$58.6K -5,031 -24%
SI
45
Stephens Inc
Arkansas
$188K – – –
RT
46
Rockland Trust
Massachusetts
$150K -$13.4K -1,150 -8%
HKAM
47
Horizon Kinetics Asset Management
New York
$148K – – –
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$117K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$111K -$95.4K -8,179 -46%
GWM
50
Geneos Wealth Management
Colorado
$75K – – –
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