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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

58 hedge funds and large institutions have $68.3M invested in BlackRock Floating Rate Income Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.26M
2
GC
Guggenheim Capital
Illinois
+$601K
3
GRP
Global Retirement Partners
California
+$513K
4
UBS Group
UBS Group
Switzerland
+$438K
5
LPL Financial
LPL Financial
California
+$349K

Top Sellers

1
WWM
Wagner Wealth Management
South Carolina
-$7M
2
Morgan Stanley
Morgan Stanley
New York
-$6.75M
3
COLIM
City of London Investment Management
United Kingdom
-$1.17M
4
1CP
1607 Capital Partners
Virginia
-$1.07M
5
Invesco
Invesco
Georgia
-$963K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$361K +$163K +12,587 +83%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$354K +$44.6K +3,438 +14%
HAIM
28
Hunter Associates Investment Management
Pennsylvania
$338K – – –
CI
29
Conning Inc
Connecticut
$335K +$6.27K +483 +2%
MA
30
MONECO Advisors
Connecticut
$301K +$72.5K +5,582 +32%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$289K +$455 +35 +0.2%
SDAM
32
Shulman DeMeo Asset Management
New York
$248K -$4.93K -380 -2%
AAS
33
Avantax Advisory Services
Texas
$243K +$27.4K +2,112 +13%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$210K – – –
MAWAG
35
Mid-American Wealth Advisory Group
Missouri
$193K -$107K -8,210 -36%
Jane Street
36
Jane Street
New York
$190K +$190K +14,674 New
SI
37
Stephens Inc
Arkansas
$185K -$13K -1,000 -7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$168K +$2.47K +190 +1%
HKAM
39
Horizon Kinetics Asset Management
New York
$165K – – –
RT
40
Rockland Trust
Massachusetts
$159K -$7.93K -611 -5%
CBA
41
Coastal Bridge Advisors
Connecticut
$156K -$192K -14,816 -55%
WS
42
Wedbush Securities
California
$138K -$13K -1,000 -9%
KIG
43
Kennedy Investment Group
New Jersey
$132K +$132K +10,131 New
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$130K – – –
GWM
45
Geneos Wealth Management
Colorado
$72.5K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$61.6K – – –
CFB
47
Cullen/Frost Bankers
Texas
$40.6K – – –
JPWM
48
Jamison Private Wealth Management
Georgia
$40.2K +$1.12K +86 +3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$38.9K – – –
PS
50
Principal Securities
Iowa
$30.8K – – –
1
2
3