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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

57 hedge funds and large institutions have $77M invested in BlackRock Floating Rate Income Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CIBC World Markets
New York
+$8.68M
2
Ameriprise
Ameriprise
Minnesota
+$1.12M
3
GRP
Global Retirement Partners
California
+$815K
4
KAS
Kestra Advisory Services
Texas
+$729K
5
GC
Guggenheim Capital
Illinois
+$587K

Top Sellers

1
DIA
Dean Investment Associates
Ohio
-$1.82M
2
Invesco
Invesco
Georgia
-$778K
3
AAM
Advisors Asset Management
Colorado
-$606K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$200K
5
Jane Street
Jane Street
New York
-$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Pinnacle Associates
New York
$440K -$970 -76 -0.2%
AWS
27
Atria Wealth Solutions
New York
$359K +$3.91K +306 +1%
SCA
28
Snowden Capital Advisors
New York
$345K -$23.6K -1,853 -6%
CI
29
Conning Inc
Connecticut
$338K +$9.32K +730 +3%
HAIM
30
Hunter Associates Investment Management
Pennsylvania
$332K – – –
MA
31
MONECO Advisors
Connecticut
$296K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$284K +$459 +36 +0.2%
IWM
33
Iams Wealth Management
Nebraska
$255K +$255K +20,000 New
AAS
34
Avantax Advisory Services
Texas
$243K +$4.05K +317 +2%
SDAM
35
Shulman DeMeo Asset Management
New York
$240K -$4.19K -328 -2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$207K – – –
RWM
37
Reston Wealth Management
Virginia
$196K +$196K +15,342 New
SI
38
Stephens Inc
Arkansas
$182K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$168K +$2.48K +194 +1%
HKAM
40
Horizon Kinetics Asset Management
New York
$162K – – –
RT
41
Rockland Trust
Massachusetts
$155K -$1.43K -112 -0.9%
MAWAG
42
Mid-American Wealth Advisory Group
Missouri
$146K -$43.4K -3,404 -23%
WS
43
Wedbush Securities
California
$135K – – –
KIG
44
Kennedy Investment Group
New Jersey
$133K +$3.68K +288 +3%
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$128K – – –
PS
46
Principal Securities
Iowa
$81.4K +$51.2K +4,012 +169%
GWM
47
Geneos Wealth Management
Colorado
$71.3K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$55.5K -$5.1K -400 -8%
CFB
49
Cullen/Frost Bankers
Texas
$39.9K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$38.3K – – –
1
2
3