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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

55 hedge funds and large institutions have $74.3M invested in BlackRock Floating Rate Income Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
22
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$8.28M
2
LPL Financial
LPL Financial
California
$5.28M
3
GC
Guggenheim Capital
Illinois
$9.16M
4
Morgan Stanley
Morgan Stanley
New York
$8.01M
5
Invesco
Invesco
Georgia
$4.16M

Top Sellers

1
CWM
CIBC World Markets
New York
$0
2
Ameriprise
Ameriprise
Minnesota
$8.31M
3
GRP
Global Retirement Partners
California
$470K
4
WW
Waterfront Wealth
Kansas
$905K
5
Bank of America
Bank of America
North Carolina
$904K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Wagner Wealth Management
South Carolina
$387K -$128K -9,870 -25%
SCA
27
Snowden Capital Advisors
New York
$354K +$4K +309 +1%
CI
28
Conning Inc
Connecticut
$353K +$9.82K +759 +3%
MA
29
MONECO Advisors
Connecticut
$315K +$14.9K +1,150 +5%
HAIM
30
Hunter Associates Investment Management
Pennsylvania
$291K -$45.4K -3,511 -13%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$270K -$17.6K -1,362 -6%
AAS
32
Avantax Advisory Services
Texas
$266K +$19.5K +1,506 +8%
IWM
33
Iams Wealth Management
Nebraska
$259K – – –
HKAM
34
Horizon Kinetics Asset Management
New York
$256K +$91.9K +7,100 +56%
SDAM
35
Shulman DeMeo Asset Management
New York
$231K -$12.2K -943 -5%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$210K – – –
RWM
37
Reston Wealth Management
Virginia
$204K +$5.6K +433 +3%
SI
38
Stephens Inc
Arkansas
$185K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$173K +$2.57K +198 +2%
PAG
40
Private Advisor Group
New Jersey
$152K +$152K +11,714 New
RT
41
Rockland Trust
Massachusetts
$148K -$8.58K -663 -5%
EAM
42
Everstar Asset Management
North Carolina
$143K +$143K +11,050 New
WS
43
Wedbush Securities
California
$137K – – –
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$129K – – –
GWM
45
Geneos Wealth Management
Colorado
$66.6K -$5.69K -440 -8%
CFB
46
Cullen/Frost Bankers
Texas
$64.7K +$24.2K +1,870 +60%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$43.3K -$12.9K -1,000 -23%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$38.8K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$29.8K – – –
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$29.7K – – –
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