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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

58 hedge funds and large institutions have $78M invested in BlackRock Floating Rate Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$3.52M
2
LPL Financial
LPL Financial
California
+$1.01M
3
PCM
Penserra Capital Management
California
+$595K
4
Morgan Stanley
Morgan Stanley
New York
+$372K
5
LSIA
LaSalle St. Investment Advisors
Illinois
+$298K

Top Sellers

1
WW
Waterfront Wealth
Kansas
-$754K
2
KAS
Kestra Advisory Services
Texas
-$745K
3
CI
Conning Inc
Connecticut
-$353K
4
Cohen & Steers
Cohen & Steers
New York
-$304K
5
AWS
Atria Wealth Solutions
New York
-$299K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Wagner Wealth Management
South Carolina
$339K -$45.4K -3,528 -12%
LSIA
27
LaSalle St. Investment Advisors
Illinois
$298K +$298K +23,206 New
MA
28
MONECO Advisors
Connecticut
$297K -$16.1K -1,252 -5%
HAIM
29
Hunter Associates Investment Management
Pennsylvania
$290K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$269K +$475 +37 +0.2%
IWM
31
Iams Wealth Management
Nebraska
$257K – – –
HKAM
32
Horizon Kinetics Asset Management
New York
$254K – – –
SDAM
33
Shulman DeMeo Asset Management
New York
$228K -$1.47K -114 -0.6%
CFC
34
Client First Capital
California
$218K +$218K +16,921 New
RWM
35
Reston Wealth Management
Virginia
$209K +$5.68K +442 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$208K – – –
AWS
37
Atria Wealth Solutions
New York
$191K -$299K -23,243 -61%
SG
38
StoneX Group
New York
$188K +$188K +14,631 New
SI
39
Stephens Inc
Arkansas
$184K – – –
PAG
40
Private Advisor Group
New Jersey
$159K +$7.93K +617 +5%
RT
41
Rockland Trust
Massachusetts
$147K – – –
XT
42
XTX Topco
Cayman Islands
$145K +$145K +11,278 New
EAM
43
Everstar Asset Management
North Carolina
$142K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$142K -$29.1K -2,270 -17%
WW
45
Waterfront Wealth
Kansas
$137K -$754K -58,608 -85%
WS
46
Wedbush Securities
California
$135K -$1.48K -115 -1%
CSP
47
Cary Street Partners
Virginia
$129K +$129K +10,000 New
GWM
48
Geneos Wealth Management
Colorado
$64.3K -$1.93K -150 -3%
EC
49
Elequin Capital
New York
$57.3K +$57.3K +4,453 New
CFB
50
Cullen/Frost Bankers
Texas
$40.2K -$24K -1,870 -37%
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